Getting Started with SimpleStaff
10 min read
Everything you need to know to set up your team and start scheduling in under 30 minutes. This guide will walk you through each step of the process.
<30
minutes to setup
5
simple steps
0
credit card required
01
Create Your Account
Sign up for SimpleStaff using your email address or Google account. No credit card required to get started.
- Visit simplestaff.ca and click 'Get Started'
- Enter your email and create a secure password
- Verify your email address to activate your account
02
Create Your Team
Set up your team with a name and subdomain. This is where your employees will access their schedules.
- Choose a memorable team name
- Pick a unique subdomain (e.g., yourcompany.simplestaff.ca)
- Upload your company logo for branding (optional)
03
Configure Your Rules
Set up the scheduling rules that matter to your workplace. These will be enforced automatically.
- Define employment types (Full-time, Part-time, Casual)
- Set up seniority levels if applicable
- Configure rest periods, max hours, and overtime thresholds
04
Invite Your Team
Add your employees by generating invite codes or sending direct email invitations.
- Create invite codes for bulk onboarding
- Send individual email invitations for specific roles
- Set roles and permissions for each team member
05
Create Your First Schedule
Use our AI or manual tools to build your first schedule. Publish it and notify your team.
- Tell the AI what shifts you need in plain English
- Review and adjust the generated schedule
- Publish and automatically notify all team members
Pro Tips
- 💡Take time to set up your rules correctly upfront—it saves hours of manual checking later.
- 💡Use the AI scheduling feature to generate a starting point, then make manual tweaks as needed.
- 💡Encourage team members to set their availability early to get the most accurate schedules.
Need personalized help?
Our support team can walk you through setup or help configure complex rules.
Contact Support