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Open Team in the sidebar. You get five tabs: Staff, Schedules, Timesheet, Access, and Payroll Prep. Staff is your people. Schedules is the dated week you publish. Timesheet is who clocked in. Access is permission groups. Payroll Prep is hourly snapshots and a CSV. There is no Run Payroll button. Anyone with permission to view the team can open Team. Tabs they cannot use stay hidden. Compensation, payroll prep, and a few other actions need extra grants. Approving a snapshot and exporting the CSV stay with an Owner. For permission groups, the locked Administrator group, and who can do what, see Roles and permissions.

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Staff

Staff is the shop directory. Active people, invited people, and deactivated people sit in the same table. There is no separate pending-invitations list. Invited people show status Invited. Filter the table to Status = Invited when you want only those rows. An invited row is not a profile link. They get a profile after they accept.

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Invite someone

1

Open Staff

Go to Team → Staff. Invite is on the Staff tab.
2

Open Invite Team Member

Click Invite Team Member. Email, Name, and Phone are all required. The invite also has a Role field. The tooltip says you can change this later.
3

Send the invite

Send it. They stay Invited in the Staff table until they accept.
ShopWrk emails them a join link. Phone is required. That number becomes their Work Phone for this shop only. ShopWrk calling and texts in this shop use that Work Phone, not their personal sign-in phone.

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Member profiles

Open an active member from the Staff table to see their profile. Tabs on the profile are Profile, Access, Schedule, Stats, and Activity. People with compensation permission also see Compensation.
  • Profile holds name, phone, and shop membership details. You can view their sign-in email when you are allowed to. You cannot change it for them. They change their own email.
  • Access is this person’s groups. See Roles and permissions.
  • Schedule shows this person’s dated shifts and time off. Manage shifts from Team → Schedules.
  • Stats shows jobs completed, paid hours this week versus last week, and time per service.
  • Activity is the audit trail for membership and access changes.
  • Compensation is hourly rate and a Since date.
You can deactivate or reactivate a member from the profile. Deactivation cancels future draft and published shifts, keeps history, and notifies the people who need to know. Reactivating restores their previous groups and overrides.
Stats hours come from paid work sessions, not job timers. Job time is operational. It is not pay.

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Compensation

Compensation lives on the member profile, not on Payroll Prep. If you have permission to view or manage compensation, open the member and go to Compensation. You will see the current Hourly rate and a Since date. Click Save to start a new rate now. Older periods stay on file. You cannot edit or delete history. If there is no rate yet, the tab says so. ShopWrk will not invent a zero rate. Viewing your own profile does not unlock this tab. Technicians without compensation permission cannot see rates, including their own. Compensation is hourly rate and effective date. Salary, commission, paystubs, and running payroll are not in this tab. Those payroll tools are still coming.

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Schedules

Team → Schedules shows dated Staff shifts first, then repeating weekly availability, then time off. Staff shifts are the real week you publish. The header shows Sunday through Saturday dates. Use Jump to week to move around.
1

Build the week

Select a team member’s cell for the day, then click Add shift. Enter the start and end time, then save. Copy last week pulls the previous week’s dated shifts when that saves time.
2

Publish week

Click Publish week when the week is ready. People get in-app and email notices for publish and later material changes. They do not have to acknowledge the shift.
Repeating availability is the usual Sunday through Saturday pattern. It is not a dated shift. Publish week is the plan staff should follow that week.

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Time off

Staff can request full-day or partial-day time off. An Owner, or someone with Manage Schedule, approves it. Time off never creates paid hours. If approved time off overlaps a published shift, resolve those shifts before you approve. ShopWrk will not leave a published shift sitting on top of approved time off.

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Timesheet

Team → Timesheet is shop-wide attendance. Staff can clock in from here. People with Manage Time can correct time. The Staff table also has a Job hours column. That is time on jobs. Keep it distinct from paid attendance. Job timers are not what Payroll Prep pays.

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Access

Team → Access is where you set who can do what. See Roles and permissions.

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Payroll Prep

Team → Payroll Prep builds hourly snapshots you can check and export. It does not pay people. There is no Run Payroll button, and ShopWrk does not claim tax or legal compliance. What a snapshot includes:
  • Regular hours and the hourly rate segments used in the period
  • Regular gross, overtime you classify, overtime gross, audited adjustments, and total gross
  • Periods you configure as weekly, biweekly, semimonthly, or monthly
If a rate changes mid-period, ShopWrk splits the hours across the old and new rates. A missing hourly rate for payable time blocks the snapshot. Open or overlapping attendance blocks it too. Schedule mismatches warn you. They do not stop the snapshot. Preparing a draft is a grant you can give. Approving a snapshot and exporting the CSV are Owner-only, and those are separate actions. After an Owner approves a snapshot, that version is locked. If attendance, rates, overtime classification, or an adjustment changes, ShopWrk invalidates it and you prepare a new version. Old or invalidated versions cannot export. The CSV is a full replacement for that approved version. Export it again and you get the same file. Staff can see only their own approved gross. They do not see rates, other people’s amounts, or draft snapshots.
Do not treat Payroll Prep as a live payroll run. Salary, commission, paystubs, direct deposit, and processing pay are still coming.

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Jobs and Work Phone

The people on Staff are who you assign on a job. On the job, job timers are operational time. They are not pay. Paid hours come from Timesheet. When you assign a technician, ShopWrk can warn you about an availability conflict next to Labor start, Work starts, or the technician picker. Open the warning to see the reason. If you have permission to manage the schedule, you can continue by entering a short override reason. ShopWrk saves that reason with the assignment. Typical reasons:
  • After hours
  • No published shift
  • Time off
  • Overlap with another appointment in this shop
Overnight jobs that still start and end inside shop hours do not warn. Two jobs in the same bay at the same time still refuse, as do blocked time and a busy Google Calendar. Cross-shop schedule conflicts are ignored on purpose. ShopWrk calling and texts for this shop use each person’s Work Phone from the invite.

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What is not live yet

Payroll processing, salary, commission, and paystubs are not available. Use hourly compensation on the member profile and Payroll Prep snapshots when you need numbers for your accountant or payroll provider.