What is ShiftNote?

"ShiftNote is online workforce scheduling software and manager's log book."

Primarily designed for restaurants, retail, and healthcare industries, Shiftnote replaces paper or excel logbooks, creating customizable weekly employee schedules. It significantly saves business owner's time and labor costs.

This is a web-based platform, so users only need to go to the vendor's website, and sign in either as a manager, or an employee. Managers create and edit schedules, while employees submit their working hours, release shifts, or request time off.

ShiftNote does the job as a great franchise management software, because of its ability to manage staff at various locations, catching up on operations, and conducting internal communication.


ShiftNote scored 83/100 in the HR Scheduling category. This is based on user satisfaction (100/100), press buzz (35/100), and other relevant information on ShiftNote gathered from around the web.

The score for this service has declined over the past month. What is this?

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ShiftNote Review

Editors' Review by the HR Scheduling Software Review Team

ShiftNote is a web-based employee management and scheduling software solution designed for any type of business that deals with shift-to-shift changeover with employees and staff, such as restaurants, retail stores, healthcare offices, hotels, manufacturing plants, dispensaries, transportation facilities, universities, breweries, spas, and so on.

The HR scheduling platform makes it easier for management, such as HR managers, supervisors, and store operators, to create and distribute weekly shift schedules for employees. The solution also allows employees to release and pick up shifts as well as submit time off requests to supervisors.

ShiftNote effectively minimizes the time and effort often spent on creating shift schedules and distributing them to the entire workforce. It eliminates the unnecessary hassles of having to make sure open shifts are sufficiently covered by the right personnel and having to rely on pen and paper when creating the schedules.

The web-based HR solution also provides business operators with complete control over labor expenses by helping them avoid overtime scheduling and by displaying labor cost estimates while shift schedules are being created by management.

ShiftNote Features

ShiftNote is an employee scheduling platform well-suited for franchise businesses that operate in multiple locations and deal with shift-to-shift changeover when it comes to their staff. It provides location managers the tools and capabilities they need to stay up to date with day-to-day operations and internal communications. The solution effectively replaces the need for pen-and-paper logbooks and documentation with a web-based and user-friendly platform.

As a web-hosted HR scheduling solution, ShiftNote requires a monthly fee and doesn’t require the user or the business to download, install, or maintain any kind of software program on their computer system. All the generated or created schedules and all employee data are securely stored on the cloud servers. This means businesses don’t have to contend with the added burden of securing their employee database and performing regular internal backups.

With ShiftNote, businesses only have to visit the website and register an account. Users simply have to log in as either a manager or as an employee to access the web-based platform. If you log in as a manager, you will be provided with specific permissions that are not available to employees, such as creating and editing shift schedules, keep track of overtime, and the use of various forecasting tools that enable you to stay within your budget in terms of labor expenses.

When logging in as an employee, users are provided with access to their work schedule and shift information. They also have the ability to release shifts, submit time-off requests, swap shifts with other employees, pick up open shifts, and so on.

Every time a change or an update is made on the shift schedule, or a time-off request is submitted, management will then receive a notification, which provides them the option to either approve or decline the request. All scheduling updates and changes are posted online in real-time for management and staff to see. Notifications via email and/or text messaging are also provided to everyone concerned.

ShiftNote online task manager logbook communication log shift planning

ShiftNote Benefits

ShiftNote offers plenty of benefits for businesses and organizations that deal with a large number of employees working in different shifts. The web-based platform offers key advantages to businesses operating in multiple locations across different industries. Perhaps the most obvious benefit ShiftNote provides is the ability to create shift schedules in a faster and more efficient manner.

Quick and Easy to Set Up

A setup wizard is available to all users the first time they log into the ShiftNote system as a manager. The wizard guides users through the setup process so they can enter the necessary information and set the appropriate settings that they want to lay the groundwork for the creation of their schedules.

The setup process requires users to specify work hours, positions, and areas for multi-location businesses. The work hours or time periods field divides the workday into multiple shifts. This allows location managers and supervisors to make sure the shifts are covered during the entire workday and the entire week.

The entire process, from the ground up, is quick and straightforward. It doesn’t require special training or a steep learning curve. Any average individual can easily use the platform and get familiarized with the system in a short amount of time.

Streamlined with Templates and Duplicates Available

Creating and/or editing shift schedules, using ShiftNote, is quick and easy. Furthermore, having the ability to make duplicates of schedules, as well as creating and using templates, makes the entire process even easier and more efficient.

To create a schedule for your employees, you simply go to the platform’s Schedules menu and click on the Create New Schedule tab. You then enter the appropriate name for the schedule and set a date range. Finally, fill in all the necessary fields—choose which areas to schedule and which managers and supervisors to notify of any updates to the schedule.

Total Control Over Labor Costs

ShiftNote offers a wide range of built-in management tools and features, including reporting capabilities, which facilitates the scheduling and controlling of labor expenses. Some of these management tools include reports pertaining to daily rosters, labor expenses, and work hours. The system also provides a clear overview of shift changes or updates and time-off requests.

In addition to management tools, ShiftNote also offers several applications that both management and staff can use to update shifts. Employees, for instance, can choose to let go or release a particular shift and pass it on to a coworker. Management will then be responsible for approving or declining the shift change request.

ShiftNote employee scheduling software shifts templates notes tasks

ShiftNote Pricing

ShiftNote is divided into two separate products with two different pricing plans—ShiftNote Logbook and ShiftNote Scheduler. ShiftNote Logbook costs $34.95 per month, while ShiftNote Scheduler comes at the price of $64.95 per month. Both prices are good for one location with an unlimited number of users, although, volume pricing is available upon request. The service provider also provides a 45-day free trial on all accounts.

Both ShiftNote Logbook and ShiftNote Scheduler solutions come with a plethora of features, including communication and management applications, scheduling tools (limited to ShiftNote Scheduler only), as well as training and customer support capabilities. You may visit the ShiftNote official website for more info about the products and the pricing plans.

Conclusion

ShiftNote is a robust and easy to use HR management software solution that covers a wide range of processes most HR teams often deal with on a day-to-day basis. The web-based platform comes with scheduling solutions, overtime alerts, reporting capabilities, and notifications via email and text messaging.

The system has clear-cut features, which are easy to use and navigate through. Users do not require special training or extensive knowledge of complex systems to effectively operate and navigate through the software solution. ShiftNote is also flexible and scalable to fit the needs of businesses, from small startups to large enterprises.

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HR Scheduling Market Radar

ShiftNote Product Overview

  • Ability to create shift notes electronically.

  • Accessible anywhere.

  • Instant searches.

  • Easy document attachment.

  • Create Staff Schedules.

  • Text & Email Alerts.

  • Employee Portal.

  • Messaging.

  • Reporting.

  • Multiple location management.


Languages: English
Software Buyer Guide 2018

HR Scheduling Software Buyer Guide 2018

Product recommendations, vendor rankings, market overview and tips on how to select HR Scheduling software for business. Published in December 2018.

This group of software assists in the task of creating and managing complex employee schedules. That way, HR scheduling software helps save time and money on scheduling, reduce paperwork and manual errors, increase productivity and handle last-minute absent...

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ShiftNote Features

  • 360 Degree Feedback
  • API
  • Application Tracking
  • Attendance Tracking
  • Batch Permissions & Access
  • Calendar Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Employee Database
  • Employee Incentive Management
  • Employee Onboarding
  • External Integrations
  • Feedback Management
  • Forecasting
  • Gantt Charts
  • Multi-User
  • Notifications
  • Onboarding
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Vacation Calendar
  • Time Management
Compare Pricing

ShiftNote Pricing Plans

ShiftNote Logbook

$34.95
Location / Month
  • Customizable Daily Log
  • Announcements
  • Employee Issue Tracking
  • Advanced Search Feature
  • Weather Feeds
  • Events Calendar
  • Task Management
  • Internal Email System
  • Document Storage
  • Manage Multiple Location
  • Customizable Stats Tracking
  • Cash Count, Petty Cash, Deposit Drop, Change Order

ShiftNote Scheduler

$64.95
Location / Month
  • All ShiftNote Logbook Features
  • Bulletin Board/ Employee Portal
  • Trade/Swap Shifts
  • Request Time Off
  • Create Schedules From Scratch
  • Auto Schedule Based on Performance and Budget
  • Create Schedules From Templates
  • Duplicate Schedules
  • Sales and Labor Forecasting
  • Over Time Detection
  • Assign Multiple Positions

Plans starting from: $34.95/month Credit card required: No

ShiftNote FAQs

What is ShiftNote generally used for?

This service is used for employee scheduling and log books creation.

Does ShiftNote integrate with any other apps?

This software doesn't offer integration with other apps.

Does ShiftNote offer an API?

No API offered.

What platforms does ShiftNote support?

ShiftNote is web-based platform, supporting Firefox, Internet Explorer, and Chrome.

Does ShiftNote offer multi-user capability (e.g. teams)?

Yes, both price plans include unlimited number of users.

Who are the main user groups of ShiftNote?

Main users of ShiftNote are retail, hospitality, restaurant, and healthcare industries.

Does ShiftNote offer guides, tutorials and or customer support?

Support offered: Documentation, Webinars, Email Support, Phone Support, Live Chat, FAQs, Training Guides, Videos, Tickets.

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