Admin Guide
Everything you need to set up and manage your organization in Hopshift
This guide covers everything a company or group administrator needs to run Hopshift day-to-day: setting up your company, onboarding employees, running payroll, managing leave, scheduling shifts, and generating compliance filings.
If you are setting up Hopshift for the first time, start with Getting Started, which walks through first-time setup in the correct order.
What admins do in Hopshift
As an admin, you are responsible for:
- Configuring your company in Settings before anything else (Tax ID, departments, positions, leave types)
- Managing employee profiles and keeping compliance fields up to date
- Running monthly payroll and downloading government compliance documents (PND1, SSO 1-10)
- Approving leave requests and managing team leave balances
- Maintaining the shift schedule and reviewing clock-in records
- Inviting team members and managing who has access to what
Group Admins have all of the above plus cross-company visibility, group-level leave policy management, and API key administration.
Topics
Getting Started
First-time setup checklist and platform orientation.
Employee Management
Add employees, edit profiles, manage status and multi-outlet assignments.
Payroll
Run monthly payroll, review earnings and deductions, finalize and download compliance documents.
Time Off
Configure leave types, approve requests, manage balances and the leave calendar.
Scheduling
Create shift templates, assign employees, manage the weekly and monthly schedule calendar.
Compliance
PND1 and SSO 1-10 filings: what they are, how Hopshift generates them, and how to submit them.
Settings
Company profile, departments, positions, leave types, pay periods, and group configuration.