Screens show the current Shift Link design with fictional sample data. Red numbered boxes match the explanations under each screenshot — hover an explanation to highlight it.
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3 guides
Getting started
Sign in, recover a password and register a new organisation.
G01Getting started · Access
Sign in to Shift Link
Everyone — admins, support workers and clients — signs in on the same page. Shift Link opens the correct workspace automatically based on your role.
app.shiftlink.au/login
1
Work email
Enter the email address your organisation registered for you.
2
Password
Your password is case-sensitive. Use the eye icon to check what you typed.
3
Sign in
Opens your dashboard: Admin, Staff or Client depending on your account.
4
Forgot password
Sends a secure reset link to your email (see the next chapter).
5
New organisation
Providers who are not yet on Shift Link can apply here.
Step by step
Open app.shiftlink.au (or the Shift Link app on your phone).
Type your work email and password, then select Sign in.
If your company uses two-factor authentication (MFA), enter the 6-digit code from your authenticator app.
You land on your home screen. Admins see the Dashboard, staff see Home, clients see their care overview.
Staff and clients receive their first login details by email when an admin creates their account.
Use the sun/moon button (top right) to switch between light and dark mode at any time.
G02Getting started · Access
Forgot or reset your password
If you cannot remember your password, request a reset link. The link opens a page where you choose a new password. It works once and expires after one hour.
app.shiftlink.au/forgot-password
1
Your account email
Enter the email you use to sign in.
2
Send reset link
If an account exists, a reset email is sent within a minute. Check spam too.
3
Back to sign in
Return to the login page without changing anything.
app.shiftlink.au/reset-password
1
New password
At least 8 characters. Avoid reusing an old password.
2
Confirm
Type the same password again.
3
Save
Your password changes immediately. Sign in again with the new password.
Step by step
On the sign-in page select Forgot password?.
Enter your email and select Send reset link.
Open the newest email titled “Reset your Shift Link password” and select Choose a new password.
Enter and confirm the new password, then select Save new password.
Requested several links? Always use the newest one — older links stop working.
If no email arrives within 5 minutes, check spam/junk, then ask your company admin to confirm your email address.
G03Getting started · Access
Register a new organisation
NDIS providers apply for a Shift Link workspace in two short steps. Your application is reviewed before the workspace is unlocked.
app.shiftlink.au/signup
1
Step 1 – Organisation
Organisation name, workspace URL, ABN, NDIS registration number and address.
2
Organisation name
This name appears on invoices, reports and agreements.
3
Continue
Step 2 asks for the main admin's contact details and password.
4
Review
Applications are usually approved within 1–2 business days. You are notified by email.
Step by step
Select Sign up your organisation on the sign-in page.
Complete organisation details and select Continue.
Add the main administrator's name, email, phone and password.
Submit. While under review you can sign in and see the application status.
The workspace URL (slug) cannot easily be changed later — choose a short version of your business name.
24 guides
Company Admin
Run rosters, staff, clients, shifts, finance, reports and the AI team.
A01Company Admin · Overview
Navigation and Dashboard
The Dashboard is your daily starting point: live counts, items waiting for you and one-click shortcuts. The sidebar on the left opens every workspace.
app.shiftlink.au/admin
1
Sidebar
Every workspace: Agent Hub, Live activity, Roster, Shifts, Incidents, Clients, Staff, Finance, Reports and more. On a phone, tap ☰ to open it.
2
Open roster
Jump straight to this week's roster.
3
Plan & limits
Plan status, expiry date and how many staff and clients your plan allows.
4
Live counters
Active shifts, shifts awaiting approval, clients and staff. Select a card to open that list.
5
Pending approvals
The latest submitted shifts. Select one to review evidence and approve.
6
Quick actions
Build roster, Live activity, Invoices, Reports and Incidents in one place.
7
Account menu
Open your profile or sign out. The sun/moon button beside it switches theme.
8
AI Employee
Ask Nexus AI a question from any page (see Agent Hub).
Step by step
Check the four counters each morning.
Approve submitted shifts from Pending approvals.
Use Quick actions or the sidebar for everything else.
A red number on Notifications in the sidebar means unread alerts.
The green dot next to Live activity shows realtime sync is on.
A02Company Admin · Overview
Agent Hub — your AI team
Agent Hub gives you twelve specialist AI agents (Nexus AI). They analyse your company's records and prepare proposals; nothing changes until you approve it.
app.shiftlink.au/admin/agents
1
Run all checks
One click runs roster, workload, compliance, incident, invoice, care and data-quality checks.
2
CSV import
Add many staff or clients at once from a spreadsheet, with validation before saving.
3
Choose an agent
Select an agent card. A starter instruction is loaded for you to edit.
4
Instruction panel
Type in any language or use the microphone. Answers are in English.
5
Run agent
Sends the instruction. Results appear under Activity & approvals.
app.shiftlink.au/admin/agents
1
Activity & approvals
Every run with its status, instruction and answer.
2
Filters
Show all runs, only those needing approval, completed or failed.
3
Details
Expand a run to read the full answer, references and export options.
4
Pending proposal
The agent prepared a change (here, a new staff account) and is waiting for you.
5
Approve or reject
Check every field, then Approve — or Reject to discard it.
app.shiftlink.au/admin/agents
1
Writing tips
Include dates, record IDs, constraints and the output format you want.
2
Four steps
Select → run → verify → approve. A recommendation alone never changes records.
3
Agent guides
Open any agent to see what it does, its limits and ready-to-use example instructions.
Step by step
Select an agent card (for example Tempo — AI Roster Manager).
Edit the starter instruction: add dates (YYYY-MM-DD) and what you want back.
Select Run agent and read the answer.
If a change is proposed, verify it and select Approve action.
AI uses a sample of up to 40 records per source — always verify important figures in the related workspace.
AI output is not clinical, legal or financial advice.
A03Company Admin · Overview
Live activity
See every shift that is in progress right now, which task each worker is doing and how long they have been on duty. Updates arrive in realtime.
app.shiftlink.au/admin/live
1
Counters
How many staff are working and how many are on a break.
2
Live shift card
Worker, client, start time and a running duty timer.
3
Status badge
Working or Break — changes instantly when the worker taps Break.
4
Current task
The care-plan task the worker is doing now.
Step by step
Open Live activity from the sidebar.
Select a card to open the full shift with tasks, notes and travel.
A04Company Admin · Rostering
Roster calendar
Plan who supports whom and when. Build shifts by hand or let Smart Roster generate drafts from availability, service hours and staff–client assignments, then publish.
app.shiftlink.au/admin/roster
1
Roster tabs
Calendar, Coverage & Open Slots, Cancellations and Change Requests. Badges show items waiting.
2
Date navigation
Jump to today or move week by week. Switch Day / Week / Month views.
3
Smart Roster
Generate draft shifts for a date range using availability, service windows, continuity and skills.
4
Publish drafts
Drafts stay private. Publishing sends them to staff for confirmation.
5
New shift
Create a single shift manually.
6
Setup & defaults
Company timezone, default working days/hours for new accounts and pending setup approvals.
7
Coverage summary
Required vs assigned hours, uncovered hours, overbooking and draft count for the visible range.
Step by step
Check staff availability and client service hours are set (Setup, defaults & approvals).
Select Smart Roster, choose dates and preview the proposal.
Review conflicts, adjust any shift by selecting it, then Publish drafts.
Staff confirm their shifts in the mobile app.
Draft shifts show a dashed outline and are invisible to staff until published.
Hours shown use the company timezone, not your device timezone.
A05Company Admin · Rostering
Coverage, open slots and replacements
Find every unassigned or unconfirmed shift in one queue and fill it with recommended staff.
app.shiftlink.au/admin/roster/coverage
1
Queue filter
Show everything that needs attention, or only open slots, pending confirmations or conflicts.
2
Refresh
Recalculate coverage after making changes.
3
Needs attention
Each item shows the reason (open slot, awaiting confirmation…) and the client.
Step by step
Open Roster → Coverage & Open Slots.
Pick an item, choose a recommended staff member and assign.
Returns the shift with a reason the worker can see.
5
Task log
Every care task the worker completed, with times and amounts.
6
Print invoice
Print a single-shift invoice.
Step by step
Open Shifts → Pending approval.
Select a shift and check hours, location, tasks, notes and travel.
Approve, or Reject with a clear reason.
A location warning means the shift started far from the client address — check the note before approving.
A10Company Admin · Shifts
Shifts Report and branded PDFs
A full table of submitted shifts. Correct hours, times, travel and task logs, then download a branded PDF for any shift.
app.shiftlink.au/admin/shifts/report
1
Search
Find shifts by staff or client.
2
Status filter
Active, pending, approved or rejected.
3
View report
Preview the full shift report in the browser.
4
Edit
Correct hours, times, travel and tasks (changes are logged).
5
PDF
Download the branded shift report.
A11Company Admin · Shifts
Incident management
Support workers report incidents during a shift. Triage them by severity, add follow-up notes and close them when resolved. Automatic anomaly flags appear here too.
app.shiftlink.au/admin/incidents
1
Search
Search by title, number, staff or client.
2
Filters
Filter by severity and status.
3
Incident
Number, severity, status, title, people and time. Select to open.
4
Anomaly flags
Automatic checks such as a shift started far from the client's address.
Employment, emergency contact, bank, tax and screening checks.
5
Staff information
Everything recorded for this worker. Scroll for compliance, clients, availability and pay.
Expired certificates show in red. The Compliance agent can list everything expiring in the next 30 days.
A17Company Admin · Finance
Finance: invoices
Finance keeps client billing and staff payroll separate. Generate client invoices from approved shifts and review saved invoices.
app.shiftlink.au/admin/finance/invoices
1
Finance summary
Saved invoices, finalised payroll estimate this month and staff missing pay setup.
2
Finance tabs
Invoices, Payroll, Prices and NDIS Price Guide.
3
Saved invoices
History of every generated invoice.
4
Invoice type
Client invoice or staff payroll summary.
5
Choose client
Pick a client and period. All approved shifts and extras are included.
Step by step
Open Finance → Invoices.
Choose the client and date range.
Preview, then save and download the PDF invoice.
A saved invoice is not proof of payment.
A18Company Admin · Finance
Payroll: setup → review → finalise
Calculate gross pay estimates from reviewed timesheets. Payroll is calculation-only: it does not pay wages, withhold tax or lodge STP.
app.shiftlink.au/admin/finance/payroll
1
Payroll tabs
Drafts & review, Staff pay setup, Timesheet review and Finalised history.
2
Pay period
Choose the period start and end.
3
Preview
Calculate gross pay from approved, reviewed shifts.
4
Save draft
Keep a draft to review before finalising.
Step by step
Set each worker's pay rate in Staff pay setup.
Review timesheets.
Preview the estimate, save a draft, review and finalise.
Check award, penalties, overtime and super with your payroll adviser.
A19Company Admin · Finance
Prices and the NDIS Price Guide
Set the rates you bill for each activity and look up official NDIS price limits.
app.shiftlink.au/admin/finance/prices
1
Price tabs
Activity rates, client-specific prices, import, shift extras, travel, off-days and public holidays.
2
Add rate
Create a billing rate linked to an NDIS support item.
3
Rate row
Service, code, NDIS item, category and hourly rate.
app.shiftlink.au/admin/finance/ndis-guide
1
Price guide
Official NDIS Pricing Schedule with National, Remote and Very Remote limits.
2
Import
Load a newer price schedule CSV.
A20Company Admin · Finance
Staff work reports
Create a detailed PDF for any worker and period: timesheet, tasks, earnings by service type and travel logs.
app.shiftlink.au/admin/reports
1
Staff member
Choose the worker.
2
Date range
Choose start and end dates.
3
Quick ranges
Last 7, 14, 30 days or this month.
4
Generate
Preview the report, then download or print.
A21Company Admin · Communication
Notifications
Every admin alert in one feed: submitted shifts, incidents, cancellations, availability changes, reviews and expiring certificates.
app.shiftlink.au/admin/notifications
1
Mark all read
Clear every unread badge at once.
2
Unread
Unread alerts are highlighted with a New badge.
3
Mark read
Mark one alert as read.
A22Company Admin · Communication
Client Reviews
Clients rate completed visits. Moderate reviews before they appear on staff profiles.
app.shiftlink.au/admin/reviews
1
Search
Find reviews by staff or client.
2
Status
Pending reviews wait for your decision.
3
Approve
Publish the review on the worker's profile.
4
Hide
Hide a review that should not be shown.
A23Company Admin · Account
Profile, company and security
Update your own details and photo, manage company information and turn on two-factor authentication.
app.shiftlink.au/admin/profile
1
Profile / Company
Switch between your profile and company details (logo, ABN, address).
2
Photo
Upload a profile photo.
3
Your name
Shown to staff and on reports.
4
Save
Save profile changes.
Turn on two-factor authentication (MFA) under Security for extra protection.
A24Company Admin · Account
Plan and payment
See plan pricing, estimate the monthly total for extra capacity and submit payment proof for Pro access.
app.shiftlink.au/admin/pricing
1
Pro plan
What is included and the price.
2
Capacity
Enter extra staff/client pairs to see the estimated monthly total.
3
Bank details
Copy the account details to pay by bank transfer.
4
Submit proof
Upload the receipt. Access starts after approval.
6 guides
Support Worker
Mobile app for shifts, care tasks, travel, availability and pay.
S01Support Worker · Daily work
Home
The staff app is designed for phones. Home shows your week at a glance, your current shift and upcoming work.
1
Greeting
Your name and photo.
2
My availability
Your weekly hours. Select to change them.
3
Your week
Hours worked, completed shifts and active clients.
4
Current shift
Your shift in progress. Continue to log tasks and end the shift.
5
Bottom menu
Home, Payments and Profile.
Step by step
Open the app and check your current or next shift.
Confirm new shifts and offers when they appear.
Tap Continue shift to work on care tasks.
S02Support Worker · Daily work
Start a shift
Start a shift when you arrive at the client. The app records your start location as evidence.
1
Client
Pick the client you are supporting (only your assigned clients are listed).
2
Location
Allow location access. Your start location is saved with the shift.
3
Start shift
Starts the duty timer and opens the care plan.
Step by step
Tap Start shift on Home (or Start on a rostered shift).
Choose the client and allow location.
Tap Start shift.
If location is blocked, enable it in your phone settings for the browser or Shift Link app, then tap Try again.
S03Support Worker · Daily work
During a shift: tasks, notes, travel and incidents
The active shift screen guides you through the client's care plan and records everything needed for approval and billing.
1
Duty timer
Time on duty since you started. Runs until you end the shift.
2
Locations
Start and end location evidence.
3
Incidents
The latest incident for this client. Report new incidents from the Incident Report tab.
4
Shift tabs
Care plan, Travel and Incident Report.
5
Progress
How many care-plan items are done.
Step by step
Work through the care plan: Start, then Done (or Quick done) for each task.
Add notes and photos where helpful.
Log travel in the Travel tab (or use Live Drive).
Report any incident straight away in Incident Report.
When finished, tap End shift and submit for approval.
Use Break when you pause — your admin sees it live.
You can dictate notes with the microphone.
S04Support Worker · Your details
My Availability
Tell your admin when you can work. Add regular weekly hours and one-off date changes.
1
Weekly schedule
Pick a day and times, then Add weekly slot.
2
Add slot
Adds the time range to that weekday.
3
Your slots
Remove a slot with the bin icon.
Some companies require admin approval for availability changes — you will see the request status.
S05Support Worker · Your details
Payments and earnings
See reviewed payroll calculations, payment records and shifts awaiting approval.
1
Payroll
Finalised gross estimates from your pay setup and reviewed timesheets.
2
Totals
Paid, pending and billing estimate.
3
Awaiting approval
Shifts submitted but not approved yet.
These are estimates, not payslips. Contact your employer about pay questions.
S06Support Worker · Your details
Profile and compliance
Keep your personal, HR and compliance details up to date so your company can roster you.
1
Completion
How much of your basic profile is filled in.
2
Edit details
Personal, HR, tax, bank and emergency contact.
3
Compliance
Upload certificates such as First Aid and NDIS Worker Screening.
6 guides
Client / Participant
See upcoming support, reports, alerts, reviews and your agreement.
C01Client / Participant · Your support
Client home
Clients (participants) and their families see upcoming support, this week's totals and the care & service plan.
1
Next support
Date, time and who is coming.
2
This week
Shifts and hours this week, and reviews waiting.
3
Care plan
Your services and daily plan.
4
Menu
Home, Schedule, Reports, Alerts, Reviews and Profile.
The first time you sign in you are asked to read and sign your service agreement.
C02Client / Participant · Your support
Schedule
See support happening now and every confirmed upcoming visit.
1
Live now
Your worker is with you now, with clock-in time.
2
Upcoming visits
Date, time, worker and status.
C03Client / Participant · Your support
Reports
Weekly summaries of completed support: hours, shifts and tasks.
1
Weekly totals
Hours, shifts and tasks for the week.
2
AI summary
A short plain-English summary of the week.
3
PDF
Download or print the weekly summary.
C04Client / Participant · Your support
Alerts
Messages about your support: confirmations, staff changes and completed visits.
1
Mark all read
Clear all unread alerts.
2
Alert
Unread alerts are highlighted.
C05Client / Participant · Your support
Reviews
Rate completed visits to help your provider improve.
1
Leave review
Give 1–5 stars and optional feedback.
C06Client / Participant · Your account
Profile and signed agreement
Keep your details up to date and download your signed service agreement.
1
Completion
How complete your details are.
2
Edit details
Contact, address, emergency contact and NDIS details. Some changes need approval.
3
Agreement
View the agreement you signed.
4
Download
Save a copy of your signed agreement.
Help & FAQ
I didn't receive my login or reset email.
Check spam/junk. Reset links expire after one hour — request a new one. If it still doesn't arrive, ask your company admin to confirm your email address.
Location is not captured when starting a shift.
Allow location for the browser or Shift Link app in your phone settings, make sure Location Services are on, then tap Try again.
A shift is missing from my roster.
Draft shifts are only visible after the admin publishes them. Pull to refresh or sign out and in again.
The AI agent's figures look different from my reports.
Agents analyse a sample of up to 40 records per source. Use Reports and Shifts Report for complete figures.
Can I use Shift Link on my phone?
Yes. Add app.shiftlink.au to your home screen, or install the Shift Link app where provided by your organisation.
Who can see client information?
Only people in your organisation with the right role. Staff see the care plan only for clients they support.