Help centre

Guides for running ShiftPlate

Step-by-step guides for the day-to-day: scanning invoices, costing a recipe, building next week's rota, getting payroll hours out. Written for the people doing the job.

Getting Started

Welcome to ShiftPlate
The big picture — what ShiftPlate does and how the pieces fit together.

Invoices & pricing

Upload and scan an invoice
Get a supplier invoice into ShiftPlate — by photo, file, or several pages of the same invoice.
Review and confirm an invoice
Check what ShiftPlate read, fix anything off, and confirm to update your prices and margins.
Export invoices
Download your invoices as a CSV summary or a ZIP of the original files — for your accountant, your gestoría, or your own records.

Recipe costing

Build a recipe
Create a dish, add its ingredients and quantities, and set a selling price and target margin.
Read your margins
Make sense of cost per serving, actual margin, and variance — and find the dishes that need attention.
Keep ingredient costs accurate
Where ingredient prices come from, how to update one, and how to link an ingredient to a supplier so invoices keep it current.

Rota & scheduling

Build your weekly rota
Place shifts by dragging, add or edit them precisely, let ShiftPlate draft the week, and export it.
Shift templates & coverage
Set your trading hours and fixed shifts with a minimum crew, so suggestions and coverage warnings match how you really run.

Staff & HR

Managing your team
Add staff, set their position and salary, and keep employee records in one place.
Time off & absences
Request and approve holidays, track balances, and block out dates when no one can take leave.
Worked hours & clock-ins
See the hours your team actually worked, fix a missed clock-out, and set when forgotten shifts close automatically.
Payroll
Read your monthly labour cost, per-person breakdown, and labour-versus-revenue trend.

Sales, reports & Pepper

Reading your sales dashboard
Make sense of your revenue, covers, and day-parts, and change the period you're looking at.
AI reports
Generate a period report — P&L, labour, menu engineering — and get AI-written recommendations from your sales.
Ask Pepper anything
Meet the AI assistant in the corner of every screen — ask questions in plain English and read your daily brief.

Reviews

Tracking your reviews
Keep your Google and TripAdvisor ratings, sentiment, and response rate in one place, tracked over time.