Signing up for the first time
New 7shifts users are guided through building an account structure during the initial signup process to organize locations, departments, and roles. This article covers the basics of your 7shifts Account Structure which can be done in two ways:
- Upload Your Current Schedule: This uses AI technology to automatically create your Departments, Roles, and employee names from an existing schedule file.
- Manually Create: Build your Department, Roles, and add your team members from scratch.
Things To Know
Important: This guide is for new users during initial setup. Existing accounts should manage their structure through the standard Locations, Departments, and Roles settings.
- An organized account structure is essential for efficient scheduling, accurate reporting, and team communication.
- Schedules are separated by Departments; employees only see schedules for their assigned Departments.
- Managers must be assigned to a Department to manage its specific schedule.
- The AI Schedule Importer is available for trial accounts only and limited to one import per company.
- The AI Schedule Importer is unavailable if a new location is added during the trial period.
Upload a schedule with AI Smart Build
The AI Schedule Importer automatically creates Departments, Roles, and employee names from an existing schedule file or image.
- During initial setup, select Choose file to upload a schedule (Accepted types: JPG, PNG, XLSX, CSV; Max size: 5MB).
- Select Smart Build to begin data extraction. This process may take up to 2 minutes.
- Review the extracted Departments and Roles. You can edit names, delete entries, or add new ones.
- Review the extracted Employees and their assignments to ensure accuracy.
- Complete the setup to be directed to the Schedules page.
- Check out this article to learn how to build and publish your first schedule using the schedule you imported.
Create account structure manually
This option allows for the manual creation of Departments, Roles, and team members from scratch.
- During initial setup, select Skip and build manually.
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Enter details for each Department and its associated Roles.
- To delete a Department, select the three dots icon.
- To delete a Role, select the X icon.
- Complete the setup to be directed to the Schedules page.
Next Steps
After finalizing your structure, navigate to the Schedules page to build and publish your first schedule. For further assistance, select the Quick Start Guide in the navigation bar or the Help icon to contact support.