1. Set Up Your 7shifts Account

Let's begin setting up your 7shifts Account!

In this article, you'll learn how to configure your Account settings and structure - the essential prep work. The work you do here sets the foundation for your Account and ensures that all reporting is accurate.

For example, when an employee punches in for their shift at Location A, this process relies on three key settings: employee profiles, time clocking, and location/department/role settings. You are laying the groundwork for this now.

Eventually, you can customize the flow of data even further to fit your needs (like automatic tip calculations when they punch out for the day!).

Let's set up your 7shifts Account! In this article, you'll learn how to configure your account settings and structure - the essential prep work. (6).png


What You'll Need

To make setup as smooth as possible, here are the things you'll want to have available: 

  • You'll need a valid email address that you have access to. We'll use this address to communicate with you and verify your identity as the Account owner.
  • Your initial 7shifts setup is best completed on a web browser. Although we have both the web and mobile app available for you to use, we recommend using the web for the account setup process.

Set Up Your Account

  1. Log into your 7shifts Account

    Log into 7shifts for the First Time
    Troubleshoot Login Issues with 7shifts

  2. Build your Account Structure

    Arguably the most important step in your setup journey! It's crucial to take the time to configure your Account Structure properly as many of our features rely on these settings. This includes setting up locations, departments, and roles to ensure smooth operations, efficient scheduling, and accurate calculations across your Account. Below, we'll explore their definitions and explain why they're important.

    7shifts Account Structure - Locations, Departments, and Roles

    Glossary

    Locations
    What they are: The physical place where your business operates. This includes setting the address, timezone, and scheduling hours for each location.

    Why it's important: With the correct timezone and scheduling hours, your team will always know when they are expected to work. They'll understand where they need to be, reducing confusion and improving communication.

    Enables geofencing, allowing employees to clock in and out when they are physically at the location. This enhances security and accuracy in labor tracking.

    Allows for detailed reporting, giving you insights into the performance and staffing needs for each Location.

    Each Location can have its specific settings, such as unique break rules, shift times, and operational hours, allowing for customized and effective management.

    Departments
    What they are: Categories within your restaurant that group together similar roles or responsibilities, such as Kitchen, Front of House, or Management. 

    Why it's important: We separate schedules based on the Departments you add.

    Like using folders,  Departments store and organize roles. This makes it easy to manage individual assignments and ensures that employees are correctly categorized. Managers are assigned to specific areas to enhance oversight and accountability.

    Roles
    What they are: Specific jobs or positions within your restaurant, such as server, cook, or host. 

    Why it's important: Define roles and responsibilities at your restaurant. Employees can have multiple roles, but you can also assign a primary role to each employee to reflect their main responsibilities.

    On the schedule, employees are listed by their roles to help visualize floor coverage.
  3. Configure your Company Settings

    Company settings apply to all of your Locations and allow you to tailor your account to your specific business needs.

    Company Settings 101

  4. Set Up Labor & Overtime Rules

    Within your Company Settings, we want to highlight the importance of completing your Labor and Overtime rules. This ensures that you stay compliant with your local labour laws and maintain fair scheduling practices. Your team's hours will be accurately tracked, and overtime properly managed, therefore reducing errors and safeguarding your restaurant from potential legal issues.

    Labor & Overtime

  5. Set Up your Notifications

    Stay informed and responsive with 7shifts Notifications. You'll receive timely communication about schedule changes, shift reminders, and other important updates. While notifications can be sent via email, push, and SMS, we recommend enabling push notifications for the most coverage in the types of notifications you'll receive.

    Notifications for Admins & Managers
    Supported Notifications

  6. Switch Between Multiple Accounts

    If you have multiple 7shifts Accounts (such as  Restaurant A, and Restaurant B), we make it easy for you to connect them so you can sign in using the same credentials across all Accounts!

    Switching Between Multiple 7shifts Accounts

  7. Download the 7shifts Mobile App

    7shifts is a free mobile app that helps you manage your Account on the go:

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