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.

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 and phone number 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. Build your Account Structure

   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.
   
   Add and Update Locations
   Add & Update Roles
   Add & Update Roles
   
   

2. Configure your Company Settings

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

3. 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.
   
   

4. 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. At the end of the week, we'll even send you an email summary of all your Locations' performance.
   
   

5. Switch Between Multiple 7shifts 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!
   
   

6. Download the 7shifts Mobile App

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