Add & Update Departments

Updated August 28, 2024 17:36

Departments are key to organizing your restaurant’s schedules, as it allows you to group employees by their specific work areas or responsibilities.

Departments in 7shifts represent different work areas or teams within a Location, such as Front of House (FOH) or Back of House (BOH). Each Department can have its own Schedule view, allowing managers to focus on the specific teams they oversee. So your number of Departments will usually be determined by the number of schedules you create for each week.

In this article, you'll learn how to create new Departments and edit existing ones in your 7shifts account.

⚠️ Only Admins can access Locations and Departments. If you're a Manager/Assistant Manager, you'll only be able to access the 'Roles' area and require the 'Can Manage Roles' Manager Permission.

⚠️ Location settings can only be accessed on the web app.

⚠️ Exercise caution when making changes to your Locations / Departments / Roles. Deleting any of these may result in the loss of important data. Learn more about Backing Up Your Data here.

If you are unsure, please contact our Support team before proceeding.

Add a Department

Login as an Admin > click on the menu icon > tap on Departments and Roles:
On the Department and Role page, tap Edit:
Tap + Add Department under the corresponding Location:
Enter a Department Name > hit Save:

Login as an Admin > Head to Settings (or, click your profile icon) > Locations/Departments/Roles.
Select the Departments tab.
Click the green + Add Department button:
Enter the name of your new Department, and be sure to select the proper Location before clicking 'Save.'
If you have multiple Departments, you can use the star icon to set your default department. The selected Department will appear as default on the Schedule page for the entire Account.

Update A Department

Login as an Admin > Head to Settings (or, click your profile icon) > Locations/Departments/Roles.
Select the Departments tab.
Click on the pencil icon to make edits to the department.
Change the Department name, or set it as your default schedule. The selected Department will appear as default on the Schedule page for the entire Account.
Click Save to complete these changes.

Pro Tip! It can be helpful to create separate Departments for each Manager that builds their own schedule (eg: Back of house and Front of house). Multiple managers working on the same schedule can occasionally cause confusion.

Tips For Full-Service Restaurants:

In a full-service environment, you may more likely have several different Roles and more than one manager on duty that employees report to. If these Managers oversee separate groups of Employees (such as FOH and BOH), these groups would be seen as separate Departments within 7shifts. This way, each Manager can manage and communicate with their teams separately or with more ease.

Example:

Tips For Quick Service Restaurants:

If your employees work in a smaller space or work Roles on a more interchangeable basis, you may wish to create a single Department so that everyone on your team appears together on the same Schedule.

Example:

What's Next?

To begin Scheduling for each Department, you will first need to create your Locations and Roles within them. The Locations and Roles you create in 7shifts will help you quickly assign and organize your employees.

7shifts 101: Account Structure (Locations, Departments, and Roles)
How to Add & Update Locations
How to Add and Update Roles
Copy Departments & Roles to a New Location