Copy Departments & Roles to a New Location

Updated August 28, 2024 15:29

Set up a new Location in a few simple clicks! Admins can replicate all the Departments and Roles from an existing Location, to a new Location. Particularly useful when creating a new Location that follows the structure of a current one. Instead of manually creating each Department and Role from scratch, you can duplicate the setup, ensuring consistency in roles, and departmental organization across Locations.

In this article, you'll learn how to copy existing Departments and Roles from one Location to a new Location within your 7shifts account.

⚠️ To copy Departments and Roles with success, the existing Location must have a proper structure in place. The following three components are Location, Department, and Role.

For example: if the Location you wish to copy only contains Roles (and no Departments), the option to copy the Location will not appear.

⚠️ No existing employee Assignments, Schedule Templates, or other settings are transferred with copied Roles - just the Department and Role titles.

Login as an Admin > Head to Settings (or, click your profile icon) > Locations/Departments/Roles.
Select the Locations tab > click + Add Location:
Fill out your Location details:
Click Copy departments and roles from another location:
Select the Location you would like to copy from, in the dropdown menu:
Click Add Location to complete these changes:
Select Done to complete setup, and you have successfully set up your new Location!

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

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