Add & Update Roles

Updated September 12, 2024 15:47

Roles in 7shifts represent the specific job titles or positions your employees hold. When creating a Schedule, you can assign an Employee to the Role they are expected to perform for that shift (eg: Server, Bartender, and Dishwasher). Assigning the correct Role to each employee during scheduling allows you to ensure the right staff is in place for every shift.

In this article, you will learn how to create new Roles and edit existing Roles in your 7shifts account.

Pro Tip! With Wage Based Roles, you’ll be able to more accurately predict and track your labor costs through each Employee's associated wage, based on the Roles they are Scheduled for.

⚠️ If activating a POS integration that provides Actual Labor data, you may wish to recreate Roles in 7shifts similar to the job codes already within your POS.

Add a New Role

Login as an Admin > click on the menu icon > tap on Departments and Roles:
On the Department and Role page, tap Edit:
Tap + Add Role under the corresponding Location:
Enter the Role details (name, color, stations) > hit Save:

Login as an Admin > Head to Settings (or, click your profile icon) > Locations/Departments/Roles.
Select the Roles tab.
Click the green + Add Role button.
Enter the name of your new Role, and be sure to select the proper Location and Department before clicking Save.

You can change the order of how Roles will appear on the Schedule if using the 'List by Role' and 'Time Frames' layouts. Hover beside the Role, then drag and drop them in the desired sequence.

You can also customize the color for each Role. Simply click on the Role , and make a color selection from the dropdown menu next to the Role Name:

Update An Existing Role

Login as an Admin > Head to Settings (or, click your profile icon) > Locations/Departments/Roles.
Select the Roles tab.
Click on the pencil icon to make edits to a Role.
Change the Role name, color, add/remove stations:
Click Save to complete these changes.

What's Next?

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

What is the difference between User Types and Roles in 7shifts?7shifts 101: Account Structure (Locations, Departments, and Roles)
How to Add & Update Locations
How to Add & Update Departments
Copy Departments & Roles to a New Location
How to Assign Employees with No Role

What's Next?

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