How to Assign Employees with No Role

Updated September 20, 2024 15:17

After Locations/Departments/Roles have been added to 7shifts, assigning these Roles to the corresponding employees is important to accurately reflect their jobs and positions. It also ensures that employees are correctly displayed in the schedule, otherwise, they will appear as No Role on the Schedule page and may skew your reporting figures.

In this article, you’ll learn how to assign Roles if one was not set upon employee creation, either from the Schedules page or within an employee profile.

Prerequisites

⚠️ Managers and Assistant Managers require the permission Can edit employees, and will only have access to edit those who share the same Location/Department.

⚠️ Users cannot make profile edits for those that share the same user level type.

Assign Roles

Use the tabs to change your viewing preferences through the mobile or web app:

Log in to the mobile app.
Tap on the More menu icon > My Team.
Search and tap on an employee to expand their profile.
Tap on the Assignments tab.
Select an existing Department or click Add to assign them to a new Location/Department.
On the Roles page, check mark a Role you would like them to perform.
(optional) Tap the star icon to set their Primary Role.
(optional) Tap the more options icon to unassign them from the department or to set them to appear on schedule:
These changes will automatically save as you make them.

Here's how to assign roles from employee profiles, or from the Schedule page.

From an employee profile:

Log in to the web app.
Head to Team > search and click on employee to expand their profile.
Click on Assignments.
Checkmark any roles this employee will perform at each Location, and Department.
(optional) Set their Skill Level. By default, they will be set at Skill Level 1 (Beginner).
(optional) Set their Primary Role.
Click Save to complete these changes.

From the Schedule page:

Log in to the web app.
Head to Schedule.
Employees with no roles will appear in the first row under No Role:
Hover over the left side of their name to reveal the drag icon.
Click and hold on the drag icon.
Drag and drop the employee under their corresponding role:
Or, you can click on their name to be directed to their employee profile to update their assignments.

Updating Employee Profiles and Assignments in 7shifts