How to Assign Employees with No Role
You can assign Roles to employees in 7shifts from the mobile app, an employee profile, or the Schedule page when no Role was set during employee creation.
Things To Know
Important: Managers and Assistant Managers need the Can edit employees permission to assign Roles to employees in 7shifts.
Important: Managers and Assistant Managers can only edit employees who share their Location and Department in 7shifts.
- Users can't edit the profiles of employees who share the same user level type in 7shifts.
- Role assignment applies after Locations/Departments/Roles have been added to 7shifts.
- An employee without an assigned Role appears as No Role on the Schedule page and can skew reporting figures.
- Assigning a Role to an employee displays the employee correctly on the Schedule page and reflects their job or position.
Assign a Role to an employee with no Role
The tabs below show the steps to assign a Role in the 7shifts mobile app and in the 7shifts web app.
The 7shifts mobile app assigns Roles from the Assignments tab of an employee profile.
- Log in to the 7shifts mobile app.
- Tap the More menu icon
and select My Team.
- Search for an employee and tap their name to expand their profile.
- Tap the Assignments tab.
- Select an existing Department, or select Add to assign the employee to a new Location or Department.
- On the Roles page, check the box next to each Role the employee performs.
- (Optional) Tap the star icon to set their Primary Role.
-
(Optional) Tap the more options icon
to unassign the employee from the Department or set them to appear on schedule.
The 7shifts mobile app saves these changes automatically as you make them.
To assign a Role from an employee profile in the 7shifts web app, follow these steps.
- Log in to the 7shifts web app.
- Go to Team, search for the employee, and select their name to expand their profile.
- Select Assignments.
- Check the box next to each Role the employee performs at each Location and Department.
- (Optional) Set the employee's Skill Level. 7shifts sets the Skill Level to 1 (Beginner) by default.
- (Optional) Set the employee's Primary Role.
- Select Save to complete the changes.
To assign a Role to an employee listed under No Role from the Schedule page in the 7shifts web app, follow these steps.
- Log in to the 7shifts web app.
- Go to Schedule.
- Find the employee in the first row under No Role.
- Hover over the left side of the employee's name to reveal the drag icon
.
- Click and hold the drag icon.
-
Drag and drop the employee under their corresponding Role.
You can also select the employee's name on the Schedule page to open their employee profile and update their assignments.
Next Steps
Check that the employee now appears under the correct Role on the Schedule page in 7shifts.