General Company Settings

Set up key information that applies across your 7shifts account. This includes general company details and contact preferences.

Prerequisites

⚠️ Only Admins can access and update Company Settings. Be sure to hit Save to complete any changes.

⚠️ Pay close attention to the Country and Start Week On date to ensure accuracy in reporting.


Access General Company Settings

  1. Log in to the web app as an Admin.

  2. In the left navigation bar, head to Settings > (or, click on your profile photo) Company Settings.

  3. Select the General tab:


General Settings Overview

Company Information

Configure the basic details of your company:

      • Company Name: Enter the official name of your business. This is the name that will appear in your account Header and all invoices.
      • Country: Select the country your business operates in. This setting determines regional features and compliance options (i.e., account current, default location holidays, delivery of SMS messages).
      • Start Week On: Choose the day your workweek begins. This will impact the schedule for all Locations in your account, so please ensure this works for all Locations (eg: Mon > Sun, Sun > Sat, Tues > Mon, etc.).

Notifications and Contact Information

These settings allow you to manage how notifications and contact information are handled within your organization:

      • Mobile SMS Notifications: Enable SMS notifications for employees in supported countries. Employees can adjust their notification preferences between SMS and push notifications in the mobile app.
      • Contact Page: Toggle this option to allow or restrict employees from viewing each other's contact information.
      • Account Creator Contact Info: When enabled, this setting:
        • Displays the Admin(s) on the contact page.
        • Admins also have an individual setting to choose if they would like to appear on the contact page and schedule.
        • When paired with the Appear as Employee setting, Admins are removable from custom group chats.

Preferences

Further customize your restaurant’s operations:

      • Restaurant Type: Choose the type of restaurant or business you operate. This helps 7shifts understand and cater to as many of your restaurant needs as we can.
      • Preferred Point of Sale (POS): Select the POS system your company uses. If you do not use a POS system, select "I don’t use a POS" from the dropdown. To set up an integration with a POS, follow the link to the Integrations page. This also helps us to prioritize future integrations, and assist you when new POS-related features become available.
      • Preferred Payroll: Choose your preferred payroll provider. If you don’t use a payroll provider, select "No Payroll Provider." You can also navigate to the Integrations page to set up payroll integration or exports. This helps us to prioritize future integrations, and assist you when new Payroll related features become available.

Company Logo:

      • Upload Company Logo: Add your company’s logo here. This logo will appear in various areas of 7shifts and communications, making it easier for employees to identify the organization.

Once you’ve updated your settings, be sure to hit Save at the bottom of the page to apply the changes!


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