SKIP AHEAD TO:
Adding Employees individually
Importing Employees from your phone contacts
Adding Employees individually
1. Go to the more menu ' ☰ ' in the bottom right corner, and tap on 'Employees.'
2. From here, you can tap on the '+' icon.
3. Select 'Add on my own.'
4. Next, fill in the following fields with the employee’s information:
- First name (required)
- Last name (required)
- Email address
- Mobile number
5. Then, tap on 'Add Assignments' so you can assign the employee to their applicable Locations, Departments, and Roles.
6. Be sure to select all of the Locations, Departments, and Roles where the Employee will work, as their access within the account is determined by these assignments.
Locations:
Departments:
Roles:
- You must assign the Employee to at least one Location and Department in order to save your added Employee.
- To select a Primary Role for the Employee, you can tap on the star beside a Role.
7. Next, head back to the create profile page by tapping on the back button '←' on the top left corner of your screen.
8. The default user type for this person will be the Employee user type. If this person needs more access within the account, tap on 'Change User type / Permissions.'
After tapping on 'Employee,' the option will appear where you can make this person an 'Assistant Manager' or 'Manager.'
If you selected the Manager or Assistant Manager user type, you can specify what permissions they'll have access to. Their permissions will be restricted to the Locations and Departments they're assigned to.
When finished, navigate back to the create profile page by tapping on the back button '←' on the top left corner of your screen.
9. Next, tap on 'Add HR and Payroll Information.'
10. You can add the information in the fields shown below.
11. Tap the '←' icon on the top left corner of your screen, then hit 'Save' to finalize creating this user's profile.
You can now immediately begin scheduling this employee!
Importing Employees from your phone contacts
1. Go to the more menu ' ☰ ' in the bottom right corner, and tap on 'Employees.'
2. From there, tap on the '+' icon and select 'Add from contacts.'
3. You'll be prompted to allow 7shifts to access your contact list. Select 'OK.'
4. Select the contacts you want to import, then tap on 'Next.'
5. Assign this individual to the appropriate Locations, Departments, Roles, and User Type. Then, tap on 'Save and next Employee'.
6. Repeat this process for the other employees and tap on 'Done' after you have updated details for the last employee.
7. If you would like Employees to be sent their email invites now, select 'Yes, invite employees'.
Otherwise, select 'I'll invite later.'
Your Employees are now added!