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Back Up Your Data

Updated

Before deleting a Location, Roles, or making any major structural changes to your account, you should back up your 7shifts data.

Important

❗️Deleting any Locations, Departments, or Roles may result in the loss of important data. If you are unsure, get in touch with our Support team.

SKIP AHEAD TO:

Employee Data
Schedule Data
Time Off Data
Worked Hours Data
7shifts Payroll Data

Employee Data

⚠️ This will only Export information of active Employees.

Here are the steps to export your Employee Data: 

  1. Go to Team in the left navigation bar.

  2. Click on the Bulk actions dropdown on the right side:

  3. Click on Export employees (CSV).

Schedule Data

Schedule Data can be backed up either per week or sorted per employee. 

⚠️ This will import Schedule Data for inactive Employees as well.

Here are the steps to export your Schedule Data per week:

  1. Go to the Schedule tab in the left navigation bar.

  2. Click on the Tools icon on the right side, and select Download.

  3. Repeat step 2 for every weekly schedule that needs to be downloaded:

     

Here are the steps to export your Schedule Data sorted per employee (along with scheduled wages):

  1. Click on the Reports tab in the left navigation bar.

  2. Click on the Scheduled Hours and Wages tab.

  3. Choose the date range to back up the Schedule Data for.

  4. If necessary, select a specific Location, Department or a Role.

  5. Select CSV (download) or Excel (download) in the 'View as' dropdown.

  6.  Click Get Report.

    Screenshot 2024-11-14 at 8.56.03 PM.png

 

Time Off Data

Here are the steps to back up your employees' Time Off Data:

⚠️ This will not import Time Off Data for inactive Employees. You may want to reactivate employees before generating this report, and then mark them as inactive again once you have generated the report. Alternatively, you can reference the Employee Timesheet Report, which includes inactive users and their worked hours.
  1. Head to Reports.

  2. Click on the Time Off tab.

  3. Choose the date range to back up the Time Off Data for.

  4. Click Export CSV.

Worked Hours Data

Here are the steps to back up your employees' Worked Hours Data:

⚠️ Worked Hours Data can only be backed up if you use 7punches.

⚠️ The above method will not import Worked Hours Data for inactive Employees. You may want to reactivate employees before generating this report, and then mark them as inactive again once you have generated the report. Alternatively, you can reference the Employee Timesheet Report which includes inactive users and their worked hours.

  1. Click on Reports.

  2. Click on the Worked Hours and Wages tab.

  3. Choose the date range to back up the Worked Hours Data for.

  4. If necessary, select a specific Location, Department or a Role.

  5. Select CSV (download) or Excel (download) in the 'View as' dropdown.

  6. Click Get Report.

    Screenshot 2024-11-14 at 9.00.04 PM.png

7shifts Payroll Data

If you're managing your restaurant's data with 7shifts Payroll, download your payroll journals,  summaries, and tax forms: 

    1. In the left navigation bar, head to Reports > Payroll.

    2. Use the filters to narrow down your results > click Download CSV:

      (Or, head to Payroll > scroll to the section Payroll History > click on the More Options Screen Shot 2022-12-01 at 5.26.25 PM.png icon > download your payroll journals and summaries):

      payrollhist.png

    3. In the left-hand menu, select Tax Forms to download all your tax forms:

 

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