Back Up Your Data

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

1. Go to the Reports.
2. Select the report type you want to export (e.g., Worked Hours and Wages, Employee Timesheet).
3. Apply any necessary filters (inactive employees, date range, locations, employees, etc).
4. Use to Export button to download the report on your local device.

Employee Data

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. 

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.

   

Time Off Data

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

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:

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.

   

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 icon > download your payroll journals and summaries):

   
   

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