Adding Locations and Updating Location Settings

If you have already set up your 7shifts account, here's how to add a new Location or update your Location Settings (general location information, scheduling hours, holiday pay rates, shift feedback, and business onboarding details).

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If you are setting up your 7shifts account for the first time, check out this guide instead. 
⚠️ Please note that billing is per Location, so you will be charged an additional fee when the Location is added.


To add a Location

Whether you want to use the same credit card for all Locations or use different cards for different Locations, the steps to add a new location will be the following: 

    1. Login as an Admin.

    2. In the left navigation bar, head to Settings > Locations/Departments/Roles.

    3. Select Locations from the tabs on the far left.

    4. Click on the green + Add Location' button:

    5. Enter your Location name, address, and timezone > click Create Location:

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      If you select Copy departments and roles from another location, select a Location from the drop-down menu. Only Locations with complete account structures will be available for you to choose from:

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    6. Next, you will be prompted to update your subscription.

          • use an existing credit card linked to the account
          • select 'New payment method' to use a different card
          • set up ACH billing as your payment method (US accounts only)
          • create a location without a payment method for now - you'll have a 7-day grace period to set up your payment

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    7. Once you click on Confirm & Pay, your new Location will be immediately added. 

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    8. Next, follow the next section to review and update your new Location's settings.


Location Settings

After you add a new Location to your account, you will be prompted to review or update the Location's settings. You can also find these settings later by going to Settings > Locations/Departments/Roles and selecting the Location from your list of Locations.

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From there, you will need to review the following tabs:

1. General

In the General tab, enter your street address, Location name, and timezone:

2. Scheduling Hours

These times should reflect the working hours of the Location, not necessarily the opening and closing times for customers. In the Scheduling Hours tab:

      • Select the days that you are open/closed, and enter the earliest shift's start time and the latest shift's end time for this Location.

      • Setup your Dayparts:

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3. Holiday Pay Rates

Choose to enable holidays, then select the specific holidays you would like to apply to the Location. Holiday pay rates will automatically apply to wage calculations on the schedule for Employees working on a holiday.

      • Once you enable holidays, you will see a list of default holidays based on your country setting (verify this by going to your profile picture > Company Settings > General > Country).
      • You can then select which holidays you want to enable, and decide whether to apply a wage multiplier.

⚠️ If you have Holidays enabled, but don't want a holiday to impact the scheduled wages, enter '1.0' as the wage multiplier. 

4. Custom Holidays/Events

To add your holidays or events click + Add custom holiday:

5. Shift Feedback

Here you can access/enable Shift Feedback, which allows Employees to submit feedback on how their shift went via a push reminder.

⚠️ Shift Feedback may require an upgrade from your existing plan.



6. Onboarding

Fill in your legal/registered business name, Employer Identification Number (EIN) and address:





What's next...?

To begin Scheduling for each Location, you will first need to create your Departments and Roles within them. The Departments and Roles you create in 7shifts will help you quickly assign and organize your employees.

Click here to learn more about setting up your Departments and Roles. 
Click here to learn more about adding employees. 

Delete a Location

⚠️ Deleting a Location is a permanent action that will delete all information that is associated with the Location such as Departments, Roles, Shifts, Punches, and Tasks Lists.  Be sure to back up your data, as this action will result in a loss of important information.

Once you are ready to delete your location, you can do so by hovering over the 7shifts logo > select Locations/Departments/Roles > click on the More Options icon Screen_Shot_2022-12-01_at_5.26.25_PM.png > and click on Delete:

This will immediately delete your Location and all the data related to it. The payments for this Location will also immediately stop.

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