Stations - Admins & Managers

February 07, 2022 17:16

Stations (aka sections) allow you to assign Employees to a specific area of your operation while being assigned a Role for their shift.

For example:

Stations can be assigned a Station # (default):

Employee A can be assigned to the Bartender Role, Station 1.
Employee B can be assigned to the Bartender Role, Station 2.

You can create custom names for your Stations:

Employee A can be assigned to the Bartender Role, Patio Station.
Employee B can be assigned to the Bartender Role, Lounge Station.

⚠️ Stations are available on The Works plan or higher.

Creating Stations

1. Go to the 7shifts logo in the top right corner > Locations / Departments / Roles > Roles.

2. Click on the 'Pencil' icon next to the Role you wish to create Stations for.

3. Check the box to enable the Stations feature for this Role.

4. Enter either the Station number for the Role.

OR

Enter the custom name for the Station.

4. Remember to click 'Save.'

❗️If you delete a station, this action cannot be undone. Any shifts created with this station will still be assigned under the same role, but will no longer be assigned to any station.

Assigning Stations to Employees

1. Click the 'Calendar' icon to go to the Schedule page and click to add a shift.

2. If the Role you are selecting has Stations, you'll see the dropdown appear, allowing you to select which Station the employee will be assigned to.

That's it! Employees will now know which Stations they are assigned to when they look at their upcoming shifts on the Schedule (both mobile and web app).

Happy Scheduling!