Add a Manager or Assistant Manager
You can set up a team member as a Manager or Assistant Manager in 7shifts by changing the Employee Type on their profile and assigning their manager permissions.
Things To Know
Important: Only Admins can add Managers in 7shifts. Admins and Managers can both add Assistant Managers.
- The Assistant Manager user type in 7shifts is only available on certain plan types.
- Assistant Managers in 7shifts can only add Employees.
Change an employee's user type to Manager or Assistant Manager in 7shifts
A team member needs an Employee profile in 7shifts before an Admin or Manager can change their user type to Manager or Assistant Manager.
- Create a profile for the team member with the Employee user type. The steps to add an employee to the account are in Adding employees to a 7shifts account.
- In the left navigation bar, go to Team.
- Search for the team member's profile, or use the filter options to view employees in different categories, and select the profile to edit it.
-
Select the Permissions tab and change Employee Type to Manager or Assistant Manager.
-
Check all of the Manager Permissions that apply in the list below the user type, then select Save at the bottom of the page to confirm the changes.
What is the difference between a Manager and an Assistant Manager in 7shifts?
Managers are senior to Assistant Managers in the 7shifts user hierarchy, and the role you assign depends on the team member's responsibilities. User hierarchy levels in 7shifts are explained in User Types in 7shifts.
- A Manager is a higher-level position with more access to permissions.
- An Assistant Manager is a position with slightly fewer permissions.
- Only Admins can add Managers.
- Admins and Managers can both add Assistant Managers or Employees.
- Assistant Managers can only add Employees.
Assign Departments to a Manager or Assistant Manager
Tip: Assign each Manager or Assistant Manager in 7shifts to all of their respective Departments. This lets them create Schedules for their Employees and manage relevant requests and notifications in the account.
The steps for granting a Manager or Assistant Manager access to multiple Departments and Schedules are in Update Employee Profile Assignments (Locations, Departments, and Roles).
Show a Manager or Assistant Manager on selected Department Schedules
7shifts lets you grant a Manager or Assistant Manager access to multiple Department Schedules without showing their name on every Schedule. To show them on the Schedules page for certain Departments only, turn the Appear on schedule option on or off in their user profile.
The steps for the Appear on schedule option are in Appear on schedule in 7shifts.
Next Steps
Review the manager permissions and Department assignments for the new Manager or Assistant Manager in 7shifts so they can create Schedules and manage requests.