👋 Welcome to 7shifts!

We're excited to have you here! This Getting Started guide is specifically designed for Managers and will guide you through the essential steps of using 7shifts with a focus on your day-to-day responsibilities.

This is your roadmap for setting up your personal Account.  In this article, we'll cover the basics and provide you with the resources needed to effectively use 7shifts as your team management platform.

Things to Know

Before diving in, here are a few things you should know:

• If you need access to an area that isn’t currently available to you, it’s best to contact the Admin directly, as they are the only one who can modify your account permissions.
  
  

• Here’s a quick summary of the key differences between user levels and what you can expect (please note, each restaurant may manage operations differently):
  
  Admins (the Account Owners) have the responsibility of configuring, enabling, and overseeing features at an account-wide level, including access control, integrations, and compliance. They have set up the account and granted you access to specific areas. They are also the point of contact for any major account changes or issues that require advanced support.

  As a Manager/Assistant Manager, your role typically focusses more on using the tools configured by the Admin to manage daily operations, working closely with staff, and ensuring the use of tasks and policies set by Admins. You'll have access to these tools, but certain company settings, such as integrations and payroll, remain under Admin control. To see what permissions and feature access are available to you, check out: How to View Your User Type and Permissions in 7shifts.
  
  

• We provide a variety of online resources to help you navigate our features. Explore our product guides to learn how something works or to troubleshoot any issues you encounter.

Your Setup Roadmap

Here's an overview of the steps you'll be taking to launch your Account: 

1. Log In to 7shifts for the First Time

   Begin by logging in and confirming your personal details. From there, explore your 7shifts Dashboard.
   
   

2. Managing Employee Profiles

   Add your team members, set their wages, and invite them to the platform. Learn how to manage employee profiles, including wage adjustments and weekly salary calculations. Managing team profiles efficiently ensures accurate payroll, better organization, and smooth employee onboarding.
   
   

3. Create and Publish a Schedule

   Learn how to publish schedules, manage time-off requests, set availability, and utilize tools like the Shift Pool and Labor Budget tool. Effective scheduling reduces conflicts, ensures coverage, and helps control labor costs. Check out this express tutorial about navigating the Schedule page.
   
   

4. Track Time and Attendance with Time Clocking

   Ensure smooth and accurate tracking of your team’s labor hours. This section explains how to manage time clock entries, approve timesheets, and maintain accurate records for payroll.
   
   

5. Training & Support

   Access resources for training and ongoing support. Whether you're looking for tutorials, or troubleshooting tips, or need to contact our support team, this section has you covered. We are here to ensure you and your team have everything you need to succeed with 7shifts.
   
   

6. Next Steps
   
   

   After mastering the basics, explore advanced features and tools to further enhance your team management and scheduling capabilities.