👋 Welcome to 7shifts! We're happy to have you here! This guide is designed specifically for Employees. It provides a roadmap for setting up your account and mastering your daily tasks, from checking your schedule to requesting time off.

Important Pre-Setup Checklist

Before you begin the onboarding process, keep these two things in mind:

• Check your inbox/SMS for an invitation. You cannot create an account manually and you must receive an invitation from your Manager. Ensure they have your correct contact details to avoid delays.
• If you get stuck, visit our Knowledge Base for a variety of online resources to help you learn how specific features work or to troubleshoot issues.

Your Account Setup Roadmap

Follow these steps in order to fully launch your 7shifts profile:

1 Log In to 7shifts for the First Time

Access your invitation via email or SMS to set your password and secure your account. This grants you access to your schedule and personal dashboard.

2 Explore Your Dashboard

Once logged in, the Dashboard is your starting point. See your upcoming shifts, important notifications, and any requests that need your attention. It provides a clear snapshot of your work schedule and tasks for the day.

3 Check Your Schedule

The Schedule section is where you can view all your assigned shifts in a calendar format. This ensures you stay on top of your work schedule and helps you prepare for upcoming shifts.

4 Submit Your Availability

Submitting your availability lets your Manager know when you're able to work and that you get shifts that fit within your schedule.

5 Explore the Shift Pool

Use the Shift Pool for flexibility when your plans change:

• Take a Shift: pick up available shifts from your coworkers.
• Give a Shift: offer up shifts that you can't work.
• Trade a Shift: swap shifts with your coworkers.

6 Submit Time Off

Need time off for a personal commitment? Use the Time Off feature to submit requests directly through the app. Your Manager will be notified and can approve or deny your request.

7 Messaging & Announcements

Communicate with your team directly within the app. Use it to ask questions, swap shifts or stay connected with your coworkers.

8 Set Notification Preferences

Set up your notification preferences to stay informed about schedule changes, shift trades, time-off approvals, and other important updates. You can receive these alerts via email, SMS, or push notifications (recommended).

9 Connect Your Accounts

 Switch between different 7shifts accounts if you work for multiple employers using 7shifts.

Next Steps

Once you are familiar with the basics, you can explore additional tools that may be available depending on your employer's setup:

7shifts Payroll for Employees
7tasks
Onboarding for Employees
Tip Payouts for Employees
Time Clocking
Timesheets