SKIP AHEAD TO:
Accessing your Company Settings
General
User Permissions
Labor & Compliance
Availability
Shift Pool
Schedules
Time Off
API
To Access your Company Settings:
1. In the left navigation bar, select Settings > Company Settings:
3. Within your Company Settings, you will see the following tabs:
General
Labor & Compliance
User Permissions
Availability
Shift Pool
Schedules
Time Off
API
General
Under the 'General' tab, enter information about your business. The General settings allow you to update your logo, company name, and contact page settings. Setting your current POS and Payroll providers helps us to prioritize future integrations.
Be sure to click 'Save' when making any changes on this page.
Company Logo - Upload your company logo to customize your account Header.
Company Name - This is the name that will appear in your account Header and all invoices.
Country - This Setting your country will impact:
- Account currency
- Default Location Holidays
- Delivery of SMS messages
Start Week On - Choose the day of the week that your schedule starts on. This will impact the schedule for all Locations in your account, so please ensure this works for all Locations (eg: Mon > Sun, Sun > Sat, Tues > Mon, etc.).
Mobile SMS notifications - Allows SMS notifications for mobile numbers in this country (available only in certain countries). To switch between SMS and push, employees can head to notification settings in the mobile app.
Contact Page - The Contact page will display the Name, Email Address, and Mobile phone number of every employee in the company. All users will have access to this information if you enable this setting.
Account Creator Contact Info - You can choose to show the contact information for all Administrators in the account. Admins also have an individual setting to choose if they would like to appear in the contact page and schedule.
Restaurant type - This helps 7shifts understand and cater to as many of your restaurant needs as we can.
POS - Select your current POS. This helps us to prioritize future integrations, and offer you assistance when new POS-related features become available.
Payroll Preference - Select your current Payroll provider. This helps us to prioritize future integrations, and offer you assistance when new Payroll related features become available.
User Permissions
As you add new users to your Management team, you can make quick edits to their permissions in just a few clicks! Admins will be able to set up a template that will apply a default set of permissions to newly created Managers and Assistant Managers.
Click here to learn more about Permission Templates!
Labor & Compliance
Under this tab, you can enable your labor and overtime settings. This will allow Admins and Managers to properly track and calculate overtime within the account and remain compliant with the regional labor requirements for restaurants.
Be sure to click 'Save' when making any changes on this page.
In order to have time deducted from the time punch, the Employee must still clock out for their break.
Availability
Under the 'Availability' tab, you can enable/disable several options for how employees can submit their Availability.
Be sure to click 'Save' when making any changes on this page.
Availability is used for employees to communicate to managers what time of day or which days of the week they can't work because of a conflict with school, another job, or another activity. Using Availability, employees can communicate their preferred schedule.
Time Off is not the same as Availability. Time Off is where employees will ask their manager if there are specific days they need off or absolutely can't work. Time Off is usually used on a case-by-case basis.
Repeating vs. Weekly Availability:
By default, Employees are only able to submit Repeating Availability, meaning the time periods they can or cannot work on any day of the week.
Repeating Availability - is ongoing / recurring for employees, meaning it will apply automatically to any future or past weeks on the Schedule page. For example, an employee can submit their Repeating Availability, simply saying that on Tuesdays they can't work due to classes all day.
Weekly Availability - is similar to Repeating Availability, but will only apply to a specific time range. For example, an employee may have set up their Repeating Availability to accommodate their class schedule but also has an upcoming break. Temporarily they will be available to work more hours and can submit Weekly Availability to let their managers know when they are available to work for those days.
When an employee submits their Weekly Availability, this overrides their Repeating Availability for those specific weeks on the Schedule. Outside of the Weekly Availability timespan, the Schedule page will automatically show their Repeating Availability.
⚠️ Please note: For Employees that are assigned to multiple Locations, Admins will need to enable Allow submissions for published schedules in order for them to submit their availability.
Shift Pool
Here you can enable / disable optional settings in regards to the Shift Pool. This allows employees to easily Swap shifts with one another, or simply offer up / pick up more shifts.
Be sure to click 'Save' when making any changes on this page.
Schedules
Here you can enable/disable optional settings in regard to your Schedule and update what employees will have access to view when it comes to their shifts. You will also be able to enable Shift Reminders.
Be sure to click 'Save' when making any changes on this page.
Time Off
Under the 'Time Off' tab, you can enable/disable several options for how employees can submit Time Off Requests.
Be sure to click 'Save' when making any changes on this page.
With the Time Off feature, employees will make a request to their manager if there are specific days they need off or absolutely can't work. Time Off is usually used on a case-by-case basis.
Availability is not the same as Time Off. Availability is used to communicate to Managers what time of day or which days of the week employees can't work because of a conflict with school, another job, or another activity. Using Availability, employees can communicate their preferred schedule.
Paid Time Off / Vacation
Here you can also enable and track Paid Time Off (PTO) and Sick Paid Time Off (SPTO) for your employees. If enabled, these will appear as additional time off request types for employees to select from when making a request.
API
Here you can generate and manage your unique API Access Tokens, used for accessing your 7shifts account via our V2 API.
Typically this is only used by developers unless this information is required from you to set up a third-party integration.
Generate an API Access Token by navigating to Company Settings > Developer Tools > Create access tokens.
You may wish to use third-party integrations for applications that are not offered as one of 7shifts's built-in integrations. If this is the case, you'll be able to see the applications or platforms that you have granted permission to access the API endpoints for your 7shifts account.
If a connection is no longer needed, for any reason, you can disconnect the platform's application by revoking access.
To revoke an external application's access:
1. Click on the three-dotted icon beside the application.
2. Select 'Revoke access.'
3. Then, a window will appear where will need to click on 'Revoke access' to confirm as this action can't be undone.
4. After this, the application will no longer have access to your 7shifts account. Should you need to reconnect it down the line, you will need to reach out the to team that had set up the initial connection.
