Manager Permissions

Whether you're editing a Manager or Assistant Manager profile, you can specify what tools within 7shifts they'll have access to. Their permissions and overall access will be restricted to the Locations and Departments they're assigned to.

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Accessing the Manager Permissions

⚠️ Permissions can only be managed on the web app.

⚠️ Only Admins will be able to update the permissions for both Managers and Assistant Managers.
Managers can only grant Assistant Managers the same permissions that they themselves have. Assistant Managers are unable to update any permissions at all. Learn more about the different user types and Levels of Hierarchy here.

⚠️ Once an employee has been given the Manager/Assistant Manager user type, they will gain immediate access to the following features by default: the Manager Log Book, Announcements, Apps & Integrations (mapping), Add-Ons, and the Activity Log.

You can access/update the Manager Permissions for a staff member by:

1. Going to Team in the left navigation bar:

2. Select the Employee to open and edit their user profile.

3. Within the 'Permissions' tab, select either 'Manager' or 'Assistant Manager under the 'Employee Type' dropdown.

4. A permission checklist will appear below. Check any that apply and be sure to hit 'Save' when you're done.

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Here's an overall breakdown of these permissions:

⚠️ Please note that access to some of these permissions will be based on the settings and features enabled in the account

Can manage schedules

• The manager can create shifts, edit shifts, and publish schedules
• Includes the ability to add shift flags and shift notes
• Grants access to any labor management tools such as the Weekly Budgeting Tool, Sales vs Labor Dashboard, and the Sales & Labor data within the Manager Log Book
• They will only be able to manage Schedules or access the Sales & Labor data for the Locations and Departments they are assigned to

Can delete schedules

• The manager can use the 'Clear Schedule' function on the Schedules page

Can manage labor targets

• The manager can edit and input labor targets within the Weekly Budget Tool on the Schedules page
• When this permission is disabled, they can still see the labor targets, but will not have access to edit them

Can manage sales projections

• The manager can edit and input sales projections within the Weekly Budget Tool on the Schedules page
• When this permission is disabled, they can still see sales projections, but will not have access to edit them

Can manage templates

• The manager can create, edit, and delete Templates
• They will only be able to manage templates for the Locations and Departments that they are assigned to

Can approve/decline shift pool requests

• The manager can approve employee shift pool requests for all user types under the Locations or Departments they are assigned to

Can manage events

• Managers can add/edit/delete Events
• They can only manage events for the Locations and Departments that they are assigned to

Can add employees

• The manager can create new employee profiles from the Schedules page or Employees page
• They can only add users for Locations and Departments that they themselves are assigned to
• They can only add a new user under a user type that is lower in the hierarchy than themselves

Can edit employees

• The manager can edit existing users however, the user must be of a lower user type
• They can only edit employees for Locations and Departments that they themselves are assigned to

Can manage employee certifications

• Allows managers to upload, view, edit, and remove Certificates under an employee's profile
• Managers can enter an expiration date for a certificate and receive an expiration reminder if they uploaded the file

Can manage employee documents

• Allows managers to upload, view, edit, and remove Documents under an employee's profile

Can manage and pay for Employee Onboarding

• Allows managers to choose what is included and excluded from your Onboarding package

• Allows managers to upload custom documents to your Onboarding package

• Managers can send Onboarding packages to employees in their assigned location

• Managers can review forms, approve forms, and close Onboarding packages in their assigned location

Can delete employees

• The manager can mark a user inactive however, the user must be of a lower user type
• They can only mark users inactive who are assigned to the same Locations and Departments that they themselves are assigned to
• They will still be able to reactivate any inactive employees if they do not have this permission enabled

 Can view wages

• The manager can view and edit wages under a user's profile if the user is a lower user type
• The manager can view employee wages in the following places:
  • Reports - Worked Hours & Wages, Scheduled Hours & Wages, etc.
  • Schedule page and Weekly Budget Tool
  • Employee profiles
• If this permission is disabled while the permission 'Can run reports' is still enabled, they can still view total wages earned under certain reports like the Worked Hours & Wages and  Scheduled Hours & Wages report

 Can approve their own time off

• Managers can submit their own time off requests which will be immediately auto-approved
• If enabled these requests will not require approval from an Admin or another higher-level user type

 Can approve/decline employee time off requests

• Managers can view and approve employee Time Off requests
• They can only view and approve Time Off requests for the Locations and Departments that they are assigned to
• The requests must be from users of a lower user type in order for the manager to approve them
• If this permission is disabled for all Managers and Assistant Managers under a Location and Department, these requests will get directed to the Admin instead

 Can edit and delete approved time off requests

• Managers can edit and delete (remove) existing approved or pending Time Off requests
• They can only edit/delete Time Off requests for Locations and Departments within that they are assigned
• The requests must be from employees of a lower user type

 Can manage other employees' availability

• Managers can edit and delete (remove) existing approved or pending Availability requests
• They can only edit/delete Availability requests for Locations and Departments within that they are assigned
• The requests must be from employees of a lower user type in order for the manager to approve/edit them
• If this permission is disabled for all Managers and Assistant Managers under a Location and Department, these requests will get directed to the Admin instead

Can manage roles

• Managers have access to the ‘Roles’ page and can add/edit/delete Roles
• Managers will also have access to add/edit/delete Stations within these Roles
• They can only do this for the Locations and Departments that they are assigned to
• They will still be unable to update/edit any Locations, Location-related settings, or Departments

Can manage tasks

• This setting is enabled by default for Managers/Assistant Managers, when the 7tasks feature is enabled in the account 
• Managers have access to the ‘Tasks’ tab
• Managers can add/edit/delete/deactivate tasks or task lists
• Managers can assign/tag employees to tasks or task lists
• They can only manage tasks for Locations and Departments within that they are assigned to
• They can log into the 7tasks mobile app and launch the 7tasks punch pad on a terminal or device

Can manage time punches

• Managers can view/add/edit/delete 7punches time punches (if 7punches is enabled)
• They can only manage time punches for the Locations and Departments that they are assigned to
• They can manage punches made by any user type, regardless of hierarchy

Can manage their own punches

• Managers can add/edit/delete their own 7punches time punches

Can manage exceptions

• Managers can dismiss/delete labor exceptions recorded in 7punches time punches (if Advanced Labour Compliance is enabled)
• This permission will not be applicable for some labor exception types

Can edit payroll period dates

• Managers can change the dates of the pay periods within 7punches/time clocking
• They can only view/edit pay periods under the Locations and Departments that they are assigned to

Can view pictures on time punches

• Managers can view images submitted by employees upon punch in/out via 7punches/time clocking (when Buddy Punch Prevention is enabled)
• They can only view photos submitted from a user's punches under the Locations and Departments that they are assigned to

Can view shift feedback

• Managers can view survey submissions and comments collected from employees (when Shift Feedback is enabled)
• This Shift Feedback information will be visible from:
  • Shift Feedback report
  • Manager Log Book
  • Engage page
• If this permission is disabled, managers will still be able to see the average Shift Feedback score on the Manager Log Book and Engage pages

Can delete logbook posts

• Managers can delete Manager Log Book posts and comments made by other users (only for the current/present day)
• These posts and comments must have been made by a user type that is lower than them in the hierarchy
• If this permission is disabled, managers can still remove their own posts and comments (only for the current/present day)

Can run reports

• Managers have access to the ‘Reports’ tab
• Reports they have access to will be based on features enabled in the account
• Manager can run and view reports, such as:
  • Actuals
  • Employee Health Check
  • Worked Hours & Wages
  • Scheduled Hours & Wages
  • Employee Timesheet
  • Time Off
  • Variance
  • Attendance
  • Shift Feedback
  • Shift Pool
  • Tip Pooling
  • Labor Exceptions
  • Punch Audit

Can run tip pool reports

• Allows managers to run and view reports using the Tip Pooling feature
• Managers will require the 'Can run reports' permission before this permission can be enabled

Can view and receive employee health screen reports and notifications

• Managers will receive an SMS / push notification if an employee fails a Health Check question and is unable to punch in through 7punches (if Employee Health Check is enabled)
• They can view employee Health Check responses with the Employee Health Check report

Can view hiring

• This setting is required to allow managers access the to Hiring feature, where they can view job postings for your business and the potential candidates that apply for those open positions

Can create and manage job postings

• Managers can create, edit, deactivate/reactivate, or delete Job Postings for the Locations and Departments that they are assigned to

Can add manager notes

• Managers can leave notes on the applications of candidates that apply to any Job Postings 

Can create and edit tip pools

• This allows managers the ability to create, edit, and delete Tip Pools
• This setting is enabled by default for Managers/Assistant Managers when the Tip Pooling feature is enabled in the account

Can add and edit tip contributions

• This allows Managers to enter tip data into an existing Tip Pool through Manual Entry Contribution.
• This setting is enabled by default for Managers/Assistant Managers when the Tip Pooling feature is enabled in the account