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.

In this article, you'll learn how to view a Manager/Assistant Manager's permissions, what are default permissions, and a breakdown of the types of permissions in 7shifts.

Access Manager Permissions

To access Manager Permissions for a staff member:

1. In the left navigation bar, head to Team.
2. Select the Employee to open and edit their user profile.
3. Within the Permissions tab, select Manager or Assistant Manager under the User Type dropdown.
4. A permission checklist will appear - check or uncheck the relevant boxes.
5. Click Save to apply the changes:
   
    

Default Manager Permissions

Understand Permissions

Schedule

Can manage schedules

• Create, edit, and publish schedules.
• Includes managing shift pool requests, 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

• Use the Clear Schedule function on the Schedules page

Can manage labor targets

• Edit and enter 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

• Edit sales projections and actual sales data within the Labor Budget Tool.
• When this permission is disabled, they can still see sales projections, but will not have access to edit them.

Can manage templates

• 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

• Approve employee shift pool requests for all user types under the Locations or Departments they are assigned to.
  • Please be aware that enabling 'Can manage schedules' will overwrite this permission, therefore authorizing Managers to access and handle shift pool requests.

Can manage events

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

Employees

Can add employees

• 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

• 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

• 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

• Upload, view, edit, and remove Documents under an employee's profile.

Can manage and pay for Employee Onboarding

• Choose what is included and excluded from your Onboarding package.
• Upload custom documents to your Onboarding package.
• Send Onboarding packages to employees in their assigned location.
• Review forms, approve forms, and close Onboarding packages in their assigned location.

Can manage performance log and view performance insights

• View Performance logs and individual performance insights (stats and data from Shift Feedback) located within a user profile.

Can deactivate employees

• Mark and reactivate a user, the user must be of a lower user type.
• 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

• View and edit wages under employee profiles if the user is a lower user type.
• 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

• Auto-approve their own time off requests.
• If enabled these requests will not require approval from an Admin or another higher-level user type.

 Can approve/decline employee time off requests

• View and approve employee Time Off requests, including their own.
• 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

• Edit and delete existing approved or pending Time Off requests.
• 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

• Edit and delete existing approved or pending Availability requests.
• Approve their own 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

• Access to the Roles page to add, edit, or delete roles and stations.
• 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 view shift feedback

• View survey submissions and comments collected from employees (when Shift Feedback is enabled).
• This 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

• Can delete Manager Log Book posts and comments made by other users (only for the current/present day). These actions are limited to posts and comments from users with a lower hierarchy level (e.g., a Manager can delete an Assistant Manager's post, but not vice versa or with Admins).
• If this permission is disabled, managers can still remove their posts and comments (only for the current/present day).
• Employee Performance Log posts are permanent and cannot be deleted.
• Admins can remove posts made by all other user types at any time.

Time Clocking

Can manage time punches

• View/add/edit/delete 7punches time punches (if 7punches is enabled).
• Manage time punches for the Locations and Departments that they are assigned to.
• Manage punches made by any user type, regardless of hierarchy.

Can manage their own punches

• Add/edit/delete their own 7punches time punches.

Can manage exceptions

• 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

• Change the dates of the pay periods within 7punches/time clocking.
• View/edit pay periods under the Locations and Departments that they are assigned to.

Can close timesheets 

• Close timesheets to prevent furthers edits.

Can reopen timesheets 

• Ropen timesheets, allowing edits to be made to punches.

Reports

Can run reports

• Managers have access to the Reports tab to run and view reports.
• Reports they have access to will be based on features enabled in the account by the Admin

Can run tip pool reports

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

Hiring

Can view hiring

• This setting is required to allow managers access to the 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

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

Can add manager notes

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

Tips

Can create and edit tip pools

• Create, edit, delete, and initiate/submit 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

• Enter tip data into an existing Tip Pool through Manual Entry Contribution.

Payments

Can invite payees

• Send invitations to payees for setting up payment details.

Can process payouts

• Can create a new batch, add payees and their respective tip amounts, and click pay.

Integrations

Can manage integrations

• Access and manage integration settings, including the ability to enable/disable them.