Add and Update Roles
Roles in 7shifts represent the specific job titles or positions your employees hold. When creating a Schedule, you can assign an Employee to the Role they are expected to perform for that shift (eg: Server, Bartender, and Dishwasher). Assigning the correct Role to each employee during scheduling allows you to ensure the right staff is in place for every shift.
In this article, you will learn how to create new Roles and edit existing Roles in your 7shifts account.
Pro Tip! With Wage Based Roles, you’ll be able to more accurately predict and track your labor costs through each Employee's associated wage, based on the Roles they are Scheduled for.
⚠️ If you're a Manager/Assistant Manager, you'll only be able to access the 'Roles' area and require the 'Can Manage Roles' Manager Permission.
- Log in as an Admin on mobile > click on the menu icon
> tap on Locations, departments & roles:
- On the Location page, click on the Location you want to edit:
- Tap + Add role under the corresponding Department:
- Enter the Role details (name, color, stations) > click Add role:
- Log in as an Admin or Manager on web app > Head to Settings (or, click your profile icon) > Locations/Departments/Roles.
- Select the Roles tab.
- Click the + Add Role button.
- Enter the name of your new Role, and be sure to select the proper Location and Department before clicking Save.
- Customize the color for each Role. Simply click on the Role , and make a color selection from the dropdown menu next to the Role Name:
Click here to learn how to rearrange the order of Roles on the Schedule.
- Login as an Admin or Manager > Head to Settings (or, click your profile icon) > Locations/Departments/Roles.
- Select the Roles tab.
- Click on the pencil icon
to make edits to a Role.
- Change the Role name, color, add/remove stations:
- Click Save to complete these changes.
What's Next?
To begin Scheduling for each Role, you will first need to create your Locations and Departments within them. The Locations and Departments you create in 7shifts will help you quickly assign and organize your employees.