7shifts 101: How to configure account-wide settings

Getting Started with 7shifts (9).pngWhat are Company Settings?

Company Settings in 7shifts allow Admins to tailor the account to suit specific business needs. Setting these up lets you configure scheduling, payroll, labor compliance, and overall team management according to your preferences. Whether you operate a single location or multiple restaurants, these settings ensure consistency and compliance across all your establishments while aligning operations with your unique requirements.

This article introduces Company Settings and highlights each setting section to help you get the most out of your 7shifts account. Explore the resources below to guide you through each Company Setting.

  test (2).png Quick Look
  Mobile: More menu icon > Company Settings.
  Web: Settings > Company Settings.

Things to Know


  • Only Admins can view and update Company Settings.
  • Company Settings apply to all Locations in the Account.
  • Company Settings can only be updated on the web app, and are read-only on the mobile app.
  • At any point changes are made to settings, be sure to scroll to the bottom of the page and click Save!
  • Enabling certain features may require an upgrade from your existing plan.

Take the time to explore each of the sections and configure them to best suit your business needs. To access them, head to Settings > (or, hover over your profile photo) Company Settings where they are organized in tabs for you to click on:


General Settings

General Settings is where Admins configure essential business details, including the business name, company logo, and country of operation.

User Management

User Management controls platform access for the team. Admins can use Permission Templates to assign specific roles to Managers and Assistant Managers, restricting access to sensitive data or specific features.

Labor & Compliance

To stay compliant with labor laws and avoid costly violations, you can configure rules around overtime, breaks, and shift durations. Labor settings ensure that you’re operating within the legal limits for employee hours and breaks.

Availability

Enable/disable several options for how employees can submit their Availability. Track your employees' availability to ensure you're scheduling staff during times they’re available to work. This helps avoid scheduling conflicts and ensures proper coverage during busy periods. 

Schedules

Schedule settings allow Admins to manage notification preferences for scheduled shifts to ensure the team is aware of upcoming workdays.

Time Off

Time Off settings define how the team tracks and submits time off. Admins can set required notice periods, manage PTO/PTSO, and configure specific time off policies.

Next Steps


While Locations and Departments the structural foundation of your account, your Company Settings act as the "control center" for how your team interacts with the platform daily. Once those high-level account rules are in place, you should proceed to configure Availability reasons and review Labor & Compliance settings.

General Company Settings
Manager Permissions
Company Settings FAQs

 

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