7shifts is excited to have you here! 👋 This getting started guide for Managers helps you navigate essential 7shifts tools with a focus on your daily responsibilities.

Important Pre-Setup Checklist

Before diving in, here are a few things you should know:

• Check your inbox/SMS for an invitation. You cannot create an account manually and you must receive an invitation from your Admin. Ensure they have your correct contact details to avoid delays
• Here’s a quick summary of the key differences between user levels and what you can expect (please note, that each restaurant may manage operations differently):
  • Admins (and the Account Owner) are responsible for configuring, enabling, and overseeing features at an account-wide level, including access control, integrations, and compliance. They have set up the account and granted you access to specific areas. They are also the point of contact for any major account changes or issues that require advanced support.
  • As a Manager/Assistant Manager, your role typically focuses more on using the tools configured by the Admin to manage daily operations, working closely with staff, and ensuring the use of tasks and policies set by Admins. You'll have access to these tools, but certain company settings, such as integrations and payroll, remain under Admin control. To see what permissions and feature access are available to you, check out: How to View Your User Type and Permissions in 7shifts.
• You oversee the Assistant Managers and Employees who share your assigned locations and departments, as configured by the Admin.
  

Your Account Setup Roadmap

Managers can follow these steps to launch a 7shifts account and begin managing team operations effectively.

1 Log In to 7shifts for the First Time

Access your invitation via email or SMS to set your password, save your backup codes, and secure your account. This grants you access to your schedule and personal dashboard.

2 Managing Employee Profiles

Add your team members, set their wages, and invite them to the platform. Learn how to manage employee profiles, including wage adjustments and weekly salary calculations. Managing profiles efficiently ensures accurate payroll, better organization, and smooth employee onboarding.

3 Create and Publish a Schedule

Learn how to publish schedules, manage time-off requests, set availability, and utilize tools like the Shift Pool and Labor Budget tool. Effective scheduling reduces conflicts, ensures coverage, and helps control labor costs. Check out this express tutorial about navigating the Schedule page.

4 Track Time and Attendance with Time Clocking

Ensure smooth and accurate tracking of your team’s labor hours. This section explains how to manage time clock entries, approve timesheets, and maintain accurate records for payroll.

5 Training & Support

Access resources for training and ongoing support. Whether you're looking for tutorials, or troubleshooting tips, or need to contact our support team, this section has you covered. We are here to ensure you and your team have everything you need to succeed with 7shifts.

6 Next Steps

After mastering these basics, you can explore advanced 7shifts tools to enhance your team management capabilities.