Locations / Departments / Roles

Here's how to access your Account Structure:

  • Hover over the profile picture in the top right corner, then select Locations/Departments/Roles

  • Note: Only Admins can access this. If you are a Manager, you'll be restricted to see the 'Roles' area

For adding Locations, click here.

For adding Departments, click here.

For adding Roles, click here.  


Locations / Departments / Roles is where you’ll set up the structure for the schedules in your 7shifts account. You can assign Roles to specific Departments, and Departments to specific Locations.  


Locations

To add a Location:

1. Hover over your profile picture, and select 'Locations/Departments/Roles'

2. Select 'Locations' from the tabs on the left

3. Click the green '+Add Location' button

4. Enter your Location name and click 'Submit'. 

Select the new Location:

5. General

In the 'General' tab, enter in your street address, Location name, and timezone


6. Hours of Operation

In the 'Hours of Operation' tab, enter in the earlier shift start time, and latest shift end time, specific to this Location. These times should reflect the working hours of the Location, not necessarily the Open and Close times for customers. 

Check the 'Closed' box to indicated days that your business is closed. 


7. Holidays

In the 'Holidays' tab, you can choose to enable holidays, then select the specific holidays you would like to apply to the Location.

Once you enable holidays, you will see a list of default holidays based on your country setting (see this by hovering over your profile picture > Company Settings > General > Country).

You can then select which holidays you want to enable, and decide whether to apply a wage multiplier.

If you don't want a holiday to impact the scheduled wages, enter '1.0' as the wage multiplier. 

Custom Holidays/Events

To add your own holidays or events, simply click on 'Add custom holiday'. 

8. Hit 'Save' when you are done to save these settings. 


Departments

To add a Department:

1. Hover over your profile picture, and select 'Locations/Departments/Roles'

2. Select 'Departments' in the heading bar

3. Click the green '+Add Department' button

4. Enter the name of your new Department, and be sure to select the proper Location before clicking 'Save'. 


Roles

To add a Role:

1. Hover over your profile picture, and select 'Locations/Departments/Roles'

2. Select 'Roles' in the heading bar

3. Click the green '+Add Role' button

4. Enter the name of your new Role, and be sure to select the proper Location and Department before clicking 'Save'

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