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' in the heading bar.

3. Click the green '+Add' button.

4. Enter your Location name and hit 'Submit'

5. General 

In the 'General' tab, enter in your City, Location name, and Timezone.

6. Hours of Operation

In the 'Hours of Operation' times tab, enter in the open and close times specific to this Location.

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' 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' 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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