7shifts 101 for Admins (Web)
👋Welcome to 7shifts!
Now that you've created your account, here are some general next steps to help you get started!
SKIP AHEAD TO:
Getting Started with 7shifts (steps 1-7)
Adding your staff to 7shifts (steps 8-13)
Scheduling & Communication Tools (steps 14-19)
Getting Started with 7shifts
Step 1: Log into your 7shifts account on our website and confirm your contact information by going to the 7shifts logo in the top right corner > My Account.
Step 2: Download the free 7shifts mobile app, by clicking either link below:
Step 3: Set up your notifications
Step 5: Set up your Account Structure
Step 6: Company settings 101
Adding your staff to 7shifts
Step 9: Adding Managers
Step 10: Manager permissions
7shifts 101 for Managers (Web)
7shifts 101 for Managers (Mobile)
Step 11: Adding Employees
Step 12: Updating Employee Wages
Step 13: Inviting Employees
Scheduling & Communication Tools
Step 14: Time Off 101
Step 15: Availability 101
Step 16: Creating and Publishing a Schedule
Step 17: Weekly Budget Tool
Step 18: Review the Shift Pool
You can go to Announcements to send an email and/or SMS text message to all of your employees. Announcements act as a bulletin board, sending a one-way form of communication to your employees.
Feel free to use this template:
You may also want to include the following Getting Started Guides for Employees:
Employees: Getting Started (Mobile)
Employees: Getting Started (Web)
🎉That's it. Happy scheduling!
Training & Support
Our Customer Support team is available from Monday to Friday, 8am - 5pm CST, with reduced coverage on weekends for urgent requests. They’re here to answer all day-to-day support questions.
You can start a conversation with our Customer Support team through:
- The in-app and webchat (found in the bottom right corner)
- Via email at firstname.lastname@example.org
- By phone at 1-888-979-5877
🔍Find more information on additional tools like:
Need more assistance to get launched? Let our Support Team know, we can connect you with a Client Success Manager to provide additional resources.
7shifts 101 Training Webinar
Feel free to sign up, or have your managers join one of our webinar sessions below:
- Creating and publishing schedules
- Reviewing and approving availability, time off, and shift pool requests
- Adding employees
- Key features: Communication Tools (Announcements and Messaging), Manager Logbook, 7tasks
- Sales vs. Labor Dashboard / Reporting
- Attendee questions throughout the call