Company Settings 101

To Access your Company Settings:

⚠️Only Admins will be able to view and update the Company settings within the account.

1. Hover over the 7shifts logo at the top right corner of your page.

2. Click on 'Company Settings.'

3. Within your Company Settings, you will see the following tabs:
General
Labor & Compliance
Availability
Shift Pool 
Schedules
Time Off
API
⚠️These settings will apply to all of the Locations within your 7shifts account.
⚠️Enabling certain features may require an upgrade from your current plan.


General

Under the 'General' tab, enter intimation about your business. The General settings allow you to update your logo, company name, and contact page settings. Setting your current POS and Payroll providers helps us to prioritize future integrations.

Be sure to click 'Save' when making any changes on this page.

⚠️Ensure that your 'Country' and the 'Start Week On' date are correct.

Company Logo - Upload your company logo to customize your account Header.

Company Name - This is the name that will appear in your account Header and all invoices.

Country - This Setting your country will impact:

  1. Account currency
  2. Default Location Holidays
  3. Delivery of SMS messages

Start Week On - Choose the day of the week that your schedule starts on. This will impact the schedule for all Locations in your account, so please ensure this works for all Locations (eg: Mon > Sun, Sun > Sat, Tues > Mon, etc.).

Mobile SMS notifications - Allows SMS notifications for mobile numbers in this country (available only in certain countries). To switch between SMS and push, employees can head to notification settings in the mobile app.

Contact Page - The Contact page will display the Name, Email Address, and Mobile phone number of every employee in the company. All users will have access to this information if you enable this setting.

Account Creator Contact Info - You can choose to show the contact information for all Administrators in the account. Admins also have an individual setting to choose if they would like to appear in the contact page and schedule.

Restaurant type - This helps 7shifts understand and cater to as many of your restaurant needs as we can.

POS - Select your current POS. This helps us to prioritize future integrations, and offer you assistance when new POS related features become available.

Payroll Preference - Select your current Payroll provider. This helps us to prioritize future integrations, and offer you assistance when new Payroll related features become available.


Labor & Compliance

Under this tab, you can enable your labor and overtime settings. This will allow Admins and Managers to properly track and calculate overtime within the account and remain compliant with the regional labor requirements for restaurants.

Be sure to click 'Save' when making any changes on this page.

⚠️If the 'Auto-break' setting is enabled, this will automatically deduct break time and labor costs from employees' scheduled shifts on the Schedules page. This for forecasting purposes only and will not affect their actual time punch or schedule when they should take their breaks.

In order to have time deducted from the time punch, the Employee must still clock out for their break.

Click here to learn more about setting up your Labor and Overtime rules.

Click here to get more information on Advanced Labor Compliance tools (if applicable for your region).


Availability 

Under the 'Availability' tab, you can enable / disable several options for how employees can submit their Availability.

Be sure to click 'Save' when making any changes on this page.

Availability is used for employees to communicate to managers which time of day, or which days of the week, they can't work because of a conflict with school, another job, or another activity. 

Time Off is where employees will ask their manager if there are specific days they need off or absolutely can't work.

Repeating vs. Weekly Availability:

By default, Employees are only able to submit Repeating Availability, meaning the time periods they can or cannot work on any day of the week. 

Repeating Availability - is ongoing / recurring for employees, meaning it will apply automatically to any future or past weeks on the Schedule page. For example, an employee can submit their Repeating Availability, simply saying that on Tuesdays they can't work due to classes all day.

Weekly Availability - is similar to Repeating Availability, but will only apply to a specific time range. For example, an employee may have set up their Repeating Availability to accommodate their class schedule but also has an upcoming break. Temporarily they will be available to work more hours and can submit Weekly Availability to let their managers know when they are available to work for those days.

When an employee submits their Weekly Availability, this overrides their Repeating Availability for those specific weeks on the Schedule. Outside of the Weekly Availability timespan, the Schedule page will automatically show their Repeating Availability.

Click here to learn more about Availability.


Shift Pool 

Here you can enable / disable optional settings in regards to the Shift Pool. This allows employees to easily Swap shifts with one another, or simply offer up / pick up more shifts.

Be sure to click 'Save' when making any changes on this page.

Click here to learn more about the Shift Pool.


Schedules

Here you can enable / disable optional settings in regards to your Schedule and update what employees will have access to view when it comes to their shifts. You will also be able to enable Shift Reminders

Be sure to click 'Save' when making any changes on this page.

Click here to learn more about Scheduling.


Time Off

Under the 'Time Off' tab, you can enable / disable several options for how employees can submit Time Off Requests.

Be sure to click 'Save' when making any changes on this page.

With the Time Off feature, employees will make a request to their manager if there are specific days they need off or absolutely can't work. 

Availability is used to communicate to Managers which time of day, or which days of the week, employees can't work because of a conflict with school, another job, or another activity.

Paid Time Off / Vacation

Here you can also enable and track Paid Time Off (PTO) and Sick Paid Time Off (SPTO) for your employees. If enabled, these will appear as additional time off request types for employees to select from when making a request.

Click here to learn more about Time Off.


API

Here you can find your unique API Key, used for accessing your 7shifts account via our API.

Typically this is only used by developers unless this information is required from you to set up a third-party integration.

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