7shifts 101 for Managers (Web)

👋 Welcome to 7shifts! 

If you are a Manager or Assistant Manager, who is new to 7shifts, here is a general checklist to help get you up and running on the web app at app.7shifts.com.

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Getting Started

Step 1: Login and confirm your contact information

Step 2: Download the 7shifts mobile app, by clicking either link below:

Step 3: Set up your notifications

Step 4: Review switching between multiple accounts

Step 5: Adding Employees

Step 6: Wage and Salary Overview

Step 7: Inviting Employees

Step 8: Time Off 101

Step 9: Availability 101

Step 10: Creating and Publishing a Schedule

Step 11: Review the Labor Budget tool

Step 12: Communicating with Employees - Messaging & Announcements

Step 13: Review the Shift Pool

🎉 That's it. Happy scheduling!

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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 [e-mail]
• By phone at 1-888-979-5877

📚 For self-serve resources, you can search our knowledge base here. 

🎥 Don't forget to check out our Getting Started Overview Video.

🔍 Find more information on additional tools like:

Third-Party Integrations
7tasks
Manager Log Book
Operations Overview
Optimal Labor
Advanced Labor Compliance (if applicable to your region)
Employee Engagement
Events
Scheduling Templates

Need more assistance to get launched? Let our Support Team know, and we can connect you with a Client Success Manager to provide additional resources.

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7shifts 101 Training Webinar 

Feel free to sign up and join one of our webinar sessions below:

🗓 Tuesdays 12pm PST / 3pm EST - Register HERE

🗓 Thursdays 1pm PST / 4pm EST - Register HERE

The webinar will be about 1 hour and we’ll review:

• 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