Are you looking for a 7shifts software trainer who can lead corporate training at your company? We can match you with an experienced 7shifts trainer who can run a virtual Rostering training session for your business.
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There are many reasons why companies request training in using 7shifts software. They might have recently signed up to 7shifts and want to ensure that they’re using the software to its full potential. They might want to onboard staff members to use 7shifts and want a certified trainer to answer all the tough questions that the team has.
In this article, we’ll be looking at some basic information that will help you get prepared for working with a software trainer. We’ll look at 7shifts implementation steps, how to onboard new users, how to train admins and how to best set up permissions. We’ll also look at a sample one-day training schedule that you could tailor with your trainer and will outline our upcoming 7shifts online course. Let’s start with implementing 7shifts in your business.
To get started with 7shifts, a rostering software, the first step is to sign up for an account on their website. Once signed up, you can start by adding your employees’ information, such as their names, positions, and availability. Next, you can create shifts and assign them to your employees based on their availability and job requirements. The software also allows you to set up automatic scheduling based on predefined rules and templates. Additionally, you can communicate with your employees through the software, send them shift reminders, and handle shift swaps or time-off requests. Finally, you can generate reports to analyze labor costs and optimize your scheduling process. Overall, 7shifts simplifies and streamlines the rostering process for your company.
For a company getting started with 7shifts, there are several types of users who would benefit from training in this rostering software. Firstly, managers and supervisors would need training to understand how to create and manage employee schedules efficiently. They would also learn how to track employee availability, handle shift swaps, and manage time-off requests. Secondly, employees would require training to learn how to access their schedules, request time off, and swap shifts with their colleagues. They would also need to understand how to use the software’s communication features to stay connected with their team. Lastly, the HR department would benefit from training to understand how to generate reports, analyze labor costs, and ensure compliance with labor laws. Overall, training in 7shifts would empower all users to effectively utilize the software’s features and streamline the rostering process.
1. Begin by creating user accounts for each new employee in the 7shifts rostering software.
2. Provide each user with their login credentials, including their username and temporary password.
3. Instruct new users to log in to the software using their credentials and prompt them to change their password for security purposes.
4. Familiarize new users with the software’s interface and features through a comprehensive training session or tutorial.
5. Guide new users on how to input their availability, set their preferred work hours, and request time off using the software.
6. Teach new users how to view and manage their assigned shifts, swap shifts with other employees, and communicate with their team through the software’s messaging system.
7. Encourage new users to explore additional features such as shift reminders, shift feedback, and the ability to view their schedule on mobile devices.
8. Provide ongoing support and assistance to new users as they navigate and utilize the software for their scheduling needs…
To train admins of 7shifts, start by providing an overview of the software’s features and functionalities. Explain how to navigate the user interface, create and manage employee schedules, and utilize the communication tools. Demonstrate how to set up and customize shift templates, manage time-off requests, and generate reports. Encourage admins to explore the software’s integrations with other tools like POS systems and payroll software. Offer hands-on training sessions where admins can practice using the software with sample data. Provide comprehensive documentation, including user guides and video tutorials, for reference. Encourage admins to ask questions and provide ongoing support as they become familiar with the software’s capabilities.
To set up user permissions in 7shifts, start by logging into the software as an administrator. Navigate to the “Settings” tab and select “User Permissions.” From there, you can create different permission levels based on your company’s needs. Assign specific permissions to each level, such as the ability to create schedules, edit employee information, or view reports. You can also customize permissions for individual users by going to the “Users” tab and selecting the user you want to modify. This allows you to grant or restrict access to certain features or sections of the software. Remember to save your changes after setting up user permissions to ensure they take effect.
9:00 AM – Introduction to 7shifts: Overview of the software’s features and benefits, including how it simplifies employee scheduling and communication.
10:00 AM – Setting Up Your Account: Step-by-step guidance on creating a new account, adding locations, and importing employee data.
11:00 AM – Creating Schedules: Training on how to create and edit schedules, assign shifts, and manage time-off requests.
12:00 PM – Lunch Break
1:00 PM – Communication Tools: Exploring the software’s messaging and notification features, including how to send announcements and communicate with employees.
2:00 PM – Reporting and Analytics: Understanding how to generate reports, track labor costs, and analyze employee performance.
3:00 PM – Integrations and Customizations: Demonstrating how to integrate 7shifts with other software systems and customize settings to fit specific business needs.
4:00 PM – Q&A Session: Addressing any remaining questions or concerns, providing additional support,…
We have a comprehensive 7shifts course on our waitlist for creation. Join the course waitlist for the below course.
Course Name: Mastering 7shifts: Efficient Rostering for Seamless Operations
Description: This comprehensive online course is designed to equip individuals with the skills and knowledge needed to effectively utilize 7shifts, a powerful rostering software. Participants will learn how to streamline employee scheduling, optimize labor costs, and enhance communication within their organization. Through interactive modules, practical exercises, and real-world examples, learners will gain hands-on experience in creating schedules, managing shift swaps, and generating insightful reports. Additionally, they will explore advanced features such as labor forecasting and compliance tracking. By the end of the course, participants will be proficient in leveraging 7shifts to maximize operational efficiency, improve employee satisfaction, and drive business success.
Expected Learning Outcomes:
1. Create and manage employee schedules efficiently using 7shifts.
2. Optimize labor costs by leveraging the software’s forecasting capabilities.
3. Enhance communication and collaboration among team members through the platform.
4. Generate insightful reports to analyze.
We’ve outlined above some of the basics of implementing 7shifts in your business, getting staff onboard, updating settings etc and we’ve also looked at a sample online training schedule. If you’re looking for a virtual training session or in-person, on-site 7shifts training, reach out using the Request Training button above. If you’d like to enrol in a self-paced, online 7shifts course, join the course waitlist and you’ll be the first to know when it launches.
