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Navigation and settings improvements

Everything you need to know about our updated navigation and new Settings menu.

Written by Emma

We've made some significant changes to how you navigate Workforce Management, with the goal of making things easier to find and faster to access. Here's what's changed.


A simpler Settings menu

The old dropdown menu has been replaced with a dedicated Settings page, accessible from the Settings icon in the top right corner of the screen.

Old menu:

New menu:

Settings option:

Everything that previously lived in the dropdown is now organized in one place under Settings, including:

Organization

  • Company

  • Locations

  • Departments

  • Positions

Attendance

  • Attendance rules

Compliance

  • Labor rules

  • Public holidays

  • Certifications

Team

  • Time off types

  • Permissions

  • Messaging


Reports and Logbook are now in the top menu

Reports and Logbook have moved out of the old menu and are now accessible directly from the top navigation bar, alongside Scheduler, Timecards, Attendance, Employees, and Time Off.


A new menu from the Shift4 logo

Click the Shift4 logo in the top left corner to access a new quick-launch menu. From here you can:

  • Sync Workforce Management - sync data between CustomerHub and Workforce Management

  • Back to Shift4 Customer Hub - return to Customer Hub

  • Get help — open the in-app helpbot to browse help articles

  • View on the App Store — download the iOS app via QR code

  • View on Google Play — download the Android app via QR code


New compliance rules

You can now set compliance rules for split shifts, spread of hours, and call-in (reporting) pay.

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