7shifts

Benefits of Using 7shifts and Expiration Reminder

Consolidate employee information in one place
Keep all your employee data organized and easily accessible, reducing the need for multiple systems.

Reduce manual data entry and errors
By automating the sync process, you’ll eliminate the need for manual input, saving time and reducing mistakes.

Keep employee credentials and compliance up to date effortlessly
The integration ensures that your employees' credentials, licenses, and training information are always up to date, helping you stay compliant.

• How the Integration Works
• Connecting 7shifts to Expiration Reminder
• Configuration Options

---

How the Integration Works

The 7shifts and Expiration Reminder integration automatically syncs your employee data from 7shifts into Expiration Reminder, keeping credentials, licenses, and compliance records current without manual effort.

Once connected, the 7shifts and Expiration Reminder integration offers several powerful features:

Employee Syncing

Employees in 7shifts are automatically synced to Expiration Reminder as contacts. This includes key details such as:

• Employee name
• Email address
• Mobile phone number
• Job title

Any updates made in 7shifts will reflect in Expiration Reminder automatically, ensuring your employee records are always accurate.

Automatic Archiving for Terminated Employees

If an employee is marked as terminated in 7shifts, they will be automatically archived in Expiration Reminder. This prevents any notifications from being sent to inactive employees.

Streamlined Notifications

Once synced, you can assign credentials, licenses, or training with expiration dates to employees in Expiration Reminder. The system will automatically notify employees when documents or certifications are approaching their expiration dates, ensuring renewals are completed on time.

---

Connecting 7shifts to Expiration Reminder

Access the Integration Settings

1. Log in to your Expiration Reminder account.
2. Navigate to the Settings menu (where your name is listed in the top-right corner).
3. Click on Integrations to view the list of available integrations.
4. Select 7shifts from the list.

Enter Your Credentials

1. Confirm that you are an admin when prompted.
2. Enter the domain associated with your 7shifts account.
3. A new window will open where you’ll log in to 7shifts.

Authorize Access

1. After logging in, 7shifts will ask you to authorize access for Expiration Reminder.
2. Review the information that will be shared between the two applications.
3. Click Allow Access to proceed.

Finalize the Connection

1. Once authorized, the system will configure the connection.
2. Click Finish to complete the setup.

   Once the setup is complete, 7shifts will begin syncing employees to Expiration Reminder. You can verify the connection status at any time from the Integrations page in your Expiration Reminder account.

---

Configuration Options

After setting up the integration, you can manage the following settings by clicking the Configure button next to the 7shifts integration:

• Employee Sync: Enable or disable automatic employee syncing between 7shifts and Expiration Reminder.
• Sync Frequency: Choose how often employee data is pulled from 7shifts.
• Archived Employee Handling: Configure whether terminated employees are automatically archived in Expiration Reminder.
• Notification Settings: Update notification preferences to match your organization’s compliance workflow.