Micros Simphony (Oracle)

Accurate sales and labor data tracking are at your fingertips with the Micros Simphony POS integration (also referred to as The Simphony POS from Oracle)!

Enable the Integration 

1. For successful integration with Oracle Micros Simphony, please note the following requirements:
   • An API user with full access rights, including Labor API access, must be configured in your Oracle system.
   • The API Authentication URL should contain "/oauth2" at the end for secure authentication.
   • All users in Micros Simphony must have a Payroll ID number assigned to them for proper mapping during integration.
2. Log in to the web app as an Admin.
3. In the left navigation bar, head to Apps & Integrations.
4. Search for Micros Simphony in the list, select the box, and click Next.

5. Fill in the required fields to connect your Micros Simphony Account. This information can be found by logging into your Micros Simphony Account:

   Field	Where to find it:
   API Password	Enter the Password from the previous API User creation here.
   Business Intelligence API Details
   API Services URL	This is your Reporting & Analytics API URL. Please enter that here.
   API Authentication URL	Head to EMC (Enterprise Management Console) > Enterprise Parameters > Applications > OpenId Connect Provider URL. Please enter that URL here
   Bl API Username	Head to Reporting & Analysis > Administration > System > API Accounts > Add API Account. This will create a Username, please enter it here.
   Bl Password	After an API Account is created, you will receive an email with setup instructions. Going through the setup will allow you to generate a password. Please enter that here.
   Client ID	After the API Account is created, a Client ID is generated. Please enter that here.
   ORG Short Name	Head to go to Reporting & Analysis > Enterprise Name. Please enter that name here.
   Labor Rest API Details
   Rest API URL	Head to EMC (Enterprise Management Console) > Enterprise Parameters > Applications > OpenId Connect Provider URL. Please enter that URL here.
   API Token	1. In the Reporting & Analytics portal in Simphony, select Admin, select Portal, select Users, and then select Users. 2. Click Add. 3. Select API User and enter details for all mandatory fields (Make note of the Password, especially). 4. Click Save. 5. To view a list of all API users, select Show API Users and then click Find All in the User Administration overview page. After you've done the above, enter the Token for the created API User here.

6. Click Login to Micros Simphony.
7. Fill in the details for your Micros Simphony Location :
   
8.  Click Connect. 

9. Match your restaurant roles:
   
   You'll want to review and map your specific Roles between Micros Simphony and 7shifts to easily assign Roles when adding new employees from Micros Simphony. This is how you will be able to match your Roles in 7shifts to their counterparts in your POS.

   Click here to learn more!

10. Map your employees:
    
    To ensure all employees appear on the mapping page, please make sure each employee has an external Payroll ID filled in their profile in Micros Simphony. Employees without this ID will not be pulled onto the mapping page.
    
    You'll need to review and map your employees between Micros Simphony and 7shifts to connect the Schedule Enforcement and Actual Labor features. This is how you will be able to match your Employees in 7shifts to their counterparts in your POS.
     

    Click here to learn more!

11. You've successfully connected your Micros Simphony Integration. Continue reading below to discover the features that you can enable. Your integration settings will always be accessible under Apps & Integrations > My Integrations > Micros Simphony > Settings.

Map your Roles

You'll want to review and map your specific Roles between Micros Simphony and 7shifts to easily assign Roles when adding new employees from Micros Simphony. This is how you will be able to match your Roles in 7shifts to their counterparts in your POS.

To map your Roles:

1. In the left navigation bar, head to Apps & Integrations > Mapping > Roles.
   
   7shifts will automatically map any Roles that already exist between your POS/payroll and 7shifts, if they are both spelled the same way, with identical spacing. You'll find those under the Matched heading.
   
   If 7shifts was not able to auto map the specific Roles, they'll appear in the Unmatched section. You'll need to either create the Role within 7shifts or Micros Simphony, or match it to another existing Role.

Map Your Employees

You'll need to review and map your employees between 7shifts and Micros Simphony to connect the Schedule Enforcement and Actual Labor features. This is how you will be able to match your Employees in 7shifts to their counterparts in your POS.

1. In the left navigation bar, head to Apps & Integrations > Mapping > Employees.
   
   7shifts will automatically map any Employees that already exist between Micros Simphony and 7shifts, if they are both spelled the same way, with the same capitalization and spelling. You'll find those under the Matched heading. For unmatched Employees, you can either match up, ignore, or create the Employee. 

• Match: Simply find the corresponding employee on the list.
• Ignore: You'll want to ignore if the employee will never need to clock in/out (i.e. salaried employees).
• Add: This will add the employee to 7shifts, allowing you to start scheduling them.
  
  If an incorrect match was made,you can always correct the mistake by unmatching them. The employee will now be listed under Unmatched and you can assign them correctly from there.

Moving forward, you can add your new employees to Micros Simphony or 7shifts. New employees will be mapped automatically if a match is found.

Actual Sales & Forecasting

Once your integration has been activated, your real-time sales data will be enabled by default. We will backfill 90 days of previous sales, if available. 7shifts will also use those Actual Sales values to populate Projected Sales, allowing you to create schedules based on those projections.

After activating your integration, please note that sales projections may not appear immediately. It can take approximately 1-2 weeks from the activation date for sales projections to become visible, covering up to four weeks into the future. These will become more accurate over time as more data is available.

You can manually import sales data for more immediate projections. To do this, import hourly sales each day or individual receipts consistently. You can learn more about sale projections here.

Sales data from Micros Simphony POS syncs to 7shifts every 5 minutes.

7shifts will sync sales data into the Dashboard, Manager Log Book, Actuals Report, and the Labor Budget Tool.

Actual Labor

We integrate with Micros Simphony's actual labor, this means that your actual labor costs will be pulled into 7shifts. Once enabled, your actual labor costs will be displayed on the Dashboard allowing you to compare Sales vs. Labor.

To enable Actual Labor:  

1.  
   1.  Head to Apps & Integrations > My Integrations > Micros Simphony.
   2. Click Settings beside the Location(s) that you want to enable.
   3. Click on the Labor tab and toggle on the slider for Actual Labor.
      
      
       

You'll see the Actual Labor numbers update on the Dashboard on the day you enabled Micros Simphony's actual Labor. Going forward, these numbers will be updated daily from your Micros Simphony terminal.

Schedule Enforcement

You can now ensure staff only clock into Micros Simphony when they're scheduled to work. In turn, this allows you to control and reduce labor costs.

Here's how it works: Shifts are automatically synced to your Micros Simphony POS. Staff clock in/out on the POS. Micros Simphony will then validate whether or not that employee is scheduled to work and can clock in. If they are scheduled to work, they will be allowed to clock in.

When an employee clocks in or out for their shift, the recorded time will be rounded down to the nearest 15-minute increment.

For instance, if Barney clocks in at 12:08 PM, it will be documented as 12:00PM in 7shifts. Similarly, if Barney clocks in at 12:18 PM, it will be documented as 12:15 PM in 7shifts.

How to get started:

From 7shifts:

1. Head over to Apps & Integrations > My Integrations > Micros Simphony > Settings.
2. In the 'Labor' tab, toggle on 'Schedule Enforcement.' 

Sync POS Time Clocking Data

You have the option to view your employee's time-clocking entries from the POS within 7shifts. In addition, you are able to export this time clocking data to any of our payroll integrations.

Integration Warnings in Time Clocking

Once your POS labor is syncing into 7shifts, you will see a Warnings tab when reviewing your current pay period. This tab highlights punches missing a role in your POS/7shifts labor data that may need attention before running payroll.

These warnings appear directly in Time Clocking > Pay Periods > Warnings, helping you quickly identify and fix issues with labor data flowing in from the POS.

You can resolve most issues right from the Warnings tab, and you can still close your pay period even if some warnings remain.

Employee Sync

7shifts can automatically create new employees when you add them to your POS. Streamline your employee onboarding process by eliminating the need to enter employee information twice. Employee Sync also helps ensure your employee records match in both systems, so your labor data is always up to date in 7shifts.

Wage Sync

You can set your Employees' wages in 7shifts to sync with the wages from your POS. This will ensure that your wages within 7shifts are always up to date with the wage in your POS.

To enable the Wage Sync setting:

1. Head over to Apps & Integrations > My Integrations > Micros Simphony > Settings.
2. Click Settings beside the Location(s) that you want to enable.
3. In the Employee Data  tab, enable Wage Sync.
   
   

FAQs

Q: I was on the previous integration between Micros Simphony and 7shifts, what do I need to do?

A: You will need to re-integrate the connection. This includes deleting the previous connection and starting the integration process again:  

1. Login as an Admin.
2. Head to Apps & Integrations > My Integrations.
3. Click on the More Options icon  next to Micros Simphony II.
4. Select Delete.
5. Click Yes to confirm.
6. Follow these steps to re-enable your integration.