Selflane POS

Updated June 24, 2024 14:11

The Selflane and 7shifts integration empowers business owners to enhance team and location management. By seamlessly connecting teams across both platforms, this integration enables owners to leverage scheduling systems and user applications to effectively manage their teams.

By synchronizing data between Selflane and 7shifts, ensure seamless communication and coordination amongst team members. From scheduling shifts to tracking employee performance, the integration provides a comprehensive solution for optimizing workforce management processes.

⚠️ Access to this feature may require an upgrade from your existing plan.

Adding the Integration

⚠️You can get your Access Token and information from 7shifts by heading to Settings > Developer Tools.

⚠️ Please ensure that you complete your employee and department mappings. More information about this can be found on Selflane Docs.

Log in to your Selflane account and use your 7shifts login credentials to obtain/enter your access token, or submit a request with Selflane for assistance with completing the integration. Any questions regarding the set-up process are managed by Selflane's support team (7shifts-integration@selflane.com)

Actual Sales & Forecasting

Once your integration has been activated, your real-time sales data will be enabled by default. 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.

7shifts will begin pulling in your sales data into the Dashboard, Manager Log Book, Actuals Report, and the Labor Budget Tool.

⚠️ Sales Accuracy

To ensure accurate reporting and matching sales totals, 7shifts and Rezku POS must both:

be in the same timezone
have work day hours ranging from 5AM—5AM

Dashboard:

Click here to learn more about the Dashboard.

Manager Log Book:

Click here to learn more about the Manager Log Book.

Actuals Report:

Click here to learn more about the Actuals Report.

Labor Budget Tool:

Click here to learn more about the Labor Budget Tool.

Projected Sales

Now when you go to build schedules for future weeks, 7shifts will automatically look at past historical sales and insert your sales projections for you. This allows for more accurate scheduling if you're wanting to stay on budget and within your labor targets.

Actual Sales

The Actual Sales will initially be empty for the current or future days until sales start rolling in. Once the sales numbers have been pulled into 7shifts, they will be shown appropriately under those specific days.