Union POS

You can integrate your Union to pull your actual sales, labor, and employee data into 7shifts. This connection automatically syncs sales and time-clocking data while feeding your 7shifts Tip Pooling rules to help you streamline your operations.

Adding the Integration

1. Union only allows for three departments. You will need three departments in 7shifts in order to map to Union's three departments. If your 7shifts account has been set up with more than that, then they will need to be adjusted down to three.
2. Contact Union to assist with onboarding and Manager Portal setup.
3. Log into Union's Manager Portal.
4. Select Integrations > 7shifts.
5. Enable the integration.
6. Map Venues to departments, jobs, and employees.
7. Please watch this video for a walkthorugh of how to authorize the Union integration in your Union Dashboard. This walkthrough is for existing 7shifts customers who are new to Union.

Once the integration is active, Union’s built-in payroll report will be hidden. Venues will need to use 7shifts for payroll processing. 

Actual Sales and 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.

Sales data from Union syncs to 7shifts every minute.

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

Actual Labor and Tips

We integrate with Union for actual labor, this means that your Employees can punch in using 7punches or Union and that data will be pulled into 7shifts. Once enabled, your actual labor totals are displayed on the Dashboard, allowing you to compare sales vs. labor.

You'll see the labor numbers update on the Dashboard on the day you enabled Union POS actual labor. Going forward, these numbers will be updated in real-time from your Union terminal:

• When an Employee clocks in, their open punches are immediately sent over
• It's possible to edit punches in Union, but it's recommended to make those edits directly in 7shifts

Including Tips in Payroll

The Union integration supports the collection of the following tip sources:

• CC Tips (Credit Card Tips)
• Auto-gratuity
• Declared Tips

These tip sources can be used with 7shifts Tip Pooling to create custom distribution rules based on hours worked, points, or percentages.

To ensure these tips are included in your reports and payroll (7shifts Payroll and external exports), you must configure your tip calculation settings. Follow the steps in Tip Management: Include Tip Calculations.

Tip Management & Integrations defines the universal rules for including tip data from your POS in 7shifts.ing tip data from your POS in 7shifts.

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.