Union POS
Union POS integrates with 7shifts to sync actual sales, labor, employee data, and tip pooling rules across both systems.
Things to Know
Supported by Union. Union manages the setup and configuration process. For help with setup, connection settings, or troubleshooting, contact Union Support directly at support@getunion.com.
- Access to this feature may require an upgrade from your existing plan.
- Custom breaks and early clock-in prevention are not supported with the Union integration.
- Union only allows three departments. Your 7shifts account must have three departments to map to Union's three departments. If your 7shifts account has more than three, they will need to be adjusted down to three.
- Once the integration is active, Union's built-in payroll report will be hidden. Venues will need to use 7shifts for payroll processing.
Add the Integration
You can get your access token and information from 7shifts by heading to Settings > Developer Tools. For setup assistance, contact Union Support at support@getunion.com.
- Ensure that you only have three departments in 7shifts and Union.
- Contact Union to assist with onboarding and Manager Portal setup.
- Log in to Union's Manager Portal.
- Select Integrations > 7shifts.
- Enable the integration.
- Map venues to departments, jobs, and employees.
- Watch this walkthrough video for guidance on authorizing the Union integration in your Union Dashboard. This walkthrough is for existing 7shifts customers who are new to Union.
Actual Sales and Forecasting
Important: Tabs that stay open across multiple days may cause small differences in sales totals between Union and 7shifts. Close all tabs at the end of each day to ensure your reports stay aligned.
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. These will become more accurate over time as more data is available.
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 sales projections here.
- Both 7shifts and Union must be configured with the same time zone and workday hours (5:00 AM to 5:00 AM).
- It may take a few hours for the system to bring in previous sales. If they do not appear initially, check back in a few hours.
- It takes approximately 1–2 weeks of data collection for initial sales projections to appear.
- 7shifts will sync sales data into the Dashboard, Manager Log Book, Actuals Report, and the Labor Budget Tool.
Learn more about the Labor Budget Tool.
When building schedules for future weeks, 7shifts will automatically use past historical sales data to generate and insert sales projections. This feature enables more accurate scheduling to help you stay on budget and within your labor targets.
Actual Sales data will initially be empty for the current or future days until sales data starts rolling in. Once sales numbers are pulled into 7shifts, they will be displayed under the respective days.
Actual Sales and Forecasting in 7shifts defines universal rules and how projection logic applies across all supported integrations.
Actual Labor and Tip Management
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.
- When an employee clocks in, their open punch is immediately sent to 7shifts.
- Time punch edits should be made directly in your POS to avoid data conflicts. If you have enabled 3rd Party Punches, edit the punch in 7shifts instead.
Syncing POS time clocking data defines universal rules and how labor data from external systems is managed.
Including Tips in Payroll
The Union integration supports the following tip sources:
- CC Tips (Credit Card Tips)
- Auto-gratuity
- Declared Tips
Tip: Configure tip settings after your initial integration setup is complete and your first sync has occurred. This ensures 7shifts accurately recognizes all available tip sources from Union.
These tip sources can be used with Tip Pooling for Union POS to create custom distribution rules based on hours worked, points, or percentages. To ensure tips are included in your reports and payroll, configure your tip calculation settings by following the steps in How to setup Tip Calculation Formulas.
Tip Management: How to enable tip data settings for integrations defines the universal rules for including 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.
Learn more about: Understanding Integration Warnings in Time Clocking.