Union POS (Beta)

Union manager portal logo

You can integrate your Union POS to pull your actual sales, labor, and employee data into 7shifts. 

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

⚠️ Custom breaks and early clock-in prevention are not supported with this integration.

Adding the Integration

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

For assistance with completing the integration setup, please contact Union's support team (support@getunion.com).

To get started:

  1. Contact Union POS to assist with onboarding and Manager Portal setup.
  2. Log into Union's Manager Portal.
  3. Select Integrations > 7shifts.
  4. Enable the integration.
  5. Map Venues to departments, jobs, and employees.

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

Click here to learn more about 7shifts Payroll.


Actual Sales & Forecasting

⚠️ Tabs that stay open across multiple days may cause small differences in sales totals between Union and 7shifts. To ensure your reports stay aligned, we recommend closing all tabs at the end of each day.

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 POS syncs to 7shifts every minute.

⚠️ Sales Accuracy

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

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

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

Dashboard

Click here to learn more about the Dashboard.

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Manager Log Book

Click here to learn more about the Manager Log Book.

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Actuals Report

Click here to learn more about the Actuals Report.

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Labor Budget Tool

Click here to learn more about the Labor Budget Tool.

Projected Sales

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.

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Actual Sales

The 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.

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Actual Labor

We integrate with Union POS for actual labor, this means that your Employees can punch in using 7punches or Union POS and that data will be pulled into 7shifts. Once enabled, your actual labor costs will be 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 POS, but it's recommended to make those edits directly in 7shifts

 

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