Lightspeed POS (U-Series)

4. You're done! From here, map your roles and employees to ensure accurate reporting across your 7shifts Account. When your roles and employees are mapped, you can leverage 7shifts reporting and analytics tools to help you make informed decisions and track your business needs.

Your integration settings will always be accessible under Apps & Integrations > My Integrations > Lightspeed POS > Settings.

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Mapping Roles

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

⚠️ It is especially important to ensure that you map your Roles correctly before enabling the Wage Sync feature.

To map your Roles:

1. Head to Apps & Integrations > Mapping :

2. From there go to 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 Mapped heading.

If 7shifts was not able to auto map the specific Roles, you'll need to either create the Role within 7shifts or your POS, or map it to another existing Role.

Click here to learn more about mapping Roles.

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Mapping Employees

You'll need to map your Employees between your POS 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.

1. Head to Apps & Integrations > Mapping :

 

2. From there, head to Employees.

7shifts will automatically map any Employees that already exist between your POS and 7shifts (if they are both spelled the same way). You'll find those under the 'Mapped' heading. 

 

For unmapped 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).
• Create: This will add the Employee to 7shifts, allowing you to start scheduling them. 

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

Click here to learn more about mapping Employees.

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 Lightspeed Restaurant (U Series) POS syncs to 7shifts every 60 minutes.

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

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.

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 Schedule Enforcement (Punch Enforcement)

You can now ensure that your staff clocks into Lightspeed Restaurant (U Series) only 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 Lightspeed Restaurant (U Series) POS. Staff clock in/out on Lightspeed Restaurant (U Series). Lightspeed Restaurant (U Series) 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. 

How to get started:

1. Head over to App & Integrations > My Integrations > Lightspeed Restaurant (U Series) POS > Settings.

2. Click on 'Settings' beside the Location(s) that you want to enable.

3. In the 'Labor' tab click the slider button to enable Schedule Enforcement for this Location.

4. Once 'Enforce Schedule' is enabled, select your 'Grace Period' by clicking on the drop-down menu.

⚠️ Please ensure that for every employee who needs to be able to clock in using Lightspeed Restaurant (U Series), the Punch ID within 7shifts matches their Lightspeed Restaurant (U Series) PIN.

The Punch ID field in 7shifts can be found by navigating to the Team> Employees > Employee Profile > Employment.

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Actual Labor

We integrate with Lightspeed Restaurant (U Series) for 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.

⚠️ At this time, Lightspeed (U-series) does not support live punch reporting (i.e. Who's Working Dashboard).

To enable Lightspeed Restaurant (U Series) Actual Labor: 

1. Go to Apps & Integrations > My Integrations > Upserve.

2. Click 'Settings' beside the Location(s) that you want to enable.

3. In the 'Labor' tab, click the slider button to enable Actual Labor for this Location.

You'll see the Actual Labor numbers update on the Dashboard and Reports on the day you enabled Lightspeed Restaurant (U Series) actual Labor. Going forward, these numbers will be updated daily (every 15 minutes for closed punches) from your Lightspeed Restaurant (U Series) terminal.

⚠️ Lightspeed Restaurant (U Series) does not support live punch reporting, meaning that punches will not appear on the Time Clocking page or mobile dashboard until there is a punch-in time and a punch-out time.

Labor costs won't be up to date until all punches are closed for the day.

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Employee Sync

7shifts can automatically create a new employee 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.

⚠️ To use Employee Sync, you will first need to:

1. Have Actual Labor turned on in your integration settings.

2. Map your existing Employees. This will ensure Employees you have chosen to ignore during mapping will not be created in 7shifts.

3. Map your Roles. This will ensure Employees will be assigned the correct Roles in 7shifts when they are created.

Click here for more information about Employee Sync and how to enable this function. 

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Syncing Wages

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.

⚠️ In order to apply the Wage Sync feature, you'll need to enable Wage-Based Roles and ensure that you have properly mapped your Roles.

To enable the Wage Sync setting:

1. Go to Apps & Integrations > My Integrations > Upserve.

2. Click 'Settings' beside the Location(s) that you want to enable. 

3. In the 'Employee Data' tab, click the slider button to enable Wage Sync for this Location. 

⚠️ Wages through Wage Sync will update every 60 minutes.

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Sync POS Time Clocking Data

If you have a POS integration that includes labor, 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.

⚠️ At this time, Breaks (paid or unpaid) will not be imported from Lightspeed Restaurant (U Series).

Click here for more information on enabling this function.