Genius (Heartland Restaurant) POS

Accurate sales and labor data tracking is at your fingertips with the Genius POS (formerly Heartland Restaurant POS) integration! This connection automatically syncs sales and time-clocking data to help you make informed business decisions and maintain labor targets.

Things to Know

Review these critical technical requirements before enabling the integration:

• 7shifts communicates with your Genius POS via an API key. You must obtain this key from your Genius representative.
• Genius does not support live punch reporting; punches only appear in 7shifts after an employee has clocked out.
• At this time, Genius POS does not support 3rd Party Punches.
• Access to certain features may require a plan upgrade.

Add the Integration

Once you have obtained your API key from your Genius representative, follow these steps:

1. In the left navigation bar, head to Apps & Integrations > Available Integrations.
2. Search and select Heartland Restaurant POS.
3. Select your 7shifts Location, enter your API key, and click Connect.
4. Success! Moving forward, you'll be able to view the integration within your 7shifts account by heading to Apps & Integrations > My Integrations > Heartland Restaurant > Settings.

Employee and Role Mapping

Mapping connects users and roles between your POS and 7shifts to ensure labor data flows to the correct profiles. When your roles and employees are correctly mapped, it reduces integration warnings and prevents reporting issues. You can leverage 7shifts reporting and analytics tools to help you make informed decisions and track your business needs.

1. Head to Apps & Integrations > Mapping > choose the Employees or Roles tab.
2. 7shifts automatically maps roles and employees that have identical names and spacing in both systems. You'll find those under the Matched heading.
3. For Unmatched employees or roles, choose to Match, Ignore, or Add them to 7shifts to ensure data syncs correctly.

Role & Employee Mapping in 7shifts defines the universal setup rules and mapping logic for all supported integrations.

Actual Sales and Forecasting

Real-time sales data integration is enabled by default upon activation. 7shifts pulls Net sales data from Genius to provide a real-time view of your labor costs and generate AI-powered forecasts.

• 7shifts automatically imports up to 90 days of historical sales data from Genius upon activation.
• It may take hours for the system to start bringing in your previous sales. If they do not appear initially, please check back in a few hours.
• Both 7shifts and Genius POS must be configured with the same time zone and workday hours (5:00 AM to 5:00 AM).
• It takes approximately 1–2 weeks of data collection for initial sales projections to appear.

Actual Sales and Forecasting in 7shifts defines universal rules and how projection logic applies across all supported integrations.

Actual Labor and Tips

As labor data syncs from the POS, 7shifts pulls employee punches and labor costs to support accurate reporting, and tip calculations. Once enabled, actual labor totals are displayed on the Dashboard, allowing you to compare sales vs. labor. Tips are managed alongside actual labor in 7shifts because they are earned during worked time and associated with employee punches.

To enable labor sync:

1. Head to Apps & Integrations > My Integrations > Genius POS > Settings.
2. Under the Labor tab, toggle on Actual Labor.
3. Click Save.

Syncing POS time clocking data defines universal rules and how labor data from external systems is managed.

Schedule Enforcement

Schedule Enforcement ensures staff can only clock into the Genius POS when they have a scheduled shift in 7shifts.

• Shifts are automatically synced to your Genius POS.
• The POS validates whether an employee is scheduled before allowing a clock-in.
• If an employee is not scheduled, a manager override is required to allow them to clock in.

To enable Schedule Enforcement:

1. Ensure you have completed Employee and Role Mapping.
2. Head to Apps & Integrations > My Integrations > Heartland Restaurant POS > Settings.
3. Under the Labor tab, toggle on Schedule Enforcement.
4. Click Save.

Schedule Enforcement defines universal rules and how scheduled shifts sync across supported integrations.

Employee Sync

7shifts can automatically create new employee profiles when they are added to the Genius POS. Employee Sync also helps ensure your employee records match in both systems, so your labor data is always up to date in 7shifts.

1. Head to Apps & Integrations > My Integrations > Heartland Restaurant POS > Settings.
2. Under the Employee Data tab, toggle on Employee Sync.
3. Click Save.

• Synced fields include Phone Number, Employee ID, location/department/role assignments, and First/Last name.

Employee Sync defines the universal automation rules for syncing user profiles.