Accurate sales and labor data tracking is at your fingertips with the Heartland Restaurant POS integration!
SKIP AHEAD TO:
Adding the Integration
To obtain this key you will need to reach out to your Heartland Restaurant rep.
Once you have your Heartland Restaurant API key:
1. Head to More > Integrations, then click on '+ Add Integration.'
2. Search and select Heartland Restaurant POS and click on 'Next.'
3. Select your Location, enter the API key, and click 'Connect.'
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. These will become more accurate over time as more data is available. Sales data from Heartland Restaurant 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.
⚠️ Sales Accuracy
To ensure accurate reporting and matching sales totals, 7shifts and Heartland POS must both:
- be in the same timezone
- have work day hours ranging from 5AM—5AM
Click here to learn more about the Dashboard.
Manager Log Book:
Click here to learn more about the Manager Log Book.
Click here to learn more about the Actuals Report.
Labor Budget Tool:
Click here to learn more about the Labor Budget Tool.
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.
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.
We integrate with Heartland Restaurant 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.
To enable Heartland Restaurant Actual Labor:
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.
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.
To map your Roles:
1. Hover over to 'More' and select 'Integrations.'
2. From there, select Mapping > Roles.
7shifts will automatically map any Roles that already exist between your POS and 7shifts (if they are both spelled the same way). 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.
You'll need to review and 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.
To map your Employees:
1. Head over to 'More' and select 'Integrations.'
2. From there select Mapping > 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.
Enforce Schedule (Punch Enforcement)
You can now ensure that your staff clocks into Heartland Restaurant 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 Heartland Restaurant POS. Staff clock in/out on the POS. Your POS 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. If the employee isn't scheduled to work at that time, a manager will need to override in order to allow them to clock in.
How to get started:
2. Hover over to More > Integrations > My Integrations > Heartland Restaurant POS > Settings.
3. In the 'Labor' tab click the slider button to enable Schedule Enforcement for this Location.
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.
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.