Heartland Restaurant POS

Accurate sales and labor data tracking is at your fingertips with the Heartland Restaurant POS integration!

Adding the Integration

Once you have your Heartland Restaurant API key: 

1. Head to Apps & Integrations :

2. Search and select Heartland Restaurant POS from the list:

3. Select your Location, enter the API key, and click 'Connect.'

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 > Heartland POS > Settings.

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.

To map your Roles:

1.In the left navigation bar, select Apps & Integrations > Mappings:

2. From there, select 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.

Mapping Employees

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. In the left navigation bar, select Apps & Integrations > Mapping

2. From there select 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. 

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 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.

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.

Actual Labor

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. 

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:

1. First, you'll need to map your roles and map your employees.

2. Then, hover over to  Apps & Integrations > My Integrations > Heartland Restaurant POS > Settings.

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

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.