POSitouch POS - Omnivore

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 Role in 7shifts to their counterparts in your POS.

To map your Roles:

1. Head to Apps & Integrations > Mapping :

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 map your Employees between your POS and 7shifts to connect the Actual Labor feature. 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, 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. 

If Employees are not in your 7shifts account yet, you will also have the option to add them directly from the Mapping Page by clicking 'New employee in 7shifts.'

Actual Sales & Forecasting

Once your integration has been activated, your real-time sales data will be enabled by default. We will backfill 30 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.

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 POSitouch POS syncs to 7shifts every minute.

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.