Restaurant Manager POS - Shift4

Accurate sales and labor data tracking is at your fingertips with the Restaurant Manager POS integration through Shift4!

Adding the Integration

You can link your Restaurant Manager POS with 7shifts to provide accurate sales forecasting when building schedules. This allows for more accurate scheduling if you're wanting to stay on budget and within your labor target percentage. 7shifts will also show you in real-time what your actual sales are.

To enable the Restaurant Manager integration, follow these steps:

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

2. Search and select Restaurant Manager from the list and click 'Next.'

 3. You will be prompted to sign to your Shift4 account, click 'Login to Shift4' to continue, or head to lh.rmpos.com.

4. Sign in to your Shift4 account with your existing login email and password.

5. Once you've logged into Shift4, you'll need to click on the 'Marketplace' tab on the left side menu.

6. In the Shift4 Marketplace, you will need to scroll down to find the 7shifts app and click on 'View details.'

7. Next, click 'Install.'

8. Click 'Allow' to continue.

9. You will then be redirected back to 7shifts. Sign back into your account with your existing 7shifts email and password.

10. After you have logged in, your Locations within 7shifts will need to be connected. You can access the integration and integration settings under Apps & Integrations > Restaurant Manager POS > Settings.

11. Click on 'Connect a location.'

12. In the dropdowns select your 7shifts Location, your Shift4 Account, and your Shift4 Location (POS location). Then click 'Connect.'

13. Once connected, you will then see your Location listed below. 

14. From there, you should start seeing sales data coming in shortly.

15. 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 > Restaurant Manager > Settings.

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 Restaurant Manager 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.

 Mapping your Roles

You'll want to review and map your specific Roles between Restaurant Manager and 7shifts to easily assign Roles when adding new employees from Restaurant Manager. 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, head to Apps & Integrations:

2. From there select Mapping > 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 Restaurant Manager, or map it to another existing Role.

Mapping Employees

You'll need to review and map your Employees between Restaurant Manager 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. In the left navigation bar, head to Apps & 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.

Actual Labor

We integrate with Restaurant Manager actual labor, this means 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 Restaurant Manager Actual Labor: 

1. Head over to Apps & Integrations > Restaurant Manager POS.

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

3. Click the slider button to enable 'Actual Labor.'

⚠️ You'll see the Actual Labor numbers update on the Dashboard on the day you enabled Restaurant Manager Actual Labor. Going forward, these numbers will be updated daily (every 60 minutes) from Restaurant Manager.

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. 

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.