Aloha POS - Omnivore

Accurate sales and labor data tracking is at your fingertips with the Aloha POS integration (through Omnivore)!

Adding the Integration

To get started, you will need to contact one of our Integration Specialists at integrations@7shifts.com.

Alternatively, you can request the integration from your 7shifts account by following these steps:

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

2. Search and select Aloha on the Explore page:

3. In the dropdown, select your Location and click 'Request Upgrade.'

4. From there, you will be in contact with our support team with further instructions.

5. After our support team has assisted you with the integration setup, 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.

Done! Your integration settings will always be accessible under Apps & Integrations > My Integrations > Aloha > 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 Role in 7shifts to their counterparts in your POS.

To map your Roles:

1. Head over 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 want 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.

1. Head to Apps & Integrations > Mapping.

2. From there, select Employees.

7shifts will automatically map any Employees that already exist between Aloha 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, for Aloha Table Service (TS), 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 an 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 Aloha 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.

We integrate with Aloha POS for 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 Aloha Actual Labor: 

1. Head over to  Apps & Integrations > My Integrations > Aloha POS > Settings.

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

3. Under the 'Labor' tab, click on the slider beside 'Actual Labor.'

You'll see the Actual Labor numbers update on the Dashboard on the day you enabled Aloha actual Labor. Going forward, these numbers will be updated daily (every minute) from your Aloha terminal.

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)

How to get started:

1. First you will need to ensure you have mapped your Employees.

2. Then, hover over to More > Apps & Integrations > My Integrations > Aloha > Settings.

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

4. In the 'Labor' tab, toggle on 'Schedule Enforcement.'

Setting up a grace period in Aloha

If you notice that all of your employees require Manager approval for their shifts, you may need to adjust the Grace period on your Aloha system. This will set a window of time around the scheduled shift where employees can clock-in without requiring a manager override.

On the BOH Computer:

1. Under Maintenance > Store Settings, select the 'Scheduling tab'.

2. Ensure ‘Use clock-in punctuality’ is checked.

3. Enter a value of minutes under ‘Number of minutes allowed for early clock-in.’

4. Enter a value of minutes under ‘Number of minutes allowed for late clock-in.’

5. Enter a value of minutes under ‘Number of minutes allowed to clock-in after manager authorization.’

 Syncing Wages

You can set your Employees' wages in 7shifts to sync with the wages from your POS. This will ensure that your wages within 7shifts are always up to date with the wage in your POS.

To enable the Wage Sync setting:

1. Head over to Apps & Integrations > My Integrations > Aloha > Settings.

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

3. In the 'Employee Data' tab, click the slider button to enable 'Wage Sync.'

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.