Toast Payroll Export
If you are using 7punches for time-clocking, or have a POS integration that includes labor, you can now export your worked hours in a Toast Payroll ready format.
⚠️ Access to this feature may require an upgrade from your current plan.
⚠️ To access the export you must be using 7punches or have a POS integration that includes labor data.
Activating the Toast Payroll Export
To enable the export, you'll need to do the following:
1. In the left navigation bar, head to Integrations.
2. Search and select Toast Payroll:
3. Click on 'Complete Set Up' to add the export to your Account. From here, you will need to enable and customize some of the individual features of the Export.
4. Alternatively, you can find these settings under Integrations > My Integrations > Toast Payroll > Settings.
5. Enter your additional Custom Export Codes, if applicable.
6. Choose whether to 'Split Hours by Role' under the 'Payroll Mapping' tab.
⚠️ If this setting is enabled, Employee hours will be split into separate columns in the spreadsheet, but will not be associated with your payroll provider’s departments, pay codes, or wage codes. (However, this can be manually added to the spreadsheet before uploading to the payroll program.)
7. Map your Employees between 7shifts and Toast Payroll by updating their Employee ID’s or 'File Numbers'. This required in order to match your Employees in 7shifts to their Toast Payroll ID numbers and have those included in the CSV.
To get started, click on 'Edit employee IDs.'
Enter the Employee's File Number next to their name.
Be sure to hit 'Save' at the bottom of the page when you're done.
Preparing your Export File
Before you can run the Toast Payroll export, you'll need to ensure that you've properly approved all punches and closed your timesheet.
1. In the left navigation bar, select the 'Time Clocking' tab, and the appropriate Pay Period.
2. From there, review and 'Approve' or 'Edit' punches, or choose to 'Approve All.'
3. For multi-Location users, you can also choose to sort by Location and approve punches by Location.
4. Once you've approved all punches, you can close the Timesheet.
To close the Timesheet, select 'Close Timesheet' in the top right corner.
⚠️ For multi-Location users, you can close and export Timesheets on a Location basis.
If you are using this method, be sure to select the correct Location in the 'Location' dropdown before selecting the 'Export' option.
5. With the Timesheet closed, You can export it by selecting 'Export' then 'Toast Payroll.'
6. You can then import your payroll data to Toast Payroll.
The columns included in the Toast Payroll export are:
EE#
EARNING
AMOUNT
⚠️ Contact your Toast Payroll representative if you have questions about this step.
Labor & Compliance settings not included in the payroll export
The payroll export from 7shifts does not include calculations from any setting in the Overtime or Advanced Labor sections of the Labor & Compliance tab. The excluded settings include Daily double overtime, Meal breaks, and Reporting Pay. Use the Worked Hours & Wages Report to see the accurate calculations for these settings.