Toast POS

Accurate sales and labor data tracking are at your fingertips with the Toast POS integration!

Add the Integration 

You're done! 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 > Toast> Settings.
 

Map your Roles

You'll want to review and map your specific Roles between Toast and 7shifts to easily assign Roles when adding new employees from Toast. 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 Toast, or map it to another existing Role.

Map your Employees

You'll need to review and map your employees between Toast 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. 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 Toast and 7shifts, if they are both spelled the same way, with the same spelling. 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 Toast or 7shifts. New employees will be mapped automatically if a match is found.

If the employee exists in 7shifts but not in Toast, you can also create them in Toast by clicking on New employee in Toast.



⚠️ When adding a new employee to Toast, the following fields will sync: First name, Last name, and e-mail address. Role assignments do not sync.

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 Toast POS syncs to 7shifts every 5 minutes.

7shifts will sync sales data into the Dashboard, Manager Log Book, Actuals Report, and the Labor Budget Tool.

Actual Labor

We integrate with Toast for actual labor, a calculation based on: 7shifts Time Clocking labour, mapped roles, and employee wages. Once enabled, your actual labor costs will be displayed on the Dashboard allowing you to compare Sales vs. Labor.

 Enforce Schedule (Schedule Enforcement)

You can now ensure staff only clock into Toast 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 Toast POS. Staff clock in/out on Toast. Toast 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.

How to get started:

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.

To use Employee Sync, you will first need to:

• Have Actual Labor turned on in your integration settings.
 
• Map your existing Employees. This will ensure Employees you have chosen to ignore during mapping will not be created in 7shifts.
 
• Map your Roles. This will ensure Employees will be assigned the correct Roles in 7shifts when they are created.

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.

Tip Pooling

FAQs

Q: How are Toast Net Sales being calculated in 7shifts?

A: The formula for Toast Net Sales calculations is designed as Gross Sales - Tax Amount - Gratuity - Tips - Deferred Amount