Revel POS

Accurate sales and labor data tracking is at your fingertips with the Revel POS integration!

SKIP AHEAD TO:
Adding the Integration
Actual Sales & Forecasting
Mapping Roles
Mapping Employees
Actual Labor
Schedule Enforcement (Punch Enforcement)
Employee Sync
Syncing Wages
Sync POS Time Clocking Data

⚠️ Access to certain features may require an upgrade from your current plan.

⚠️ Revel POS will charge $15-$25/month per location to access the integrations offered through their API. If you have not yet activated this function, or are adding a new location, you will be prompted to update your subscription in Revel.


Adding the Integration

1. To activate your integration, contact Revel's team at partnerconnectsetup@revelsystems.com. In your message, please provide the team with your :

  • Revel URL. This can be found in the address bar of your web browser and should be in the exact format of https://name.revelup.com. For example:
  • Revel Establishment Number for the Location(s) you'd like to activate. This can be found in Revel by hovering over your establishment name in the top navigation bar. For example:

    Screen Shot 2021-08-11 at 11.03.39 AM.png

From there, they will provide further instructions.

2. Once you've connected with Revel's team, return to your 7shifts Account > Apps & Integrations.

3. Under the Explore tab, select Revel POS.

4. Enter the API Key, API Secret & API Host sent to you by Revel, and follow the setup wizard to go through the setup steps for your new Revel Integration.

6. 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 > Revel > Settings.

Mapping Roles

You'll want to review and map your specific Roles between Revel and 7shifts to easily assign Roles when adding new employees from Revel. This is how you will be able to match your Roles in 7shifts to their counterparts in your POS.

⚠️ It is especially important to ensure that you map your Roles correctly before enabling the Wage Sync feature.

To map your Roles:

1. Hover 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.

aniROLES.png

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.

Click here to learn more about mapping Roles.


Mapping Employees

You'll need to review and map your employees between Revel 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. Hover over to Apps & Integrations > Mapping.

2. From there, select Employees.

7shifts will automatically map any Employees that already exist between Revel and 7shifts (if they are both spelled the same way). You'll find those under the 'Mapped' heading. aniEMPLOYEES.png

For unmapped Employees, you can either match up, ignore, or create the Employee. 

Match: Simply find the corresponding employee in 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. 

If an incorrect match was made, you can always correct the mistake by unmatching them. The employee will now be listed under 'Unmapped' and you can assign them correctly from there. 

Moving forward, you can add your new employees to Revel or 7shifts. New employees will be mapped automatically if a match is found.

Click here to learn more about mapping Employees.


Actual Sales & Forecasting

Your real-time sales data integration is enabled by default upon activation. We automatically import up to 90 days of historical sales data (if available) to populate both your Actual Sales and initial Projected Sales. These Projected Sales are then used to help you create data-driven schedules.

Important Timing Note: While real-time sales data starts flowing immediately, it takes approximately 1-2 weeks after integration activation for sales projections to appear. These initial projections will cover up to four weeks into the future and will become increasingly accurate as more sales data is collected.

7shifts attempts to fetch sales data every 5 minutes from Revel and populates sales the following areas:

⚠️ Sales Accuracy: Time Zone and Workday Alignment 

For accurate reporting and matching sales totals, both 7shifts and Revel POS must be configured with:

  • The same time zone.
  • Workday hours spanning from 5:00 AM to 5:00 AM.
Projected Sales

When creating future schedules, 7shifts automatically uses historical sales data to generate sales projections in the Labor Budget Tool. This feature enables more accurate scheduling, helping you stay within budget and achieve your labor targets.

Actual Sales

Actual (Net) Sales data for the current and future days will initially be empty until sales data is received. Once the sales numbers are synced from Revel, they will appear under the corresponding days in 7shifts.

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Actual Labor

We integrate with Revel 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 Revel Actual Labor: 

1. Head over to the Apps & Integrations > My Integrations > Revel 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.'

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You'll see the Actual Labor numbers update on the Dashboard on the day you enabled the Actual Labor integration. Going forward, these numbers will be updated daily (every 15 minutes) from your POS.


Enforce Schedule (Punch Enforcement) 

You can now ensure that your staff clocks into Revel only 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 Revel POS. Staff clock in/out on the POS. Your POS 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. 

⚠️ If the employee isn't scheduled to work at that time, a manager will need to override in order to allow them to clock in.

How to get started:

1. First, you'll need to map your roles and map your employees.

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

3. Next you will need to enable the 'Enforce Schedule' by clicking the toggle on the right.

 


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. 

⚠️ To use Employee Sync, you will first need to:

1. Have Actual Labor turned on in your integration settings.

2. Map your existing Employees. This will ensure Employees you have chosen to ignore during mapping will not be created in 7shifts.

3. Map your Roles. This will ensure Employees will be assigned the correct Roles in 7shifts when they are created.

Click here for more information about Employee Sync and how to enable this function.


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.

⚠️ Prior to syncing wages, you will need to enable Wage-Based Roles and have properly mapped your Roles.

To enable the Wage Sync setting:

1. Head over to the More > Apps & Integrations > My Integrations > Revel POS > 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.'

⚠️ Wages through Wage Sync will update every 60 minutes.


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

7shifts sync pos labor data

Click here for more information on enabling this function.

⚠️ Troubleshooting Unassigned Revel Punches:

If an employee punches in via Revel but doesn't have a scheduled shift in 7shifts, the punch will appear in 7shifts under Time Clocking without an assigned Role. To resolve this, create and publish a shift for the employee in 7shifts.

(Punch with Role)
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(Punch with no Role)

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