Tray POS

Tray POS integrates with 7shifts to sync employee details and scheduled shift data. Employees should be managed in Tray, and changes will reflect in 7shifts.

Things to Know

• Access to this feature may require an upgrade from your existing plan.
• Complete your Locations, Departments, and Roles setup in 7shifts before beginning integration.
• Role names must match in spelling, capitalization, and spacing between Tray and 7shifts.
• Each Tray role must have an EID assigned. Staff with unmapped roles will not be created in 7shifts.
• New users created in 7shifts do not sync back to Tray and must be created in the POS.

Add the Integration

1. Log in to Tray HQ with admin credentials.
2. Head to Sites > open the Integrations tab.
3. Check Enable 7shifts Integration:
   
4. Click the Generate GUID link next to the GUID Token field.
5. You will be prompted to log into 7shifts as an Admin and click Grant Access to Tray POS.
6. Copy the GUID Token you receive.
7. Paste the token into the GUID Token field.
8. In 7shifts, open Settings > Developer Tools > Resource IDs.
9. Copy the Location ID for the store you are connecting.
10. Paste the Location ID into Tray.
11. In the Role Mapping section, add an entry for each 7shifts role and map it to the matching Tray role:
    
12. Click Validate in Tray to verify your 7shifts credentials and role mappings. If a role is misspelled or does not exist, you will see a notification with the invalid role.

13. Click Sync Shifts to pull published shift data from 7shifts into Tray. Moving forward, view shifts on the login screen of your Tray POS terminal by selecting the Shifts button. If the Shifts button is not visible, Tray does not yet have shift data for that location.

    Tip: If you do not see a shift, try republishing your 7shifts schedule to resync it.

14. Syncing new employees (created in Tray first):
    1. Creating or editing an employee in Tray will automatically sync to 7shifts.
    2. A dialog box will confirm the sync.
    3. If the employee's role is not mapped, the employee will remain in Tray but will not appear in 7shifts.
    4. If successful, a "Staff saved successfully" notification appears in Tray.
    5. To sync multiple employees at once, click Sync Staff in Tray. Matching emails will update profiles in 7shifts. If no matching email exists, a new account is created in 7shifts.
15. Syncing existing employees (created in 7shifts first):
    1. Creating or editing the same employee in Tray will automatically update the 7shifts profile that uses the same email address.
    2. Use Sync Staff to update multiple employees at once. If no email match is found, Tray will attempt to create a new account in 7shifts. 7shifts does not allow duplicate first and last names, so missing emails may block account creation.

To verify the integration is active, log in to Tray and head to the People tab. Look for a dropdown to the left of the Sync Staff button. If 7shifts appears in the dropdown, the integration is successfully enabled:

Click Sync Staff to see a message confirming which integration staff is being synced to. If the Sync Staff button is not visible, the integration may not be enabled or your account may not have the required permissions - contact your Tray account admin or ihopsupport@dinebrands.com for assistance.

Actual Sales and Forecasting

Once the Enable Sales Data box has been checked under Integrations > 7shifts in Tray, your real-time sales data will begin to flow into 7shifts. 7shifts will also use those Actual Sales values to populate Projected Sales, allowing you to create schedules based on those projections. These will become more accurate over time as more data is available.

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 sales projections here.

• Both 7shifts and Tray POS must be configured with the same time zone and workday hours (5:00 AM to 5:00 AM).
• It may take a few hours for the system to bring in previous sales. If they do not appear initially, check back in a few hours.
• It takes approximately 1–2 weeks of data collection for initial sales projections to appear.
• 7shifts will sync sales data into the Dashboard, Manager Log Book, Actuals Report, and the Labor Budget Tool.

Integration Warnings in Time Clocking

Once your POS labor is syncing into 7shifts, you will see a Warnings tab when reviewing your current pay period. This tab highlights punches missing a role in your POS/7shifts labor data that may need attention before running payroll.

These warnings appear directly in Time Clocking > Pay Periods > Warnings, helping you quickly identify and fix issues with labor data flowing in from the POS.

You can resolve most issues right from the Warnings tab, and you can still close your pay period even if some warnings remain.

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