Role & Employee Mapping - POS Integrations
If you are integrated with a POS that offers Actual Labor, you will need to complete your mapping between your POS and 7shifts. This means matching the Roles and Employees in 7shifts to their counterparts in your POS.
Your Integration Mapping page can be found under the ' More' menu > Integrations > Mapping.
Within the Mapping page, you can:
- Map Roles
- Map Employees
- Filter by (outlined in blue):
- Mapped, Unmapped, or Ignored, All
- Sort by user name or Mapping Status (outlined in green)
7shifts will automatically map any Roles that already exist between your POS and 7shifts (if they are both spelled the same way). You'll find those under the 'Mapped' heading.
Any Roles that cannot be automatically matched will be under the 'Unmapped' or 'Ignored' tab.
Match any roles / job codes from your POS, that are used for punching in, to its counterpart Role in 7shifts. If the Role is not used, move it to the 'Ignored' section.
If you choose to set as 'Ignored,' data under this Role will not sync between the POS integration and 7shifts.
7shifts will automatically map any Employees that already exist between your POS and 7shifts (if they are both spelled the same way). You'll find those under the 'Mapped' heading.
Any Employees that cannot be automatically matched will be under the 'Unmapped' or 'Ignored' tab.
Match any Employees from your POS (that will be punching in) to their counterpart user profile in 7shifts. If the Employee does not clock in on your POS, move them to the 'Ignored' section.
- 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 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.'