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):
    • Location
    • Integration
    • Mapped, Unmapped, or Ignored, All
  • Sort by user name or Mapping Status (outlined in green)


Role Mapping

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. 

⚠️ With any POS integration, it is recommended that you map / match only one 7shifts Role to a single Role on your POS (one-to-one pairs).
❗️At this time we do not support more than one POS Role being mapped to the same Role in 7shifts. In this case, it is best to add additional Roles within 7shifts so the pairs made while mapping are still one-to-one.


Employee Mapping

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.'

❗️When using the 'New Employee in 7shifts' option, email addresses are unable to sync for some POS systems. So the Employee profiles created through the mapping page will not have an email and will be unable to automatically receive an invitation to 7shifts if using the following POS systems:  
Aloha POS
Micros 3700 POS
POSitouch POS
Squirrel POS
⚠️ If you are integrated with Toast POS, you can also choose to create an Employee within Toast, if they only exist on the 7shifts side.
⚠️ If you are integrated with TouchBistro POS, users will show up on the Employee Mapping page  as long as they've clocked in and out at least once into TouchBistro.

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