Future POS - Shift4

Accurate sales and labor data tracking is at your fingertips with the Future POS integration through Shift4!

SKIP AHEAD TO:
Adding the Integration
Actual Sales & Forecasting
Actual Labor
Mapping Roles
Mapping Employees
Sync POS Time Clocking Data
Employee Sync
⚠️ If you are not a Shift4 customer or are not using Shift4 Payments for payment processing, please follow the integration steps here instead.
⚠️Access to certain features may require an upgrade from your current plan.


Adding the Integration

You can link your Future POS with 7shifts to provide accurate sales forecasting when building schedules. This allows for more accurate scheduling if you're wanting to stay on budget and within your labor target percentage. 7shifts will also show you in real-time what your actual sales are.

To enable the Future POS integration, follow these steps:

1. Log into your 7shifts account and head to the 'More' menu > Integrations > Add Integration.

2. Search and select Future POS from the list and click 'Next.'

 3. You will be prompted to sign to your Shift4 account, click 'Login to Shift4' to continue, or head to lh.futurepos.com.

4. Sign in to your Shift4 account with your existing login email and password.

5. Once you've logged into Shift4, you'll need to click on the 'Marketplace' tab on the left side menu.

6. In the Shift4 Marketplace, you will need to scroll down to find the 7shifts app and click on 'View details.'

7. Next, click 'Install.'

8. Click 'Allow' to continue.

9. You will then be redirected back to 7shifts. Sign back into your account with your existing 7shifts email and password.

10. After you have logged in, your Locations within 7shifts will need to be connected. You can access the integration and integration settings under the 'More' menu > Integrations > Future POS > Settings.

11. Click on 'Connect a location.'

12. In the dropdowns select your 7shifts Location, your Shift4 Account, and your Shift4 Location (POS location). Then click 'Connect.'

13. Once connected, you will then see your Location listed below.

Repeat steps 11 and 12 if you are connecting more than one 7shifts Location.

From there, you should start seeing sales data coming in shortly.

⚠️After you've activated the integration, it may take a few hours for the system to start bringing in your previous sales data. If they do not appear initially, please check back in a few hours.


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. These will become more accurate over time as more data is available. Sales data from Future POS syncs to 7shifts every 60 minutes.

7shifts will begin pulling in your sales data into the Dashboard, Manager Log Book, Actuals Report, and the Weekly Budget Tool.

Dashboard:

Click here to learn more about the Dashboard.

Manager Log Book:

Click here to learn more about the Manager Log Book.

Actuals Report:

Click here to learn more about the Actuals Report.

Weekly Budget Tool:

Click here to learn more about the Weekly Budget Tool.

Projected Sales

Now when you go to build schedules for future weeks, 7shifts will automatically look at past historical sales and insert your sales projections for you. This allows for more accurate scheduling if you're wanting to stay on budget and within your labor targets.

Actual Sales

The Actual Sales will initially be empty for the current or future days until sales start rolling in. Once the sales numbers have been pulled into 7shifts, they will be shown appropriately under those specific days.


Actual Labor


We integrate with Future actual labor, this means 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 Future Actual Labor: 

1. Hover over the 'More' menu > Integrations > Future POS.

2. Click 'Settings' beside the Location(s) that you want to enable.

3. Click the slider button to enable 'Actual Labor.'

4. From here, it's recommended that you map your Roles and Employees. Click 'Map Employees' to get started.

⚠️ You'll see the Actual Labor numbers update on the Dashboard on the day you enabled Future Actual Labor. Going forward, these numbers will be updated daily (every 60 minutes) from Future.


 Mapping your Roles

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

To map your Roles:

1. Hover over the 'More' menu and select 'Integrations.'

2. From there select Mapping > Roles

7shifts will automatically map any Roles that already exist between Future and 7shifts (if they are both spelled the same way). 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 Future, or map it to another existing Role.

Click here to learn more about mapping Roles.


Mapping Employees

You'll need to map your Employees between Future and 7shifts to connect the Actual Labor feature. This is how you will be able to match your Employees in 7shifts to their counterparts in your POS.

1. Hover over the 'More' menu and select 'Integrations.'

2. From there select Mapping > Employees.

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. 

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.
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 Future or 7shifts. New employees will be mapped automatically if a match is found.

Click here to learn more about Employee Mapping.


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

Click here for more information on enabling this function.


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:

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. Match your existing Roles. This will ensure Employees will be assigned the correct Roles in 7shifts when they are created.
Click here for more information on enabling this function.

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