You can link your Aloha POS with 7shifts to provide accurate sales forecasting when building schedules. This allows you to stay on budget and schedule within your labor target percentage. 7shifts will also show you in real-time your actual sales compared to your projected sales.
Below are the following integrations:
- Real-Time Sales & Forecasting
- Actual Labor
- Mapping your Roles
- Mapping your Employees
- Schedule Enforcement
- Syncing Wages
Adding the Integration
To get started, you will need to contact one of our integration specialist by email firstname.lastname@example.org or calling us at 1-888-979-5877 ext 1.
*Minimum Aloha version is 6.7.38+
Real-Time Sales & Forecasting
You can link your Aloha 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 and alert you when you're making shift changes.
Once you've activated it with the help of our team, it will take a few hours to start bringing in sales data. Once it's complete, your Schedules page will look like this:
The Actual Sales row will initially be empty until sales start rolling in. Once the sales numbers have been pulled in to 7shifts, they will be shown appropriately under the specific day. Now when you go to build schedules for future weeks, 7shifts will automatically look at past historical sales and insert sales projections for you.
We integrate with Aloha 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 Aloha Actual Labor:
Hover over your profile picture > Company Settings > Add-ons > Third Party > 'Aloha POS'.
Click 'Settings' beside the Location(s) that you want to enable.
Click 'Map Roles and Employees' to map your Roles and Employees between your POS and 7shifts.
First, you'll want to map your specific Roles between your POS and 7shifts to easily assign Roles when adding new employees from your POS.
7shifts will automatically map any Roles that already exist between your POS and 7shifts. You'll find those under the 'Matched' heading. You'll simply need to click 'Save' to complete the mapping.
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.
Next, click the 'Employees' tab to review the employee mapping.
7shifts will automatically map any Employees that already exist between your POS and 7shifts. You'll find those under the 'Matched' heading. You'll simply need to click 'Save' to complete the mapping for those.
For unmatched employees, you can either match up, ignore, or create the employee.
Adding employees after integration is enabled:
Moving forward, you can add your new employees to your POS or 7shifts. If there are any new employees needing to be matched, you will see a banner at the top of your screen notifying you to take action.
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.
Click the slider button to enable your Actual Labor at the bottom right corner of your screen. *Note: 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 from your POS
Enforce Schedule (Punch Enforcement)
You can now ensure that your staff clocks into Aloha 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 Aloha 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
- First, you'll need to map your employees
- Then, hover over your profile picture > Company Settings > Add-ons > Third Party and click on blue pencil by 'Aloha POS'
- Finally, you will need to enable the 'Enforce Schedule' by clicking the toggle on the right
Setting up a grace period in Aloha:
If you notice that all of your employees require Manager approval for their shifts, you may need to adjust the Grace period on your Aloha system. This will set a window of time around the scheduled shift where employees can clock-in without requiring a manager override.
On the BOH Computer,
- Under Maintenance -> Store Settings, Select the Labor group and the Scheduling tab
- ‘Use Clock-In Punctuality’ is checked
- ‘Allow Clock-In Early’ = # minutes
- ‘Allow Clock-In Late’ = # minutes
- ‘Number of Minutes for Allow Clock-In/Out Transaction’ = # minutes
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.
To enable the 'Wage Sync' setting:
- Hover over your profile picture > Company Settings > Add-ons > Third Party > Aloha.
- Click 'Settings' beside the Location(s) that you want to enable.
- Click the slider button to enable your Wage Sync at the bottom right corner of your screen.