Aloha POS

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.

SKIP AHEAD TO:
Real-Time Sales & Forecasting
Actual Labor
Mapping your Roles
Mapping your Employees
Sync POS Time Clocking Data
Schedule Enforcement
Syncing Wages
Employee Sync

Adding the Integration

To get started, you will need to contact one of our integration specialist by email support@7shifts.com or calling us at 1-888-979-5877 ext 1. 

*For Aloha POS integration, you may need to upgrade your account. 
*Minimum Aloha version is 6.7.38+


From there, select the appropriate integration from the list of compatible POS systems before clicking 'Add'.

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.


Actual Labor

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. 


 Mapping your Roles

You'll want to map your specific Roles between Aloha and 7shifts to easily assign Roles when adding new employees from Aloha. 

It is especially important to ensure that you map your Roles correctly before enabling the Wage Sync feature.

To map your Roles:

  1. Hover over the profile icon in the top right, then select Company Settings > Add-ons > Third Party.
  2. From there, select Aloha > Specific Location > Map Roles and Employees > Roles.

7shifts will automatically map any Roles that already exist between Aloha and 7shifts. 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 Aloha, or map it to another existing Role.


 Mapping Your Employees

You'll need to map your Employees between Aloha and 7shifts to connect the Schedule Enforcement and Actual Labor features. 

  1. Hover over the profile icon in the top right, then select Company Settings > Add-ons > Third Party.
  2. From there select Aloha > Specific Location > Map Roles and Employees > Employees.

7shifts will automatically map any Employees that already exist between Aloha and 7shifts. 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 the employee exists in 7shifts but not in Toast, you can also create them in Toast.
If an incorrect match was made, you can always correct the mistake by un-matching 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 Aloha or 7shifts. New employees will be mapped automatically if a match is found. 


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. 


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, 

  1. Under Maintenance -> Store Settings, Select the Labor group and the Scheduling tab
  2. ‘Use Clock-In Punctuality’ is checked
  3. ‘Allow Clock-In Early’ = # minutes
  4. ‘Allow Clock-In Late’ = # minutes
  5. ‘Number of Minutes for Allow Clock-In/Out Transaction’ = # minutes

 Syncing Wages

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.

Prior to syncing wages, you'll want to ensure that you have you have properly mapped your Roles.

To enable the 'Wage Sync' setting:

  1. Hover over your profile picture  > Company Settings > Add-ons > Third Party > Aloha
  2. Click 'Settings' beside the Location(s) that you want to enable. 
  3. Click the slider button to enable your Wage Sync at the bottom right corner of your screen. 

In order to apply the Wage Sync feature, you'll need to enable Wage-Based Roles.


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 need to have Actual Labor turned on in your integration settings.

Prior to turning on employee sync, we recommend mapping your existing employees & roles. This will ensure employees you have chosen to ignore during mapping will not be created in 7shifts and employees will be assigned the correct roles when they are created.

To enable the 'Employee Sync' setting:

  1. Hover over your profile picture  > Company Settings > Add-ons > Third Party > POS. 
  2. Click 'Settings' beside the Location(s) that you want to enable. 
  3. Click the slider button under the Labor Integrations section to enable Employee Sync for this location. Once enabled, when 7shifts detects a new employee on your POS that does not match any existing records, we will automatically create the employee and send them an invite to 7shifts. 7shifts will sync the following fields when creating an employee: first name, last name, email, roles, and wages (when wage sync is also enabled).

4. Any recently added employees will be tagged as NEW on your employee page so you can adjust their settings or permissions once they have been created in 7shifts.

Click here to learn more about Employee and Role Mapping.

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