Toast POS

 SKIP AHEAD TO:

  1. Adding 7shifts Integration in Toast
  2. Accessing the Integration Settings
  3. Real-time Sales & Forecasting
  4. Mapping your Roles
  5. Mapping your Employees
  6. Enforce Schedule (Punch Enforcement)
  7. Actual Labor
  8. Syncing Wages
1

 Adding 7shifts Integration in Toast 

Once logged into Toast:

1. Go to Restaurant > My Integrations.

2. Click on 'Available Integrations.'3. Find 7shifts and click on 'Add Integration.'

4. Leave the 'Partner Location ID' and 'Partner Group ID' field empty.

5. Select 'Submit.'

An email will be sent to 7shifts containing an alphanumeric password [GUID] required to complete the integration. Our support team will finish the integration and will be in touch with you within 1 business day to confirm the activation.

Adding Toast Integration if you have 10 or more locations and have no access to Toast Partner Connect


Before enabling your Toast integration, we need Toast to provide us with your Integration Credentials. These credentials will allow our support team to connect your Toast POS with your 7shifts account.

  1. Please use the email link below to contact Toast Support. The email addresses, subject, and message body have been pre-added through the link.

  2. Enter your name and restaurant name in the spaces indicated in the email before sending.
  3. Toast Support will reply to our 7shifts Team within 3 or 4 business days to notify us once the credentials have been shared.
  4. A 7shifts Team Member will then reach out to you to enable the integration.

Hello,

I want to integrate 7shifts with Toast POS. I need the GUID for each location that is associated with my Toast account. My name is _________________ and my restaurant/cafe is ______________.

Thank you.


2

 Accessing the Integration Settings

Once our 7shifts Team has added your integration details to your account, you will need to enable and customize some of the individual features of the integration. To find these settings:

 Hover over your profile picture  > Company Settings: 

Add-ons > Third Party > Toast Setting:


3

 Real-time Sales & Forecasting

You can link your Toast POS with 7shifts to provide accurate sales forecasting when building schedules. This allows for more accurate scheduling and staying within your labor target percentage. 

Once your Toast credentials have been enabled, your real-time sales data will be enabled by default. You should start seeing sales data come in shortly, and will backfill 90 days previous sales if available. Your Projected Sales will use this data to make projections that will become more accurate as more data is available. Sales data from Toast syncs to 7shifts every 5 minutes.  

After activation, you will see Projected and Actual Sales data on your Sales vs. Labor Dashboard:

And in your Weekly Budget Tool:


4

 Mapping your Roles

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

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 Toast > Specific Location > Map Roles and Employees > Roles.

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


5

 Mapping your employees

You'll need to map your Employees between Toast 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 Toast > Specific Location > Map Roles and Employees > Employees.

7shifts will automatically map any Employees that already exist between Toast 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 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 Toast or 7shifts. New employees will be mapped automatically if a match is found. 

6

 Enforce Schedule (Punch Enforcement)

You can now ensure staff only clock into Toast 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 Toast POS. Staff clock in/out on Toast. Toast 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.

NOTE: If the employee isn't scheduled to work at that time, they will not be allowed to clock in unless a manager overrides.

How to get started

From 7shifts website: Enable 'Enforce Schedule'

  1. Hover over your profile picture  > Company Settings > Add-ons > Third Party > Toast
  2. Now click on slider button to enable Enforce Schedule.

3. From the Toast WebsiteEnable 'Enforce Schedule'

In the Toast Back Office, you'll have to do two things:

  1. Go to Labor > Scheduling and customize the number of minutes an employee can clock early/late 
  2. Go to Other Setup > UI Options, and ensure that 'Schedule Enforcement' is enabled. 

Your integration should now be fully enabled.

After integration, publishing a schedule within 7shifts will have shifts appear in Toast.

7

 Actual Labor

We integrate with Toast actual labour, 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 Toast actual labor, 

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

You'll see the Actual Labor numbers update on the Dashboard on the day you enabled Toast actual Labor. Going forward, these numbers will be updated daily from your Toast terminal.


8
 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 > Toast
  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.
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