Toast POS

SKIP AHEAD TO:

1

 Requesting Toast Credentials

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.

    • Email Toast Support
       
    • If the above link doesn't work for you, copy and paste the email details below to support@toasttab.com (and please cc: support@7shifts.com) requesting your Toast credentials
  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 enable the integration.

Hello,

I want to integrate 7shifts with Toast POS. I need the following information for each location that is associated with my Toast account: client id, secret, and restaurant GUID. 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.


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 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 your Toast credentials have been enabled for you by our support team, your Real-time sales data will be enabled by default. To review these settings:

  1. Login to your 7shifts and go to the top right > Company Settings > Add-ons > Third Party.
  2. "Toast - Real-time Sales & Forecasting" should already be enabled. If not, click on the slider button to enable this.

Once activated, it will take a few hours to start bringing in sales data.

After your Sales data has started to flow through to your account, 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.


4

 Mapping your employees

We need to link your 7shifts employee accounts to your Toast employee accounts in order to enable Enforce Schedule and Actual Labor. When you click on 'Map Employees', you can either match up, ignore, or create the employee. 

  • 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 the employee is in 7shifts but not in Toast, you can choose to create the employee in Toast. 
Please review all matched employees before clicking 'Save'. If an incorrect match was made, you can always correct the mistake by clicking 'unmatch'. The employee will now be listed under 'Unmatched' and you can assign them correctly from there.
 

Click 'Save' once you are done. This allows the Enforce Schedule and Actual Labor integrations to begin, where 7shifts starts syncing shift and punch data with Toast. It can take up to 3 hours to finish synching. Take this time to login to Toast Back Office to enable the integration there.

Adding employees after integration is enabled 

Moving forward, you can add your new employees to Toast 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. 


5

 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. 

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.


6

 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. 

*Note: 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.

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