Squirrel POS

You can link your Squirrel 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:

 

Adding the Integration

To get started, you will need to contact one of our integration specialists by  email support@7shifts.com or calling us at 1-888-979-5877 ext 1. They will help you with the installation and integration process.

For Squirrel POS integration you will need to upgrade your account to the 'Gourmet' plan.

To enable this integration: 


Real-Time Sales & Forecasting

You can link your Squirrel 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 Squirrel actual labor. This means that when your staff punch into the Squirrel POS for all of their shifts, we can then pull that actual labor data into 7shifts. Once enabled, your actual labor costs will be displayed on the Dashboard allowing you to compare Sales vs. Labor.

It's very important that all of your employees have their wages entered correctly in both 7shifts and your Squirrel POS. This ensures that your scheduled labor and actual labor are calculated with the same wages.

To enable Squirrel Actual Labor: 

Hover over your profile picture  > Company Settings > Add-ons > Third Party > 'Squirrel 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 Roles

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.

Mapping Employees

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. 

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. After clicking 'Save', it can take up to 3 hours to finish syncing. 
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.
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

 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 > Squirrel
  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.

Still need help? Contact Us Contact Us