What is 7shifts?

7shifts is an online labor management software that handles employee scheduling, time cards, payroll, and more. With the Rezku POS + 7Shifts integration, employees can clock in and out from the Rezku POS app and the shift data will be relayed to 7shifts. Also, Rezku provides sales data to 7shifts that can be accessed through the 7shifts dashboard.

7shifts Setup

Before integrating 7shifts with Rezku Back Office, it's important to first set up 7shifts.

1. Set up Departments: In 7shifts go to Settings > Departments. and add departments (eg. Front of House, Back of House).

2. Set up Roles: In 7shifts go to Settings > Roles, and add roles (eg. Cook, Waiter).

7shifts Department and Role settings:

3. Add your employees to 7shifts: Go to Team > View Employees.

• Make sure to add their Department and Role as well.

7shifts employee settings:

7shifts add employee popup:

NOTE: You must first create Roles and Departments in 7shifts before you can successfully connect Back Office to 7shifts.

To set up the 7shifts integration

Go to Back Office > Employees > 7shifts integration.

• If you haven't logged in before you will see the button "Log in with 7shifts".
• Click the button to go to the 7shifts login page and enter your 7shifts account information.
• Accept the terms of use

Click the Login button to enter your 7shifts credentials

Once the two systems are connected:

You see a configuration panel in Rezku back office.

• Location -- If you have multiple 7shifts accounts, make sure the correct one is selected for this location.
• Grace Period -- Set the number of minutes before a shift created in 7shifts an employee is allowed to clock in on Rezku POS. Employees are always allowed to clock in within 60 minutes after shift starts.
  • NOTE: Employees will not be able to clock in before the grace period defined by their shift in 7shifts without a manager's override. If clocking in more than 60 minutes after their scheduled shift they will need a manager's override as well.
• Enable Breaks -- Toggle on to enable breaks integration between Rezku and 7shifts.

Mapping Settings

This is used to manually map various things between the two systems so they can communicate.

• Users -- Match then name of each employee in Back Office (in the name column) with the corresponding employee name as it appears in 7shifts, by clicking the drop-down menu
• Positions -- Positions are called roles in 7shifts. Match then name of each position in Back Office (in the name column) with the corresponding role as it appears in 7shifts, by clicking the drop-down menu.
• Departments -- Match then name of each department in Back Office (in the name column) with the corresponding department name as it appears in 7shifts, by clicking the drop-down menu.

NOTE: Leaving a mapping blank or incorrectly mapping will result in errors when the employee clocks in. (see troubleshooting below).

Using the 7shifts Integration

When you create a schedule in 7shifts, Rezku POS will obey the scheduling rules to either allow or disallow the employee to clock in (within the grace period).

Sales data will also be relayed in real-time from Rezku to 7shifts.  This will show up in the 7shifts Log Book under "Total Sales."

Troubleshooting

This section contains troubleshooting information for the Rezku - 7shifts integration

Shift Overlap Error

It is possible for Rezku and 7shifts to get out of sync, creating an error when timecards are updated in Employees > Employee Timecards.

For example, this can happen if an employee punch is added manually in 7shifts instead of Rezku, or if the 7shifts server response times out when a timecard punch is attempted on Rezku POS.

"7shifts Error. Time punch overlaps with this users time punch from [date]"

example error when adding a shift in Rezku Back Office when the shift already exists in 7shifts

To Resolve This Error

The conflicting shift must be cleared out of 7shifts before it can be saved in Back Office.

1. Keep Rezku Back Office Open

2. In a new tab or window, log into 7shifts

3. On the left navigation panel click: Time Clocking > Pay Periods

4. In the list of pay periods on the right, select the pay period that contains the punch and click "Review".

5. Look for the shift. If there are many punches, use the drop-menus to specify location, date and employee name to filter results.

6. Click the trash-can icon next to the punch to remove it.

7. Go back to Rezku Back Office tab or window in your browser.

8. Click save to save the shift.

Troubleshooting Mapping Errors

If there are issues with the mapping of positions (roles in 7shifts) and departments, error messages will display on the POS when an employee is attempting to clock in.

Error Messages:

• Please Select A Role

What is means: A role was not defined for the employee in Rezku Back Office but is defined in 7shifts for the shift they are clocking in for.

What to do:

1. Check to ensure that the role/position is mapped in 7shifts integration settings in back office.

2. Add the position to the employee's profile in Rezku Back Office under Employees > Manage Employees > [Employee Name] > Edit Details > Positions > Add Position.

• Select A Role From the Employee's Assignment

What it means: This error message appears when there is a mis-match between the position (role) Rezku is sending to 7shifts and what the employee's assigned shift is in 7shifts.

What to do:

1. In Rezku back office > Employees > 7shifts Integration. Check to make sure the position (role) is correctly mapped between systems.

2. Ensure that all of the employee's positions (roles) are assigned in both Rezku back office and 7shifts.

• In Rezku BO check the following; Employees > Manage Employees > [Employee Name] > Edit Details > Employee Positions > Employee Name > 

• In 7shifts check the following; Team > View Employees> [Click employee name for profile] > Assignments and ensure the boxes are checked for the appropriate roles for the employee.

• Select a Department from the Employee's Assignment

What it means: The department the employee is assigned to in 7shifts does not match the department the employee is assigned in Rezku back office.

What to do: Note that departments are not directly assigned to employees in either Rezku or in 7shifts. Departments are a property of the position (role) they are assigned.

1. Check to ensure that the department is mapped correctly in 7shifts integration settings in back office.

2. Ensure that the position (department) is correctly assigned in both Rezku back office and 7shifts.

• In back office go to Employees > Employee Positions, and confirm the department assignment is correct (Eg. Front of House, Back of House).
• In 7shifts go to Settings (gear) > Locations/Departments/Roles > Roles, and check to ensure the position is assigned to the correct department.