Guide: 7shifts integration

In this article, we'll cover

• How to connect your 7shifts account to Wagepoint
• How to match your employees and jobs between the two apps
• How to import approved hours from 7shifts during a payroll run
• Some common FAQs

The 7shifts integration lets you import approved hours directly from 7shifts into Wagepoint payroll, saving you from entering hours manually. To get started, you'll need an active 7shifts account and admin access in Wagepoint.

Before you begin

Job titles are optional in Wagepoint, but they are used by the 7shifts integration when matching jobs between the two apps. If no job titles have been set up in Wagepoint, the integration will default to a job title called Primary job in the Job Matching step. If your employees have multiple jobs in Wagepoint, job titles will already be required and set up. If you'd like to set up or review your job titles before getting started, expand the section below.

• 1. In the navigation menu, go to People > Job Titles.
  
  2. Click Create a job title.
  
  3. Under Job title, enter the title. Note: Each job title must be unique; there cannot be two job titles with the same name.
  
  4. Under Assign to people, select the relevant employee(s). Only active and on-leave employees will be shown. Jobs can also be assigned directly in the employee job tab in the People section.
  
  5. Click Save.

1. Open Add-ons & Integrations

In the Wagepoint sidebar, click Add-ons. On the Add-ons & Integrations page, click the 7shifts tile.

2. Connect to 7shifts

On the 7shifts detail page, click Connect to 7shifts.

3. Log in to your 7shifts account

You'll be redirected to the 7shifts login page. Enter your 7shifts credentials and click Log In to authenticate.

4. Complete the setup steps

Once connected, you'll be returned to the 7shifts page in Wagepoint, which will show a Connected badge and an Overview listing two required setup steps: Employee Mapping and Job Mapping. Both must be completed before you can import hours.

Expand each step below for instructions.

• Navigate to the People matching tab. For each employee listed from 7shifts, use the Wagepoint profile dropdown to select their matching employee record in Wagepoint. Wagepoint will auto-suggest matches where first and last names are identical.

  You can filter by location using the All 7shifts locations dropdown. Employees not mapped to a Wagepoint profile won't have their hours imported.

  

  When you're done, click Save. You'll see a confirmation: People mapped successfully.

  Back on the Overview tab, we can see the Employee Mapping step now shows a green checkmark.

  

• Navigate to the Job matching tab. For each employee, select the corresponding role in 7shifts that matches their job assignment in Wagepoint. If an employee has multiple jobs in Wagepoint, you'll need to map each one. Only employees with mapped jobs will have their hours imported for payroll.

  

  Click Save when done. Once both setup steps are complete, the Overview page will show green checkmarks next to both Employee Mapping and Job Mapping.

  

5. Import hours during a payroll run

When you're on the Hours and incomes step (step 2) of running payroll, click the Hours dropdown button in the top-right corner of the employee table, then select Import hours (7shifts).

If hours have already been entered for this payroll run, a window will appear asking if you'd like to overwrite the existing hours. Click Yes, import hours to continue, or Cancel to go back.

6. Confirm the import

Your approved hours from 7shifts will populate in the payroll table. A message will confirm: "Approved hours imported for [X] people." Review the hours, then click Continue to proceed with payroll processing.

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Frequently asked questions: 7shifts integration

• Yes. If hours have already been entered for the current payroll run, Wagepoint will prompt you to confirm before importing. Once you click Yes, import hours, the manually entered hours will be replaced and cannot be recovered. If you'd like to keep your manual entries, click Cancel.
• Yes. Only hours approved in 7shifts will be available to import into Wagepoint. If you're missing hours for an employee, check that their shifts have been approved in 7shifts before attempting the import.
• This is usually caused by a name mismatch between the two apps. The first and last name must be identical in both 7shifts and Wagepoint for an auto-suggestion to appear. You can still match them manually using the dropdown. If the employee was recently added to Wagepoint, log out and back in to refresh the integration and check if they appear.
• At this time, only regular pay and overtime hours can be imported.
• 1. In Wagepoint, click Add-ons in the navigation menu.
  
  2. Click on the 7shifts card.
  
  3. Click on the Additional support tab.
  
  4. Click Disconnect.

Still have questions? You can connect with our friendly Canadian payroll specialists by sending an email to [e-mail]. Another option is phone support at 1-877-757-2272, but we recommend emailing in your question for a quicker response.