Introduction 

Once connection to Heartland Restaurant has been established, (a.k.a 'MobileBytes'), you can choose to control staff access to Heartland Restaurant POS through SocialSchedules time clock. 

When clock in occurs on SocialSchedules time clock, Heartland Restaurant receives the worker and position associated with the clock in and uses that information to log the worker into the POS with the appropriate level of access.

In order to setup this feature you need to map workers and positions from Heartland Restaurant to SocialSchedules.

Menu (Location) > Integrations > POS > Heartland Restaurant

Navigate to the Match Workers section within the Heartland Restaurant POS integrations screen. SocialSchedules will auto match workers where name and email/phone are successfully matched. Click 'show detail' to view name, email, phone number of the worker as it is stored in SocialSchedules and Heartland Restaurant respectively.

You can manually match workers or choose to exclude workers from the matching process by clicking 'ignore match'. When a worker has not been matched their clock ins are not sent to Heartland Restaurant.

Navigate to the Match Positions section within the Heartland Restaurant POS integrations screen. Match the Heartland Restaurant position with the associated SocialSchedules position.

Once the positions are matched in SocialSchedules, ensure that all worker accounts that are setup in Heartland Restaurant POS have the positions assigned under their profiles.

To do this, login to your Heartland Restaurant POS account, from the main left menu, navigate to Location Setup -> Staff -> Select a worker and check Job Type to ensure all positions you would like to use for this worker in SocialSchedules are assigned as Job types.

Related Article

Sync Schedules with Heartland Restaurant here