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POS & Workforce Management (WFM) Onboarding Requirements

To ensure accurate sales reporting, labour reporting, and scheduling, we require access to your Point of Sale (POS) system and your Workforce Management (WFM) data.

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Written by Sasha Lucinschi
Updated today

1. Point of Sale (POS) Integration

Your POS provides sales data, revenue breakdown, covers (where applicable), and menu item performance. This data connects directly to recipe usage, theoretical COGS, labour-to-sales ratios, and margin reporting.

How Integration Works

Each POS provider has a slightly different integration process. We will provide platform-specific instructions during onboarding. You may need to enable API access, generate API keys, or grant partner access.

What We Need From You

  • Confirmation of your POS provider

  • Admin-level access to the POS

  • Approval to enable integration

  • Historical sales data (if available)

Common Issues That Delay POS Setup

  • Admin access not available

  • Incorrect user permissions

  • Multiple POS instances not disclosed

  • Menu items not aligned with recipe names

2. Workforce Management (WFM) Data

Your WFM data allows us to report labour by department, track labour cost %, build schedules, forecast labour needs, and measure productivity.

How Workforce Setup Works

In most cases, we will request that an account is created for Nory within your existing WFM system so we can migrate and configure your workforce structure.

Minimum Employee Data Required

  • First Name

  • Last Name

  • Location (Home location)

  • Department (FOH, BOH, Management)

  • Position (e.g. FOH Team Member, Head Chef)

  • Start Date

  • Wage

  • Pay Rate Type (Salaried or Hourly)

  • Contract Type (Full-Time or Part-Time)

  • Contracted Hours

  • Email Address

Why Departments Are Critical

Departments drive labour reporting, scheduling, labour cost % by department, and productivity metrics. We recommend keeping departments simple: FOH, BOH, and Management.

Common Workforce Issues That Delay Onboarding

  • Missing wage data

  • Incorrect contract types

  • No clear department structure

  • Employees assigned to wrong home location

  • Incomplete email addresses

  • Missing start dates

POS & WFM Submission Checklist

POS

☐ POS provider confirmed

☐ Admin access available

☐ Integration permissions approved

☐ Menu items structured clearly

☐ Historical data available (if possible)

Workforce

☐ All employees included

☐ First and last names complete

☐ Home location assigned

☐ Department assigned correctly

☐ Position clearly defined

☐ Wage and pay type included

☐ Contract type defined

☐ Contracted hours included

☐ Email address included

Accurate sales and workforce data ensure reliable labour cost reporting, sales forecasting, productivity tracking, and scheduling optimisation from day one.

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