Overview

When I Work integrates with Clover Point of Sale (POS) to increase operational efficiency through some automations. With this integration you can:

• Create and update user records in When I Work based on your users in Clover POS.
• Update the sales amount by day and by Schedule in When I Work based on sales data captured in Clover POS.
• Create and update shifts in Clover POS based on shifts created and modified in When I Work.
• Create and update clock in/clock out entries in When I Work based on clock ins for shifts in Clover POS.

Requirements

• You must be on a paid When I Work plan.
• You must have a Clover POS product.
• You must specify what Schedule in When I Work you want Clover POS mapped to.
• An active integration user profile must exist in the account. This profile occupies a seat in the workplace.

Get started

Use the following high level steps as a guide to help get your account set up.

1. Contact Customer Care about the Clover POS integration.
2. Complete the Clover POS Configuration Form that Care provides. The form includes additional steps that help get your account set up and verify information is accurate.
3. Customer Care enables the integration for your When I Work account.

Integration details

Clover POS user sync to When I Work

The user sync creates and updates users in When I Work based on user profiles created or edited in Clover POS.

Specifics:

• The user sync occurs daily at 7am EST. This sync can also be manually triggered by our Customer Care Team if needed.
• Create and update users in When I Work based on the user’s email address.
  • Creation of an employee record by the integration and the reactivation of an existing worker record results in the employee being sent an invitation to join When I Work.
  • Update to an existing user record (other than re-activation) does not result in an invitation being sent.
• Users that are terminated in Clover POS are archived in When I Work.
• The following objects are captured:
  • When I Work Employee ID: Clover POS employee ID
  • First Name: Name
  • Last Name: Family name
  • Email: Work email (only populated if field is blank in When I Work)
  • Schedule: Clover merchant location
  • Position: Can be set to default value if empty. Assigned in When I Work.
• An email is sent to you if there are not enough available seats in your When I Work account to match all Clover POS users.

Clover POS sales data sync to When I Work Forecast Tools

The Clover POS Sales Data sync updates the previous day’s sales amount by day and by Schedule in When I Work based on sales data captured in Clover POS.

Specifics:

• The sales data sync occurs daily at 3am EST. This sync can also be manually triggered if needed.
• Actual Sales (Forecast Tools): Total sales for that day in Clover POS
  • The integration overwrites the Sales Budget field for the previous day if there was a manual entry populated.
  • Any updates to historical sales figures within Clover POS are not reflected in When I Work unless they are manually adjusted in When I Work.

Clover POS shifts data sync to When I Work

The shifts sync creates and updates shifts in Clover POS based on shifts created and modified in When I Work.

Clover POS clock in/clock out data sync to When I Work

The clock in/clock out sync updates clock in and clock out by users in When I Work timesheets in real-time.

Specifics:

• Break information is not included.
• Clock in data is associated with shifts in When I Work using the user’s Employee ID, Schedule, and clock in time.