Foodics Integration

We're excited to introduce Foodics as one of our newest integrations. The integration between ZenHR and Foodics allows you to link users from Foodics with ZenHR employees, get recommended financial transactions for cash differences (Tills), generate Till reports, cashier clocking in/out reports, and import the cashier shift reports to be reflected on employee attendance records.

TABLE OF CONTENTS

Foodics Integration

Integrate Your ZenHR Account With Foodics

User Menu → System Preferences → Integration Setup → Marketplace Integrations

The new Foodics integration can be found on the ZenHR Marketplace page under the new section“Point Of Sale”.

By clicking the “Setup” button, you will be redirected to the Foodics integration page below. This page will allow you to activate the integration and link the Foodics account with ZenHR.

By clicking the “Activate” button, you will be redirected to Foodics to add your credentials and authorize access. After that, you will be redirected to the Foodics integration page on ZenHR.

As a final step of the integration process, select the variance financial transaction type that will be used on the related recommendation page.

One of the main features of this integration is moving variance transactions from Foodics and deducting them from the employee's salary. You will select the default financial transaction type that will be used when applying recommended variance transactions.

You can change the default financial transaction type that will be recommended for the variance transactions from Foodics.

The variance financial transaction type dropdown list includes a variety of one-time and deduction financial transaction types.

Changing the default financial transaction type will impact new recommended transactions, but it will not have any effect on any applied financial transactions (historical data).

You can also find the "Deactivate" and the "Event Viewer" buttons on this page.

To deactivate your Foodics integration, click the "Deactivate" button.

Mapping ZenHR <> Foodics Employees

After activating the Foodics integration, the tab "Connected People” allows you to link employees on ZenHR with users from Foodics, as shown below.

The employees on both applications will be automatically mapped by matching their usernames/emails. If there is no match, they will be shown as unlinked, and you will need to map them manually.

A task will be scheduled to run every morning to retrieve the latest list of employees from Foodics. You can manually run this task by clicking the “Refresh” button at the top of the connected people section.

Under Connected People, a label will display the number of unlinked employees.

To link these unlinked employees, click "Link All Employees". A slider will appear with the unlinked Foodics users listed. You will be able to map these employees on ZenHR by selecting the employee from the dropdown list beside each Foodics user record.

From the Actions column, users will be able to perform several actions related to mapped employees. They can Unlink an employee, Edit a mapped employee, or Link a new employee by clicking on the "Link" button.

Foodics Integration Events Viewer

This page allows the Global Admin to check the status of all events and identify any integration failures.

You will be able to view event requests and responses by clicking “View Request” or “View Response”.

Till Recommended Variance Transactions

A new page was added in the main menu under the payroll section called "Recommended Variance Transactions".

Through this page, admin users (Global, Super admin, financial admin) will be able to check the retrieved variance transactions from Foodics cashier accounts that show differences in their cash flow with the ability to deduct it from their salary.

This page will sync and retrieve data from Foodics daily to obtain the last day's variance transactions.

To approve a recommended variance transaction, click "Approve" beside the record. Based on the integration setup, a variance transaction will then be deducted.

A popup will appear to confirm the deduction amount. The default transaction amount will be set as the recommended variance amount, and you can customize the amount if needed (This option was added in the case that the cashier used their cash to pay petty cash payments).

In case there are new transactions on Foodics, and you want to sync the data again during the day, click on "Refresh" on the top of the page.

You can also filter the recommended transactions using the filters on this page.

Foodics Reports

Cash Variance Report

The Cash Variance Report has been added to ZenHR reports under a new section called Foodics Reports.

This report includes all the details regarding tills, such as cash operations and variances.

The main columns of this report include:

Employment Number
Employee Name
Branch
Business Date: The Business Date when the till was opened/closed.
Opened At: The time when the till was opened.
Closed At: The actual time when the till was closed.
Opening Amount: The amount entered by the user when opening.
Closing Amount: The amount entered by the user when closing.
Expected Amount: The closing amount calculated by the system.
Variance Amount: The difference between closing & expected amounts.
Variance Type: This field indicates whether the record has no variance, a positive variance amount, or a negative variance amount.
Approved Recommended Transaction: This filed shows if a recommended variance transaction that was applied to this record in order to deduct it from the employee's salary. It will display "Yes" if a transaction was applied and "No" otherwise.
Approved Variance Transaction Amount

Cashier Shifts Report

A new report, the Cashier Shifts Report, has also been added to ZenHR reports under the new section Foodics Reports.

This report will allow the admin user to export the cashiers' clocking transactions (clock in/out) from Foodics.