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Sync jobs and employees

Manually sync employee and job information from Customer Hub to Workforce Management.

Written by Emma

Automatically Sync jobs and employees

The system automatically syncs information from Customer Hub every 10-15 minutes. Use the manual sync for more urgent syncs required between those time periods.

Manually Sync jobs and employees

Manually sync new employees and jobs into Workforce Management with the steps below.

  1. Create employees and jobs in Shift4 Customer Hub (this functionality does not exist within Workforce Management)

  2. Open Workforce Management by clicking Workforce > Scheduler or Timecards.

  3. Click 'Shift4' in top left

  4. This will open up a menu. The first menu option is Sync Workforce Management. When this is selected, any new/edited employees and jobs will be synced from Customer Hub to Workforce Management.

Changes to job attributes

Edits to jobs within Customer Hub, such as hourly rate, will also sync to Workforce Management using this process.

Changes to employee attributes

Any changes made to an existing employee's first/last name, phone number, or email address made in Customer Hub will not sync through to Workforce Management. They must be entered in both Workforce Management and Customer Hub.

Changes to base rate and employee rate will sync using the automated process.

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