Scheduling Module Overview & Security

  The R365 Scheduling Module is a complete scheduling solution to manage your labor workforce.  In order to access the Scheduling Module, it must first be activated. This occurs by default for all new customers. If you do not currently have access to ...
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Scheduling: Schedule Calendar

This article reviews the Schedule Calendar, which is the main page of the Scheduling Module. Here, Users can view, create, edit, publish, and print Schedules. Article Topics: Overview Navigation Header Forecasts and Advanced Metrics Shift T...
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Scheduling: Creating and Editing Schedules

This article reviews creating and editing Schedules on the Schedule Calendar.  Article Topics: Starting Schedule for an Upcoming Week Creating a New Shift Copy and Paste a Shift Delete Shifts Assigning Employees Edit Shift Details with Drag and ...
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R365 Scheduling Quick Start Guide

This Quick Start Guide will take you through the entire R365 Scheduling Module and have you building Schedules and saving money, starting today!   The Basics Before digging into a deep dive of Scheduling, follow this checklist to cover the basics o...
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Scheduling: Labor Forecasting

This article reviews Labor Forecasting within the Scheduling Calendar. If Smart Labor is enabled, Sales and Labor Forecasts can be viewed within the Schedule Calendar. The Forecasts within the Schedule Calendar are based on Daily Forecasts, Hourly...
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Scheduling: Managing Requests in the Manager Queue

This article reviews the Manager Queue within R365 Scheduling. Here, Users can view, approve, and deny Employee scheduling-related requests.  Article Topics: Overview Opening the Manager Queue Manager Queue Tabs Manager Notifications Heade...
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Schedule Calendar: View & Template Options

This article reviews the View & Template Options within the Scheduling Calendar.  Article Topics: Overview Navigation View Settings  Saved Views View Options Sort Start With Section Scheduler Templates Prior Week Action Buttons De...
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Schedule Calendar: Publish, Unpublish, and Alert Employees

Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action. Each time a Shift is Published/Un...
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Schedule Calendar: Print Options

This article reviews the Print Schedule page within the Schedule Calendar. The Print Schedule page on the Schedule Calendar allows users to select which portions of the Schedule Calendar to print.  Print Options Field Description ...
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Scheduling: Shift Details Form

This article reviews the Shift Details form within the Scheduling Calendar. Shifts are the detailed Employee assignments on the Schedule. Shifts are created and edited as part of the Schedule creation process. Learn more about creating, copying, and de...
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Smart Ops Release: Jobs List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Jobs list in the Smart Ops Release is where all Job forms are created and stored. Users can create customized table views of the columns and/or filter...
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Job Titles

Note: POS Account Rules can be set up to map new and unmapped Job Titles brought in from the POS. Click here to learn about POS Account Rules. Job Titles offer an optional labor accrual tracking feature to POS integrations to Restaurant365. A Job Title...
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Smart Ops: Job Records

This article reviews Job Records within Smart Ops and Workforce.  A Job Record contains all of the details for a single Job in R365. Jobs are used in conjunction with the POS Integration to track Employee punches associated with Labor Accrual Journal E...
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Scheduling: Job Responsibilities

Responsibilities allow a job to be further classified based on qualifications or skills. In Scheduling, responsibilities are assigned to shifts so that the shift can only be assigned to employees who have the matching responsibilities assigned to t...
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Scheduling: Exclude Jobs

Jobs can be marked as excluded from the Schedule and/or from the POS Import from within the Job Form. Jobs that are excluded from the Schedule are often removed if they are outdated or a higher level position. Jobs are often excluded from POS Import so tha...
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Smart Ops: Departments List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Departments List stores all Department Records created in R365. Users can create customized table views of the columns and/or filters used in the de...
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Smart Ops : Department Record

This is article reviews Departments within Smart Ops. Departments allow certain Jobs to be grouped together and used for Scheduling and Goal Setting purposes. By setting Labor Goals by Department, Users can further classify their Labor needs beyond jus...
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Smart Ops Release: Sites

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release.  Sites are non-Restaurant Locations, such as a banquet hall, hotel, and arena, among others, where Employees may be scheduled to work. These are often o...
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Smart Ops Release: Employees List

This article reviews the Employees page within Smart Ops. If Workforce is enabled, please refer to the Workforce Employees page.  The Employees list in the Smart Ops Release stores all Employee forms and provides a quick view into Employee details...
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Employee Setup

The Employee Record allows you to manage Employee details such as Employee Name, Contact Information, Employee Photo, and Scheduling Availability. This record is created automatically for each Employee after the POS Integration has been completed. Eac...
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Smart Ops Employee Records: Overview

This article is part of the Employees page in Smart Ops.  For more information on the layout and features of the Employee Record within Workforce, please refer to the Workforce Employee Record article. For more information on the layout and features o...
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Employee Records: Basic Info Tab

This article covers the Basic Info tab, which is part of the Employee Records in Smart Ops.  For more information on the layout and features for the Basic Info tab for the Employee Record within Workforce, please refer to the Workforce Employee Record: B...
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Employee Records: Employment Tab

This article covers the Employment tab, which is part of Employee Records in Smart Ops.  For more information on the layout and features for the Employment tab within Workforce, please refer to the Workforce Employee Record: Employment tab article.  ...
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Employee Records: Time Tab

This article covers the Time tab, which is part of Employee Records in Smart Ops.  For more information on the layout and features of the Time tab within Workforce, please refer to the Workforce Employee Record: Time Tab article   The Time tab consists...
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Employee Records: Schedule Tab

This article covers the Schedule tab, which is part of Smart Ops Employee Records, as well as Workforce Employee Records. The Schedule tab consists of the 'Availability' section, which lists the employee's weekly availability. This informat...
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Employee Records: Notes Tab

This article covers the 'Notes' tab, which is part of Smart Ops Employee Records, as well as Workforce Employee Records. The 'Notes' tab consists of the 'Log Entries' section, which lists all Log Entries where the employee wa...
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Employee Records: Integrations Tab

This article covers the Integrations tab, which is part of Smart Ops employee records, as well as Workforce employee records. The Integrations tab consists of the 'Integration IDs' section, which displays all the locations where this employee r...
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Employee Record: Creating an Employee Record

This article is part of the Employees page in Smart Ops.  For more information on creating Employee Records within Workforce, please refer to the Workforce Employees page article and the Workforce: Creating an Employee Record article.   Note: Once a ne...
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Manager Tools Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Manager Tools page provides access to the following key managerial functions: Announcements, Blackout Days, Events, Request Cutoffs, and Time Off...
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Manager Tools: Announcements

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Announcements are used to communicate important messages to Employees. When an Announcement is created on either the We...
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Manager Tools: Blackout Days

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Blackout Days are specific dates on the Schedule Calendar that no Employee can request off. When entering Blackout Days, on...
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Manager Tools: Events

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Events form enables Users to enter Events that are occurring in the area that may have an effect on a Restaurant Location,...
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Manager Tool: Request Cutoffs

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Request Cutoffs set the day and time limitations by which Employees can submit Time Off Requests. From the 'Request Cut...
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Manager Tools: Time Off

This article reviews the Time Off tab on the Manager Tools page. Article Topics: Overview  Creating Time Off Requests on Behalf of Employees Important Notes About Approving/Denying Requests Time Off Grid Time Off Grid Columns Time Off Re...
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Manager Tools: Creating Time Off For an Employee

This article reviews creating time off requests on the Time Off tab of the Manager Tools page. In the event that an employee does not have access to the R365 Mobile App to submit a time off request, users with access to Manager Tools can create a time ...
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Admin Page Overview & Security

This article reviews the Admin page within Smart Ops. The Admin page is where Labor Rules, the Labor Matrix, and Pay Periods can be updated to reflect the needs of your organization. From this page, Users with the necessary security access can vie...
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Admin Page: Overtime Rules

This article reviews the 'Overtime Rules' tab of the Smart Ops Admin page. Here, Users can view, edit, and create Overtime Rule Groups.    Article Topics: Overview Important Notes Overtime Calculations Across Locations Exempt Employees ...
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Admin Page: Break Rules

This is part of the Admin page in Smart Ops. The 'Break Rules' tab of the Admin page is where Break Rules can be set up to ensure that each selected Location complies with any company policies and/or local laws for Employee Breaks. From th...
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Admin Page: Minor Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The 'Minor Rules' tab of the Admin page is where Admin Users can create Minor Rules that follow Federal and State Labor Laws f...
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Schedule Calendar: Minor Rules

This article reviews how Minor Rules are used within Scheduling. When Minor Rules are created and marked as 'Active', they will be applied to the Schedule Calendar. These Rules will then assist the Scheduler in following Federal and State Labor...
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Admin Page: Labor Matrix Overview

The Labor Matrix is part of the Admin page in Smart Ops. The Labor Matrix is the foundation for configuring a Smart Labor Forecast, enabling Admin Users to detail the Hours of Operation, Job Types, and Labor needed, as well as other aspects.    ...
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Labor Matrix: General Subtab

This article is part of the 'Labor Matrix' on the Smart Ops 'Admin' page.  The Labor Matrix opens to the General subtab, where Restaurant Operating Hours and Scheduled Jobs are selected.   The Labor Type for each Job being scheduled is...
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Labor Matrix: Fixed Labor

This article is part of the 'Labor Matrix' on the Smart Ops 'Admin' page.  The Fixed Labor subtab lists all Jobs for the selected Location that have been defined as 'Fixed Labor' on the 'General' subtab of the Labor Matr...
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Labor Matrix: Variable Labor

This article is part of the 'Labor Matrix' on the Smart Ops 'Admin' page. The Variable Labor subtab contains the settings for all Jobs that have been tagged as 'Variable Labor' on the 'General' subtab.    Using a Va...
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Labor Matrix: Day Parts

This article is part of the 'Labor Matrix' on the Smart Ops 'Admin' page.  The Day Parts subtab is where Day Parts can be defined for both the 'Variable Labor' subtab and the Schedule. Any number of Day Parts can be created, as ...
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Tip Automation: Overview & Setup

This article is an overview of Tip Automation. Tip Automation creates tip distributions for receiving employees based on tips declared in the POS by contributing employees.   Note: Tip Automation is an add-on feature. Contact your CSM or R365 Support t...
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Tip Automation Page

This article reviews the Tip Automation page, which is the main page for Tip Automation.  The Tip Automation page is where pending and approved tip distributions can be viewed. This page displays a tip distribution for each tip automation rule per date...
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Tip Automation Rules Sidesheet

This article reviews the Tip Automation Rules sidesheet within Tip Automation. Here, Users can view and edit tip automation rules. Note: Tip Automation is only available for early adopters. Contact your CSM or R365 Support to learn how Tip Automat...
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Tip Automation: Creating a Tip Automation Rule

This article reviews creating a tip automation rule for the Tip Automation feature. Article Topics: Create A Tip Automation Rule Locations With No Tip Automation Rules Create A Tip Automation Rule First, navigate to the Tip Automation page...
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Tip Automation: Approving and Unapproving Tip Distributions

This article reviews approving and unapproving tip distributions within the Tip Automation feature. Article Topics: Security Approving Tip Distributions Unapproving Tip Distributions Editing Tip Distributions Security Only users with the...
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Tip Automation: Exporting Tip Distributions

This article reviews the process for exporting tip distributions within the Tip Automation feature.  Article Topics Exporting Contributors and Receivers In a Single File Exporting Contributors and Receivers Separately Exporting Tip Earnings to W...
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Tip Automation: Tip Distribution Details

This article reviews the Tip Distribution Details page within Tip Automation. Here, Users can view tip distribution totals by employee, and approve or unapprove the displayed tip distribution.  Article Topics: Navigation & Security Security Nav...
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Tip Automation: Tip Distribution Export

This article reviews the tip distribution export within the Tip Automation feature.  Article Topics: Downloading the Tip Distribution Export Tip Distribution Export Contributors  Receivers Downloading the Tip Distribution Export For payro...
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Tip Automation: Withholding Credit Card Tips for CC Processing Fees

This article reviews the Merchant Discount setting within Tip Automation rules.  Note: The Merchant Discount setting is in beta. Please contact your CSM to learn more. Article Topics: Overview Calculations Credit Card Tip Withholding in the POS...
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PTO Accruals Overview

This article is an overview of PTO Accruals, which allows for managing time off balances and earnings for employees in R365. Note: PTO Accruals replaces the legacy Workforce PTO Policies. Please contact your CSM or R365 Support to learn about transitio...
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PTO Accruals: Policy Types

This article discusses the policy types within PTO Accruals.  Article Topics: Unlimited Accrued Fixed Day Unlimited The unlimited policy type allows employees to request an unlimited amount of time off with the associated earning type. With ...
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PTO Accruals: Accrual Rules Tab

This article reviews the Accrual Rules tab of the Labor Admin page. Here, users can view, create, and edit accrual rules. Article Topics: Navigation & Security Navigation Security Accrual Rules Grid Navigation & Security Navi...
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PTO Accruals: Accrual Rule Details Sidesheet

This article reviews the Accrual Rule Details sidesheet on the Accrual Rule tab of the Labor Admin page. Here, users can view and edit the details for a single accrual rule.  Article Topics: Navigation & Security Navigation Security ...
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PTO Accruals: Creating an Unlimited Policy Accrual Rule

This article reviews the steps for creating an accrual rule for an 'unlimited' type PTO policy using the accrual rule wizard on the Labor Admin page.  Creating an Unlimited Policy Follow these steps to create a PTO accrual rule for an unli...
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PTO Accruals: Creating a Fixed Date Policy Rule

This article reviews the steps for creating an accrual rule for a 'fixed date'  type PTO policy using the accrual rule wizard on the Labor Admin page.  Process to create a fixed date policy with the accrual rule wizard  Starting the Accrual ...
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PTO Accruals: Creating an Accrued Policy Accrual Rule

This article reviews the steps for creating an accrual rule for an 'accrued' type PTO policy using the accrual rule wizard on the Labor Admin page.  Process to create an 'accrued' policy with the accrual rule wizard  Starting the Accr...
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PTO Accruals: Accrual Rule Versioning and Deactivating

This article reviews creating versions for existing accrual rules, editing accrual rule versions with effective dates in the future, and deactivating current accrual rules. Learn more about PTO Accrual Rules here. Article Topics: Versioning and Deact...
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PTO Accruals: Assigning Accrual Rules to Employees

This article reviews assigning PTO accrual rules to employees.  Article Topics: Overview How to Assign Accrual Rules to a Single Employee How to Bulk Assign Accrual Rules to Employees Overview Accrual rules are assigned to employees on th...
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PTO Accruals: Adjusting Accrual Balances

This article reviews the steps to adjust an employee's PTO accrual balance.  Security Only users with the following permission will be able to adjust accrual balances: Labor Employees Time Accrual Balances Edit Accrual Balances ...
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