Scheduling Overview & Security

  The R365 Scheduling Module is a complete scheduling solution to manage your labor workforce. Unlike other Modules in R365, the Scheduling Module contains functions and features that are specific to two different classes of Users: Manager functions: Re...

May 16, 2023 15:17

Smart Ops Release: Schedule Calendar

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. If Smart Labor is enabled, a variety of additional features are included that reflect the Daily Forecasts and Hourly Forecasts, which are described in t...

Feb 13, 2023 16:21

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...

May 16, 2023 16:41

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 Header Settings Availabilit...

May 16, 2023 16:52

Schedule Calendar: Scheduling Templates

This feature works in conjunction with the Schedule Calendar. Click here to learn about the Scheduling: Schedule Calendar. The View & Template Options sidesheet on the Schedule Calendar allow you to set your preferred view, including if you wa...

Dec 15, 2022 11:12

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Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action.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...

May 16, 2023 16:59

Schedule Calendar: Print Options

This feature works in conjunction with the Schedule Calendar. Click here to learn about the Scheduling: Schedule Calendar. The Print Schedule pane on the Schedule Calendar allows you to select exactly what you want to print.  Please note, the imag...

Dec 15, 2022 10:43

Scheduling: Shifts

This article is part of the Scheduling training. Shifts are the detailed Employee assignments on the Schedule. The Shift form is generally opened as a pop-up window on the Schedule screen, but can also be opened from other places in the application as ...

Feb 10, 2023 11:56

Scheduling: Suggested Hours

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module.  The Scheduling Module can assist your team as it builds out Schedules based on your Goals and Forecasts. To take advantage of Sugge...

May 22, 2023 14:33

Scheduling: Scheduled Now

This article is part of the Scheduling Module training. Click here for more information on the Scheduling module. The Scheduled Now view is designed to give a quick list of which Employees are scheduled to be working right now.  You can also chang...

Nov 04, 2022 08:47

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...

Dec 16, 2022 09:44

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...

Jan 14, 2022 12:02

Smart Ops Release: Job Form

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Job forms are used in conjunction with the POS Integration to track Employee Punches, which make up the Labor Accrual Journal Entry. Each Job form is assigne...

Apr 10, 2023 09:14

Smart Ops Release: Job Responsibilities

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Job Responsibilities list in the Smart Ops Release hosts all Job Responsibilities created in R365. Job responsibilities allow a Job to be further cl...

Dec 15, 2022 14:17

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...

Mar 30, 2023 16:34

Smart Ops Release: 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 forms created in R365. Users can create customized table views of the columns and/or filters used in the Depa...

Dec 16, 2022 09:29

Smart Ops : Departments

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...

Dec 30, 2022 16:32

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...

Dec 16, 2022 09:36

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...

Dec 20, 2022 09:53

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...

Dec 15, 2022 11:54

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...

May 09, 2023 15:24

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...

Dec 23, 2022 10:42

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.  ...

Dec 20, 2022 09:56

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...

Dec 20, 2022 09:56

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 informati...

Dec 20, 2022 09:57

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 was...

May 11, 2023 10:13

Employee Records: Integration Tab

This article covers the Integrations tab, which is part of Smart Ops Employee Records, as well as Workforce Employee Records The 'Integration' tab consists of the 'Integration IDs' section, which displays all the Locations where this Em...

Dec 20, 2022 09:58

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...

Dec 20, 2022 09:58

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...

Mar 07, 2023 09:28

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...

Apr 25, 2023 10:38

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...

Dec 23, 2022 10:40

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,...

Dec 23, 2022 10:39

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...

Sep 22, 2022 15:36

Manager Tools: Time Off

This is a part of the Manager Tools feature of the Smart Ops Release. All Time Off Requests are listed on this tab. This tab allows Users to review new and historical Time Off Requests for all Locations in one place. Additionally, individual Time ...

Mar 07, 2023 09:27

Manager Tools: Creating Time Off For an Employee

This article is part of the Time Off tab of the Manager Tools feature. Managers can create Time Off Requests on behalf of an Employee. In the event that an Employee does not have access to a smart phone to submit a Time Off Request, Users with access t...

Mar 07, 2023 09:26

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...

May 18, 2023 14:03

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.    Overview When a Location is applied to an Overtime Rule Group, projected overtime will be calculate...

May 18, 2023 14:03

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...

May 15, 2023 09:52

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...

Dec 23, 2022 11:02

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...

May 16, 2023 17:03

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.    ...

Feb 10, 2023 11:57

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...

Feb 10, 2023 11:57

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...

Nov 04, 2022 10:35

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...

Nov 04, 2022 10:35

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 ...

Nov 04, 2022 10:36