Labor and Scheduling : Support Center

Labor and Scheduling

Scheduling 12

Team 8

Employees 19

Manager Tools 6

Labor Admin 16

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...

Dec 23, 2022 10:12

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...

Jan 06, 2023 09:52

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...

Jan 31, 2023 12:36

Scheduling: Managing Requests in the Manager Queue

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module. The Manager Queue is the Restaurant Manager's one-stop for all Requests. Whenever an Employee submits a request, his/her Manage...

Dec 15, 2022 11:30

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Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action.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

Dec 28, 2022 14:45

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 ...

Jan 16, 2023 15:31

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...

Dec 15, 2022 10:24

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...

Jun 16, 2022 07:54

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...

Dec 16, 2022 09:24

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...

Dec 23, 2022 12:51

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 inform...

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 'Recent Notes' section, which lists all Log Entries where the Employee was tagged....

Dec 20, 2022 09:58

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 thi...

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...

Jan 06, 2023 09:54

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...

Dec 23, 2022 10:41

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

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