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 ...

Mar 06, 2024 14:10

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...

Sep 06, 2024 09:15

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 ...

Sep 06, 2024 09:24

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...

Jul 03, 2023 16:13

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...

Aug 21, 2023 14:11

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...

Sep 06, 2024 09:45

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...

Aug 01, 2024 13:35

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Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action.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

Jul 03, 2023 16:15

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 1...

Sep 06, 2024 09:17

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...

Sep 06, 2024 09:27

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: 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...

Sep 19, 2024 07:28

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...

May 13, 2024 15:52

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: 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...

Mar 18, 2024 10:27

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...

Mar 06, 2024 14:11

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

POS Employee Records

This article reviews POS Employee Records. POS Employee Records are automatically created for each Employee included in POS data. Here, Users can view the POS ID, Location, and linked Employee Record for the POS Employee. Article Topics: Overvie...

Aug 02, 2024 10:40

Employee Master

When new Employees are hired onto your team, their Employee information should be entered in your POS System so that at the end of the night, the Daily Sales will pull in their POS ID and create a new Employee record in R365 for them. Once an Employee ...

Dec 20, 2022 09:59

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 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...

Apr 09, 2024 11:45

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 ...

Aug 06, 2024 16:17

Manager Tools: Enhanced Events - Coming Soon

This article is part of Manager Tools and covers Enhanced Events, a feature releasing to R365 over the course of 2024.  Events enables users to enter events that are occurring in the area or at the restaurant that may have an effect on a restaurant loc...

Aug 05, 2024 14:30

Manage Event Categories

This article is part of enhanced events and covers managing event categories.  R365 has a default set of categories that users can create subcategories under. When creating an event, users must select a subcategory from the Category field. If the desir...

Jul 23, 2024 13:36

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...

Jul 31, 2024 16:12

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 ...

Apr 11, 2024 08:43

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...

Apr 05, 2024 09:42

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.    ...

Jun 20, 2023 17:06

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...

Jul 14, 2023 11:19

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 ...

Jun 20, 2023 17:07

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...

May 07, 2024 11:51

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 ...

Apr 12, 2024 10:52

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...

Jan 24, 2024 11:29

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 ...

Apr 15, 2024 11:08

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...

Jan 24, 2024 11:31

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 ...

Apr 15, 2024 11:08

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...

Jan 24, 2024 11:31

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...

Apr 03, 2024 09:24

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...

May 07, 2024 12:08

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 ...

Feb 13, 2024 15:39

Employees in R365

Article Topics Introduction Employees Page and Employee Records Employees Page Employee Record Sidesheet General Employee Record Management POS Integrations Employee Master Jobs Employee Record Management for Payroll App Access and My Pay O...

Aug 02, 2024 10:23

New Employee Checklist

Adding New Employees to R365 The first step to ensuring a new employee is active for scheduling and/or Workforce Payroll is to confirm that they have a single employee record. Employee records are created in the following ways: Automatically thro...

Aug 02, 2024 10:30

Employees Page

Employee records and the Employees page in Smart Ops are being updated throughout Q3 and Q4 of 2024. This article is for the updated version of the Employees page. For the legacy version of the Employees page, please refer to the legacy Employees page doc...

Aug 02, 2024 10:26

Merge Employee Records

When an employee has multiple employee records associated with them, they must be merged into a single record. This ensures that all data associated with the employee is connected to a single record and that the employee will have only one login for the R3...

Aug 30, 2024 07:51

Employee Merge Wizard

This article reviews the Employee Merge wizard. This wizard walks the user through merging up to 20 employee records at the same time. Learn more about the impacts of merging employee records here.   Note: The Employee Merge wizard is only availabl...

Aug 02, 2024 10:32

Proposed Merges Wizard

The Proposed Merges wizard highlights employee records that might need to be merged based on matches in the employee's full name, email address, or payroll ID. Once a default record is selected and incorrect matches are removed, the Employee Merge wiza...

Aug 30, 2024 07:51

Employee App Access

The Employee App Access permission grants an employee access to the portions of the R365 Mobile App and the limited-use employee web browser portal that are tied to their employee record. This includes employee access to Scheduling, R365 Messaging, and My ...

Aug 02, 2024 10:26

Inactive Employee Records

To ensure that historical employee information is included in reporting, it is recommended to never delete employee records. To remove an employee from the schedule and remove their access to the R365 Mobile App, it is recommended to make their employee re...

Aug 02, 2024 10:26

Employee Update Templates

This article reviews the updated Employee Update Template and the Payroll Employee Update Template. These two imports are used to update employee information in bulk. Note: The updated Employee Update Template is only available when Workforce Payroll i...

Aug 02, 2024 10:23

Employee Records

Employee records and the Employees page in Smart Ops are being updated throughout Q3 and Q4 of 2024. This article is for the updated version of the employee records. For the legacy version of the employee records, please refer to the Legacy Employee Record...

Jul 31, 2024 16:13