Workforce Settings: Account Page

This article reviews the settings on the Account page. Here, users can update the funding account for a payroll company, as well as view the pay cycle and employee classification settings for that payroll company. Article Topics Navigation Fundin...

May 03, 2024 17:01

Workforce Settings: GL Account Mapping

This article reviews the GL Account Mapping page for Workforce. Here, users can map R365 Payroll expenses and liabilities to existing GL accounts. When a pay run is approved, payroll journal entries are automatically created in R365 Accounting. The GL ...

May 31, 2024 10:32

Workforce: Policies

This article reviews the Policies page within Workforce. Here, users can view and edit the active PTO Policy and Holiday Policy.  The PTO Policy will determine how much paid time off is accrued by employees and which employees are eligible to accrue pa...

Feb 07, 2024 08:59

Workforce: Departments

This article reviews the 'Departments' page for Workforce. Here, Users can assign Employees to Departments for reporting purposes. Navigation First, navigate to Workforce, then click 'Departments' in the left navigation m...

Mar 23, 2023 14:30

Workforce - HR Support Center

The HR Support Center is part of R365 Payroll.  The HR Support Center takes the guesswork out of HR and compliance. Users will have access to a collection of HR resources to assist in keeping your organization on track, including:  HR Complian...

Feb 10, 2023 11:40

Workforce: Payroll Documents Overview

This article is an overview of payroll-related documents that have been uploaded to Workforce.  Article Topics: About Payroll Documents Signed Documents Payroll Company Tax Filing Receipts Employee Tax Forms Garnishment Remittance Documents W2s ...

May 21, 2024 15:41

Workforce: Documents Page

This article reviews the 'Documents' page for Workforce. Here, Users can view, add, and delete uploaded documents. Article Topics: Documents Page Buttons and Fields Uploaded Documents Documents Page Buttons and Fields Fi...

Dec 26, 2023 17:12

Workforce Documents: Signed Documents Folder

This article reviews the Signed Documents folder within the Documents page for Workforce. Here, Users can manage uploaded Documents that require electronic signatures from Employees. Signed Documents Overview Employees can be required to electroni...

Feb 10, 2023 11:37

Workforce: Salaried Employees

This article reviews the payroll process for salaried employees within Workforce.  Article Topics Salary Jobs Salary Job Permissions Excluding Salaried Employees from the Smart Ops Earnings Export Hire Dates and Termination Dates Expected Weekl...

May 30, 2024 16:47

Workforce Locations: Overview

This article reviews Locations within Workforce. Here, Users can create, edit, and archive Workforce Locations. Locations in Workforce are utilized for various R365 Payroll purposes, such as determining tax forms for Employees, calculating taxes f...

Dec 06, 2023 10:10

Workforce Settings: Company Tax Profile

This article reviews the Company Tax Profile page within Workforce. Here, users can view tax profile information for the selected payroll company, including tax jurisdictions and SUI rates.  This page is view-only. For assistance updating any informati...

Nov 13, 2023 08:42

Workforce: Tax Filing Setup

This article discusses tax jurisdictions, filing frequencies, unemployment insurance rates, and employee tax forms within Workforce.  Article Topics Tax Jurisdictions Adding New Tax Jurisdictions Removing Tax Jurisdictions Filing Frequencies St...

May 07, 2024 11:47

Workforce: Pay Runs Overview

This article is an overview of pay runs within Workforce.  Article Topics Overview Security Pay Run Pages Payroll Overview Page Pay Run Details Page Payment Details Page One-Time Payments Other Areas and Reports Related to Pay Runs Sma...

Feb 20, 2024 09:53

Workforce Payroll Process Overview

This article is an overview of the steps needed to complete a full Pay Run, including reviewing and approving associated Journal Entries.  Step Pay Run & Paycheck Run Journal Entries 1 Pay Run is created System Generated Pay Runs are automa...

Feb 20, 2024 09:54

Workforce: Payroll Overview Page

This article reviews the new Payroll Overview page within Workforce. This page is only available for early adopters. Documentation for the classic Payments Overview page can be viewed here. On the Payroll Overview page, users can view, calculate, and a...

Mar 06, 2024 16:04

Workforce: Calculating and Approving a Pay Run

This article reviews calculating and approving pay runs on the Payroll Overview page within Workforce. Documentation for approving payments from the classic Payment Overview page can be found here.  Article Topics Calculating a Pay Run Reviewing a C...

Feb 29, 2024 08:23

Workforce: Pay Run Details Page

This article reviews the Pay Run Details page within Workforce. Here, users can review the employees included in a pay run, as well as any associated errors.  Article Topics: Navigation Pay Run Details Grid Payments Error List Navigation ...

Sep 06, 2024 08:05

Workforce: Payment Details Page

This article reviews the Payment Details page within Workforce. Here, users can view and edit details for a single payment within a pay run. Article Topics: Navigation Header Gross Earnings Section Earning Groups: Gross Earnings Columns: Ad...

Jun 04, 2024 16:19

Workforce: Sending Employee Earnings from Smart Ops

This article reviews exporting employee earnings from Smart Ops to a pay run within Workforce.  Article Topics Overview Including Tips Excluding Salaried Employees Earnings From Labor Rules Preparing for Export DSS Review - Daily Labor How to...

Feb 20, 2024 09:52

Workforce: One-Time Payments

This article is an overview of one-time payments within Workforce pay runs. This article covers: One-Time Payment Overview Security Grouping One-Time Payments Tax Options One-Time Payment Form Fields Descriptions Payment Details Add Employees G...

Nov 15, 2023 08:21

Workforce: Creating a One-Time Payment

This article covers the steps to create a one-time payment within Workforce.  Article Topics Action Buttons For the Create Payment Form Create a One-Time Payment Steps Open a Create Payment Form and Enter Payment Details Add Employees and Earning ...

Nov 15, 2023 08:26

Workforce: Edit a One-Time Payment

This article reviews editing one-time payments within Workforce.  Article Topics Action Buttons on the Edit Payment Form Editing a One-Time Payment with the Edit Payment Form Editing a One-Time Payment from a Payment Details Page Action Butto...

Nov 15, 2023 08:22

Workforce: Paycheck Runs Page

This article reviews the Paycheck Runs page for R365 Payroll. Here, Users can review and create Paycheck Runs, print Paychecks and/or Paystubs, and void Paychecks.  The Paycheck Runs page displays all 'Pending' Paycheck Runs that have been crea...

Aug 06, 2024 11:31

R365 Payroll Paycheck Runs: Paycheck Run Details

This article reviews the Paycheck Run Details sidesheet that is part of Paycheck Runs for R365 Payroll. Here, Users can review the details for the selected Paycheck Run and print the Paychecks and Paystubs contained in the Paycheck Run.  The Paycheck R...

Dec 06, 2023 09:43

R365 Payroll Paycheck Runs: Manually Print Paychecks and Paystubs

This article reviews the process for manually printing Paychecks and Paystubs within Paycheck Runs for R365 Payroll. Once Paychecks have been printed, they cannot be reprinted. However, Paystubs can be printed for any already printed check. Paychecks a...

Dec 06, 2023 09:44

R365 Payroll: Print & Ship Paychecks

Print & Ship is an add-on feature for R365 Payroll that facilitates the printing of physical Paychecks and/or Paystubs in bulk. The printed Paychecks and/or Paystubs are then shipped to the associated Location for distribution to Employees.  Contact ...

Dec 29, 2023 15:30

R365 Payroll Paycheck Runs: Creating Paycheck Runs

This article reviews the process for manually creating Paycheck Runs within R365 Payroll.  When to Manually Create Paycheck Runs  When a Pay Run is approved, an associated Paycheck Run is automatically generated. If an issue within a Pay Run preve...

Dec 06, 2023 09:02

Onboarding Employees to Workforce Payroll

This article reviews onboarding employees to Workforce Payroll. Article Topics Overview Onboarding Manager Payroll Statuses Onboarding Requirements Possible Duplicate Employees Confirmation Onboarding Wizard Onboarding Wizard Header Initia...

Aug 02, 2024 10:31

Employee Record Payroll Tab

This article covers the Payroll tab, which is part of employee records.  Note: This tab is only displayed if Workforce Payroll is enabled and the employee has already been onboarded to payroll. The Payroll tab contains payroll-related information an...

Aug 02, 2024 10:29

Employee Payment Preferences

This article covers the Payment Preferences sidesheet, which is part of the Payroll tab of employee records. Here, users can view and edit the payment preference selection and direct deposit accounts for an employee.  Note: The Payroll tab and the Paymen...

Aug 02, 2024 10:28

Employee Deductions and Benefits Details

This article covers the Deductions and Benefits Details sidesheet, which is part of the Payroll tab of employee records. Here, users can view and edit the deductions and benefits for the employee.  Note: The Payroll tab and the Deductions and Benefits De...

Aug 02, 2024 10:31

Employee Record Taxes Tab

This article covers the Taxes tab of employee records. Here, users can view and edit the employee's tax elections.   Note: This tab is only displayed if Workforce Payroll is enabled and the employee has already been onboarded to payroll. Importan...

Aug 02, 2024 10:31

Employee Records: Documents Tab

This article covers the Documents tab of employee records. Here, users can view and upload files associated with the employee.  Note: This tab is only displayed if Workforce Payroll is enabled and the employee has already been onboarded to payroll. ...

Aug 02, 2024 10:34

Employee Separations

This article reviews separating employees from a payroll company in Workforce. If Workforce Payroll is not enabled, please refer to the Mark an Employee as Inactive article. Article Topics:  Employee Separation Overview Security Employee Separation...

Aug 02, 2024 10:26

Employee Rehiring

This article reviews rehiring employees when Workforce Payroll is enabled. If Workforce Payroll is not enabled, please refer to the Mark an Employee as Inactive article. Article Topics: Employee Rehiring Overview Employee Separations & Payroll ...

Aug 02, 2024 10:31

Workforce Payroll Statuses

This article lists all of the payroll statuses associated with employees in Workforce Payroll.  Note: Payroll statuses are only displayed on the Employees page and employee records when Workforce Payroll is enabled. Payroll Status Descriptions ...

Aug 02, 2024 10:31

Workforce Employee Self Service: Overview

This article is part of the R365 Red App My Pay Employee Self Service portal and covers the desktop version of My Pay.  The Workforce Employee Self Service Portal allows Employees to view their My Pay information via a desktop browser. This includes th...

May 07, 2024 11:48

Workforce Employee Self Service: Onboarding

This article is part of R365 My Pay Employee Onboarding. If necessary, Employees can start the Employee Onboarding process via the desktop version of the Employee Self Service portal.  When logging in for the first time, Users will be prompted to begin...

Jul 07, 2023 16:59

Workforce Employee Self Service: Payment Methods

In R365 Workforce Employee Self Service Onboarding, Employees have the option to select a Payment Method. Payment Methods and Pay information  can later be edited.  Payment Method Selection In Onboarding, Employees may have the option to select to ge...

Jan 13, 2023 08:54

R365 Hire Overview

R365 Hire enables restaurant Organizations to custom-design and track their Hiring Process from the point a Job is posted to when a New Hire has completed Onboarding. Each Organization can create their own unique Careers Page where Jobs are listed and...

Jul 02, 2024 09:37

R365 Hire: Recruiting Dashboard

The Recruiting Dashboard shows a high level overview of account activity, including New Applicants, Applicants in Progress, Active Jobs, and Jobs that need to be refreshed. Upcoming Interviews as well as an Applicant Flow chart will be displayed to show an...

Sep 02, 2022 09:04

R365 Hire: Jobs Listing

The Jobs listing includes all Jobs created, which can be filtered by Job Title, Location, Status, and more. From this screen, all details that correspond to a Job posting can be edited, refreshed, shared, and marked as closed. The Jobs listing is locat...

Sep 02, 2022 09:03

R365 Hire: Applicants Listing

The Applicants listing includes all Applicants, the Job they applied for, the Location, their current hiring status, and more. Clicking on an Applicant's name will display a more detailed look into their Application details, allowing for any necessary ...

Nov 30, 2022 15:25

R365 Hire: Reports

R365 Hire Reports are available for both the Recruiting and Onboarding modules. Each module uses a range of variables to assess all aspects of their respective processes. Custom reports can be created and saved for a more accurate look into enhancing both ...

Sep 02, 2022 09:01

R365 Hire: Contacting Applicants

An Applicant can be contacted by either text message or email at any point in the Hiring Process. Initiating one of these two contact methods can be done easily through the Applicant Quick Menu or the Applicant's Profile.  Navigation Contac...

Jan 04, 2022 11:20

R365 Hire: Message Templates

  When reviewing and communicating with multiple Applicants at one time, using Message Templates allows an easier and faster way to initiate contact at any point in the Hiring Process. Users can work more efficiently by simply clicking the desired Mess...

Jan 04, 2022 11:26

R365 Hire: Hiring Process

Hiring Processes are hiring workflows that help to structure the steps of each unique Hiring Process. The system displays default Hiring Processes that can be updated to better reflect the organization's hiring workflow. It is recommended to adapt thes...

Sep 02, 2022 08:58

R365 Hire: Hiring Steps

Hiring Steps help determine the hiring workflow for the Human Resources Team. These steps can be uniquely organized for each Job or to better reflect the Organization's overall Hiring Process via the Hiring Process window in System Settings.  Users...

Sep 02, 2022 08:58

R365 Hire: Posting a Job

Posting a Job can be done easily through the Jobs listing. This article reviews how to create a new Job and the individual sections that detail the Job Description, Hiring and Onboarding Processes, and the Job Status. Create a New Job To create a ...

Apr 28, 2023 11:55

R365 Hire: Onboarding Dashboard

The Onboarding Dashboard is the landing page of the Onboarding module. On this screen, a listing of all New Hires that are currently being onboarded are displayed along with direct actions to assign them a checklist, contact them, and edit their Employee r...

Nov 30, 2022 15:51

R365 Hire: Onboarding Checklists

Onboarding Checklists dictate the tasks that are assigned to the New Hire and their direct Manager while the New Hire is in Onboarding. These tasks may include forms and are helpful for both Employees and their Managers to keep track of what they need to d...

Dec 14, 2022 12:28

R365 Hire: Checklist Categories

Custom Checklist Categories can be created to organize the different Onboarding Checklists created and saved in the Checklists listing. These categories are listed alongside the 'Onboarding' default category when creating a New Checklist.  Cre...

Jan 04, 2022 15:48

R365 Hire: Onboarding Defaults

Onboarding Defaults are the aspects of the Onboarding process that allow for a defaulted selection to be set. When entering the Onboarding details for a New Hire, fields that include one of the Onboarding Defaults will already be completed for the User.  ...

Jan 05, 2022 07:49

R365 Hire: Assign Tasks

Any Onboarding Checklists that need to be completed by either the Employee or their Manager must be assigned to the Employee. Once the necessary checklists are assigned to the Employee, the Employee and his/her Manager will receive an email notifying them ...

Jan 05, 2022 07:56

R365 Hire: Editing Checklists

Both Employee and Manager Checklists can be updated at any time to reflect an updated process. To do so, Users will need to navigate to the Checklists listing, located in Account Settings. Click here to learn more about Onboarding Checklists. Edit Che...

Sep 07, 2022 13:51

R365 Hire: Cloning Tasks

Tasks can easily be cloned, or copied, for different Employees or Managers who may be in a different department but need to complete the same tasks. This can easily be done through the Checklists listing in Account Settings. Click here to learn more about ...

Jan 05, 2022 07:56

R365 Hire: Onboarding Notification Settings

The Notification Settings is where the content of a Welcome Email and instructions of the Hiring Manager email can be set and/or updated as needed for New Hires and their direct Managers. Additional notifications can also be set for completed tasks fr...

Jan 05, 2022 07:56

R365 Hire: Creating and Uploading Onboarding Forms

User-created Onboarding forms can be created and uploaded via the 'Forms' section of Account Settings. Additionally, Users can edit or delete any previously created forms and review the look of both Employee and Manager forms. Once completed, these...

Jan 05, 2022 07:57

R365 Hire: Employee Custom Fields

Employee Custom Fields are unique fields that provide additional details about each Employee hired through R365 Hire. These details are then included on the Employee record.  Creating Employee Custom Fields Navigate to Account Settings by cli...

Jan 05, 2022 07:57