Workforce Settings: Account Page

This article reviews the settings on the 'Account' page. Here, Users can update the Funding Account and view the Pay Cycle and Employee Classification settings for a Payroll Company. Article Topics Navigation Funding Account Changing Fun...

Sep 20, 2023 15:47

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 Payroll Run is approved, Payroll Journal Entries are automatically created in R365 Accounting. The...

Aug 24, 2023 09:06

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...

Mar 23, 2023 14:29

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 Documents: Overview

This article reviews the 'Documents' page for Workforce. Here, Users can view, add, and delete HR Documents.  The 'Signed Documents' folder is also accessed on this page. The 'Signed Documents' folder allows Users to request ele...

Feb 10, 2023 11:37

Workforce: Time Off

This article reviews the Time Off page within Workforce. Here, Users can add, review, approve, and decline PTO Requests made by Employees.  Employees can request PTO (Paid Time Off) through the Employee Self-Service Portal. When a PTO Request is sub...

Feb 10, 2023 11:37

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.  Within Workforce, any Employee who has a Job with the pay type of 'Salary' will have wages associated with that Job automatically included in Payroll Runs.  ...

Aug 17, 2023 09:33

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...

May 12, 2023 16:06

Workforce: Payroll Runs Overview

This article reviews Payroll Runs for R365 Payroll.  Payroll Runs are created automatically at the end of each Pay Cycle for each Legal Entity. Payroll Runs may also be manually created as 'One Time Payments'. When a Payroll Run is created, it ...

Jun 30, 2023 15:34

Workforce Payroll Process Overview

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

Jun 01, 2023 13:55

Workforce R365 Payroll: Payments Overview Page

The Payments Overview page is where all pending Payroll Payment Runs can be viewed, calculated, and approved. Payroll Payment Runs can be imported from the Labor Dashboard within Smart Ops, created as One-Time Payments, or populated automatically at t...

May 05, 2023 14:08

Workforce R365 Payroll: Sending Hourly Earnings from Smart Ops

This article reviews exporting Hourly Earnings from Smart Ops to R365 Payroll.    Hourly Earnings are brought into R365 Payroll from the POS via Smart Ops. Before importing Hourly Earnings information from Smart Ops, a DSS Labor Review should be performe...

Jul 14, 2023 11:56

R365 Payroll Payments: Calculate and Approve Payments

This article is part of the Payments Overview page for R365 Payroll. Once a Payroll Payment Run has been added to the Payment Overview page, it will appear in the Ready To Calculate list. Calculating a Payment will apply Taxes and Contributions to t...

Jul 19, 2022 10:53

Workforce R365 Payroll: Payroll Run Details

This article reviews the Payroll Run Details page within R365 Payroll. Here, Users can review the Payments included in a Payroll Run, as well as any associated errors. Payroll Runs that include One-Time Payments will have an 'Edit Payments' option ...

Apr 21, 2023 15:15

Workforce R365 Payroll: Payment Details

This article reviews the 'Payment Details' page within R365 Payroll. Here, Users can view and edit details for a single Payment within a Payroll Run. Article Topics: Navigation Header Gross Earnings Section & Editing Earnings Gros...

Aug 24, 2023 09:08

R365 Payroll One-Time Payments: Overview

This article is part of the R365 Payroll release. One-Time Payments are used to manually create single payments to Employees (such as bonuses, commissions, or reimbursements) that would not be otherwise created through Import or automatically at th...

May 05, 2023 14:09

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...

Sep 26, 2023 16:51

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 Payroll Run is approved, an associated Paycheck Run is automatically generated. If an issue within a Payroll R...

Jun 20, 2023 09:18

Workforce: Employees Page

This article covers the Employees page for the Workforce Module. If Workforce is not enabled, please refer to the documentation for the Smart Ops Employees Page.  The Employees page is where all active and inactive Employees are listed. Here, U...

Sep 21, 2023 12:08

Workforce Employee Record: Overview

This article is part of the Workforce Employees page. If Workforce is not enabled, please refer to the Smart Ops Employee Record. The Employee Record holds all Employee information and communication settings for an Employee. All Employee Records can be...

Aug 23, 2023 16:49

Workforce Employee Record: Summary Tab

This article is part of the Employee Record for Workforce.  The Summary Tab contains quick reference information for the Employee. If Workflows for Employees have been enabled, the Requests section allows users to review and approve changes to the Empl...

Jun 29, 2023 09:01

Workforce Employee Records: Basic Info Tab

This article covers the Basic Info tab of Workforce Employee Records.  For more information on the layout and features of the Basic Info tab within Smart Ops, please refer to the Smart Ops Employee Record: Basic Info Tab article.  Note: If 'POS&...

Jun 30, 2023 15:44

Workforce Employee Record: Employment Tab

This article is part of the Workforce Employee Record.  For more information on the layout and features for the Employment Info tab within Smart Ops, please refer to the Smart Ops Employee Record: Employment Tab article.  The Employment tab contains...

Aug 17, 2023 09:23

Workforce Employee Records: Payroll Tab

This article covers the Payroll tab, which is part of Workforce Employee Records.  The 'Payroll' tab contains payroll-related information and configurations. This tab is only displayed after the Employee has been Onboarded to R365 Payroll.  ...

Jun 30, 2023 15:48

Workforce Employee Records: Direct Deposit Sidesheet

This article covers the Direct Deposit sidesheet, which is part of the Payroll tab for Workforce Employee Records. Here, Users can view and edit the direct deposit accounts for the selected Employee.  This article reviews: Direct Deposit Account...

Dec 20, 2022 09:46

Workforce Employee Records: Deductions and Benefits Details Sidesheet

This article covers the Deductions and Benefits Details sidesheet, which is part of the Payroll tab of Workforce Employee Records. Here, Users can view and edit the deductions and benefits for the Employee.  Article Topcis Deductions and Benefit...

Sep 27, 2023 14:57

Workforce Employee Records: Taxes

This article covers the Taxes tab, which is part of Workforce Employee Records. Here, Users can view and edit the tax withholdings for the selected Employee.   Note: This tab is only displayed after the Employee has been Onboarded to Payroll.  ...

Jun 30, 2023 15:46

Workforce Employee Record: Time Tab

This article is part of the Workforce Employee Record.   For more information on the layout and features for the Time tab within Smart Ops, please refer to the Smart Ops Employee Record: Time Tab article.  The Time tab contains information related t...

Jun 05, 2023 12:26

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 22, 2023 09:27

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 Payroll Year-End Dates

Below are a list of important dates based on your funding schedule. Use the table according to your payment cycle for reference on processing dates. R365 Processing Schedule for Year-End Christmas Processing Schedule Payroll Submission Deta...

Dec 21, 2022 08:38

R365 Payroll Year-End Checklist

In order to help with a smooth Year End, R365 Payroll has you covered! The following checklist will provide valuable information to ensure all Employee Records and Tax Forms are reviewed, edited, and approved before their deadline.  W2 and Tax Forms will...

Dec 21, 2022 08:34

R365 Payroll Year-End Tax Form Review

All Tax Forms can be accessed, reviewed, and approved before the Key 2022 Deadlines from the Documents Console in R365 Payroll. If an issue is found while reviewing Tax Forms, they should be reported to the R365 Support team for review and amendment.  ...

Dec 27, 2022 08:17

R365 Payroll: Employee Portal Access Email

Employees can be invited to the Employee Portal through the 'People' page accessed from the main Workforce console. Once invited, an email will be sent to the Employee's listed email address that includes a link to Employee Portal and his/her U...

Jan 27, 2023 07:19

Workforce: Employee W2s

At the end of each year, Employee W2s are created and will be available for Employees. W2s can be accessed by the Employee via the Employee Self Service Portal, or by an Admin User on the Employee's Employee Record.  Article Topics: W2s in the Em...

Apr 12, 2023 14:23

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...

Nov 30, 2022 16:25

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