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 record is created for them, it will be up to the selected Employee Master to determine how the Employee record will be updated in the future.
Employee Master Settings
Only the following fields will be updated based on the set Employee Master:
- First Name
- Middle Name
- Last Name
- Address 1
- Address 2
- City
- Zip Code
- State
- Phone Number
- Email Address
- POS ID
- Hire Date
- Payroll ID
Navigation
Employee Master is a field located on the 'Miscellaneous' tab of System Preferences. To open System Preferences, hover over 'Administration' in the top ribbon and click 'Preferences'.
Employee Information Management
Depending on the amount of information that has been entered into your POS system, the Employee record will include the Employee Name, Locations, and Job Titles. An organizational decision will need to be made to determine where the Employee information will be maintained:
- Within Restaurant365 - All Employee information will be controlled through R365. New Employees will be pulled over from the POS, but once they are created, no updates will be made to the Employee record
- Within the POS- All Employee information will be controlled through the POS. While accurate pay rates will be pulled in and used for Labor reporting, not all Employee information is importable from all POS systems
- Note: If selected, then fields not polled by the POS will not be overwritten. Ask your Coach or R365 Support to determine which fields are pulled into R365 from your specific POS System
- Within a Third Party Payroll Provider - This is a placeholder for future enhancements
Note: Consult with your R365 coach on the best option depending on your POS.