Employees

Employees in R365
Article Topics Introduction Employees Page and Employee Records Employees Page Employee Record Sidesheet Gen...
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New Employee Checklist
Adding New Employees to R365 The first step to ensuring a new employee is active for scheduling and/or Workforce...
10:30
Employees Page
Employee records and the Employees page in Smart Ops are being updated throughout Q3 and Q4 of 2024. This article i...
10:26
Merge Employee Records
When an employee has multiple employee records associated with them, they must be merged into a single record. This ...
07:51
Employee Merge Wizard
This article reviews the Employee Merge wizard. This wizard walks the user through merging up to 20 employee records...
10:32
Proposed Merges Wizard
The Proposed Merges wizard highlights employee records that might need to be merged based on matches in the employee...
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-...
10:26
Inactive Employee Records
To ensure that historical employee information is included in reporting, it is recommended to never delete employee ...
10:26
Employee Update Templates
This article reviews the updated Employee Update Template and the Payroll Employee Update Template. These two import...
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...
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