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 of R365 Scheduling for your Restaurant Location:
| ✔ | Inactivate Employees that will not be scheduled in R365 (Salaried Employees, etc.) |
| ✔ | Merge multiple records of the same Employee across Locations into one Employee record if that person works at multiple restaurants |
| ✔ | Exclude Jobs from the schedule that will not be scheduled |
| ✔ | Color code the remaining jobs for easy classification |
| ✔ | Create a Schedule of Shifts without any Employees assigned |
| ✔ | Save as a Scheduler Template once complete for easy Scheduling in the future |
✔ | Give Employees 'App Access' once you are ready for them to gain access to the R365 Red App |
Want to tackle more advanced Scheduling? Follow this checklist in addition to the checklist above:
| ✔ | Navigate to the Location record and add the following:
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| ✔ | Create a Sales Forecast for the current period. One of the Smart Forecasts is a great starter! |
| ✔ | Setup your restaurant's Request Cutoffs |
| ✔ | Track overtime in R365 rather than your POS with User-created Overtime Rules |
| ✔ | Explore Additional Labor Rules to help with compliance |
| ✔ | Create Departments to break down goals and division of Labor even more |
| ✔ | Explore Schedule Enforcement add-on to manage Employee Punches more closely |
| ✔ | Explore the Smart Labor module |
Step 1: Setting up your Employees for R365 Scheduling
Step 2: Review Jobs and Job Responsibilities
Step 3: Setup Departments
Step 4: Announcements, Blackout Days, Events & Sites
Step 5: Building Your First Schedule
Step 6: Publishing Schedules
Step 7: Managing Employee Requests
In the Browser:
In the R365 App: