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    Labor Review
    • 10 Jul 2024
    • 7 Minutes to read
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    Labor Review

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    • PDF

    Article summary

    Under the 'Review Summary' section, click '1 Labor' to view a list of all Labor details for the day, including the Employee name, hours worked, break and overtime totals, violations, and tips.

     


    Labor Review Grid

     

    Field

    Description

    1

    Punch Edit Lock

    Indicates if the DSS is locked for editing. When locked, Users will not be able to add Earnings, edit Punches, or import Tips.

    This is only displayed when Punch Audit Auto-Lock is enabled and the grace period for the Pay Period has passed.

    2

    + Add Earning

    Click to add an additional non-worked Earning. Learn more about adding Earnings here.

    This button is only displayed when the 'Employee Punch Edits' feature is enabled.

    3

    + Add Shift

    Click to add an additional Punch for an Employee. Learn more about editing Punches here.

    This button is only displayed when the 'Employee Punch Edits' feature is enabled.

    4

    Close

    Click to close the Labor Review step. 

    Once closed, the Labor Review step will be displayed in grey to indicate that it has been reviewed.

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    5

    Employee

    Employee name. Click to open the Employee Labor Details in a sidesheet.


    The DSS labor review identifies minors. All employees with a red dot have been identified as employees that are minors.

    6

    Labor Detail Grid

    Labor details for the selected day, including the list of employees that worked and the hours that they worked. Additional details about the labor details grid can be found below.

    7

    Tip Template

    Click to download the 'Tip Template' for the day. Learn more about Tip Management

    This button is only displayed when 'Tip Management' is enabled.

    8

    Import Tips

    Click to upload a completed 'Tip Template'. Learn more about Tip Management

    This button is only displayed when 'Tip Management' is enabled.

    Labor Detail Grid Columns

    Each column's total Labor amounts will be calculated in the bottom of the grid.

    Column

    Description

    Comments

    Log entry comments for the employee associated with the DSS labor entry. 

    Hours Worked

    Total hours worked based on the employee's punches.

    Hours Scheduled

    Scheduled hours based on the employee's shifts in the schedule calendar.

    Break

    Break hours based the employee's punches.

    Variance

    Difference between the hours works and hours schedules.

    Hours Week

    Total hours worked in the work week.

    OT Day

    Overtime hours for the day. 

    If the location's 'Overtime Tracking' setting is set to 'R365 Overtime Rules', daily OT will be calculated by R365 based on the employee's punches and the configured Overtime Rules for the location.

    OT Week

    Overtime hours for the work week

    If the location's 'Overtime Tracking' setting is set to 'R365 Overtime Rules', weekly OT will be calculated by R365 based on the employee's punches and the configured Overtime Rules for the location.

    Earning Types

    Earning type used for added earnings. Learn more about adding earnings.

    Earning Amount (hours)

    Amount of hours added for earning types with the entry method Hours. Learn more about adding earnings.

    Earning Amount ($)

    Amount of dollars added for earning types with the entry method Cost. Learn more about adding earnings.

    Break Violation

    Penalty amount associated with Break Rules violations.

    Split Shift Premium

    Penalty amount associated with Split Shift and Clopening Rule violations.

    Spread of Hours

    Penalty amount associated with Spread of Hours Rule violations.

    Reporting Time Pay

    Reporting Time amount associated with Reporting Time Pay Rules.

    Tip Makeup

    Tip Makeup amount associated with Tip Makeup Rules.

    POS Cash Tips

    Cash tips as reported by the POS.

    POS Credit Tips

    Credit card tips as reported by the POS.

    Imported Paid Tips

    Tips that have already been paid as reported via a Tip Import.

    Imported Payroll Tips

    Tips that still need to be paid as part of Payroll. By default, this amount will be equal to POS Credit Tips, but may be updated via a Tip Import.


    Employee Labor Details

    When an Employee's name is clicked, the associated Employee Labor Details will open as a sidesheet.

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    Employee Labor Details

    Field

    Description

    1

    Employee Name

    Name of the employee. Click to open the associated employee record

    2

    Scheduled Hours

    Total scheduled hours based on the employee's shifts in the schedule calendar. 

    3

    Hours Clocked

    Total hours work based on the employee's punches.

    4

    Variance

    Difference between the scheduled hours and hours clocked.

    5

    Scheduled Hours Details

    Shift details from the schedule calendar.

    6

    Punches Details

    Actual punches for the selected employee.

    Edit, Delete, and Add Shift options are only available if the 'Employee Punch Edits' feature is enabled.

    7

    Daily Tips

    Tip details for the employee.

    • POS Cash Tips - Cash tips as reported by the POS

    • POS Credit Tips - Credit card tips as reported by the POS

    • Imported Paid Tips - Tips that have already been paid as reported via a Tip Import.

    • Imported Payroll Tips - Tips that still need to be paid as part of Payroll. By default, this amount will be equal to POS Credit Tips, but may be updated via a Tip Import.

    8

    Other Earnings Detail

    Detail for additional earnings that were manually added to the DSS. Learn more about adding earnings..

    The Add Earning button is only displayed if the Employee Punch Edits feature is enabled.

    9

    Log Entry Button

    Click to create a Log Entry associated with the Employee.

    10

    Log Entries

    Any Log Entries added to the DSS for the Employee are displayed here. Click Add Comment to reply to the Log Entry.

    Adding Comments

    A comment about the Employee's performance can be entered in the comment section by clicking the log entry button with the words: 'Tell us something we should know.'

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    A Log Entry form will open with the Location, Category, Log Day, and Employee fields already populated. Any Log Entries marked with an Employee category will be recorded on the corresponding employee record.

    Shifts That Cross Business Days

    If an Employee has a Scheduled Shift or Actual Shift that crosses the Business Day for their Location, they will be marked with an alert icon .

     

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    The Labor Hours for this shift will be split at the hour when the Business Day changes, and reported on the appropriate day. Opening Labor Details for the Employee will show how the Labor Hours are split. 

     

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    Employees That Are Minors

    Employees that are minors or under the age of a legal adult, the employee will be labeled as such on the DSS. All minors will be identified with a red dot. On the Employee Labor Details, this red dot will appear on the employee profile icon beside the employee name.

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    Punch Edits

    When the Employee Punch Edits feature is enabled, additional editing options will be available within the Employee Labor Details sidesheet. Here, Users with the appropriate Permissions can add, edit, or delete Punches.

     

    If an Employee does not have any Punches in the POS data, they will not be listed for review. If Punches for a missing Employee need to be added, click the '+ Add Shift' button in the Labor Review step header to select an Employee and add their Punch. Edited punches can be reviewed on the Punch Audit Report.

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    Punch Edits Auto-Lock

    If the Punch Edits Auto-Lock feature is enabled, the Labor Review step will be locked after the close of the Pay Period

    When the Labor Review step is locked, Users will not be able to make edits to Punches, add additional Earnings, or import additional Tips. The Labor Review step can be unlocked by Users with the following Permission:

    • Labor → Punch Edits → Lock/Unlock Labor Punches

    Adding Non-Worked Earnings

    Non-Worked Earnings within R365 allows for non-worked Earnings to be added to DSS Labor. When the 'Employee Punch Edits' feature is enabled, Users can enter Earnings that are not associated with the Employee's worked hours. These Earnings might include Vacation, Sick Time, Bereavement, etc. 

    When the Employee Punch Edits feature is enabled, non-worked Earnings can be added by clicking '+ Add Earning' in the Labor Review header. Learn more about adding earnings

    Non-worked Earnings can be viewed, added, edited, and deleted within the Employee Labor Details sidesheet.

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    The non-worked Earning Types available can be included or excluded from Labor Metrics and Weighted Average Overtime calculations. Please contact R365 Support for assistance configuring additional Earning Types.

    Tip Import 

    Tip Management in R365 allows for adjustment to the existing Tips that have been imported from the POS. Through Tip Import, Users have the ability to indicate Tip totals that were already paid in cash or that should be included in paychecks, as well as distribute Tips between all Tipped Employees. 

     

    If Tip Import is enabled, the daily Tip Template can be downloaded, adjusted, and re-imported. Tip Management should be performed after all punches for the day have been confirmed.

     

    Tips can be imported before or after the DSS Review is completed. 

     If Tips are not imported before Payroll is exported, R365 will assume that Cash Tips have already been paid and that Credit Tips should be paid via Payroll. This will result in 'POS Cash Tips' totals reported as 'Paid Tips', and 'POS Credit Tips' totals reported as 'Payroll Tips'.


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