R365 Payroll Overview

R365 Payroll enables your Restaurant Organization to manage and create payroll directly through Restaurant365! The Labor data pulled in from your POS and used to create Payroll Batches in R365 Payroll. These Payroll Batches can then be printed or sent elec...
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R365 Payroll: Single Sign On

R365 Payroll is a standalone feature, so when it is added to your current R365 plan, your Organization will receive an additional link specifically for R365 Payroll. While having a separate link is advantageous to provide to your Human Resources Team, it m...
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User Setup for Payroll

User records must be created only for those who work in Human Resources or Payroll, as they have the responsibility to safely and securely enter and manage Employee information in R365 Payroll. From the Admin Console, Employees can gain access to eSELFSERV...
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Updating a User Record and Password

A User record can be updated easily in R365 Payroll by simply double-clicking the desired User record and editing the User's title, phone number, or permissions. For more information on User Permissions, view the 'APS User Permissions Overview&#x...
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Print and Void Prepay Checks

A Prepay Check can be both printed and voided through the Unposted Items screen. This screen can be opened by clicking 'Unposted Items' in the 'Recent Payroll Activity' tile of the Payroll Console. When the 'Unposted ...
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Admin Console

The Admin Console is where system settings are stored and can be updated to reflect current management, benefits, and even Employee eSELFSERVE settings. A brief explanation of each setting is seen below along with the recommendation to view additional reso...
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Employee eSELFSERVE

Employees can be invited to eSELFSERVE through the 'Employee Self Service' window accessed from the Admin Console. Once invited, an email will be sent to the Employee's listed email address that includes a link to eSELFSERVE and his/her User...
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Manager eSELFSERVE

After a Manager is set through the 'Manager Self Service' option under 'eSELFSERVE.com Settings' in the Admin Console, he/she will receive an email with a link to eSELFSERVE. This Manager can then log in using the listed link and their ...
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R365 Payroll: GL Account Mapping

The General Ledger in R365 Payroll must match the General Ledger uploaded into your Restaurant365 instance. In doing so, it will include the correct account when importing Payroll Journal Entries into your Restaurant365 instance. Navigation T...
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R365 Payroll: Departments and Department Groups

Departments are the Job Titles assigned to Employees, which can be structured into Department Groups if desired for Reporting purposes. Both Departments and Department Groups can be easily created and maintained to reflect the structure of Departments with...
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Paycom & R365 Payroll Integration Instructions

R365 and Paycom have teamed up to create a payroll integration that will automate the following processes: R365 will electronically deliver Employee Punch Data, which has imported from your POS systems to Paycom with a single click When payroll pro...
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Employee Console

The Employee Console displays a quick view into Employee Statistics, including errors on payroll, number of active Employees, and any updated Employee information. Alerts for Manager Approval of new hires or Employee record updates will be listed in y...
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Add Employee

Creating Employee records allow for confidential information to be filed individually. These records can be accessed through the Employee List as well as the listed navigation below. Learn more about the Employee Console here. Navigation Crea...
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Employee List

The Employee List displays all saved Employee records in the system. From this list, the desired Employee record can be opened so that necessary updates can be made. Learn more about the Employee Console here. Navigation To navigate to the Em...
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R365 Payroll: Employee Records

Employee records live in the Employee List where they can be edited and updated after creation. Any update to an Employee's address, federal or state information, and even their employment status should be entered into that Employee's record in R...
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Notifications Center

Employees can have a notification sent to them from the Employee List, their Employee record, or the Notifications Center through the Notify button. These messages can be sent via the Employee's listed email address or phone number. The Notifications...
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Payroll Console

The Payroll Console includes important payroll functions, such as the creation and approval of Payroll Batches and Prepay Checks and remotely print checks. All payroll navigation can occur from this screen. This screen lists two defaulted tiles: ...
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Create Payroll Batch

Payroll Batches can be created and saved before submission, allowing for a User to return and edit at a later time. Before a Payroll Batch can be submitted, missed time punches need to be corrected, time cards need to be approved, and all time off requests...
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Create Prepay Check

A Prepay Check allows Employees to be paid outside of a regular payroll run, which can occur due to an Employee's termination or receiving a bonus. For more information on Prepay Checks, view the 'Creating a Prepay' video and 'Creating ...
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Remote Check Printing

Remote Check Printing enables Users to select the desired Payroll Batch and print individual checks. It is important to note that this option is only available for Users who have elected to print their checks remotely. View the 'Remote Check Printing&...
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Payroll Liability

To define the general ledger account you use to record your payroll liability, see our documentation of the Accrued Payroll Account field in "Location Record".
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Human Resources Console

The Human Resources (HR) Console includes the management of Employee benefits, documents, compensation, performance, and more through easy navigation of the 'HR Options' tile, the 'HR' menu in the top ribbon, or through listed aler...
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ACA Alerts

ACA Alerts is a part of the HR Console. Click here for more information on the HR Console. The ACA Alerts dashboard lists all topics related to the Affordable Care Act (ACA) and your company, if it is considered an Applicable Large Employer. This dashb...
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Asset Management

Asset Management is a part of the HR Console. Click here for more information on the HR Console. Asset Management provides the ability to document and track the Employees who have company property assigned to them, such as a cell phone or computer. For...
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Benefits Administration

Benefits Administration is a part of the HR Console. Click here for more information on the HR Console. The Benefits Administration provides all necessary benefits and coverage information in three distinct views. The Dashboard is the defaulted view, b...
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Manage Individual Enrollments

The Manage Individual Enrollment window is a part of the HR Console. Click here for more information on the HR Console. Employee benefits can be easily viewed and updated through the Manage Individual Enrollments window, where a listing of Employee rec...
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Document Management

Document Management is a part of the HR Console. Click here for more information on the HR Console. The Document Management window is where all company documents are managed and stored. While multiple file types can be uploaded, only PDF documents can ...
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Company Newsfeed

Company Newsfeed is a part of the HR Console. Click here for more information on the HR Console. The Company Newsfeed Dashboard displays a record of all announcements, reminders, and postings made to Employees. Posts can be created from this screen as ...
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eSignatures

eSignatures is a part of the HR Console. Click here for more information on the HR Console. The eSignatures screen lists all documents that require a signature by the Employee. The listing displays the Employee name, Department, Hire Date, the Docume...
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Event Tracking

Event Tracking is a part of the HR Console. Click here for more information on the HR Console. Event Tracking allows events during an Employee's career, such as a promotion, disciplinary action, and paid leave, to be added and managed in R365 Payr...
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OSHA Tracking

OSHA Tracking is a part of the HR Console. Click here for more information on the HR Console. OSHA Tracking allows incidents to be recorded and tracked in compliance with OSHA. When the OSHA Tracking window is opened, a listing of all incidents wi...
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Reporting Console

The Reporting Console includes necessary data exports and reports that can help a restaurant analyze Employee information and payroll data. Users can even create their own reports through the Report Builder if additional reports are desired. Addi...
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Report Manager

The Report Manager is a part of the Reporting Console. Click here for more information on the Reporting Console. The Report Manager houses all preconfigured reports, which are grouped by Console. Once a report is selected, the Report Parameters can be ...
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Report Builder

The Report Builder is a part of the Reporting Console. Click here for more information on the Reporting Console. The Report Builder uses Report Templates based on Employee information to create the foundation of a customized report in R365 Payroll. Onc...
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Analytics Dashboard

The Analytics Dashboard is a part of the Reporting Console. Click here for more information on the Reporting Console. The Analytics Dashboard can be custom-designed by each User and include an unlimited amount of Analytics Tiles, or data sources, ...
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DocVault

DocVault is a part of the Reporting Console. Click here for more information on the Reporting Console. The DocVault lists all copies of generated payroll reports in the 'Payroll Documents' section and quarterly and annual filings in the &#x...
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Data Exports

Data Exports is a part of the Reporting Console. Click here for more information on the Reporting Console. The Data Exports set up in R365 Payroll include Fidelity 401k and R365 GL. The Fidelity 401k export downloads a CSV file of all 401K contribution...
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W-2 / 1099 / 1095 Forms

W-2 / 1099 / 1095 Forms are a part of the Reporting Console. Click here for more information on the Reporting Console. W-2 / 1099 / 1095 Forms can be easily created, viewed, and downloaded as a PDF for one or all Employees through this page. Only Pay...
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R365 Payroll: Year-End Procedures

In order to help with a smooth Year End, R365 Payroll has you covered! The following documents provide valuable information to ensure final Payroll Batches are completed and submitted on time and all Tax Forms are reviewed, edited, and approved before thei...
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R365 Payroll: Final Payroll Submission Dates 2020

The following are Holiday Processing and Final Payroll Submission dates for 2020 to ensure that your Employees are paid on time. Christmas Processing Schedule Payroll Submission Details Submit Date Check Date Payrolls with Direct Deposit (3 P...
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R365 Payroll: Tax Form Deadlines

W2 and 1099 Tax Forms will be available to review beginning Friday, January 1, 2021. W2s must be approved by 12 pm CST on Tuesday, January 12, 2021. If your W2s or 1099s are not available for review by January 5, then they are still in Internal Review,...
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R365 Payroll: Year-End Dashboard

The Year-End Dashboard is where all Tax Forms can be accessed, reviewed, edited, and approved before the Key 2020 Deadlines. Status updates will display when forms are ready to be reviewed, printed, and more to ensure your Organization is on track for the ...
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R365 Payroll: Tax Form Edits and Distribution

All Tax Forms can be accessed, reviewed, edited, and approved before the Key 2020 Deadlines from the Year-End Dashboard. If an issue is found while reviewing Tax Forms, they should be rejected and the issue should be documented.  Note: Rejecting forms ...
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R365 Payroll: Import Box 12 Health Amounts

If your Organization is not withholding Employee amounts and tracking the Employer amount on the applicable deduction, then the information for Box 12 should be manually uploaded. This information is required for ACA reporting. Ensure to review all Emp...
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R365 Payroll: Paperless W2s

When W2s are approved, they are automatically made available to Employees via eSELFSERVE as long as an Admin User has not prohibited Employee access to receiving their W2s electronically. Employees can opt into only receiving Paperless W2s through thei...
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R365 Payroll: Print & Ship W2s

When W2s are approved, R365 can either print and send them to your Organization or your Organization can skip this step and save money by directly printing W2s and then shipping them to your Employees. If your Organization decides to remotely print, W2...
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R365 Payroll: Year-End ACA Reporting

Insurers, small Employers with self-insured health plans, and all Applicable Large Employers (50+ full-time or full-time equivalent Employees) are required to report health insurance information as a part of the Affordable Care Act. ACA Reporting is a ...
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