Scheduling Overview & Security

  The R365 Scheduling Module is a complete scheduling solution to manage your labor workforce. Unlike other Modules in R365, the Scheduling Module contains functions and features that are specific to two different classes of Users: Manager functions: Re...
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Smart Ops Release: Schedule Calendar

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. In the new Smart Ops Release, the Schedule Calendar is consistent with the Schedule Calendar in the Classic R365 Experience. However, if Smart Labor is ...
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R365 Scheduling Quick Start Guide

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 o...
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Scheduling: Managing Requests in the Manager Queue

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. The Manager Queue is the Restaurant Manager's one-stop for all Requests. Whenever an Employee submits a request, his/her Manage...
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Schedule Calendar: Scheduling Templates

This feature works in conjunction with the Schedule Calendar. Click here to learn about the New Scheduling: Schedule Calendar. The View & Template Options sidesheet on the Schedule Calendar allow you to set your preferred view, including if yo...
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Schedule Calendar: Publish, Unpublish, and Alert Employees

Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action. Each time a Shift is Published/Un...
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Schedule Calendar: Print Options

This feature works in conjunction with the Schedule Calendar. Click here to learn about the New Scheduling: Schedule Calendar. The Print Schedule pane on the Schedule Calendar allows you to select exactly what you want to print.  Please note, the ...
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Scheduling: Shifts

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module Shifts are the detailed Employee assignments on the Schedule. The Shift form is generally opened as a pop-up window on the Schedule screen,...
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Scheduling: Suggested Hours

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module  The Scheduling Module can assist your team as it builds out Schedules based on your Goals and Forecasts. To take advantage of Sugges...
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Scheduling: Scheduled Now

This article is part of the Scheduling Module training. Click here for more information on the Scheduling module. The Scheduled Now view is designed to give a quick list of which Employees are scheduled to be working right now.  You can also chang...
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Smart Ops Release: Jobs List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Jobs list in the Smart Ops Release is where all Job forms are created and stored. Users can create customized table views of the columns and/or filter...
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Smart Ops Release: Job Form

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Job forms are used in conjunction with the POS Integration to track Employee Punches, which make up the Labor Accrual Journal Entry. Each Job form is assigne...
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Scheduling: Job Responsibilities

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module. If you are within the Smart Ops Release window, click here to view the Job Responsibility Form. Job Responsibilities allow you to put...
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Smart Ops Release: Job Responsibilities

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Job Responsibilities list in the Smart Ops Release hosts all Job Responsibilities created in R365. Job responsibilities allow a Job to be further cl...
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Job Record

Jobs are used in various ways in R365.  They are assigned to Employees and used by the Scheduling Module.  Jobs are also used in conjunction with the POS Integration to track Employee Punches which make up the Labor Accrual Journal Entry. Each Job rec...
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Job Titles

Note: POS Account Rules can be set up to map new and unmapped Job Titles brought in from the POS. Click here to learn about POS Account Rules. Job Titles offer an optional labor accrual tracking feature to POS integrations to Restaurant365. A Job Title...
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Scheduling: Exclude Jobs

Jobs can be marked as excluded from the Schedule and/or from the POS Import from within the Job record / Job Form. Jobs that are excluded from the Schedule are often removed if they are outdated or a higher level position. Jobs are often excluded from POS ...
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Smart Ops Release: Departments List

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Departments List stores all Department forms created in R365. Users can create customized table views of the columns and/or filters used in the Depa...
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Smart Ops Release: Departments

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Departments allow certain Jobs to be grouped together and used for Scheduling and Goal Setting purposes. By setting Labor Goals by Department, Users can furt...
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Scheduling: Departments

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module Departments allow you to create custom groupings of your Employees for Scheduling and Goal Setting purposes.  The Department record a...
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Smart Ops Release: Employees List

This is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Employees list in the Smart Ops Release stores all Employee forms and provides a quick view into Employee details. Users who have access to this page can...
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Employee Setup

The Employee Record allows you to manage Employee details such as Employee Name, Contact Information, Employee Photo, and Scheduling Availability. This record is created automatically for each Employee after the POS Integration has been completed. Eac...
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Smart Ops: Employee Record

This article is part of the Employee List page of the Smart Ops Release. For more information on the layout and features of the Employee Record within Classic Ops, please refer to the Classic Employee Record article.  The Employee Record holds all Empl...
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Employees: POS Employee Records

During POS import, R365 creates two records for each Employee in your POS System. These two records are automatically linked to each other.    POS Employee Record  Employee Record The POS Employee record is linked to the Employee record by the...
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Employees: Merge Employee Records

It is common for Employees to work at multiple Locations and, therefore, have multiple/duplicate Employee records imported from multiple POS systems. These records must be merged into a single master record for correct Employee identification throughout R3...
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Employees: Update Employee Records

To perform a bulk update on Employee records, navigate to 'Employees' under the 'Labor' listing in the Operations module to locate the Employees listing.   Note: Make sure to perform any Employee Merges prior to performing Employ...
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Employees: Employee App Access

Granting Employees access to the R365 Red App and limited-use R365 portals is a simple process. Once the Employee Record has been imported from the POS via the POS Integration or manually created, the Employee can be granted 'App Access'. ...
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Employees: Mark as 'Inactive'

When an Employee is marked as 'Inactive', they no longer have access to the system. It is highly recommended to never delete an Employee Record, but rather to mark them as 'Inactive' so that the Employee Record is saved in R365 while re...
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Employee Record: Creating Employee Notes

The Notes tab of the Employee Record lists all Log Entries where the Employee was tagged. Employee Notes can be for a variety of reasons, such as 'No Show', 'Late for Shift', 'Exceptional Service', and more.  Note: When the ...
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Employee Master

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 ...
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Manager Tools Overview & Security

This feature is a part of the Smart Ops Release. Click here to learn about the Smart Ops Release. The Manager Tools page provides access to the following key managerial functions: Announcements, Blackout Days, Events, Request Cutoffs, and Time Off...
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Manager Tools: Announcements

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Announcements are used to communicate important messages to Employees. When an Announcement is created on either the We...
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Manager Tools: Blackout Days

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Blackout Days are specific dates on the Schedule Calendar that no Employee can request off. When entering Blackout Days, on...
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Manager Tools: Events

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Events form enables Users to enter Events that are occurring in the area that may have an effect on a Restaurant Location,...
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Manager Tool: Request Cutoffs

This is a part of the Manager Tools feature of the Smart Ops Release. Click here to learn more about the Smart Ops Release. Request Cutoffs set the day and time limitations by which Employees can submit Time Off Requests. From the 'Request Cu...
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Manager Tools: Time Off

This is a part of the Manager Tools feature of the Smart Ops Release. All Time Off Requests are listed on this tab. This tab allows Users to review new and historical Time Off Requests for all Locations in one place. Additionally, individual Time ...
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Scheduling: Announcements

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. If within the Smart Ops Release window, click here to view the Announcement Form. Managers can make Announcements for Employees at t...
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Scheduling: Events

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module  Events allow you to enter Events happening in the area (local sporting event, conference, etc) that might effect the Restaurant. Whe...
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Scheduling: Blackout Days

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. Blackout Days are specific dates on the Schedule Calendar that no Employee can request off. When entering Blackout Days, one or more...
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Admin Page Overview & Security

This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Admin page is where Overtime Rules, Break Rules, Minor Rules, the Labor Matrix, and Pay Cycles can be updated to reflect the needs of your Organizat...
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Admin Page: Overtime Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops. The 'Overtime Rules' tab of the Admin page is where Overtime Rules can be created and managed to reflect your Organization's an...
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Admin Page: Break Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The 'Break Rules' tab of the Admin page is where Break Rules can be set up to ensure that each selected Location complies wi...
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Schedule Calendar: Minor Rules

This is a part of the Minor Rules feature. Click here to learn more about Minor Rules. When Minor Rules are created and marked as 'Active', they will be applied to the Schedule Calendar. These Rules will then assist the Scheduler in following...
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Admin Page: Minor Rules

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The 'Minor Rules' tab of the Admin page is where Admin Users can create Minor Rules that follow Federal and State Labor Laws...
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Admin Page: Labor Matrix

This is a part of the Admin page in the Smart Ops Release. Click here to learn more about the Smart Ops Release. The Labor Matrix, listed as a tab on the Admin page, is the foundation for configuring a Smart Labor Forecast. This matrix enables Adm...
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Scheduling: Break and Split Shift Violation Tracking

This article is part of the Scheduling Module training. Click here for more information on the Scheduling Module. This feature allows Companies to track Break Penalties and Split Shift Violations owed to Employees.  A Break Penalty is money owed to an ...
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Admin Page: Pay Cycles and Punch Edit Auto-Lock

This is a part of the Admin page and Punch Edits features in the Smart Ops Release. Click here to learn more about the Smart Ops Release. Punch Edits enables Admin Users to update necessary clock in or clock out times as well as job codes directly from...
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Scheduling: Schedule Writeback

Schedule Writeback is an add-on feature that prevents Employees from clocking in early and provides your Organization more control over Labor costs. Once Schedule Writeback is enabled and a designated POS Grace Period is set, Schedules that are created in ...
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Break Rules Groups Management

The Break Rules Groups Management page is where all Break Rules can be set up to comply with any Company Policy and/or State Laws for Employee breaks by Location. Once set, these Break Rule Groups will then be applied to the Schedule Calendar. If ...
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