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...
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Scheduling: Schedule Calendar

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. The Schedule screen in the Scheduling Module is a Calendar with Weekly or Daily views of the Schedule that can be filtered by Employ...
07:39

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Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action.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...
08:08

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 ...
05:12

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...
07:35

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,...
08:08

R365 Employee Messaging

This article is part of R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling. Through R365 Employee Messaging, Employees can send messages to each other through the R365 Red App about shift updates, trading shi...
08:48

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...
08:08

Scheduling: Managing Requests in the R365 Red App

Managers are able to answer Employee requests via the R365 Red App. Once a request is made, the Manager will be automatically alerted by a push notification that, when tapped, will open directly to the request. Open Requests and current Announcements ar...
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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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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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Employee Record

The Employee Record has various tabs to enter and review information about an Employee. When created, Employee records are stored in the Employees listing and are linked out from the User record. Employee records can be updated as needed over time to refle...
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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 ...
10:39

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...
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Employees: Merge Employee Records

The majority of records that reside in Restaurant365 can be updated via the Import Tool. When performing bulk updates, the Import Tool typically references a record based of the 'Name' value on the record. When making updates to Employee Records,...
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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 Employee Table.   Note: Make sure to perform any Employee Merges prior to performi...
07:48

Employees: Employee App Access

Granting Employees access to the R365 Mobile App and limited-use R365 portals is a simple process. Once the Employee record has been manually-created or imported from the POS via the POS Integration, the Employee can be granted 'App Access...
08:32

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 res...
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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 E...
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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 T...
09:01

R365 Scheduling for Employees Overview

R365 Scheduling and the R365 App (Red) is your One-Stop App for all things related to your Work Schedule!  Through the R365 App (Red) you'll be able to do the following: View the entire Schedule at each Restaurant you work at View your upcomin...
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R365 Red App

The R365 App (Red) is available for iOS and Android devices. Click here for R365 Scheduling Employee Training and here to learn about the differences between the R365 Red App and the R365 Classic App (Black). Downloading the App App Store ...
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Logging in to the R365 App (Red)

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training Logging In to R365 Your Restaurant Manager will setup your User Profile in R365 Sch...
08:22

R365 Red App: Viewing the Schedule and Your Upcoming Shifts

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training Return to the Previous Training Article: Logging in to the R365 App Dashboard Scre...
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R365 Red App: Making Schedule Requests (Trade / Offer / Claim / Time off)

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training Return to the Previous Training Article: Viewing the Schedule and Your Upcoming Shifts ...
07:05

R365 Red App: Updating Your Availability

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training  Return to the Previous Training Article: Making Schedule Requests Your Profile You...
08:22

R365 Red App: Updating User Passwords

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training  Return to the Previous Training Article: Updating Your Availability Your Profile ...
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Labor Reports Overview

Labor Reports allow a User to view data that can enhance and forecast the productivity and scheduling of employees. Analyzing these reports can track employees and help determine how labor has impacted Sales.   Navigation To access My Reports...
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Academy Progress Report

The Academy Progress Report allows the User to view the progress of an Employee through the R365 Academy. This tool is an easy way for Managers to track Employee's knowledge of navigating R365. In selecting specific parameters, a Manager can see ...
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ADP Alternate Export

The ADP Alternate Export is similar to the ADP Workforce Export in that it runs R365's system to produce a listing of all Employee IDs, Pay Rates, Labor Hours, and more used for Payroll Processing. Rather than simply listing out these details, th...
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ADP Workforce Export

The ADP Workforce Export will run R365's system to produce a listing of all Employee IDs, Pay Rates, Labor Hours, and more for a specific date range that can be sent to ADP for payroll processing. This export is only beneficial for Users who have...
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Daily Roster Report

The Daily Roster Report shows a listing of the Employees schedule to work for a chosen Daypart or AM/PM Shift. From this report, Managers can view who will be working as well as their accumulated weekly and overtime hours. This can help guide Managers...
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F9 Segment Descriptions

The F9 Segment Descriptions Report is a resourceful tool for F9 Customers who want to transfer data into F9 for further Financial Reporting. GL Account, Legal Entity, and Location information is included in this report. Due to the required data fi...
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Labor Actual vs Scheduled

The Labor Actual vs Scheduled Report displays the Actual Labor versus the Scheduled Labor for a selected Location and date range. This report is one way to view how successful a forecasting of labor was for a specific period of time. Navigation ...
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Labor Actual vs Scheduled - Detail

The Labor Actual vs Scheduled - Detail Report displays a thorough review of the labor, including Employee names connected to their job title and the actual date connected to each piece of data. Analyzing a more detailed report can help the User analyz...
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Labor Actual vs Scheduled - Punch Details

The Labor Actual vs Scheduled - Punch Details Report runs the numbers for every Employee's labor punches in a chosen period of time. With this report, a User is able to understand the variance of labor more in regards to the actual punch details ...
13:54

Labor Break and Split

The Labor Break and Split Report displays all the break violations for employees. This can be beneficial in keeping track of consistent violations and / or making sure employees are following break requirements. Navigation To navigate to the ...
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