Workforce Settings: Account Page

This article reviews the settings on the 'Account' page. Here, Users can update the Funding Account and view the Pay Cycle and Employee Classification settings for a Payroll Company. Article Topics Navigation Funding Account Changing Fun...
15:47

Workforce Settings: GL Account Mapping

This article reviews the GL Account Mapping page for Workforce. Here, Users can map R365 Payroll expenses and liabilities to existing GL Accounts. When a Pay Run is approved, Payroll Journal Entries are automatically created in R365 Accounting. The GL ...
10:08

Workforce: Policies

This article reviews the Policies page within Workforce. Here, users can view and edit the active PTO Policy and Holiday Policy.  The PTO Policy will determine how much paid time off is accrued by employees and which employees are eligible to accrue pa...
08:59

Workforce: Departments

This article reviews the 'Departments' page for Workforce. Here, Users can assign Employees to Departments for reporting purposes. Navigation First, navigate to Workforce, then click 'Departments' in the left navigation m...
14:30

Workforce - HR Support Center

The HR Support Center is part of R365 Payroll.  The HR Support Center takes the guesswork out of HR and compliance. Users will have access to a collection of HR resources to assist in keeping your organization on track, including:  HR Complian...
11:40

Workforce: Payroll Documents Overview

This article is an overview of payroll-related documents that have been uploaded to Workforce.  Article Topics: About Payroll Documents Signed Documents Payroll Company Tax Filing Receipts Employee Tax Forms Garnishment Remittance Documents W2s ...
08:30

Workforce: Documents Page

This article reviews the 'Documents' page for Workforce. Here, Users can view, add, and delete uploaded documents. Article Topics: Documents Page Buttons and Fields Uploaded Documents Documents Page Buttons and Fields Fi...
17:12

Workforce Documents: Signed Documents Folder

This article reviews the Signed Documents folder within the Documents page for Workforce. Here, Users can manage uploaded Documents that require electronic signatures from Employees. Signed Documents Overview Employees can be required to electroni...
11:37

Workforce: Salaried Employees

This article reviews the payroll process for salaried employees within Workforce.  Article Topics Salary Jobs Salary Job Permissions Excluding Salaried Employees from the Smart Ops Earnings Export Hire Dates and Termination Dates Expected Weekl...
15:26

Workforce Locations: Overview

This article reviews Locations within Workforce. Here, Users can create, edit, and archive Workforce Locations. Locations in Workforce are utilized for various R365 Payroll purposes, such as determining tax forms for Employees, calculating taxes f...
10:10

Workforce: Pay Runs Overview

This article is an overview of pay runs within Workforce.  Article Topics Overview Security Pay Run Pages Payroll Overview Page Pay Run Details Page Payment Details Page One-Time Payments Other Areas and Reports Related to Pay Runs Sma...
09:53

Workforce Payroll Process Overview

This article is an overview of the steps needed to complete a full Pay Run, including reviewing and approving associated Journal Entries.  Step Pay Run & Paycheck Run Journal Entries 1 Pay Run is created System Generated Pay Runs are automa...
09:54

Workforce: Payroll Overview Page

This article reviews the new Payroll Overview page within Workforce. This page is only available for early adopters. Documentation for the classic Payments Overview page can be viewed here. On the Payroll Overview page, users can view, calculate, and a...
16:38

Workforce: Calculating and Approving a Pay Run

This article reviews calculating and approving pay runs on the Payroll Overview page within Workforce. Documentation for approving payments from the classic Payment Overview page can be found here.  Article Topics Calculating a Pay Run Reviewing a C...
08:23

Workforce: Pay Run Details Page

This article reviews the Pay Run Details page within Workforce. Here, users can review the employees included in a pay run, as well as any associated errors.  Article Topics: Navigation Pay Run Details Grid Download Details Payments With E...
08:17

Workforce: Payment Details Page

This article reviews the Payment Details page within Workforce. Here, users can view and edit details for a single payment within a pay run. Article Topics: Navigation Header Gross Earnings Section Earning Groups: Gross Earnings Columns: Ad...
16:48

Workforce: Sending Employee Earnings from Smart Ops

This article reviews exporting employee earnings from Smart Ops to a pay run within Workforce.  Article Topics Overview Including Tips Excluding Salaried Employees Earnings From Labor Rules Preparing for Export DSS Review - Daily Labor How to...
09:52

Workforce: One-Time Payments

This article is an overview of one-time payments within Workforce pay runs. This article covers: One-Time Payment Overview Security Grouping One-Time Payments Tax Options One-Time Payment Form Fields Descriptions Payment Details Add Employees G...
08:21

Workforce: Creating a One-Time Payment

This article covers the steps to create a one-time payment within Workforce.  Article Topics Action Buttons For the Create Payment Form Create a One-Time Payment Steps Open a Create Payment Form and Enter Payment Details Add Employees and Earning ...
08:26

Workforce: Edit a One-Time Payment

This article reviews editing one-time payments within Workforce.  Article Topics Action Buttons on the Edit Payment Form Editing a One-Time Payment with the Edit Payment Form Editing a One-Time Payment from a Payment Details Page Action Butto...
08:22

Workforce: Paycheck Runs Page

This article reviews the Paycheck Runs page for R365 Payroll. Here, Users can review and create Paycheck Runs, print Paychecks and/or Paystubs, and void Paychecks.  The Paycheck Runs page displays all 'Pending' Paycheck Runs that have been crea...
09:42

R365 Payroll Paycheck Runs: Paycheck Run Details

This article reviews the Paycheck Run Details sidesheet that is part of Paycheck Runs for R365 Payroll. Here, Users can review the details for the selected Paycheck Run and print the Paychecks and Paystubs contained in the Paycheck Run.  The Paycheck R...
09:43

R365 Payroll Paycheck Runs: Manually Print Paychecks and Paystubs

This article reviews the process for manually printing Paychecks and Paystubs within Paycheck Runs for R365 Payroll. Once Paychecks have been printed, they cannot be reprinted. However, Paystubs can be printed for any already printed check. Paychecks a...
09:44

R365 Payroll: Print & Ship Paychecks

Print & Ship is an add-on feature for R365 Payroll that facilitates the printing of physical Paychecks and/or Paystubs in bulk. The printed Paychecks and/or Paystubs are then shipped to the associated Location for distribution to Employees.  Contact ...
15:30

R365 Payroll Paycheck Runs: Creating Paycheck Runs

This article reviews the process for manually creating Paycheck Runs within R365 Payroll.  When to Manually Create Paycheck Runs  When a Pay Run is approved, an associated Paycheck Run is automatically generated. If an issue within a Pay Run preve...
09:02

Workforce: Employees Page

This article covers the Employees page for the Workforce Module. If Workforce is not enabled, please refer to the documentation for the Smart Ops Employees Page.  The Employees page is where all active and inactive Employees are listed. Here, U...
10:14

Workforce Employee Record: Overview

This article is part of the Workforce Employees page. If Workforce is not enabled, please refer to the Smart Ops Employee Record. The Employee Record holds all employee information and communication settings for an employee. All Employee Records can be...
15:36

Workforce Employee Record: Summary Tab

This article reviews the Summary tab on Workforce Employee Records.  The Summary tab contains quick reference information for the employee. If workflow approvals have been configured for employees, the Requests section allows users to review and approv...
13:33

Workforce Employee Records: Basic Info Tab

This article covers the Basic Info tab of Workforce Employee Records.  For more information on the layout and features of the Basic Info tab within Smart Ops, please refer to the Smart Ops Employee Record: Basic Info Tab article.  Note: If 'POS&...
15:24

Workforce Employee Record: Employment Tab

This article is part of the Workforce Employee Record.  For more information on the layout and features for the Employment Info tab within Smart Ops, please refer to the Smart Ops Employee Record: Employment Tab article.  The Employment tab contains...
11:49

Workforce Employee Records: Payroll Tab

This article covers the Payroll tab, which is part of Workforce Employee Records.  The Payroll tab contains payroll-related information and configurations. This tab is only displayed after the employee has been onboarded to payroll.  Here, users ca...
13:00

Workforce Employee Records: Direct Deposit Sidesheet

This article covers the Direct Deposit sidesheet, which is part of the Payroll tab for Workforce Employee Records. Here, users can view and edit the direct deposit accounts for the selected employee.  Article Topics: Direct Deposit Accounts Over...
17:33

Workforce Employee Records: Deductions and Benefits Details Sidesheet

This article covers the Deductions and Benefits Details sidesheet, which is part of the Payroll tab of Workforce Employee Records. Here, users can view and edit the deductions and benefits for the employee.  Article Topics Deductions and Benefit...
14:24

Workforce Employee Records: Taxes Tab

This article covers the Taxes tab, which is part of Workforce Employee Records. Here, users can view and edit the employee's tax elections.   Note: This tab is only displayed after the employee has been onboarded to payroll. Important Note: While...
16:24

Workforce Employee Record: Time Tab

This article reviews the Time tab on Workforce Employee Records.   For more information on the layout and features of the Time tab within Smart Ops, please refer to the Smart Ops Employee Record: Time Tab article.  The Time tab contains information ...
09:01

Workforce Employee Self Service: Overview

This article is part of the R365 Red App My Pay Employee Self Service portal and covers the desktop version of My Pay.  The Workforce Employee Self Service Portal allows Employees to view their My Pay information via a desktop browser. This includes th...
09:27

Workforce Employee Self Service: Onboarding

This article is part of R365 My Pay Employee Onboarding. If necessary, Employees can start the Employee Onboarding process via the desktop version of the Employee Self Service portal.  When logging in for the first time, Users will be prompted to begin...
16:59

Workforce Employee Self Service: Payment Methods

In R365 Workforce Employee Self Service Onboarding, Employees have the option to select a Payment Method. Payment Methods and Pay information  can later be edited.  Payment Method Selection In Onboarding, Employees may have the option to select to ge...
08:54

Workforce: Year End Tasks and Timeline

This article reviews the tasks for end-of-year payroll processing within Workforce. Article Topics End-of-Year Timeline November - Mid-December December: Final Pay Run of 2023 (Dec 16th - 27th) December: After the Final Pay Run of 2023 (Dec 17th -...
13:03

Workforce: Year End Checklist

This article reviews the Year End Checklist page within Workforce. Here, users can track tasks related to end-of-year payroll processing and employee W-2s.  Article Topics: Navigation & Security Navigation Security Year End Checkl...
08:40

Workforce: Employee W2s

This article is an overview of managing employee W2s within Workforce. Article Topics: Paperless W2s W2s in the Employee Self-Service Portal W2s on the Employee Record W2 EOY Process Paperless W2s Instead of a paper copy, employees may choo...
09:02

R365 Hire Overview

R365 Hire enables restaurant Organizations to custom-design and track their Hiring Process from the point a Job is posted to when a New Hire has completed Onboarding. Each Organization can create their own unique Careers Page where Jobs are listed and...
16:25

R365 Hire: Recruiting Dashboard

The Recruiting Dashboard shows a high level overview of account activity, including New Applicants, Applicants in Progress, Active Jobs, and Jobs that need to be refreshed. Upcoming Interviews as well as an Applicant Flow chart will be displayed to show an...
09:04

R365 Hire: Jobs Listing

The Jobs listing includes all Jobs created, which can be filtered by Job Title, Location, Status, and more. From this screen, all details that correspond to a Job posting can be edited, refreshed, shared, and marked as closed. The Jobs listing is locat...
09:03

R365 Hire: Applicants Listing

The Applicants listing includes all Applicants, the Job they applied for, the Location, their current hiring status, and more. Clicking on an Applicant's name will display a more detailed look into their Application details, allowing for any necessary ...
15:25

R365 Hire: Reports

R365 Hire Reports are available for both the Recruiting and Onboarding modules. Each module uses a range of variables to assess all aspects of their respective processes. Custom reports can be created and saved for a more accurate look into enhancing both ...
09:01

R365 Hire: Contacting Applicants

An Applicant can be contacted by either text message or email at any point in the Hiring Process. Initiating one of these two contact methods can be done easily through the Applicant Quick Menu or the Applicant's Profile.  Navigation Contac...
11:20

R365 Hire: Message Templates

  When reviewing and communicating with multiple Applicants at one time, using Message Templates allows an easier and faster way to initiate contact at any point in the Hiring Process. Users can work more efficiently by simply clicking the desired Mess...
11:26

R365 Hire: Hiring Process

Hiring Processes are hiring workflows that help to structure the steps of each unique Hiring Process. The system displays default Hiring Processes that can be updated to better reflect the organization's hiring workflow. It is recommended to adapt thes...
08:58

R365 Hire: Hiring Steps

Hiring Steps help determine the hiring workflow for the Human Resources Team. These steps can be uniquely organized for each Job or to better reflect the Organization's overall Hiring Process via the Hiring Process window in System Settings.  Users...
08:58

R365 Hire: Posting a Job

Posting a Job can be done easily through the Jobs listing. This article reviews how to create a new Job and the individual sections that detail the Job Description, Hiring and Onboarding Processes, and the Job Status. Create a New Job To create a ...
11:55

R365 Hire: Onboarding Dashboard

The Onboarding Dashboard is the landing page of the Onboarding module. On this screen, a listing of all New Hires that are currently being onboarded are displayed along with direct actions to assign them a checklist, contact them, and edit their Employee r...
15:51

R365 Hire: Onboarding Checklists

Onboarding Checklists dictate the tasks that are assigned to the New Hire and their direct Manager while the New Hire is in Onboarding. These tasks may include forms and are helpful for both Employees and their Managers to keep track of what they need to d...
12:28

R365 Hire: Checklist Categories

Custom Checklist Categories can be created to organize the different Onboarding Checklists created and saved in the Checklists listing. These categories are listed alongside the 'Onboarding' default category when creating a New Checklist.  Cre...
15:48

R365 Hire: Onboarding Defaults

Onboarding Defaults are the aspects of the Onboarding process that allow for a defaulted selection to be set. When entering the Onboarding details for a New Hire, fields that include one of the Onboarding Defaults will already be completed for the User.  ...
07:49

R365 Hire: Assign Tasks

Any Onboarding Checklists that need to be completed by either the Employee or their Manager must be assigned to the Employee. Once the necessary checklists are assigned to the Employee, the Employee and his/her Manager will receive an email notifying them ...
07:56

R365 Hire: Editing Checklists

Both Employee and Manager Checklists can be updated at any time to reflect an updated process. To do so, Users will need to navigate to the Checklists listing, located in Account Settings. Click here to learn more about Onboarding Checklists. Edit Che...
13:51

R365 Hire: Cloning Tasks

Tasks can easily be cloned, or copied, for different Employees or Managers who may be in a different department but need to complete the same tasks. This can easily be done through the Checklists listing in Account Settings. Click here to learn more about ...
07:56

R365 Hire: Onboarding Notification Settings

The Notification Settings is where the content of a Welcome Email and instructions of the Hiring Manager email can be set and/or updated as needed for New Hires and their direct Managers. Additional notifications can also be set for completed tasks fr...
07:56

R365 Hire: Creating and Uploading Onboarding Forms

User-created Onboarding forms can be created and uploaded via the 'Forms' section of Account Settings. Additionally, Users can edit or delete any previously created forms and review the look of both Employee and Manager forms. Once completed, these...
07:57

R365 Hire: Employee Custom Fields

Employee Custom Fields are unique fields that provide additional details about each Employee hired through R365 Hire. These details are then included on the Employee record.  Creating Employee Custom Fields Navigate to Account Settings by cli...
07:57