The Employee Record has various tabs to enter and review information about the Employee as described below. Click here for more information on the initial Employee Setup.
This tab contains most of the information you setup for the Employee such as Name, Contact information, Primary Location, and Preferred Contact Method
* indicates information that is typically imported from the POS
1) Picture - To store an image of the Employee click the 'Upload Picture' button and browse to the image on your computer. This image will show in various places in the application including the Scheduling screen
2) Name* - Enter the full name of the Employee
3) Employee Birthday - Set the Employee Birthday to view Birthday indicators on the Manager Log Calendar View
4) Payroll ID - Enter the payroll ID for payroll punch exports via 'My Reports'
5) Address* - To set the address, click the Change Address button to open the address popup form where you can set the address
6) Primary Location - Select the primary Location for the Employee
7) Hire Date* - Informational only
8) Preferred Contact Method - This setting will determine how the Employee receives notifications from R365, including shift alerts, announcements, and Manager Log alerts. Contact method options are Text, Email, or Both Text & Email
9) Email Address - Set the email address, a required field
10) Mobile Phone # - Enter the phone number, required if allowing text messaging
- Note: Ensure that the phone number is formatted as XXXXXXXXXX
11) Allow Text Messaging - Check 'Yes' if the Employee will receive text message updates for Password resets, Scheduling Announcements, ect or not. If 'No' is selected, these updates will be sent to the User's listed email address
12) Break Waiver - This is used in labor break violation calculations as described in Break and Shift Violation training
13) Inactive - Check this box to deactivate this employee record and suspend access to Restaurant365
14) App Access - Check this box to automatically create a User profile for this Employee and assign them the 'Employee App Access' Security Role. The Employee access to the system, including their Location access and access to Manager Log, would then be managed and updated on their User record. Click here for more information on User Location & Security Roles. Click here for more information on Employee App Access
15) R365 Messaging - This will default to 'Yes' when R365 Employee Messaging is enabled on the Location record. However, if an Employee feels uncomfortable participating or if they are banned from messaging due to inappropriate messaging, selecting 'No' will prevent them from accessing and using Employee Messaging on the R365 Red App
16) Upload File - Add other attachments if needed, such as signed copies of employment agreements, break waivers, etc,from here
Restaurant Managers can record Employee Notes that will be listed on this tab. Employee Notes can be for a myriad of reasons such as 'No Show', 'Late for shift', 'Exceptional Service' etc.
Notes can be entered using the following:
- DSS: Labor tab - Select the Employee, then type up the Employee Note and click 'Save Note'
- Manager Log: Daily Overview Labor - same as above
- Manager Log: Note - Employee - hover over the Manager Log menu, select 'Note', then choose 'Employee'
This list shows all the detailed labor punches when this Employee has clocked in and out of the POS and at which Location(s).
This tab displays all the Locations where this Employee record exists on a POS.
This tab is used in the Scheduling module to help the Restaurant Manager or Scheduler determine when to schedule the Employee. This is where you specify the general availability for the Employee for each day of the week. Options are 'Available All Day', 'Unavailable All Day', or specific start and end times of availability.
Setting this won't prevent the Employee from being scheduled at these times but they will show up on the schedule as a visual flag for the scheduler to take into account when assigning shifts.
On this tab you can see and manage which Jobs are assigned to this Employee. To add a Job, select it from the fields above the grid and click 'Add'. To delete a Job, click the trash can icon on the row that should be removed. Jobs that are excluded from the schedule will have '(inactive)' listed after the Job Title.
The Rating field is used in Scheduling so that you can set that a specific shift must be filled by an employee with a certain rating (i.e., only 4 star or above Bartenders can work the Friday night shift). You can use this to limit the possible employees who can work that shift based on the rating.
Ratings can be easily managed by clicking the appropriate stars on the row next to each Job. Star ratings are not visible to Employees, but are visible to the 'Scheduler' role.
This tab shows which Job Responsibilities this Employee has. You can add them by selecting from the drop-down above the grid and clicking the 'Add' button and can remove them by clicking the trashcan icon on the row you want to remove.
Job responsibilities allow you to break a Job down into more detailed responsibilities/qualifications/certifications. You can then assign these Responsibilities to only certain Employees. When creating shifts in Scheduling you can specify what responsibility the Employee must have in order to fulfill that shift. This will limit which possible Employees can be selected.
For example if you have a job called 'Cook' and you want to schedule one 'Cook' shift for the grill and another for the fryer, then 'Grill' and 'Fryer' could be setup as Responsibilities, and assigned to the specific Shifts. Any Employee that has the Job title, as well as the Responsibility would be available to assign to that Shift. Click here for more information on Job Responsibilities.