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 of R365 Scheduling for your Restaurant Location:


Inactivate Employees that will not be scheduled in R365 (Salaried Employees, etc.)
Merge multiple records of the same Employee across Locations into one Employee record if that person works at multiple restaurants
Exclude Jobs from the schedule that will not be scheduled
Color code the remaining jobs for easy classification
Build a bank of Shifts without any Employees assigned
Save as a template once complete for easy Scheduling in the future
Add the role of 'Scheduler Approval' to any Manager that will be publishing schedules
Give Employees 'App Access' once you are ready for them to gain access to the R365 Red App



Want to tackle more advanced Scheduling? Follow this checklist in addition to the checklist above:


Navigate to the Location record and add the following:
  • Burdened Labor Estimates
  • Labor % Goal
  • SPLH Goal
  • Day Parts
Create a Sales Forecast for the current period. One of the Smart Forecasts are a great starter!
Setup your restaurant's Request Cutoffs
Create Departments to break down goals and division of Labor even more
Explore Minor Rules to help with compliance
Explore Schedule Enforcement add-on to manage Employee Punches more closely
Explore the Smart Labor module




Step 1: Setting up your Employees for R365 Scheduling




Step 2: Review Jobs and Job Responsibilities



Step 3: Setup Departments



Step 4: Announcements, Blackout Days, Events & Sites


Step 5: Building Your First Schedule


Step 6: Publishing Schedules



Step 7: Managing Employee Requests 


In the Browser:


In the R365 App: