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
Create a Schedule of Shifts without any Employees assigned
Save as a Scheduler Template once complete for easy Scheduling in the future
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 is a great starter!
Setup your restaurant's Request Cutoffs
Track overtime in R365 rather than your POS with User-created Overtime Rules 
Explore Additional Labor Rules to help with compliance
Create Departments to break down goals and division of Labor even more
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: