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    R365 Scheduling Quick Start Guide
    • 01 Aug 2024
    • 1 Minute to read
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    R365 Scheduling Quick Start Guide

    • Dark
    • PDF

    Article summary

    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 Forecast for the current period.

    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 Writeback 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:


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