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:
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✔ | 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 |