This is a part of the Smart Ops Release. Click here to learn more about the Smart Ops Release.


Job forms are used in conjunction with the POS Integration to track Employee Punches, which make up the Labor Accrual Journal Entry. Each Job form is assigned to a GL Account for Labor Cost Assignment. Jobs are also assigned to Employees to assist in Scheduling.


Job forms can be created and updated from the Jobs listing of the Smart Ops Release, where all Job forms are stored.


Create a Job Form



Create a Job form by clicking the 'Create +' button in the top, right corner of the Jobs list page. A 'Job Form' sidesheet will then appear with multiple tabs that should be completed with Job information.



The header of the Job form includes three action items:

  •  - This will create the Job form
  •  - This will open the Help Menu, which includes multiple resources that can assist in creating a Job form
  •  - This will expand the modal to full screen. Clicking the minimizing icon that appears in its place will return the modal back to its original size
  •  - This will close out the modal without saving any changes made


General Tab



1) Title - The name of the Job in R365. If this Job was created by the POS Integration, this value will be populated with the same value found in your POS, but it can be updated as needed

2) POS ID - This is the ID of the Job according to the POS. Do not change this field

3) Location - The Location of the Job. Since each Location's POS will likely have a different Pay Rate or POS ID for the Job, each Location will need to have a Job form created for every Job. Click the Source Linkto view this Location record

  • Note: After the record is initially saved, the Location field will be read-only to all Users

4) GL Account - The GL Account that will debit Labor Accruals for this Job's Labor Punches. Common GL Accounts might include: 'BOH Labor', 'FOH Labor', or more detailed GL accounts, such as 'Line Cook Labor'

5) Department - The Department that this Job will reside under for Scheduling purposes

6) Job Category - The Job Category used for Employee demographics reporting on the EEO Report

  • Note: This field is only displayed when Workforce is enabled.

7) Tip Designation - If Tip Import is enabled for the Location associated with the Job (#3), this field will be active. Choose from the following Tip Designations:

  • Directly Tipped - Indicates that the Employee directly receives tips. Included on Tip Template. 
    • Note: This is the default Tip Designation for all Jobs when Tip Import is enabled. 
  • Indirectly Tipped - Indicates that the Employee receives tips though tip sharing. Included on Tip Template.
  • Non-Tipped - Indicates that the Employee does not receive tips. Excluded on Tip Template.
  • Salaried Non-Tipped - Indicates that the Employee does not receive tips and is salaried. Excluded on Tip Template.

8) Job Code - The Job Code name as defined in the POS. Do not change this field. If creating this Job manually, this field can be left blank

9) Job Type - The optional text field that can be used for further classifying and filtering a Job 

10) Description - A User-defined field that may be used to enter a more detailed description of the Job Title

11) Pay Rate - The default pay rate for this Job, which is used for scheduling Labor. Individual Pay Rates for each Job can also be assigned for specific Employees on the 'Employees' tab

12) Representing Color - The color this Job will show up as in the Scheduling Module. It helps to color code different Jobs as different colors so that at a quick glance, it is easy to see which Jobs are assigned on the Schedule 

13) Exclude From Schedule - When checked, this will hide the Job from appearing in the Scheduling module. This will then display the Job as 'Inactive' on the 'Jobs' tab of the Employee form for Employees who are assigned to this Job. Click here to learn more about the 'Exclude From Schedule' checkbox

14) Exclude from POS Import - When checked, the Job will not be excluded from import when contained in POS data.


12) Exclude From POS Import - When checked, this will exclude the Job from POS imports. This is typically used on manually-created Jobs or Management Jobs that should be excluded from Labor Accruals. Click here to learn more about the 'Exclude From POS Import' checkbox


Employees Tab


This tab serves to list all Employees assigned to this Job. Employees can be added or removed at any time.



1) Employee Selector - A listing of all Employees who are assigned to the Location selected on the 'General' tab

2) Employee Rating - A private star rating to rate Employees within their respective Jobs. To rate the Employee, simply hover over the stars to highlight them and then click the star that the Employee should receive. These ratings are not displayed to the Employee, but rather used in Scheduling so that Employees with a certain rating can be set for a specific shift

3) Pay Rate - The Pay Rate of the Employee in this Job, which will be imported from the POS where available. Employee Pay Rates will not be visible to Users with the Primary Role of 'Scheduler'. It is important to note that Pay Rates can be manually updated, but will not be used for reporting unless the Employee Master is set to 'R365'. If an individual Pay Rate is entered for an Employee here, it will trump the default Pay Rate entered on the 'General' tab

4) + Add - This will add the Employee, Employee Rating, and Pay Rate, if entered, to the grid below. This button will be grayed out until an Employee is selected 

5) Search Bar - This will search the listing for the characters entered

6) Filter - This will filter the listing for the selected criteria. When clicked, a modal will appear where details can be entered and applied to the grid. Filters can also be removed by clicking the trash can icon within this modal

7) Columns - This will enable the User to select the columns that should be displayed in the grid. Check or uncheck a column name to include or exclude it, respectively. Columns can also be reorganized by dragging and dropping the desired column's rearrange iconwhere needed


Once Employees are added to the grid, they can be easily removed by clicking the corresponding trash can iconat the end of the desired Employee row.


Responsibilities Tab


Responsibilities help to further classify a Job into more detailed responsibilities/qualifications/certifications. When scheduling Shifts in the Scheduling module, the Job Responsibility can be selected as required for a Shift to limit the Employees that are eligible for that Shift.


For example, if there is a Job called 'Cook' but schedule one Shift as working the Grill and another the Fryer, then 'Grill' and 'Fryer' can be setup as Job Responsibilities for the Job and then assigned to whichever Employees are qualified to do each Job Responsibility. On the Shift in the Scheduling module, a User can specify it will be for Job = Cook and Job Responsibility = Fryer. Only Employees with the 'Fryer' Job Responsibility qualification will then be able to be assigned that Shift. Click here for more information on Job Responsibilities.



1) Responsibilities Selector - A listing of all Responsibilities that can be selected for this Job

2) + Add - This will add the selected Responsibility to the grid below. This button will be grayed out until a Responsibility is selected 

5) Search Bar - This will search the listing for the characters entered

6) Filter - This will filter the listing for the selected criteria. When clicked, a modal will appear where details can be entered and applied to the grid. Filters can also be removed by clicking the trash can icon within this modal

7) Columns - This will enable the User to select the columns that should be displayed in the grid. Check or uncheck a column name to include or exclude it, respectively. Columns can also be reorganized by dragging and dropping the desired column's rearrange iconwhere needed


Once Responsibilities are added to the grid, they can be easily removed by clicking the corresponding trash can iconat the end of the desired row.