Jobs can be marked as excluded from the Schedule and/or from the POS Import from within the Job Form. Jobs that are excluded from the Schedule are often removed if they are outdated or a higher level position. Jobs are often excluded from POS Import so that they do not have an impact on Labor Accruals in R365.
Learn more about both of these options below.
Exclude From Scheduling
Once a Job is excluded, the Job will not be available for selection when creating or editing shifts, and any published shifts associated with that Job will not be copied when Schedules are copied.
Important Note: When the 'Exclude From Schedule' setting is enabled for a Job, 'unpublished' Shifts for that Job will be removed from the Schedule Calendar.
|To help declutter the Schedule Calendar, it is recommended to exclude 'Administrator' Jobs and Jobs that are no longer used/scheduled.|
Exclude From POS Import
Jobs that have 'Exclude From POS Import' checked on their Job record is often for Jobs that need to be scheduled but not have their Labor data polled from the POS. This is often selected for Jobs that are not directly related to the restaurant itself, such as an IT Manager who will need to be scheduled to come in but paid separately from the normal Payroll.
Exclude From Schedule and POS Import
At times, certain Jobs may be created in R365 that should be marked as excluded from both the Schedule and POS Import since often times they are more so for informational purposes. These Jobs may be more general, such as 'Marketing', 'Tech Admin', 'Headquarters', or 'Drawer'.
To exclude these Jobs, ensure to check both the 'Exclude From Schedule' and 'Exclude From POS Import' boxes and save the record.