Employees & Team Members

Employee Setup
The Employee record allows you to manage Employee details such as Employee Name, Contact Information, Employee Photo, and Scheduling Availability. This record is created automatically after the POS Integration has been completed.  Each Emplo...
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Employee Record
The Employee Record has various tabs to enter and review information about the Employee as described below.  Click here for more information on the initial Employee Setup. General tab This tab contains most of the information you setup f...
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Employees: POS Employee Records
During POS import, R365 creates two records for each Employee in your POS System.  These two records are automatically linked to each other.    POS Employee Record  Employee Record The POS Employee record is linked to the Employee Re...
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Employees: Merge Employee Records
The majority of records that reside in Restaurant365 can be updated via the Import Tool. When performing bulk updates, the Import Tool typically references a record based of the 'Name' value on the record. When making updates to Employe...
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Employees: Update Employee Records
To perform a Bulk Update on Employee Records, navigate to 'Employees' under the 'Labor' listing in the 'Operations Module' to locate the Employee Table.   Note: Make sure to perform any Employee Merges prior t...
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Employees: Employee App Access
Granting Employees access to the R365 Mobile App and limited-use portals of R365 is a simple process.  Once the Employee record has been imported from the POS via the POS Integration (or manually created), the record can be granted '...
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Employees: Access to Scheduling
Restaurant employees can access their own schedule and make requests such as time off and shift trades through the mobile app or a web browser. For Locations that use V1 Scheduling, Employees are setup to access both the mobile app and web ap...
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Job Record
Jobs are used in various ways in R365.  They are assigned to Employees and used by the Scheduling Module.  Jobs are also used in conjunction with the POS Integration to track Employee Punches which make up the Labor Accrual Journal Entry. Ea...
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