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...

The Employee Record has various tabs to enter and review information about an Employee. When created, Employee records are stored in the Employees listing and are linked out from the User record. Employee records can be updated as needed over tim...

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...

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...

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...

Granting Employees access to the R365 Mobile App and limited-use R365 portals is a simple process. Once the Employee record has been manually-created or imported from the POS via the POS Integration, the Employee can be granted 'App ...

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...

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...

When an Employee is marked as 'Inactive', they no longer have access to the system. It is highly recommended to never delete an Employee record but rather to mark them as 'Inactive' so that the Employee record is saved in R365...

Note: POS Account Rules can be set up to map new and unmapped Job Titles brought in from the POS. Click here to learn about POS Account Rules. Job Titles offer an optional labor accrual tracking feature to POS integrations to Restaurant365. ...