Workforce General & Setup : Support Center

How can we help you today?

Frequently Asked Questions

General FAQs 32

Accounting FAQs 58

Inventory FAQs 11

Labor FAQs 7

Reporting FAQs 18

R365 Hire FAQs 18

Restaurant365's Post Covid-19 Tool Kit 8

Release Notes

Product Release Notes 16

Support Center Updates 14

Getting Started

Operations Onboarding 8

Accounting Onboarding 9

System Setup 17

Legal Entities & Locations 13

Users & Security 26

Reporting Setup 12

Beginning Balances 3

Training by Role 3

General 28

Exporting Data from QuickBooks® 9

Adoption Journey

Building Great Habits 9

Maintaining and Analyzing Data 3

Accounting

Accounting Onboarding Resources 5

Accounts Payable 23

Accounts Receivable 11

General Ledger 22

Banking 23

Bank Accounts & Checks 10

Budgeting 7

Daily Sales Summary 14

Journal Entries 10

Vendors & Customers 6

Documents to Process 11

Fixed Assets 16

AP Imports & AP Automation 8

R365 Payments Service 10

Printing Checks & Check Runs 16

Workflows 6

Year End 4

Operations

Operations Onboarding Resources 2

Smart Ops General 12

Purchased Items 29

Vendor Items and Orders 11

Recipes 7

Inventory Counts 18

Transfers and Waste Logs 9

AP Invoices and Credit Memos 11

Daily Sales 13

Forecasting 8

Manager Log 9

Commissary 15

Prep Logs 4

Smart Safes 0

Labor and Scheduling

Scheduling 13

Team 8

Employees 19

Manager Tools 7

Labor Admin 19

R365 Mobile

R365 Red App General 15

Scheduling: Manager Training 4

Scheduling: Employee Training 6

Inventory 8

Manager Log 3

Accounts Payable 3

My Pay 2

Workforce and Hire

Workforce General & Setup 9

Workforce R365 Payroll 14

Workforce Team 14

Workforce Employee Self Service 3

R365 Payroll End Of Year 4

Hire Recruiting Module 31

Hire Onboarding Module 23

Reports and Dashboards

Dashboards 10

Ad Hoc Reports 7

Custom Financial Reports 15

Reporting - Financial 2

Financial Reports 31

Vendors Reports 14

Banking Reports 12

Customers Reports 3

Sales Reports 14

Reporting - Operations 8

Operational Analysis Reports 12

Purchased and Inventory Reports 27

Recipe and Theoretical Reports 2

Labor Reports 27

Commissary Reports 8

R365 Intelligence 3

Integration Documentation

POS Integration 23

POS Systems 2

EDI 8

FTP Site 4

R365 API 3

Other Integrations 1

APS Payroll

General 19

Employee Console 5

Payroll Console 4

Human Resources Console 15

Payroll Reporting Console 9

APS Payroll: Year-End Procedures 10

Restaurant365 Certifications

Overview 1

Other Articles

Franchising 6

Catering 14

Catering Reports 5

Classic Manager Log 12

Channel Partners 7

Advantage Migration 3

Webinars 1

System-Wide Updates 5

Reference Only 2

Workforce General & Setup

Workforce Settings

This article is part of the R365 Payroll release. The Settings page is where currently-configured settings...

Feb 10, 2023 11:40

Workforce: Policies

This article reviews the Policies page within Workforce. Here, Users can view and edit the active PTO Policy and Hol...

Mar 23, 2023 14:29

Workforce Policies: Creating a PTO Policy

This article reviews creating a PTO Policy for Workforce. Here, Users can configure which Employees accrue PTO and a...

Mar 23, 2023 14:30

Workforce: Departments

This article reviews the 'Departments' page for Workforce. Here, Users can assign Employees to Departments f...

Mar 23, 2023 14:30

Workforce - HR Support Center

The HR Support Center is part of R365 Payroll. The HR Support Center takes the guesswork out of HR and com...

Feb 10, 2023 11:40

Workforce Documents: Overview

This article reviews the 'Documents' page for Workforce. Here, Users can view, add, and delete HR Documents....

Feb 10, 2023 11:37

Workforce: Time Off

This article reviews the Time Off page within Workforce. Here, Users can add, review, approve, and decline PTO Reque...

Feb 10, 2023 11:37

Workforce Documents: Signed Documents Folder

This article reviews the Signed Documents folder within the Documents page for Workforce. Here, Users can manage upl...

Feb 10, 2023 11:37

Workforce: Salaried Employees

This article reviews the Payroll process for Salaried Employees within Workforce. Within Workforce, any Employe...

Feb 10, 2023 11:37

2023 Copyright Restaurant365, LLC. Restaurant365® is a registered trademark of Restaurant365, LLC

Chat With Us