Employee Setup

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 Employee record represents an Employee that has been entered in to your POS Systems.  As Employees may work at several of your Locations, there is a possibility that some of the Employee records are duplicate entries.  These records will need to be merged in order to properly use the Scheduling and Manager Log modules.  Click here for more information on Merging Employee Records.  Please refer to the Employee App Access article for more information … Continued
Scheduling: Scheduled Now View

Scheduling: Scheduled Now View

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   The Scheduled Now view is designed to give a quick list of which employees are scheduled to be working right now.  You can also change the date and time to see which employees will be working at other times as well.  For a more detailed view of the schedule, go to the Schedule form instead which will show the full schedule. This is accessed by going to Scheduling – Scheduled Now in the left hand navigation pane and the view will be … Continued
Scheduling: Requests

Scheduling: Requests

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   In the scheduling module employees and managers can communicate about requests for shift trades, drops, time off, and claiming an unassigned shift.  This can be done both in the mobile app and from the web browser.  Each function will be described below and differences between mobile and web will be pointed out. Request alerts are sent view email or text or both, depending on the Preferred Contact Method field on the employee record.  For manager alerts, the employee who receives those is the person … Continued
Employee Access to Scheduling

Employee 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 as described below:   How to Setup Employees to Access Scheduling Features Employees are setup to access both the mobile app and web application with these same steps: Open the Employee Record and complete all of the required fields, including the ‘Preferred Contact Method’ Click the ‘App Access’ check box and save the Employee Record Press the ‘Send Temporary Password’ button to send an email or text to the Employee with a temporary password and … Continued
Employee Record Updates and Merge via Import Tool

Employee Record Updates and Merge via Import Tool

The majority of records that reside in Restaurant365 can be updated via the Restaurant365 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 Employee Records, the ‘EmployeeId’ value is the key mapping value, as opposed to the ‘Name’ value. It is common for employees to work at multiple Locations, and therefor have multiple/duplicate Employee Records imported from multiple POS systems.  These records must be merged in to a single master record for correct employee identification throughout Restaurant365. Employee Merge and Employee Updates are two … Continued
Scheduling: Calendar View

Scheduling: Calendar View

  The Schedule screen in the Scheduling Module is a Calendar with Weekly or Daily views of the Schedule.  From this screen Employee Shifts can be managed in a simple drag and drop form.  To access this form navigate to the Scheduling Module, then select ‘Schedule’ in the left hand navigation pane.  The Schedule Calendar will be shown in the center portion of the screen.  The elements of this window are described below. Header Fields There are several selectors and buttons located in the Header that allow the User to select which Schedule to view and how the Schedule will be … Continued
Scheduling: Job Responsibilities

Scheduling: Job Responsibilities

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Job Responsibilities allow you to put more detailed qualifications on a job and specify which employees have those qualifications.  Then when assigning shifts you can tell which responsibilities/qualifications are required and limit which employees are eligible for that shift.  These can be used in a number different ways including to record certifications and skills for specific employees that pertain to specific jobs. For example if you have a job called Cook but schedule where one shift is working the grill and another … Continued
Employee App Access

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 ‘App Access’ by clicking the ‘App Access’ checkbox on the General tab of the record.   Granting App Access Checking this box and saving the record makes several things happen throughout R365.  We will demonstrate each in sequence:   1) Temporary Password Upon reloading the page, the ‘Send Temporary Password’ button appears next to the ‘App Access’ checkbox. This … Continued
Scheduling Overview & Security

Scheduling Overview & Security

  Overview The Scheduling module is a full scheduling software to manage Employee schedules.  There are two separate functions within the Scheduling module in Restaurant365: Manager functions: Restaurant Managers can create the schedule, send out text/email alerts to Employees for Scheduled Shifts, alert Employees of Open Shifts, manage Employee info (including uploading pictures and availability), sending out Announcements to Employees, and review the ‘Schedule vs Actual’ reports. Employee functions: restaurant Employees will most commonly access the Scheduling module through the R365 Mobile app.  Employees will also have access to a limited-use ‘Employee Portal’ that is accessed using a web browser.  Employees can check their … Continued
Published Schedule Push to POS (Select POS Systems Only)

Published Schedule Push to POS (Select POS Systems Only)

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module   Published Schedules can be ‘pushed’ back to the POS System up to 1 business day in advance.  Once a Schedule has been Published in R365, the Scheduled Shifts will be pushed back to the POS during the nightly DSS poll.  With the Shifts automatically entered in to the POS, settings can be placed on the POS to restrict employees from clocking in before their scheduled shift.  Typically the time window is set for 10 minutes.  R365 does not support these POS Settings and any … Continued