My Reports Overview

My Reports Overview

  Overview My Reports is the home to all reports in Restaurant365.  Reports are sorted and displayed on tabs that group the reports together, including User defined ‘Favorites’.  In order to view or access any report, a User must first be assigned to a Report Role that contains the specific Report.  Users will not be able to view, or run, any Reports that are not part of that Users’ Report Role.  Report Roles can be created and managed by an administrator and can be assigned to as many or few Users as needed. Security Users with the security role of … 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
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
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