Scheduling Overview & Security

The R365 Scheduling Module is a complete scheduling solution to manage your labor workforce.  Unlike other Modules in R365, the Scheduling Module contains functions and features that are specific to two different classes of users: Manager functions:...
10:09

Scheduling: Schedule Calendar

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. The Schedule screen in the Scheduling Module is a Calendar with Weekly or Daily views of the Schedule that can be filtered by Employee,...
09:59

Schedule Calendar: Publish, Unpublish, and Alert Employees

Shifts can be Published and Unpublished individually or in bulk by Employee, Job, or Department. Additionally, Individual Shifts can be Published or Unpublished by right-clicking the Shift and selecting the desired action. Each time a Shift is Published/Un...
09:47

Scheduling: Shifts

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. Shifts are the detailed Employee assignments on the Schedule.  The Shift form is generally opened as a pop-up window on the Schedule scre...
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Schedule Calendar: Scheduling Templates

This is a part of the Schedule Calendar feature. Click here to learn about the Schedule Calendar. The View & Template Options sidesheet on the Schedule Calendar allow you to set your preferred view, including if you want to view Weather, Event...
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Schedule Calendar: Print Options

This is a part of the Schedule Calendar feature. Click here to learn more about the Schedule Calendar.   The Print Schedule pane allows you to select exactly what you want to print. Please note, the image is displayed horizontally for ease of reading ...
14:52

Scheduling: Managing Requests in the Manager Queue

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module. The Manager Queue is the Restaurant Manager's one-stop for all Requests. Whenever an Employee submits a request, his/her Manager...
10:25

Custom Labor Forecasting: Schedule Calendar

When Custom Labor Forecasting is enabled, the Scheduler will include a variety of additional features that will shift its appearance. These features include advanced Sales and Labor Forecasts, which are derived from using the Custom Sales Forecasting ...
08:56

Scheduling: Managing Requests in the Mobile App

Managers are able to answer Employee requests via the R365 Red App. Once a request is made, the Manager will be automatically alerted by a push notification that, when tapped, will open directly to the request. Open Requests and current Announcements are...
09:21

Scheduling: Announcements

This article is part of the Scheduling Module training.  Click here for more information on the Scheduling Module.  Managers can make Announcements for Employees at their Locations.  They can also decide to send the Announcement out as an Alert, a...
10:21

Scheduling for Employees Overview

R365 Scheduling and the R365 App (Red) is your One-Stop App for all things related to your Work Schedule!  Through the R365 App (Red) you'll be able to do the following: View the entire Schedule at each Restaurant you work at View your upcoming...
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R365 Red App

The R365 App (Red) is available for iOS and Android devices. Click here for R365 Scheduling Employee Training and here are to learn about the differences between the R365 Red App and the R365 Classic App (Black). Downloading the App App Stor...
10:03

Logging in to the R365 Red App

This article is part of the Employee Training for R365 Scheduling and the R365 Red App. Click here for more information about R365 Scheduling Employee Training. Logging In to R365 Your Restaurant Manager will setup your User Profile in R365 Sched...
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R365 Red App: Viewing the Schedule and Your Upcoming Shifts

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training. Return to the Previous Training Article: Logging in to the R365 App Dashboard Scr...
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R365 Red App: Making Schedule Requests (Trade / Offer / Claim / Time Off)

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red).  Click here for more information about R365 Scheduling Employee Training. Return to the Previous Training Article: Viewing the Schedule and Your Upcoming Shifts ...
10:09

R365 Red App: Updating Your Availability

This article is part of the Employee Training for R365 Scheduling and the R365 App (Red). Click here for more information about R365 Scheduling Employee Training.  Return to the Previous Training Article: Making Schedule Requests Your Profile You...
10:10

R365 Red App: Updating User Password

This article is part of the Employee Training for R365 Scheduling and the R365 Red App. Click here for more information about R365 Scheduling Employee Training. Return to the Previous Training Article: Updating Your Availability Your Profile Y...
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Custom Sales Forecasting: Overview & Security

Custom Sales Forecasting allows a more customizable point of forecast that can drive predictive behavior throughout the software and plan ahead more strategically. The R365 Smart Forecast lays out data in both graphical and table senses to provide dat...
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Custom Sales Forecasting: Customizing a Forecast

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Some times a day's Sales outcomes are affected by certain events that occur, such as poor weather conditions...
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Custom Sales Forecasting: Tagging Outlier Days

This article is a part of the Custom Sales Forecasting feature. Click here for more information and training on Custom Sales Forecasting. Forecasting Tags are important to include on specific days when Sales fluctuated higher or lower than usual, of...
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Custom Labor Forecasting: Overview & Security

Custom Labor Forecasting enables organizations to predict the amount of staff needed at a Location on a given day and hour based on the Forecasted Sales. In order to have this forecast represent the most accurate data, the Labor Configuration must ref...
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Custom Labor Forecasting: Labor Matrix Setup

To learn more about this feature, view the Custom Labor Forecasting Overview training article.   A Custom Labor Forecast first begins with configuring the Labor Matrix and other necessary features. Details about Labor, including jobs and hours worke...
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Custom Labor Forecasting: Hourly Forecasting

To learn more about this feature, view the Custom Labor Forecasting Overview training article. Once the Labor Matrix is setup and the Sales Forecast is complete, the Labor Forecast is ready to be generated. The Hourly Forecasting screen uses the S...
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