Employees & Team Members : R365 Internal

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Integration Documentation

POS Integration 27

POS Systems 3

EDI 8

FTP Site 4

R365 API 3

PAR Brink POS Integration 6

Other Integrations 1

Getting Started

Operations Onboarding 8

Accounting Onboarding 9

System Setup 19

Legal Entities & Locations 13

Users & Security 31

Reporting Setup 12

Beginning Balances 3

Training by Role 3

General 29

Exporting Data from QuickBooks® 9

APS Payroll

General 18

Employee Console 5

Payroll Console 4

Human Resources Console 15

Payroll Reporting Console 9

Accounting

Accounts Receivable 11

General Ledger 22

Banking 25

Bank Accounts & Checks 10

Budgeting 7

Fixed Assets 17

Workflows 6

Journal Entries 11

Labor and Scheduling

Scheduling 17

Team 11

Manager Tools 9

Labor Admin 23

PTO Accruals 10

Employees 33

Other Articles

Franchising 6

Catering 14

Catering Reports 5

Classic Manager Log 12

Channel Partners 8

Workforce End Of Year 3

Workforce I-9s 2

APS Payroll: Year-End Procedures 10

Legacy Forecasting 8

Accounting Onboarding Resources 5

Accounting Year End 4

Operations Onboarding Resources 2

Accounting Daily Sales Summary 14

Ops Daily Sales 17

Commissary 16

Reporting - Financial 2

Accounts Payable 3

Prep Logs 5

Tip Automation 9

Advantage Migration 3

Reference Only 47

System-Wide Updates 8

Webinars 1

R365 Mobile

R365 Red App General 18

Scheduling: Manager Training 3

Scheduling: Employee Training 12

Food 17

My Tasks 5

Manager Log 3

My Pay 3

Release Notes

Product Release Notes 1

Frequently Asked Questions

General FAQs 32

Accounting FAQs 62

Inventory FAQs 12

Labor FAQs 7

Reporting FAQs 18

R365 Hire FAQs 18

Workforce FAQs 1

Restaurant365's Post Covid-19 Tool Kit 8

Adoption Journey

Building Great Habits 9

Maintaining and Analyzing Data 3

Database – Polling, Setup & User Options

Poll Status Module 8

Data Integrity 3

User Options 10

Training Module 3

Core Radar – Basic Operations

Dashboard Module 4

Manager Log Module 18

Key Info Module 7

Reports Module 2

Employee Data Module 4

Payroll Validation 6

Benchmarking Module 1

Forecasts Module 3

Rankings Module 1

Manual Data Entry 4

Exports Module 1

Charts Module 61

Radar: Accounts Payable

Invoice Batches 2

Purchase Orders 4

Vendors & Vendor Purchase Items 5

Accounts Payable Tools 7

AP Setup & Settings 6

COGS Units & Conversions 7

Advanced Labor Scheduling

Labor Scheduling Module 19

Inventory Module

Inventory Sessions & Items 2

Transfers 3

Storage Locations 1

Inventory Tools 1

Inventory Setup 2

Alerts 12

Corporate Tools 3

Sales Reports

Restaurant Sales Reports 46

Product Mix Reports 19

Server Reports 7

Trends Reports 5

Control Reports 7

Other Reports 7

Labor Reports

Timeclock Reports 6

Warnings & Exceptions 4

Labor Trends Reports 6

Productivity Reports 2

Labor Scheduling Reports 8

Other Labor Reports 5

Forecasting Reports

Budget Reports 2

Forecasting Reports 3

Accounting Reports

Cash Handling Reports 5

A/R & Liability Reports 2

GL Reports 7

Miscellaneous 2

Other Reports

Site Administration Reports 8

Employee Data / Human Resources Reports 6

Event Management Reports 8

AP Reports 7

Manager Log Reports 4

Exports 1

Inventory & Recipes Reports

Inventory 14

Recipes 9

Inventory & Recipe Combined 12

Prep 5

GL Sales

GL Sales Module 5

GL Sales Setup & Rules 12

Accruals 2

Journal Entries 3

Checkbooks 3

Enterprise

Enterprise Module 1

Event Management

Event Calendar Module 22

Company Configuration

User Management 6

POS Data 13

Site Configuration 18

Report Setup 17

Data Entry 2

Company Configuration Overview 2

Special Pay 3

Browse by User Access

User Access 2

RADAR FAQs

General Questions 13

Polling FAQs 4

User Management FAQs 8

Employee Data FAQs 4

A/P Module FAQs 1

Inventory FAQs 1

Setup & Configuration FAQs 2

Getting Started - Radar

Database Setup and Onboarding 1

Recipes

Recipes Module 10

Restaurant365 Certifications

Overview 1

Workforce and Hire

Workforce General & Setup 21

Workforce Taxes 2

Workforce Payroll 17

Workforce Paycheck Runs 5

Workforce Team 9

Workforce Employee Self Service 3

Hire Recruiting Module 34

Hire Onboarding Module 23

Billing

Frequently Asked Questions 0

Support Videos

Scheduling 0

Setting up R365 - Ops

System Setup 14

Locations & Vendors 12

Users & Security 10

Employees & Team Members 7

General 12

Frequently Asked Questions 4

R365 Scheduling

Scheduling 26

Scheduling: Employee Training 7

Custom Forecasting 6

R365 Reports - Ops

Report Role Setup 11

Commissary Reports 4

Financial Reports 14

Labor Reports 22

Operational Analysis Reports 12

Purchased & Inventory Reports 29

Recipe & Theoretical 3

Sales Reports 10

Integration Documentation - Ops

POS Systems 2

R365 API 2

R365 Operations

Accounts Payable 6

POS Integration 17

Daily Sales Summary 8

FTP Site 3

Documents to Process 9

AP Imports & AP Automation 7

EDI 4

Catering 14

Commissary 6

Inventory 19

Stock Counts 8

Purchase Orders & Shopping Lists 8

Prep Logs, Waste Logs & Item Transfers 5

R365 Financial Report Writer 10

GL Accounts 2

Employees & Team Members

Employee Setup

The Employee record allows you to manage Employee details such as Employee Name, Contact Information, Employee Ph...

Feb 15, 2022 11:02

Employee Record

The Employee Record has various tabs to enter and review information about an Employee. When created, Employee recor...

Jul 12, 2021 11:05

Employees: POS Employee Records

During POS import, R365 creates two records for each Employee in your POS System. These two records are automatic...

Feb 15, 2022 11:13

Employees: Merge Employee Records

The majority of records that reside in Restaurant365 can be updated via the Import Tool. When performing bulk update...

Feb 15, 2022 11:31

Employees: Employee App Access

Granting Employees access to the R365 Red App and limited-use portals of R365 is a simple process. Once the Emplo...

Feb 15, 2022 11:54

Job Record

Jobs are used in various ways in R365. They are assigned to Employees and used by the Scheduling Module. Jobs...

Feb 15, 2022 12:05

Employees: Mark as 'Inactive'

When an Employee is marked as 'Inactive', they no longer have access to the system. It is highly recommended...

Feb 15, 2022 10:39

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