--- title: "Connect and Manage POS Employee Management Integrations" slug: "connect-a-toast-employee-management-integration" description: "Connect, configure, disconnect, and manually sync POS employee management integrations in R365." updated: 2026-08-26T20:03:45Z published: 2026-08-26T20:03:45Z canonical: "docs.restaurant365.com/connect-a-toast-employee-management-integration" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Connect and Manage POS Employee Management Integrations Connect and manage [POS employee management integrations](/doc/docs/pos-employee-management-integrations) from the [Integration connection page](/doc/docs/connection-page-pos-employee-management-integrations). For Brink, Toast, and Xenial employee management integrations, the initial workflow has two parts: [establishing the connection](/doc/docs/connect-a-toast-employee-management-integration#connect-an-integration) between the POS and R365, then [mapping records](/doc/docs/connect-a-toast-employee-management-integration#initial-mapping) between systems. Once the initial mapping is complete, schedule [automatic syncing](/doc/docs/connect-a-toast-employee-management-integration#configure-automatic-sync-frequency). Integrations can continue to be [synced manually](/doc/docs/connect-a-toast-employee-management-integration#manually-sync-employee-details) at any time, and [disconnected integrations](/doc/docs/connect-a-toast-employee-management-integration#disconnect-a-pos-employee-management-integration) retain record mapping for reconnection. > [!NOTE] > POS Employee Management Integrations are currently available only to select Early Adopters with compatible POS systems ([Brink](/doc/docs/vendor-pos-integration-2), [Toast](/doc/docs/toast-pos-integration), [Xenial Cloud](/doc/docs/vendor-pos-integration-6)). Contact your CSM for more information. --- ## Security Users with the following permission can connect and manage a POS employee management integration: - Administration → Integrations → 3rd Party POS Admin --- ## Connect an Integration > [!WARNING] > **Before Getting Started** > > To connect a POS employee management integration, first connect at least one location to R365 with a compatible POS using a standard [POS sales and/or labor integration](/doc/docs/pos-integration-overview). Follow these steps to connect a POS employee management integration: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Integrations page**](/doc/docs/integrations-menu).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2GRI7GYM.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****2)** Expand the **POS category**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DY2JIBXL.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****3)** Click the **Connect** button on the desired POS system card.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-M35D1DI5.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****4)** In the **Connection Admin** drop-down menu, select the user who is the [admin for the connection](/doc/docs/overview-style-guide#pos-employee-management-integration-setup-maintenance).** > Only users with the following permission will be listed: > > - Administration → Integrations → 3rd Party POS Admin Begin typing the username to search for the desired user, then select them from the list. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8ZS1D47G.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****5)** Click **Connect to POS**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F2O4LK5A.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****6)** Continue to follow the prompts until the system is successfully connected to R365.** Some integrations will require that the connection admin log into their account for the integrated system through the connection wizard. --- ## Initial Mapping Initial mapping matches records from the POS system to records in Restaurant365. Complete this process while the integration is in manual mode, before enabling automatic sync. During initial mapping, the system suggests matches for jobs and employees when identifiers are available. Review and manually save suggested matches before they take effect. Saving **applies all visible suggested matches at once**. > [!NOTE] > Location mapping is fixed when the standard POS sales and/or labor integration is established and cannot be edited. Follow the steps below to review automatched records and complete initial mapping: *Click steps to expand for additional information and images.* ****1)** Click the **Edit account mapping** button on the [Connection page](/doc/docs/connection-page-pos-employee-management-integrations) to navigate to the [Connection mapping page](/doc/docs/integration-mapping-page-pos-employee-management-integrations).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3D7Y0VKV.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****2)** Review automatched **Jobs** and complete mapping.** 1. Select the **Jobs** tab. 2. Select a **Location** to review. 3. Review **unmapped** records and apply mappings. 4. Review **automatched** records and adjust or remove mappings as needed. 5. Create any **R365 job records** needed to complete mappings with POS jobs. 1. Create only R365 job records here. Add missing POS job records in the POS system before mapping them to R365 jobs 6. Repeat steps **b, c, d, and e** until all linked locations are mapped correctly. 7. **Save** updates to the Jobs tab before proceeding to the Employees tab. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V0ULTK8L.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****3)** Review automatched **Employees** and complete mapping.** 1. Select the **Employees** tab. 2. Select a **Location** to review. 3. Review **unmapped** records and apply mappings or create new R365 employee records as needed. 4. Review **automatched** records and adjust or remove mappings as needed. 5. Create any **employee records** needed to complete mappings with POS employees. Learn more about [creating and mapping employees](/doc/docs/map-employees-pos-employee-management-integrations). 6. Repeat steps **b, c, d, and e** until all linked locations are mapped correctly. 7. **Save** the updates to the Employees tab before syncing the integration. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FXMXJTIC.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****4)** Initiate a **manual sync** to send new/updated employee data to the POS** Learn how to [manually sync](/doc/docs/connect-a-toast-employee-management-integration#manually-sync-employee-details) a POS employee management integration below. After completing initial mapping, enable [automatic sync](/doc/docs/overview-style-guide#automatic-sync) to handle most record updates automatically. If structural changes occur later (such as adding new locations), switch the integration back to manual mode to complete initial mapping for the new location’s jobs and employees. --- ## Configure Automatic Sync Frequency The **Auto Create** field on the [Connection page](/doc/docs/connection-page-pos-employee-management-integrations#connection-page-buttons-fields) controls whether employee records are synced manually or automatically. Follow these steps to switch and configure polling methods: *Click steps to expand for additional information and images.* ****1)** From the ‘Connection’ page, set **Auto Create** to ‘Auto.’** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q7BM3R5E.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****2)** Select the desired syncing **Frequency**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GIL3UBWT.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****3)** Set the **Time** of the first sync each day.** Recurring syncs follow the selected frequency from step 2. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YSCMOTX6.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****4)** Define the **Time Zone** to apply to the **Time** setting in step 3.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-99NSWK7R.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****5)** Click **Apply** to save changes.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0DMSRXUS.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) > [!NOTE] > When ‘Auto Create’ is set to **Manual**, the integration will only sync employee details on-demand, and the ‘Frequency,’ ‘Time,’ and ‘Time Zone’ fields will be disabled. > > [Learn more about how to trigger a sync manually below](/doc/docs/connect-a-toast-employee-management-integration#manually-sync-employee-details). --- ## Manually Sync Employee Details When ‘Auto create’ is set to **Manual** or when you need updated information before the next scheduled sync, trigger a sync manually. Syncing updates and creates employee records in the POS based on R365 data. Users with either of the following permissions can manually initiate a data sync: - Administration → Integrations → 3rd Party POS Admin - Administration → Integrations → 3rd Party POS Sync Follow these steps to initiate a manual sync: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Integrations page**](/doc/docs/integrations-menu).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2GRI7GYM.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****2)** Under **POS**, locate the **desired** integration.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OD6334M5.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****3)** Click **Sync**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2K7URY4W.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) > The Sync button is only displayed when the integration is connected. --- ## Disconnect a POS Employee Management Integration When an POS employee management integration is disconnected, data syncing stops. However, all mappings are retained and remain available if the integration reconnects. Only users with the following permission can disconnect an integration: - Administration → Integrations → 3rd Party POS Admin Follow these steps to disconnect a POS management integration: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Integrations page**](/doc/docs/integrations-menu).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2GRI7GYM.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****2)** Under **POS**, Select the **desired integration**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-434P6S3B.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****3)** Click **Disconnect.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7P2FX6X6.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D) ****4) Confirm** that the integration should be disconnected.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z6VWUIZ0.png?sv=2026-02-06&spr=https&st=2026-11-09T17%3A09%3A43Z&se=2026-11-09T18%3A09%3A43Z&sr=c&sp=r&sig=knC%2FJVhgmif3DC1e0UP3sbfKmdkhT3RB0Ey%2F0TUt85s%3D)