---
title: "Integration Mapping Page - HR Management Integrations"
slug: "hr-management-integration-mapping-page"
description: "Integration Mapping page reference for configuring HR management integration field mappings."
updated: 2026-02-04T01:11:05Z
published: 2026-02-04T01:11:05Z
canonical: "docs.restaurant365.com/hr-management-integration-mapping-page"
---

> ## 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.

# Integration Mapping Page - HR Management Integrations

The Integration Mapping page contains the mapping settings for locations, jobs, and employees for an HR management integration. This page has the same layout across all HR management integrations, including [AllianceHCM](/doc/docs/alliance-hcm-integration-overview), [Workday](/doc/docs/workday-integration), [UKG](/doc/docs/ukg-integration-overview), and [Netchex](/doc/docs/netchex-integration-overview). The legal entity mapping tab is only available for UKG and AllianceHCM integrations.

When mapping records, the mapping list can be switched between viewing HR records or R365 records. Typically, viewing the source record list (HR records) is the most efficient way to complete mappings. Switching the source record being viewed on one tab will change the view for all tabs.

From this page, users can perform the following actions:

- [View and edit legal entity mappings](/doc/docs/map-legal-entities-hr-management-integration) (AllianceHCM, Netchex, and UKG only)
- [View and edit location mappings](/doc/docs/map-locations-rh-management-integration)
- [View and edit job mappings](/doc/docs/map-jobs-hr-management-integration)
  - Create [R365 job records](/doc/docs/job-records)
- [View and edit employee mappings](/doc/docs/map-employees-hr-management-integration)
  - Create [R365 employee records](/doc/docs/employee-record)

---

## Security

Users with the following permission can view and edit Employee HR Management Integration mappings:

- Administration → Integrations → 3rd Party HR Admin

---

## Navigation

****1)** Open the [**Integrations page**](/doc/docs/integrations-menu)**

Navigate to pages with the [R365 global search bar](/doc/docs/r365-search):

1. Enter all or part of the **page name** in the R365 global search bar.
2. Select the page from the results list.

> Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

****2)** Under **Employee HR Management**, select the **desired integration**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6EKNKFNM.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

****3)** Click **Edit Account Mapping.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q4IXFSNR.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

> The Edit Account Mapping button is only displayed when the integration has been connected.

---

## Mapping Screen Header

The top of the mapping screen includes multiple buttons and navigation tabs.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VPE29IR4.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Save Button | Saves mappings on all tabs. |
| **2** | Help Button | Opens the [help menu](/doc/docs/help-menus). |
| **3** | Expand/Collapse Button | Expands the screen to fullscreen, or collapses it if it is already expanded. |
| **4** | Close Button | Closes the Mapping screen without saving changes. |
| **5** | Legal Entity Tab | Displays the mappings for legal entities. Here, [legal entity mappings can be viewed and edited.](/doc/docs/map-legal-entities-hr-management-integration) > This tab is **only available** for the **UKG** and **AllianceHCM** integrations. |
| **6** | Locations Tab | Displays the mappings for locations. Here, [location mappings can be viewed and edited](/doc/docs/map-locations-rh-management-integration). |
| **7** | Jobs Tab | Displays the mappings for jobs. Here, [job mappings can be viewed and edited](/doc/docs/map-jobs-hr-management-integration), and new [R365 job records](/doc/docs/job-records) can be created. |
| **8** | Employees Tab | Displays the mappings for employees. Here, [employee mappings can be viewed and edited](/doc/docs/map-employees-hr-management-integration), and new [R365 employee records](/doc/docs/employee-record) can be created. |
| **9** | HR History Tab | Displays the history for employee and job syncs between R365 and the source HR system. |

---

## Legal Entity Tab

The legal entity tab has a unique layout for each HR management integration which uses legal entity mapping.

**Netchex - Screenshot**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CDLMAE0Y.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Record Source Toggle | Sets the record source for the displayed legal entities. - **HR System**: Legal entities/companies from the HR system are displayed. Linked legal entities are R365 legal entities. - **R365** - Legal entities from R365 are displayed. Linked legal entities are HR system legal entities. Click to switch the record source. |
| **2** | Search | Filters the grid for the entered text. |
| **3** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) window where users can create and apply filters to the table. |
| **4** | Quick Filters | Filters the displayed records based on the following mapping statuses: - **All:** All locations are displayed. - **Mapped**: Only mapped locations are displayed. - **Unmapped**: Only unmapped locations are displayed. |
| **5** | Legal Entity / Reporting Category Selector | Filters the list of R365 legal entities to show all legal entities or those grouped by the selected [location reporting category](/doc/docs/location-reporting-categories). > If there are no established location reporting category values, **legal entity** will be the only available selection. |
| **6** | Bulk Select Checkbox | Selects the legal entity and opens the bulk action menu. |
| **7** | Open Legal Entity Button | Opens the associated R365 legal entity record. This button is only displayed when viewing HR system records. |
| **8** | Legal Entity Row | Legal entity details and mapping. |

### AllianceHCM/Netchex Columns

| Column | Description |
| --- | --- |
| Name | Legal entity/company name as it appears in the source record. |
| Number | Legal entity/company number as it appears in the source record. |
| Tax ID | Tax ID as it appears in the source record. |
| Location Cost Center | The AllianceHCM cost center used to identify AllianceHCM locations linked to the AllianceHCM legal entity. |
| Job Cost Center | The AllianceHCM cost center used to identify jobs linked to the AllianceHCM legal entity. |
| Link Legal Entities | Legal entity mapped to the source record. When R365 records are displayed, indicates the mapped AllianceHCM legal entity/company. When AllianceHCM records are displayed, indicates the mapped R365 legal entity. Click to change the associated [legal entity mapping](/doc/docs/map-legal-entities-hr-management-integration). |

### UKG Columns

| Column | Description |
| --- | --- |
| Name | Legal entity/company name as it appears in the source record. |
| Number | Legal entity/company number as it appears in the source record. |
| Tax ID | Tax ID as it appears in the source record. |
| Link Legal Entities | Legal entity mapped to the source record. When R365 records are displayed, indicates the mapped UKG legal entity/company. When UKG records are displayed, indicates the mapped R365 locations. Click to change the associated [legal entity mapping](/doc/docs/map-legal-entities-hr-management-integration). |

---

## Locations Tab

The locations tab has the same layout across all HR management integrations.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FHOCHYWB.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Record Source Toggle | Indicates the record source for displayed locations: - **HR System** - Locations from the HR system are displayed. Linked locations are R365 locations. - **R365** - Locations from R365 are displayed. Linked locations are HR system locations. Click to switch the record source. |
| **2** | Search | Filters the grid for the entered text. |
| **3** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) window where users can create and apply filters to the table. |
| **4** | Quick Filters | Filters the displayed records based on the following mapping statuses: - **All** - All locations are displayed. - **Mapped** - Only mapped locations are displayed. - **Unmapped** - Only unmapped locations are displayed. |
| **5** | Show Auto Mapping | Shows or hides locations that have been automatically mapped. |
| **6** | Legal Entity Selector | Indicates the legal entity associated with the displayed locations. > This field is **only** for **AllianceHCM** integrations. For AllianceHCM, a legal entity must be selected to display locations. |
| **7** | Bulk Edit Selector | Selects the location for bulk editing. When one or more locations are selected, the bulk edit button is displayed in the lower right. |
| **8** | Location Row | Location details and mapping. |
| **9** | Mapped Location | Linked location as it appears when mapped. - When R365 records are displayed, indicates the mapped HR system location. - When HR system records are displayed, indicates the mapped R365 location. Click to change the associated [location mapping](/doc/docs/map-locations-rh-management-integration). |
| **10** | Unmapped Location | Linked location as it appears when unmapped. - When R365 records are displayed, the dropdown menu contains HR system locations. - When HR system records are displayed, the dropdown menu contains R365 locations. Click to [map the associated location](/doc/docs/map-locations-rh-management-integration). |
| **11** | Automatched Location | Suggested linked location as it appears when automatched. - When R365 records are displayed, indicates the automatched HR system location. - When HR system records are displayed, indicates the automatched R365 location. Click to change the associated [job mapping](/doc/docs/map-jobs-hr-management-integration). Click **Save** to finalize mapping of automatches. |

### Locations Grid Columns

| Column | Description |
| --- | --- |
| Location Name | Name of the location as it appears in the source record. |
| Location Code | Location code as it appears in the source record. |
| Location City | Location city as it appears in the source record. > Workday locations do not provide the location city. |
| Location State | Location state as it appears in the source record. > Workday locations do not provide the location state. |
| Location Zip Code | Location zip code as it appears in the source record. > Workday locations do not provide the location zip code. |
| Link Location | Location mapped to the source record. When R365 records are displayed, indicates the mapped HR system location. When HR system records are displayed, indicates the mapped R365 locations. Click to change the associated [location mapping](/doc/docs/map-locations-rh-management-integration). |

---

## Jobs Tab

The jobs tab has the same layout across all HR management integrations.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SF6BKE3G.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Record Source Toggle | Indicates the record source for displayed jobs: - **HR System** - Jobs from the HR system are displayed. Linked jobs are R365 jobs. - **R365** - Jobs from R365 are displayed. Linked jobs are HR system jobs. Click to switch the record source. |
| **2** | Search | Filters the grid for the entered text. |
| **3** | +Job Button | Opens a blank [R365 job record](/doc/docs/job-records). > Only R365 job records can be created. |
| **4** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) window where users can create and apply filters to the table. |
| **5** | Quick Filters | Filters the displayed records based on if they are mapped: - **All** - All locations are displayed. - **Mapped** - Only mapped jobs are displayed. - **Unmapped** - Only unmapped jobs are displayed. - **Automatched** - Only jobs that have been automatically matched as part of the data sync are displayed. This button only appears when records have been automatically matched. |
| **6** | Location Selector | Indicates the location associated with the displayed jobs. > A location must be selected to display jobs. |
| **7** | Job Row | Job details and mapping. |
| **8** | Unmapped Job | Linked job as it appears when unmapped. - When R365 records are displayed, the dropdown menu contains HR system jobs. - When HR system records are displayed, the dropdown menu contains R365 jobs. Click to [map the associated job](/doc/docs/map-jobs-hr-management-integration). |
| **9** | Mapped Job | Linked job as it appears when mapped. - When R365 records are displayed, indicates the mapped HR system job. - When HR system records are displayed, indicates the mapped R365 job. Click to change the associated [job mapping](/doc/docs/map-jobs-hr-management-integration). |
| **10** | Automatched Job | Suggested linked job as it appears when automatched. - When R365 records are displayed, indicates the automatched HR system job. - When HR system records are displayed, indicates the automatched R365 job. Click to change the associated [job mapping](/doc/docs/map-jobs-hr-management-integration). Click **Save** to finalize mapping of automatches. |
| **11** | Bulk Edit Selector | Selects the job for bulk editing. When one or more jobs are selected, the bulk edit button is displayed in the lower right. |

### Job Columns

| Column | Description |
| --- | --- |
| Job Name | Name of the job as it appears in the source record. |
| Job Code | Job code as it appears in the source record. |
| Location | Source location associated with the source record. |
| Link Job | Job mapped to the source record. - When R365 records are displayed, indicates the mapped HR system job. - When HR system records are displayed, indicates the mapped R365 job. Click to change the associated [job mapping](/doc/docs/map-jobs-hr-management-integration). > Jobs that have been automatically matched are prefaced with ‘Auto-’. |

---

## Employees Tab

The employees tab has the same layout across all HR management integrations.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-L95WC60Q.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Record Source Toggle | Indicates the record source for displayed employees: - **HR System** - Employees from HR system are displayed. Linked employees are R365 employees. - **R365** - Employees from R365 are displayed. Linked employees are HR system employees. Click to switch the record source. |
| **2** | Search | Filters the grid for the entered text. |
| **3** | +R365 Employee | Opens a blank [R365 employee record](/doc/docs/employee-record) in a sidesheet. Learn more about [creating employee records.](/doc/docs/create-employee-records) > Only R365 employee records can be created. |
| **4** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) window where users can create and apply filters to the table. |
| **5** | Quick Filters | Filters the displayed records based on the following mapping statuses: - **All** - All employees are displayed. - **Mapped** - Only mapped employees are displayed. - **Unmapped** - Only unmapped employees are displayed. - **Automatched** - Only automatched employees are displayed. |
| **6** | Location Selector | Indicates the location associated with the displayed employees. > A location must be selected to display employees. |
| **7** | Employee Row | Employee details and mapping. |
| **8** | Unmapped Employee | Linked employee as it appears when unmapped. - When R365 records are displayed, the dropdown menu contains HR system employees. - When HR system records are displayed, the dropdown menu contains R365 employees. Click to [map the associated employee](/doc/docs/map-employees-hr-management-integration). |
| **9** | Mapped Employee | Linked employee as it appears when mapped. - When R365 records are displayed, indicates the mapped HR system employee. - When HR system records are displayed, indicates the mapped R365 employee. Click to change the associated [employee mapping](/doc/docs/map-employees-hr-management-integration). |
| **10** | Automatched Employee | Suggested linked employee as it appears when automatched. - When R365 records are displayed, indicates the automated HR system employee. - When HR system records are displayed, indicates the automatched R365 employee. Click to change the associated [employee mapping](/doc/docs/map-employees-hr-management-integration). Click **Save** to finalize mapping of automatches. |
| **11** | Employee Record Button | Opens the mapped R365 employee record in a new tab. |
| **12** | Bulk Edit Selector | Selects the employee for bulk editing. When one or more employees are selected, the bulk edit button is displayed in the lower right. |

### Employees Columns

| Column | Description |
| --- | --- |
| First Name | Employee’s first name as it appears in the source record. |
| Last Name | Employee’s last name as it appears in the source record. |
| Payroll ID | Employee’s HR system employee ID. |
| Hire Date | Hire date as it appears in R365. |
| Status | Active status for the employee as it appears in the source record. |
| ID | The employee’s unique ID for the source record. - When HR system records are displayed, this is the HR system employee ID. - When R365 records are displayed, this is the R365 GUID. |
| Link Employee | Employees mapped to the source record. - When R365 records are displayed, indicates the mapped HR system employee. - When HR system records are displayed, indicates the mapped R365 employee. Click to change the associated [employee mapping](/doc/docs/map-employees-hr-management-integration). > Employees that have been automatically matched are prefaced with ‘Auto-’. |

---

## HR History Tab

The HR History tab displays information for each sync between R365 and the HR system.

Each row represents an individual sync.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3MW84AVD.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

### Buttons and Fields

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Filter | **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D) |
| **2** | Refresh | Refreshes the table with the latest sync information. |
| **3** | Sync Row | Displays a summary of the sync details. Click to open the [Sync Dialog](/doc/docs/alliance-hcm-mapping-screen#sync-dialog-details) which displays a detailed list of the jobs and employees included in the sync. |

### Columns

| Column | Description |
| --- | --- |
| Status | Displays the status of the sync. Statuses include: - **Failure:** The sync was not successful. - **Partial Success:** One or more employees or jobs experienced an error and was unable to sync. - **Success:** All employee and job information was transmitted successfully. - **In Progress:** Sync is being processed. |
| Synced On | The date of the sync. |
| Synced By | The user who initiated the sync. |
| Locations | The locations included in the sync. |
| Sync Start Date | The start date of the sync. |
| Sync End Date | The end date of the sync. |

## Sync Dialog Details

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MT3ABTQS.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D)

### Buttons and Fields

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Search | **Search** - Filters the table for the entered text in the following columns: - Location - Status - Type - Job Name - Employee - Failed Message |
| **2** | Group By | **Group** - Opens the [Group menu](/doc/docs/change-table-groups), where table grouping can be switched between the following options: - Location - Job Name - Employee |
| **3** | Filter | **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A09%3A52Z&se=2026-11-10T18%3A09%3A52Z&sr=c&sp=r&sig=90BsNd%2FxJQWqUKepRaE4OimfsrRMl3i6VqaHe9gB6%2BI%3D) |
| **4** | Sync Detail Row | Displays the details for the job or employee synced. |

### Columns

| Column | Description |
| --- | --- |
| Location | The location of the sync. Click to open the [location record](/doc/docs/legal-entities-location-record). |
| Status | Displays the status of the sync. Statuses include: - **Failure:** The sync was not successful. - **Partial Success:** One or more employees or jobs experienced an error and was unable to sync. - **Success:** All employee and job information was transmitted successfully. |
| Type | The type of sync. Types include: - **Update** - Existing employee or job record was updated. - **Create** - New employee or job record was created. |
| Job Name | The name of the job included in the sync. Click the job name to open the [job record](/doc/docs/job-records). |
| Employee | The name of the employee. Click the employee’s name to open their [employee record.](/doc/docs/employee-record) |
| Failed Message | Displays the error that prevented the sync from being successful. |