Connection Mapping Page - POS Employee Management Integrations

The Connection mapping page contains the mapping settings for locations, jobs, and employees for a POS employee management integration. This page has the same layout across all POS employee management integrations, including PAR Brink, Toast, and Xenial.

When mapping records, the mapping list can be switched between viewing POS records or R365 records. Typically, viewing the source record list (R365 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 job mappings
- Create R365 job records
View and edit employee mappings
- Create R365 employee records
View location mappings
- Location mapping is fixed when the standard POS integration is connected and cannot be edited.

POS Employee Management Integrations are currently available only to select Early Adopters with compatible POS systems. Contact your CSM for more information.

Security

Users with the following permission can view and edit POS employee management integration mappings:

Administration → Integrations → 3rd Party POS Admin

Navigation

1) Open the Integrations page

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
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.

2) Under POS, select the desired integration.

3) Click Edit account mapping.

The ‘Edit account mapping’ button is only displayed when the integration has been connected.

Mapping Screen Header

	Button/Field	Description
1	Save button	Saves mappings on the current tab.
2	Help button	Opens the help menu.
3	Expand/Collapse button	Toggles fullscreen mode. Expands the screen to fullscreen, or collapses it if it is already expanded.
4	Close button	Closes the Mapping screen without saving changes.
5	Locations tab	Displays the mappings for locations. Location mapping is fixed when the standard POS integration is connected and cannot be edited.
6	Jobs tab	Displays the mappings for jobs. Here, job mappings can be viewed and edited, and new R365 job records can be created.
7	Employees tab	Displays the mappings for employees. Here, employee mappings can be viewed, and new employee records can be created.
8	Synced locations tab	Displays the history for employee syncs between R365 and the POS system. This tab is only available for Toast integrations.

Locations Tab

	Button/Field	Description
1	Record source toggle	Switches the record source for displayed locations: PAR Brink / Toast / Xenial - Locations from the POS system are displayed. Linked locations are R365 locations. R365 - Locations from R365 are displayed. Linked locations are POS system locations. Click to switch the record source.
2	Search	Filters the grid for the entered text.
3	Filter	Opens the filter columns 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	Location row	Location details and mapping.

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.
Location state	Location state as it appears in the source record.
Location zip code	Location zip code as it appears in the source record.
Link location	Location mapped to the source record. When R365 records are displayed, indicates the mapped POS system location. When POS system records are displayed, indicates the mapped R365 locations. Location mapping is fixed when the standard POS integration is connected and cannot be edited.

Column names will update with R365 or the POS name when the record source is switched.

Jobs Tab

	Button/Field	Description
1	Record source toggle	Switches the record source for displayed jobs: PAR Brink / Toast / Xenial - Jobs from the POS system are displayed. Linked jobs are R365 jobs. R365 - Jobs from R365 are displayed. Linked jobs are POS 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. Only R365 job records can be created.
4	Filter	Opens the filter columns 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 POS system jobs. When POS system records are displayed, the dropdown menu contains R365 jobs. Click to map the associated job.
9	Automatched job	Job identified in the integrated system as a suggested match during a data sync. Automatched jobs are not mapped. Click to select a different job or create a new job record to be mapped. Click Save in the header above to commit all edits and automatched records.
10	Mapped job	Linked job as it appears when mapped. When R365 records are displayed, indicates the mapped POS system job. When POS system records are displayed, indicates the mapped R365 job. Click to change the associated job mapping.
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 POS system job. When POS system records are displayed, indicates the mapped R365 job. Click to change the associated job mapping. Jobs prefaced with ‘Auto-’ indicate the record is automatched. Automatched records are not mapped until saved.

Column names will update with R365 or the POS name when the record source is switched.

Employees Tab

	Button/Field	Description
1	Record source toggle	Switches the record source for displayed employees: PAR Brink / Toast / Xenial - Employees from the POS system are displayed. Linked employees are R365 employees. R365 - Employees from R365 are displayed. Linked employees are POS system employees. Click to switch the record source.
2	Search	Filters the grid for the entered text.
3	+ Employee button	Opens a blank R365 employee record in a sidesheet. Learn more about creating employee records. Only R365 employee records can be created.
4	Filter	Opens the filter columns 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 POS system employees. When POS system records are displayed, the dropdown menu contains R365 employees. Click to map the associated employee.
9	Mapped employee	Linked employee as it appears when mapped. When R365 records are displayed, indicates the mapped POS system employee. When POS system records are displayed, indicates the mapped R365 employee. Click to change the associated employee mapping.
10	Automatched employee	Employee identified in the integrated system as a suggested match during a data sync. Automatched employees are not mapped. Click to select a different employee or create a new R365 employee record to be mapped. Click Save in the header above to commit all edits and automatched records.
11	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 payroll ID as assigned in the POS.
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 POS system records are displayed, this is the POS 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 POS system employee. When POS system records are displayed, indicates the mapped R365 employee. Click to change the associated employee mapping. Employees prefaced with ‘Auto-’ indicate the record is automatched. Automatched records are not mapped until saved.

Column names will update with R365 or the POS name when the record source is switched.

Synced Locations Tab

This tab is only available for Toast integrations.

	Button/Field	Description
1	Filter	Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button.
2	Refresh	Refresh Data - Refreshes the table without changing the view.
3	Sync event row	Summary for a single sync between Restaurant365 and the POS system. Click to open the Sync Location screen with detailed sync information.

Button/Field

Description

Filter

Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button.

Refresh

Refresh Data - Refreshes the table without changing the view.

Sync event row

Summary for a single sync between Restaurant365 and the POS system.

Click to open the Sync Location screen with detailed sync information.

Column	Description
Sync status	Status of the sync: Failure: The sync was not successful. Partial Success: One or more employees experienced an error and was unable to sync. Success: All employee information was transmitted successfully.
Synced on	Date of the sync.
Synced by	User who initiated the sync. ‘R365’ is displayed as the user for automatic syncs.
R365 location	The Restaurant365 location associated with the synced data. Click to open the location record.

Synced Location Dialog Screen

When a sync event row is clicked on the Sync Locations tab, the Dialog screen provides a summary of the synced data. Click a row on the Dialog screen to open the Summary Dialog screen for more details.

Column	Description
Entity type	Identifies the kind of record synced (employee or job).
Entity name	The name of the record impacted by the sync.
Sync action	Indicates whether the record was created or updated during the sync.
Sync status	Status of the sync: Failure: The sync was not successful. Partial success: Some employee information was not transmitted successfully Success: All employee information was transmitted successfully.

Summary Synced Location Dialog Screen

If any data was not synced successfully, the Summary Dialog screen will show the error above the table of changes synced.