Create new R365 employee records to push to the POS system using a POS employee management integration from the Connection mapping page.
From here, map new R365 employee records generated directly from the Employees page in Workforce, or imported from an HR or Payroll integration. Mapping creates a new employee record in the POS the next time the integration syncs.
new R365 employee records that have been generated directly from the Employees page in Workforce or by importing employee records from an HR or Payroll integration can likewise be mapped so as to create a new employee record in the POS when the integration is next synced.
When the integration is synced, the new employee records are created in the POS with the team members’ job and location assignments so they can clock in.
POS Employee Management Integrations are currently available only to select Early Adopters with compatible POS systems (Brink, Toast, Xenial Cloud). 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
Create a New Employee Record
If new team members have not yet been added to any integrated systems, generate a new employee record directly from the Employees tab of the Connection mapping page.
When employees exist first in the POS, create the R365 employee record by regular DSS polling.
When employees exist first in an integrated HR or Payroll system, create the R365 employee record by syncing the employee HR management integration.
Click steps to expand for additional information and images.
1) Navigate to the Employees tab on the Connection mapping page.
2) With the record source toggle set to R365, click the +Employee button to create a new employee record.
3) Complete the required fields on each tab of the employee record form, then select Create.
The following fields of the R365 employee record must contain valid information in order to successfully create a new employee in the POS when the integration is synced:
Required Field | Note | Employee Record Location |
|---|---|---|
First name | Required. | |
Last name | Required. | |
Email address | Must be different for every employee in the POS (no shared emails). | |
Status = Active | The “Inactive” checkbox must remain clear. | |
Payroll ID | Must be different for every employee in the POS (no shared payroll IDs). | |
Primary location | The location must be mapped in POS employee management integration. | |
Active job |
|
Learn more about the fields on the Workforce Employee Record form.
4) Follow the steps below to create the new employee in the POS.
Create Employees in the POS from Existing R365 Records
When new team members are created first in R365 or an integrated HR or Payroll system, the employee records appear in the Employees tab of the Connection mapping page as unmapped.
Map these employee records to blank POS employee records to push the employee details to the POS.
Follow these steps to create new employees in the POS from existing R365 employee records:
Click steps to expand for additional information and images.
1) Navigate to the Employees tab on the Connection mapping page.
2) Select the location where the new employees work.
3) Confirm that the record source selector is toggled to ‘R365’
4) Locate the new employee record(s)
Use the Unmapped quick filter to display only unmapped records.
5) Select Create Employee from the ‘Link Employee’ drop-down.
6) Click Save to commit the mappings.
When mapped to Create Employee, employee records display in the Mapped or All quick filters.
7) R365 creates the employee records in the POS the next time the integration syncs.
When the sync frequency is set to Auto, new employee records will be created on the next scheduled sync.
When the integration is set to Manual sync, or to create the new employee records before the next scheduled Automatic sync, initiate a manual sync.