New R365 employee records can be created to be pushed to the POS system by a POS employee management integration from the Connection mapping page.
From here, 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. 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
When new team members have not been added to any integrated systems, a new employee record can be generated directly from the Employees tab of the Connection mapping page.
When employees have been created first in the POS, the R365 employee record should be created by regular DSS polling.
When employees have been created first in an integrated HR or Payroll system, the R365 employee record should be created 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 | Must not be blank. | |
Last name | Must not be blank. | |
Email address | Must be unique in the POS (no shared emails). | |
Status = Active | “Inactive” must be unchecked. | |
Payroll ID | Must be unique in the POS (no shared payroll IDs). | |
Primary location | 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 will appear in the Employees tab of the Connection mapping page as unmapped.
These employee records can then be mapped 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) The employee records are created in the POS the next time the integration is synced.
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.