--- title: "Create and Map Employees - POS Employee Management Integrations" slug: "map-employees-pos-employee-management-integrations" description: "Create new R365 employee records from the POS Connection mapping page and map to POS employees." updated: 2026-08-26T19:36:33Z published: 2026-08-26T20:03:45Z canonical: "docs.restaurant365.com/map-employees-pos-employee-management-integrations" --- > ## 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. # Create and Map Employees - POS Employee Management Integrations Create new R365 employee records to push to the POS system using a [POS employee management integration](/doc/docs/pos-employee-management-integrations) from the [Connection mapping page](/doc/docs/integration-mapping-page-pos-employee-management-integrations). From here, map new R365 employee records generated directly from the [Employees](/doc/docs/employees#employees-page) page in Workforce, or imported from an [HR or Payroll integration](/doc/docs/employee-hr-management-integrations-overview). 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](/doc/docs/connect-a-toast-employee-management-integration#manually-sync-employee-details), the new employee records are created in the POS with the team members’ job and location assignments so they can clock in. > [!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 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](/doc/docs/integration-mapping-page-pos-employee-management-integrations#employees-tab) of the Connection mapping page. > [!NOTE] > - When employees exist first in the POS, create the R365 employee record by [regular DSS polling](/doc/docs/pos-integration-overview#how-pos-data-flows-into-r365). > - When employees exist first in an [integrated HR or Payroll system](/doc/docs/employee-hr-management-integrations-overview), create the R365 employee record by [syncing](/doc/docs/manually-sync-a-hr-management-integration) 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](/doc/docs/integration-mapping-page-pos-employee-management-integrations).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VPVFTP6W.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)** With the [record source toggle](/doc/docs/integration-mapping-page-pos-employee-management-integrations#employees-tab) set to **R365**, click the **+Employee** button to create a new employee record.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JJ4PO9CE.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)** Complete the required fields on each tab of the employee record form, then select **Create**.** The following fields of the R365 [employee record](/doc/docs/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. | [Basic Info tab](/doc/docs/employee-records-basic-info-tab) | | 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). | [Employment tab](/doc/docs/employee-record-employment-tab) | | Primary location | The location must be mapped in POS employee management integration. | | Active job | - Jobs must be created in the POS and imported to R365 by regular DSS polling. - Jobs must be mapped in the POS employee management integration. | Learn more about the fields on the [Workforce Employee Record](/doc/docs/create-employee-records#manually-create-an-employee-record) form. **4)** Follow the [steps below](/doc/docs/map-employees-pos-employee-management-integrations#create-employees-in-the-pos-from-existing-r365-records) 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](/doc/docs/employee-hr-management-integrations-overview), 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](/doc/docs/integration-mapping-page-pos-employee-management-integrations).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VPVFTP6W.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 **location** where the new employees work.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OQU4MWW1.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)** Confirm that the **record source** selector is toggled to ‘**R365**’** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1M8OYQ1Y.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)** Locate the **new employee record(s)**** Use the **Unmapped** quick filter to display only unmapped records. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-GSRLQFMA.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)** Select **Create Employee** from the ‘Link Employee’ drop-down.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0I0QVVXR.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)** Click **Save** to commit the mappings.** When mapped to **Create Employee**, employee records display in the **Mapped** or **All** quick filters. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KJIS4H9O.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) ****7)** R365 creates the employee records in the POS the next time the integration syncs.** - When the [sync frequency is set to **Auto**](/doc/docs/connect-a-toast-employee-management-integration#3-configure-automatic-sync-frequency), 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](/doc/docs/connect-a-toast-employee-management-integration#manually-sync-employee-details).