The Onboarding Dashboard provides a guided workflow for setting up the core building blocks of R365. It brings foundational setup steps into a single, focused experience so organizations can configure legal entities, locations, calendars, and start of business day in the correct order before going beginning onboarding with an Implementation Specialist.
The dashboard also includes a POS setup step that collects the information needed to begin integration work during onboarding and help coordinate next steps with R365 Support and external vendors. During these steps, customers provide required details and submit integration tickets, which R365 Support uses to collaborate with POS vendors until integrations are established.
The Onboarding dashboard tracks progress across required steps, highlights what is incomplete, and links directly into each setup experience (for example, Legal Entity Setup, Location Setup, and Calendar Setup). Once onboarding is complete, day-to-day work and edits shift to standard R365 pages.
Key Components of the Onboarding Dashboard
Legal entity setup
Legal Entity Setup creates the legal entities that own locations and financial activity. Each legal entity:
Holds its own balance sheet and supports independent financial reporting.
Represents a company, ownership group, or tax ID.
Provides the parent context for locations, calendars, and intercompany activity.
This step captures key identifying and structural information needed for financial reporting and downstream setup. In this step users have the option to enter legal entities manually or import with a template.
After onboarding, legal entities are managed from the Legal Entities page.
Location setup
Location Setup creates the operational units that represent restaurants, commissaries, or other operating sites. Each location:
Rolls up into a legal entity for financial reporting.
Drives sales, purchasing, inventory, labor, and scheduling activity.
Can be configured with specific settings such as location type and other operational attributes.
During onboarding, locations are defined at a high level so transactional setup (sales, AP, inventory, etc.) has a clear structure to attach to. In this step users can create locations manually in the table or import locations with a template.
After onboarding, locations are managed from the Locations page.
Calendar setup
Calendar Setup defines both fiscal and operational calendars for each legal entity. This step determines:
How fiscal years and periods are structured (for example, Calendar months, 4/4/5, 13/4).
How operational periods align with workweeks, payroll cycles, and forecasting.
Start and end dates for fiscal and operational years, which drive reporting and period-close activities.
After onboarding, detailed period management is handled on the Fiscal Years and related pages.
Start of business day
Start of business day setup determines how daily activity is grouped. These settings:
Define when each location’s business day starts (for example, 12:00 am vs. 4:00 am).
Help align R365 with POS reset times so sales and labor post to the correct business day.
Support accurate operational reporting, forecasting, and labor/payroll alignment.
After onboarding, additional options are available on the Location Hours page.
Learn more about Location Hours in Restaurant365:
POS Setup
POS setup gathers information to begin the Point of Sale (POS) integration process. This step determines:
What will be imported with the POS Integration: Sales and Labor or only Sales.
Sales imports produce Daily Sales Summaries (DSS) which give insight into each day of sales directly in R365.
Labor imports produce labor journal entries for each day that provide labor estimates based on punch data imported.
Which locations use each POS system.
Upon completion of the POS Setup step, R365 Support Tickets are created for ongoing collaboration with R365 support, your organization, and the POS vendor. The status of the created support tickets can be viewed in the POS Integrations Tracker.
After onboarding, POS Groups created in the Onboarding Dashboard are managed on the POS Groups page.
Users
The Users step opens the Users page where Users are managed. From this page, users can be edited or added.