Quarterly Operations Self-Audit

Every quarter, it is important to review certain aspects of the Operations module to ensure that all items are set up correctly and that Scheduling details are accurate and up-to-date.

Item Setup

Item costing issues typically stem from improper setup of items and units, which leads to inaccurate invoices. Use this Wellness Check Workbook to validate UofM, Category, and Purchase Item Setup. Watch this webinar recording for a walkthrough of how to use the Wellness Workbook.

If multiple items have errors, please check out how to clean up your item setup or consider booking a consultation with one of our Experts.

Labor Setup

If your organization uses R365 Scheduling, check for the following:

• Employee Status

  • Active/Inactive - Mark Employees who are no longer employed as 'Inactive'

  • App Access - Provide 'App Access' to active Employees who have an email address entered so they can view their schedules and submit requests via the R365 Mobile App

• Location Record

  • Labor Goals- Update each Location's Labor percentage and SPLH goals by using the following reports to determine past performance:

    • Labor Percent - P&L  – Trailing 12 Weeks

    • SPLH - Run the Labor Productivity Analysis by Week report

  • Burdened Labor - Update burdened Labor (Daily Manager Salary) if any salaries have changed since the last update

• Departments

  • Ensure Manager assignments are still accurate

  • Update Labor Goals if needed

• Rules

  • Ensure any Break, Overtime, and Minor Rules are up to date with changes to your State's Labor Laws

R365 Coaching Session: Auditing Data to Ensure Accuracy

Maintaining reliable data is essential to support informed business decisions. In this session, R365 Coaching Session: Auditing Data to Ensure Accuracy, Customer Success experts cover practical methods for identifying, preventing, and correcting data inaccuracies. This training provides insights into effective data auditing practices for accounting and store operations, ensuring accuracy across key systems.