--- title: "Summary Tab" slug: "employee-record-summary-tab" description: "Quick reference tab on employee records showing key info, payroll onboarding status, and pending employee record change approvals." updated: 2025-08-26T19:48:07Z published: 2025-08-26T19:48:07Z canonical: "docs.restaurant365.com/employee-record-summary-tab" --- > ## 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. # Summary Tab > Employee records and the Employees page are being updated throughout 2025. The Summary tab of employee records is only available as part of the updated employee record. > > > > The updated employee record is only available when Workforce is enabled or when the [updated employee record](/doc/docs/employee-record-2024-update) is enabled. The updated employee record is in beta. Contact your CSM to learn more. The Summary tab contains quick reference information about the employee. If [workflow approvals](/doc/docs/workflows-overview-security) have been configured for employees, the Requests section allows users to review and approve changes to the employee record. On this tab, users can: - View quick info - Manage employee payroll onboarding - View and approve employee record changes --- ## Security **The following permissions are associated with the Summary tab:** - Labor → Employees → - Basic Info - Identification Information - View Identification Information - View Onboarding Status - Approve Employee Changes - Delete Employee Changes These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Navigation 1. Navigate to the desired employee’s [**employee record**](/doc/docs/employee-record). 2. Select the Summary tab. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CUC2HZWI.png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) ****Search** for an employee record:** Navigate to employee records with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **employee’s** **name** or **email address** in the global search bar. 2. Select the employee from the results list. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) --- ## Quick Info The Quick Info section provides a summary of key information for the employee pulled from the Basic Info and Employment tabs of their Employee Record. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/c7a24f48-df05-49d6-98d4-09de9b48ee5e.png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) | | Field Title | **About** | **Tab / Section** | | --- | --- | --- | --- | | **1** | Primary Reports To | The manager of the employee, defined in the 'Reports To' field for the employee's primary job. | [Employment](/doc/docs/workforce-employee-record-employment-tab) / Jobs | | **2** | Status | Payroll status of the employee. | [Employment](/doc/docs/workforce-employee-record-employment-tab) / Employment Info | | **3** | Hire Date | Hire date of the employee. | [Employment](/doc/docs/workforce-employee-record-employment-tab) / Employment Info | | **4** | Work Email | Work-provided email address for the employee. | [Employment](/doc/docs/workforce-employee-record-employment-tab) / Employment Info | | **5** | Work Phone | Work-provided phone number for the employee. | [Employment](/doc/docs/workforce-employee-record-employment-tab) / Employment Info | | **6** | Employment Type | Full-time or part-time employment type of the employee. | [Employment](/doc/docs/workforce-employee-record-employment-tab) / Employment Info | | **7** | Personal Email | The employee's personal email address. | [Basic Info](/doc/docs/workforce-employee-records-basic-info-tab) / Contact Info | | **8** | Personal Phone | The employee's personal phone number. | [Basic Info](/doc/docs/workforce-employee-records-basic-info-tab) / Contact Info | --- ## Onboarding The Onboarding section is displayed for employees who are currently completing the R365 Payroll onboarding process. This section displays a checklist of tasks that require attention from the employee. If the employee refuses to electronically sign the required documents, their onboarding manager will be notified and the employee's onboarding status will be changed to 'Needs Attention'. When this occurs, the required documents must be manually processed. > - Admin users can also complete these tasks if the employee is unable to via the [My Pay section of the R365 Mobile App](/doc/docs/r365-app-employee-onboarding) and has provided paper documentation instead. Learn more about updating the associated sections of their employee record: > - [Basic Info Tab](/doc/docs/workforce-employee-records-basic-info-tab) > - [Payroll Tab](/doc/docs/workforce-employee-records-payroll-tab) > - [Direct Deposit Details](/doc/docs/workforce-employee-records-direct-deposit-sidesheet) > - [Tax Withholdings](/doc/docs/workforce-employee-records-taxes-tab) > > > [!WARNING] > > While tax withholdings can be edited on the Taxes tab, changes made here are **not** reflected in the printable tax forms found on the [Documents tab](/doc/docs/workforce-employee-records-documents-tab). It is **highly recommended** to **always** have all tax withholding changes **completed by the employee** via the [My Pay](/doc/docs/r365-app-my-pay-employee-self-service) section of the R365 Mobile App. > - Once the employee has completed onboarding, this section will be displayed for 7 additional days. Clicking 'Dismiss' will remove this section before the 7 days have passed. ### Onboarding Summary ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2G92W5H2.png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) | | **Button/Field** | **Description** | | --- | --- | --- | | **1** | legal entity | Legal entity associated with the [payroll company](/doc/docs/workforce-setup-payroll-companies-and-payroll-clearing-settings) that the employee is being onboarded to. | | **2** | Onboarding Status | Status of the onboarding: **Invitation Sent** - The onboarding invitation was sent to the employee, but the employee has not clicked the link to begin the onboarding process. The date that the invitation was sent is displayed. **In Progress** - The employee has clicked the link within the onboarding invite, but has not completed all onboarding tasks. **Needs Attention** - The employee has declined to consent to e-signature, and required forms must be completed on their employee record. **Complete** - The employee has completed all onboarding tasks. | | **3** | Action Buttons | The action button displayed is dependent on the employee's onboarding status: Invitation Sent, In Progress, or Needs Attention: - **Resend Link** - Click to resend the onboarding invite to the employee. Completed: - **Dismiss** - Click to remove the Onboarding section from their Summary tab. | | **4** | About You | Indicates if the employee confirmed and completed the following: Identification - SSN - Birthday - Pronouns (Optional) Legal Name - Legal First Name - Legal Middle Name - Legal Last Name - Indication of a Preferred Name Demographic - Race - Ethnicity - Gender Contact - Email - Phone Number - Preferred Contact Method Address - Street Address - Apartment - City - State - Zip Code Emergency Contact Info - Contact First Name - Contact Last Name - Relation - Email - Phone Number | | **5** | Documents | Indicates if the employee has reviewed and electronically signed onboarding paperwork, including their W-4. Displayed as the number of documents required to be signed and the number of documents already signed. | | **6** | Get Paid | Indicates if the employee has made their payment method elections. | | **7** | Incomplete Document/Form | Required signed document, I-9, or tax form that has not been completed. | | **8** | Complete Button | Navigates to the appropriate tab/folder within the employee record where the document/form can be completed. - **I-9** - If [Work Eligibility](/doc/docs/work-eligibility-overview) is enabled, navigates to the [Work Eligibility folder](/doc/docs/work-eligibility-folder) on the [Documents tab](/doc/docs/workforce-employee-records-documents-tab). - **Tax Forms** - Navigates to the [Taxes tab](/doc/docs/workforce-employee-records-taxes-tab). - > [!WARNING] > While tax withholdings can be edited on the Taxes tab, changes made here are **not** reflected in the printable tax forms found on the [Documents tab](/doc/docs/workforce-employee-records-documents-tab). It is **highly recommended** to **always** have all tax withholding changes **completed by the employee** via the [My Pay](/doc/docs/r365-app-my-pay-employee-self-service) section of the R365 Mobile App. - **Signed Documents** - Navigates to the Signed Documents folder on the [Documents tab](/doc/docs/workforce-employee-records-documents-tab). | | **9** | Completed Document/Form | The green checkmark indicates that the document/form has been completed. The date and time that the document/form was completed is also included. | | **10** | View Button | Navigates to the appropriate tab/folder within the employee record where the document/form can be viewed. - **I-9** - If [Work Eligibility](/doc/docs/work-eligibility-overview) is enabled, navigates to the [Work Eligibility folder](/doc/docs/work-eligibility-folder) on the [Documents tab](/doc/docs/workforce-employee-records-documents-tab). - **Tax Forms** - Navigates to the [Taxes tab](/doc/docs/workforce-employee-records-taxes-tab). - **Signed Documents** - Navigates to the Signed Documents folder on the [Documents tab](/doc/docs/workforce-employee-records-documents-tab). | --- ## Requests If workflow approvals have been configured for Employee Records, the 'Requests' section will list **change requests** for this Employee Record that require approval. The specific fields within the Employee Record that require approval are configured on the [Workflows Setup page](/doc/docs/workflows-setup). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(345).png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) | | **Field** | **Description** | | --- | --- | --- | | **1** | Approve | Click to approve the selected change requests. This button is disabled if no change requests are selected. | | **2** | Grid Controls | ![Table Views](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/812bbfc6-d77a-446a-9860-978b23c91727.png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) - Save/edit table views. ![Filter](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/66cf8a17-b112-4e93-b229-657ae9fa10e8.png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) - Filter column information. Learn more about [working with Grids here.](/doc/docs/working-with-smart-grids) > By default, 'Approved' change requests are filtered out. To view change requests with an 'Approved' status, adjust the filter for the 'Status' column to include 'Approved'. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/0cf92d0d-9697-443a-9687-f64c88d569ee.png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) | | **3** | Select Checkbox | Click to select the associated change request. | | **4** | Changes | Fields that are being changed. Click to view the details of the change request. | | **5** | Status | Status of the change request: - Pending - Approved - Denied - Conflict | | **6** | Submitted On | Date the change request was submitted. | | **7** | Submitted By | The user who generated the change request by editing the Employee Record. | | **8** | Current Approver | Current user assigned to review and approve the change request. | | **9** | Action Buttons | Click 'Approve' to approve the change request and apply it to the Employee Record; click 'Deny' to reject the change request. > These buttons are disabled for all users except users within the Workflow. | | **10** | Trashcan![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/42d6c638-45a6-4f90-9797-d9fb298d5fe5.png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) | Click to delete a pending change request. > Once a change request has been approved or denied, it can no longer be deleted, and this button will be disabled. > [!TIP] > It is recommended to always 'Deny' change requests instead of deleting them. Denying a change request will still maintain an audit trail for that change request, but deleting a change request will remove it from the system entirely. | ### Request Details Clicking on a change request will display the changes made to the Employee Record for review. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(346).png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) ### Pending Changes When a change Request is pending approval, the edited field(s) will display their original values, be locked from further edits, and be indicated with a 'Change requested' tag. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6baa6345-0c7f-49c0-9837-f214fb8fb5dd.png?sv=2026-02-06&spr=https&st=2026-10-29T08%3A38%3A47Z&se=2026-10-29T09%3A38%3A47Z&sr=c&sp=r&sig=LyB2%2FE36e1QQ8YJV4z%2F49i7uboeYO9%2BjnmMZA4D76WM%3D) A database entry that contains detailed info about an employee, including personal details and employment history. Access rights granted to users or user roles that dictate what actions they can perform within the system. Structured documents that provide insights and summaries of various operational metrics and financial data. Restaurant365 An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.