---
title: "R365 Scheduling Quick Start Guide"
slug: "r365-scheduling-quick-start-guide"
description: "R365 Scheduling quick start — step-by-step setup from employee and job configuration through creating, publishing, and managing shift requests."
updated: 2026-09-21T17:26:11Z
published: 2026-09-22T05:00:03Z
canonical: "docs.restaurant365.com/r365-scheduling-quick-start-guide"
stale: true
---

> ## 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.

# R365 Scheduling Quick Start Guide

[R365 Scheduling Overview](https://player.vimeo.com/video/457971677?h=70d219de97&badge=0&autopause=0&player_id=0&app_id=58479)

This Quick Start Guide will take you through the entire R365 Scheduling Module and have you building Schedules and saving money, starting today!

> [!NOTE]
> New locations activating Labor Scheduling are guided through initial setup by a setup card on the [Home](/doc/docs/homeoverview) dashboard. See [Labor Scheduling Setup Process](/docs/r365-scheduling-quick-start-guide#) for that guided walkthrough. This guide covers the complete Scheduling module for locations continuing past initial setup.

---

## The Basics

Before digging into a deep dive of Scheduling, follow this checklist to cover the basics of R365 Scheduling for your Restaurant Location:

| ✔ | [Inactivate Employees](/doc/docs/inactive-employee-records) that will not be scheduled in R365 (Salaried Employees, etc.) |
| --- | --- |
| ✔ | [Merge multiple records](/doc/docs/merge-employee-records) of the same Employee across Locations into one Employee record if that person works at multiple restaurants |
| ✔ | [Exclude Jobs](/doc/docs/scheduling-exclude-jobs) from the schedule that will not be scheduled |
| ✔ | [Color code](/doc/docs/smart-ops-job-records) the remaining jobs for easy classification |
| ✔ | [Create a Schedule](/doc/docs/scheduling-creating-and-editing-schedules) of [Shifts](/doc/docs/scheduling-shift-details-form) without any Employees assigned |
| ✔ | Save as a [Scheduler Template](/doc/docs/scheduling-scheduler-templates-and-shift-templates) once complete for easy Scheduling in the future |
| ✔ | Give [Employees App Access](/doc/docs/employee-app-access2) once you are ready for them to gain access to the [R365 Red App](/doc/docs/r365-mobile-app) |

Want to tackle more advanced Scheduling? Follow this checklist in addition to the checklist above:

| ✔ | Navigate to the [Location record](/doc/docs/legal-entities-location-record) and add the following: - Burdened Labor Estimates - Labor % Goal - SPLH Goal - Day Parts |
| --- | --- |
| ✔ | Create a [Forecast](/doc/docs/forecasting) for the current period. |
| ✔ | Setup your restaurant's [Request Cutoffs](/doc/docs/manager-tool-request-cutoffs) |
| ✔ | Track overtime in R365 rather than your POS with User-created [Overtime Rules](/doc/docs/admin-page-overtime-rules) |
| ✔ | Explore [Additional Labor Rules](/doc/docs/labor-rules-overview) to help with compliance |
| ✔ | Create [Departments](/doc/docs/smart-ops-department-record) to break down goals and division of Labor even more |
| ✔ | Explore [Schedule Writeback](/doc/docs/scheduling-schedule-writeback) add-on to manage Employee Punches more closely |
| ✔ | Explore the [Smart Labor](/doc/docs/smart-labor) module |
| ✔ | Save time by [generating suggested shifts with AI](/doc/docs/ai-generated-shifts-concept) *(Beta)* |

---

## Step 1: Setting up your Employees for R365 Scheduling

[Managing Your Employees](https://player.vimeo.com/video/456734451?h=372fe2973c&badge=0&autopause=0&player_id=0&app_id=58479)

---

## Step 2: Review Jobs and Job Responsibilities

[Jobs and Job Responsibilities](https://player.vimeo.com/video/456746312?h=4b426e4f79&badge=0&autopause=0&player_id=0&app_id=58479)

---

## Step 3: Setup Departments

[Embedded content](https://player.vimeo.com/video/456764743?h=6861349d01&badge=0&autopause=0&player_id=0&app_id=58479/embed)

---

## Step 4: Announcements, Blackout Days, Events & Sites

[Embedded content](https://player.vimeo.com/video/457018937?h=0633ce9d80&badge=0&autopause=0&player_id=0&app_id=58479/embed)

---

## **Step 5: Building Your First Schedule**

[Building Your First Schedule](https://player.vimeo.com/video/457130725?h=770d101073&badge=0&autopause=0&player_id=0&app_id=58479)

---

## Step 6: Publishing Schedules

[Publishing Schedules](https://player.vimeo.com/video/457823365?h=b33bdede16&badge=0&autopause=0&player_id=0&app_id=58479)

---

## Step 7: Managing Employee Requests

### In the Browser:

[Managing Requests in the Browser](https://player.vimeo.com/video/457838510?h=5c788d16ed&badge=0&autopause=0&player_id=0&app_id=58479)

### In the R365 App:

[Managing Requests in the R365 App](https://player.vimeo.com/video/457869353?h=0049560e22&badge=0&autopause=0&player_id=0&app_id=58479)