--- title: "Connection Mapping Page - POS Employee Management Integrations" slug: "integration-mapping-page-pos-employee-management-integrations" description: "Connection mapping page reference showing location, job, and employee mapping tables for POS integrations." updated: 2026-08-26T20:03:45Z published: 2026-08-26T20:03:45Z canonical: "docs.restaurant365.com/integration-mapping-page-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. # Connection Mapping Page - POS Employee Management Integrations The Connection mapping page contains the mapping settings for locations, jobs, and employees for a [POS employee management integration](/doc/docs/pos-employee-management-integrations). This page has the same layout across all POS employee management integrations, including PAR Brink, Toast, Simphony API, and Xenial. When mapping records, the mapping list can be switched between viewing POS records or R365 records. Typically, viewing the source record list (R365 records) is the most efficient way to complete mappings. Switching the source record being viewed on one tab will change the view for all tabs. From this page, users can perform the following actions: - [View and edit job mappings](/doc/docs/connect-a-toast-employee-management-integration#initial-mapping) - Create [R365 job records](/doc/docs/job-records) - [View and edit employee mappings](/doc/docs/map-employees-pos-employee-management-integrations) - Create [R365 employee records](/doc/docs/employee-record) - View location mappings - > [!NOTE] > Location mapping is fixed when the standard POS integration is connected and **cannot** be edited. > [!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 --- ## Navigation ****1)** Open the [**Integrations page**](/doc/docs/integrations-menu)** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) ****2)** Under **POS**, select the **desired integration**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4RB0E531.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) ****3)** Click **Edit account mapping.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VOSY6BJ1.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) > The ‘Edit account mapping’ button is only displayed when the integration has been connected. --- ## Mapping Screen Header ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2YUCG2ME.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Save button | Saves mappings on the current tab. | | **2** | Help button | Opens the [help menu](/doc/docs/help-menus). | | **3** | Expand/Collapse button | Toggles fullscreen mode. Expands the screen to fullscreen, or collapses it if it is already expanded. | | **4** | Close button | Closes the Mapping screen without saving changes. | | **5** | Locations tab | Displays the mappings for locations. > [!NOTE] > Location mapping is fixed when the standard POS integration is connected and **cannot** be edited. | | **6** | Jobs tab | Displays the mappings for jobs. Here, [job mappings can be viewed and edited](/doc/docs/connect-a-toast-employee-management-integration#initial-mapping), and new [R365 job records](/doc/docs/job-records) can be created. | | **7** | Employees tab | Displays the mappings for employees. Here, [employee mappings can be viewed](/doc/docs/map-employees-pos-employee-management-integrations), and new employee records can be created. | | **8** | Synced locations tab | Displays the history for employee syncs between R365 and the POS system. > This tab is **only available** for **Toast** integrations. | --- ## Locations Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IF56FTKV.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Search | Filters the grid for the entered text. | | **2** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) window where users can create and apply filters to the table. | | **3** | Quick filters | Filters the displayed records based on the following mapping statuses: - **All** - All locations are displayed. - **Mapped** - Only mapped locations are displayed. - **Unmapped** - Only unmapped locations are displayed. | | **4** | Location row | Location details and mapping. | ### Locations Grid Columns | Column | Description | | --- | --- | | Location name | Name of the location as it appears in the source record. | | Location code | Location code as it appears in the source record. | | Location city | Location city as it appears in the source record. | | Location state | Location state as it appears in the source record. | | Location zip code | Location zip code as it appears in the source record. | | Link location | Location mapped to the source record. - When R365 records are displayed, indicates the mapped POS system location. - When POS system records are displayed, indicates the mapped R365 locations. > [!NOTE] > Location mapping is fixed when the standard POS integration is connected and **cannot** be edited. | --- ## Jobs Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X9KG317S.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Record source toggle | Switches the record source for displayed jobs: - **PAR Brink / Toast / Xenial** - Jobs from the POS system are displayed. Linked jobs are R365 jobs. - **R365** - Jobs from R365 are displayed. Linked jobs are POS system jobs. Click to switch the record source. | | **2** | Search | Filters the grid for the entered text. | | **3** | + Job button | Opens a blank [R365 job record](/doc/docs/job-records). > Only R365 job records can be created. | | **4** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) window where users can create and apply filters to the table. | | **5** | Quick filters | Filters the displayed records based on if they are mapped: - **All** - All locations are displayed. - **Mapped** - Only mapped jobs are displayed. - **Unmapped** - Only unmapped jobs are displayed. - **Automatched** - Only jobs that have been automatically matched as part of the data sync are displayed. This button only appears when records have been automatically matched. | | **6** | Location selector | Indicates the location associated with the displayed jobs. > A location must be selected to display jobs. | | **7** | Job row | Job details and mapping. | | **8** | Unmapped job | Linked job as it appears when unmapped. - When R365 records are displayed, the dropdown menu contains POS system jobs. - When POS system records are displayed, the dropdown menu contains R365 jobs. Click to [map the associated job](/doc/docs/connect-a-toast-employee-management-integration#initial-mapping). | | **9** | Automatched job | Job identified in the integrated system as a suggested match during a data sync. - Automatched jobs are **not** mapped. - Click to select a different job or create a new job record to be mapped. - Click **Save** in the header above to commit all edits and automatched records. | | **10** | Mapped job | Linked job as it appears when mapped. - When R365 records are displayed, indicates the mapped POS system job. - When POS system records are displayed, indicates the mapped R365 job. Click to change the associated [job mapping](/doc/docs/connect-a-toast-employee-management-integration#initial-mapping). | | **11** | Bulk edit selector | Selects the job for bulk editing. When one or more jobs are selected, the bulk edit button is displayed in the lower right. | ### Job Columns | Column | Description | | --- | --- | | Job name | Name of the job as it appears in the source record. | | Job code | Job code as it appears in the source record. | | Location | Source location associated with the source record. | | Link job | Job mapped to the source record. - When R365 records are displayed, indicates the mapped POS system job. - When POS system records are displayed, indicates the mapped R365 job. Click to change the associated [job mapping](/doc/docs/connect-a-toast-employee-management-integration#initial-mapping). > Jobs prefaced with ‘Auto-’ indicate the record is automatched. Automatched records are not mapped until saved. | > [!NOTE] > Column names will update with **R365** or the **POS name** when the record source is switched. --- ## Employees Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FFZORVXI.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Record source toggle | Switches the record source for displayed employees: - **PAR Brink / Toast / Simphony, Xenial** - Employees from the POS system are displayed. Linked employees are R365 employees. - **R365** - Employees from R365 are displayed. Linked employees are POS system employees. Click to switch the record source. | | **2** | Search | Filters the grid for the entered text. | | **3** | + Employee button | Opens a blank [R365 employee record](/doc/docs/employee-record) in a sidesheet. Learn more about [creating employee records.](/doc/docs/create-employee-records) > Only R365 employee records can be created. | | **4** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) window where users can create and apply filters to the table. | | **5** | Quick filters | Filters the displayed records based on the following mapping statuses: - **All** - All employees are displayed. - **Mapped** - Only mapped employees are displayed. - **Unmapped** - Only unmapped employees are displayed. - **Automatched** - Only automatched employees are displayed. | | **6** | Location selector | Indicates the location associated with the displayed employees. > A location must be selected to display employees. | | **7** | Employee row | Employee details and mapping. | | **8** | Unmapped employee | Linked employee as it appears when unmapped. - When R365 records are displayed, the dropdown menu contains POS system employees. - When POS system records are displayed, the dropdown menu contains R365 employees. Click to [map the associated employee](/doc/docs/map-employees-pos-employee-management-integrations). | | **9** | Mapped employee | Linked employee as it appears when mapped. - When R365 records are displayed, indicates the mapped POS system employee. - When POS system records are displayed, indicates the mapped R365 employee. Click to change the associated [employee mapping](/doc/docs/map-employees-pos-employee-management-integrations). | | **10** | Automatched employee | Employee identified in the integrated system as a suggested match during a data sync. - Automatched employees are **not** mapped. - Click to select a different employee or create a new R365 employee record to be mapped. - Click **Save** in the header above to commit all edits and automatched records. | | **11** | Bulk edit selector | Selects the employee for bulk editing. When one or more employees are selected, the bulk edit button is displayed in the lower right. | ### Employees Columns | Column | Description | | | --- | --- | --- | | First name | Employee’s first name as it appears in the source record. | | | Last name | Employee’s last name as it appears in the source record. | | | Payroll ID | Employee’s payroll ID as assigned in the POS. | | | Hire date | Hire date as it appears in R365. | | | Status | Active status for the employee as it appears in the source record. | | | ID | The employee’s unique ID for the source record. - When POS system records are displayed, this is the POS system employee ID. - When R365 records are displayed, this is the R365 GUID. | | | Link employee | Employees mapped to the source record. - When R365 records are displayed, indicates the mapped POS system employee. - When POS system records are displayed, indicates the mapped R365 employee. Click to change the associated [employee mapping](/doc/docs/map-employees-pos-employee-management-integrations). > Employees prefaced with ‘Auto-’ indicate the record is automatched. Automatched records are not mapped until saved. | | > [!NOTE] > Column names will update with **R365** or the **POS name** when the record source is switched. --- ## Synced Locations Tab > This tab is **only available** for **Toast** integrations. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9SSGMDE8.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) | | Button/Field | Description | | --- | --- | --- | | **1** | Filter | **Filter -** Opens the [Filter menu](/doc/docs/filtering-tables), where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356101842.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) | | **2** | Refresh | **Refresh Data** **-** Refreshes the table without changing the view. | | **3** | Sync event row | Summary for a single sync between Restaurant365 and the POS system. Click to open the [Sync Location screen](/doc/docs/integration-mapping-page-pos-employee-management-integrations#synced-location-dialog-screen) with detailed sync information. | | Column | Description | | --- | --- | | Sync status | Status of the sync: - **Failure:** The sync was not successful. - **Partial Success:** One or more employees experienced an error and was unable to sync. - **Success:** All employee information was transmitted successfully. | | Synced on | Date of the sync. | | Synced by | User who initiated the sync. ‘R365’ is displayed as the user for automatic syncs. | | R365 location | The Restaurant365 location associated with the synced data. Click to open the [location record](/doc/docs/legal-entities-location-record). | ### Synced Location Dialog Screen When a sync event row is clicked on the Sync Locations tab, the Dialog screen provides a summary of the synced data. Click a row on the Dialog screen to open the [Summary Dialog screen](/doc/docs/integration-mapping-page-pos-employee-management-integrations#summary-synced-location-dialog-screen) for more details. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WWLBSSLD.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D) | Column | Description | | --- | --- | | Entity type | Identifies the kind of record synced (employee or job). | | Entity name | The name of the record impacted by the sync. | | Sync action | Indicates whether the record was created or updated during the sync. | | Sync status | Status of the sync: - **Failure:** The sync was not successful. - **Partial success**: Some employee information was not transmitted successfully - **Success:** All employee information was transmitted successfully. | ### Summary Synced Location Dialog Screen If any data was not synced successfully, the Summary Dialog screen will show the error above the table of changes synced. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G17Z3M0X.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A58%3A15Z&se=2026-11-10T17%3A58%3A15Z&sr=c&sp=r&sig=a2C5Elz7UPodGQjlKjppS6mM3uIpczVmluLrd2Rxgd8%3D)