Job Records

1

Edit

Opens the job record in edit mode.

2

Close

Closes the record.

3

Navigation Menu

Displays available job detail sections for selection.

1

Save

Saves updates to the job record.

Title

The name of the job in R365. The POS integration populates this field with the value from the POS system, but the value can be updated manually after creation.

Job Code

A code identifier for this job. If the POS does not populate this field, it can be manually updated to support payroll exports that require a unique job code.

Job Type

An optional text field for further classifying and filtering the job.

POS ID

The ID of the job according to the POS.

Do not change this field. The POS ID links the job record to the corresponding job in the POS system.

Job Category

The job category used for employee demographics reporting on the EEO Report.

This field only displays when R365 Payroll is enabled.

Location

The location of the job. Each location may have a different pay rate or POS ID for the same job, so a separate job record is required for every job at every location.

After the record is initially saved, the Location field becomes read-only.

Department

The department that this job resides under for scheduling purposes.

GL Account

The GL account that debits labor accruals for this job's labor punches.

Description

A free-text field for entering a detailed description of the job title.

Color

The color this job displays in the Scheduling module. Different colors distinguish jobs from each other on the schedule calendar.

Budgeted Pay Rate

The default pay rate for this job, used for scheduling labor. Individual pay rates for specific employees can override this default value.

Tip Designation

Defines how tips flow to employees in this job. Four options are available:

• Directly Tipped indicates that the employee directly receives tips; for Tip Automation, directly tipped jobs can be assigned as contributing or receiving jobs, and this is the default Tip Designation when Tip Import is enabled.

• Indirectly Tipped indicates that the employee receives tips through tip sharing; for Tip Automation, these jobs are assigned as receiving jobs only, and for Tip Import, they are included on the Tip Template.

• Non-Tipped indicates that the employee does not receive tips; for Tip Automation, these jobs cannot be assigned as contributing or receiving jobs, and for Tip Import, they are excluded from the Tip Template.

• Salaried Non-Tipped indicates that the employee does not receive tips and is salaried; these jobs follow the same Tip Automation and Tip Import behavior as Non-Tipped jobs.

This field appears when Tip Import or Tip Automation is enabled for the Location associated with the job.

Tipped Job

Enables Treasury Tipped Occupation Code (TTOC) selection when checked to classify the job as a tipped occupation.

Treasury Tipped Occupation Code (TTOC)

Defines the Treasury code assigned to tipped occupations for IRS and W-2 reporting. Displays available TTOC codes in a dropdown when the Tipped job checkbox is selected.

Standard Occupational Classification (SOC)

Defines the federal occupational classification assigned to the job. Displays available SOC codes in a dropdown for selection.

Worker comp code

Defines the workers' compensation classification assigned to the job. Displays available worker comp codes in a dropdown for selection.

Sync with POS

Enables synchronization of the job with the POS system for reporting and assignment.

Show in schedule

Enables the job for shift creation and assignment in the schedule.

1

Search

Filters the employee table based on the entered search criteria.

2

Filter

Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. 

3

Columns

Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button.

4

Menu Button

Contains the following additional table actions:

• Export - Exports the table to a .csv file.

• Refresh Data - Refreshes the table without changing the view.

• Row Height -  Switches table row spacing between tall, medium, or short. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.

• Striped Rows - Enables or disables alternating row colors. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.

• Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.

5

Employee

Displays row information for the associated employee.

6

Delete

Removes the employee from this job. A confirmation dialog displays: "Remove employee from job? The employee will no longer be assigned to this job."

Any future or unpublished shifts for this job will be unassigned, and all related responsibilities will be removed.

Employee

Displays the employee name associated with the record. Select the employee's name to open the associated employee's employee record.

Rating

Displays the employee performance rating. Hover over the stars to highlight them, then click the desired star. R365 does not display these ratings to the employee; Scheduling uses them to filter employees with a certain rating for specific shifts.

Employee base pay

The pay rate of the employee in this job, imported from the POS where available. The value can be manually updated. An individual employee pay rate overrides the Budgeted Pay Rate set in the Pay and Compliance section. Employee pay rates are not used for reporting unless the employee master is set to 'R365'.

This field requires the Labor → Employees → Employment → Hourly Pay Rates → View Hourly Pay Rates permission to display.

1

Search

Filters the responsibilities table based on the entered search criteria.

2

Filter

Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button.

3

Columns

Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button.

4

Group

Groups table records based on the selected criteria.

5

Menu Button

Contains the following additional table actions:

• Export - Exports the table to a .csv file.

• Refresh Data - Refreshes the table without changing the view.

• Row Height -  Switches table row spacing between tall, medium, or short. Changes made to the table using this selector apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.

• Striped Rows - Enables or disables alternating row colors. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.

• Column Filtering - Turns column filtering on or off. When enabled, filters can be applied directly in the column headers. Changes made to the table using this toggle apply only while the page is open. To make this setting permanent across all tables, update it in User Preferences.

6

Add responsibilities

Opens the add responsibility dropdown.

7

Responsibility

Displays row information for the associated responsibility.

8

Delete

Removes the corresponding responsibility record from the table.