---
title: "Job Records"
slug: "job-records"
description: "Job records in R365 — covers title, pay rate, GL account, department, job code, responsibilities, and scheduling exclusion settings."
updated: 2026-09-24T15:45:54Z
published: 2026-09-24T15:45:54Z
canonical: "docs.restaurant365.com/job-records"
---

> ## 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.

# Job Records

Job records track labor costs and manage scheduling by position and location in R365. Each job record connects a position at a specific location to a GL account for labor cost assignment, and links to the POS Integration to track employee punches associated with labor accrual journal entries. Access job records from the [Jobs page](cross:smart-ops-release-jobs-list).

---

## Security

**The following permissions are associated with job records:**

Labor →

- Jobs
  - View Jobs
  - Edit Jobs
  - Edit GL Account on Jobs
  - Create Jobs

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

****Navigation Menu****

1. Select **Workforce** from the left navigation rail.
2. Expand the **Employees** category.
3. Select **Jobs**.
4. Select the **row** for the desired job.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CAU4EX6Q.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D)

---

## Job Record Header Buttons

### Before selecting edit

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X4CPERAH.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D)

|  | Name | Description |
| --- | --- | --- |
| **1** | Edit | Opens the job record in edit mode. |
| **2** | Close | Closes the record. |
| **3** | Navigation Menu | Displays available job detail sections for selection. |

### After selecting edit

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1779301875382.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D)

|  | Name | Description |
| --- | --- | --- |
| **1** | Save | Saves updates to the job record. |

---

## Job Information Buttons and Fields

### Job Details

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-STXQG1SD.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D)

| Name | Description |
| --- | --- |
| 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. > [!WARNING] > 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](/doc/docs/eeo-report). > [!NOTE] > 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. > [!NOTE] > After the record is initially saved, the Location field becomes read-only. |
| Department | The [department](/doc/docs/departments-labor) 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. |

### Pay and Compliance

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AIQS6N1T.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D)

| Name | Description |
| --- | --- |
| 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. > [!NOTE] > This field appears when [Tip Import](cross:tip-management) or [Tip Automation](cross: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. When assigned, every employee currently holding this job inherits the code automatically — the field is not set per employee. Displays available worker comp codes for the job's legal entity in a dropdown for selection when editable, or as static text when the job's location does not qualify as a payroll location. Required for jobs located in Washington or Wyoming. > [!WARNING] > Important Note About Updating a Worker Comp Code > > Assigning or changing the worker comp code on an existing job automatically updates every employee currently holding that job, not only employees added after the change. > [!NOTE] > The worker comp code field is only editable for jobs at a payroll location. For a job at a location not enabled for payroll, the field is disabled and a tooltip indicates that worker comp codes can only be set for jobs at a payroll location. |

### Visibility Settings

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KBJB8YH1.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D)

| 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. |

---

## Employees Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NH75KHMU.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Search | Filters the employee table based on the entered search criteria. |
| **2** | 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=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D) |
| **3** | Columns | Opens the [Columns menu](/doc/docs/adjust-table-columns), where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356013521.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D) |
| **4** | Menu Button | Contains the following additional table actions: - **Export** - [Exports the table](/doc/docs/export-grid-data) to a .csv file. - **Refresh Data** - Refreshes the table without changing the view. - **Row Height** - [Switches table row spacing](/doc/docs/change-table-row-height) between tall, medium, short, or compact. 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.](/doc/docs/user-preferences) - **Striped Rows** - Enables or disables [alternating row colors](/doc/docs/apply-row-stripping-to-tables). 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.](/doc/docs/user-preferences) - **Column Filtering** - Turns [column filtering](/doc/docs/filter-a-table-with-column-filters) 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.](/doc/docs/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." > [!WARNING] > Any future or unpublished shifts for this job will be unassigned, and all related responsibilities will be removed. |

### Columns

| Button/Field | Description |
| --- | --- |
| 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](/doc/docs/employee-master) is set to 'R365'. > [!NOTE] > This field requires the Labor → Employees → Employment → Hourly Pay Rates → View Hourly Pay Rates permission to display. |

---

## Responsibilities Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3HVLIM1Y.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Search | Filters the responsibilities table based on the entered search criteria. |
| **2** | 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=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D) |
| **3** | Columns | Opens the [Columns menu](/doc/docs/adjust-table-columns), where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1750356013521.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D) |
| **4** | Group | Groups table records based on the selected criteria. |
| **5** | Menu Button | Contains the following additional table actions: - **Export** - [Exports the table](/doc/docs/export-grid-data) to a .csv file. - **Refresh Data** - Refreshes the table without changing the view. - **Row Height** - [Switches table row spacing](/doc/docs/change-table-row-height) 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.](/doc/docs/user-preferences) - **Striped Rows** - Enables or disables [alternating row colors](/doc/docs/apply-row-stripping-to-tables). 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.](/doc/docs/user-preferences) - **Column Filtering** - Turns [column filtering](/doc/docs/filter-a-table-with-column-filters) 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.](/doc/docs/user-preferences) |
| **6** | Add responsibilities | Opens the add responsibility dropdown. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WXMKPQ9A.png?sv=2026-02-06&spr=https&st=2026-10-28T15%3A54%3A59Z&se=2026-10-28T16%3A54%3A59Z&sr=c&sp=r&sig=LmVHkG6zpfY4OM3L9JvvnsaRUqeoNhZeagWozu1DsJk%3D) |
| **7** | Responsibility | Displays row information for the associated responsibility. |
| **8** | Delete | Removes the corresponding responsibility record from the table |

A restaurant or business site under a legal entity where operational and financial activity is tracked in R365.

Restaurant365

Financial account used to record specific transactions in the general ledger.

POS (Point of Sale)

A system used by businesses to process sales transactions and manage customer payments. Connected to R365 through a [POS integration](/doc/docs/pos-integration-overview).

The process of connecting different systems or software applications to work together seamlessly.

An accrual is an amount recorded when it’s earned or incurred rather than when it’s paid or received.

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.