--- title: "Onboarding Dashboard" slug: "onboarding-dashboard" description: "Onboarding Dashboard guides new customers through setup: legal entities, locations, calendar, start of business day, and POS integration." updated: 2026-01-27T12:00:08Z published: 2026-01-27T12:00:08Z canonical: "docs.restaurant365.com/onboarding-dashboard" --- > ## 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. # Onboarding Dashboard In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. The [Onboarding Dashboard](/doc/docs/onboarding-dashboard-overview) brings required setup steps into a single guided experience, helping organizations complete foundational configuration in the correct order. It tracks progress, highlights what is incomplete, and provides direct access to each setup area, including POS and Vendor Integration steps that collect information needed to begin integration work with R365 Support and external vendors. --- ## Security Users must have the following permission to access the Onboarding Dashboard. - Administration → Dashboards → View Onboarding Dashboard > This permission provides view-only access. Additional permissions are required to complete setup steps. --- ## Navigation ****Navigation Steps**** 1. Open the **Home** application. 2. Select **Onboarding dashboard.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PJ8L9XIN.png) ****Search**** 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) --- ## Onboarding Dashboard - Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A8GT9SCP.png) | | Button/Field | Description | | --- | --- | --- | | **1** | Onboarding Resources | Opens a panel of resources including the following: - **What to Expect During Onboarding:** Opens [R365 Onboarding article](/doc/docs/r365-onboarding) with a timeline, key milestones, and tips for working with an Implementation Specialist. - **Support Center:** Opens the Support Center to start a chat with [R365 Support](https://help.restaurant365.net/support/home) or view and manage tickets. - **Knowledge Base:** Opens the R365 Knowledge Base with articles on navigating and completing tasks in R365. | | **2** | Onboarding Progress Bar | Indicates the completion progress for the required steps of the onboarding dashboard. Displays the completion ratio (steps completed vs total required). | | **3** | Legal Entities Step | Opens the [Legal Entities Step](/doc/docs/legal-entity-setup) where legal entities, entity IDs, and addresses are entered for each legal entity. | | **4** | Locations Step | Opens the [Locations Step](/doc/docs/location-step) where location names, addresses, and location IDs are entered for each location. | | **5** | Calendars Step | Opens the [Calendars Step](/doc/docs/calendar-setup) where the initial fiscal and operational calendars are created for each legal entity. | | **6** | Start of Business Day | Opens the [Start of Business Day step](/doc/docs/start-of-business-day-setup) where users can keep the default Start of Business day of 12:00am or add an alternate start time. | | **7** | POS Setup | Opens the [POS Setup step](/doc/docs/pos-setup) where Point of Sale (POS) settings are entered for integration. | | **8** | Users | Opens the [Users page](/doc/docs/users-page) where additional users can be added to Restaurant365. > This step is optional. | | **9** | Vendor Integrations Step | Opens the [Vendor Integrations step](/doc/docs/vendor-integrations-setup) where Vendor details are entered for integration. | ## Steps - Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4XLV2QUL.png) | | Button/Field | Description | | --- | --- | --- | | **1** | Locked/Unlocked Icon | Indicates the status of the step; steps icons include: - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7PJIJBVM.png)**Locked:** The step is unavailable until the required preceding steps are completed. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2QHNMJ4I.png)**Unlocked:** The step is available for setup or editing. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9PE4SIPE.png)**Complete:** The step has been completed and required records created. Once a step is complete, th records can be reviewed or updated from their associated pages. | | **2** | Step Name | The name of the step. | | **3** | Step Status | Displays the current status of the step when the step is unlocked. | | **4** | Get Started/ Resume/ Review | The action available for the step which is dependent on the status of the step. \| If the step status is: \| Then the action available is: \| \| --- \| --- \| \| Locked \| No action available. \| \| Unlocked - and has not been started \| **Get Started:** Opens the blank step. \| \| Unlocked - and is in progress \| **Resume:** Opens the step with the previously entered information. \| \| Complete \| **Review:** Opens the associated page for the completed step. For POS Setup and Vendor Integrations, **Review** opens the tracker that shows the status of submitted tickets. \| | | If the step status is: | Then the action available is: | | Locked | No action available. | | Unlocked - and has not been started | **Get Started:** Opens the blank step. | | Unlocked - and is in progress | **Resume:** Opens the step with the previously entered information. | | Complete | **Review:** Opens the associated page for the completed step. For POS Setup and Vendor Integrations, **Review** opens the tracker that shows the status of submitted tickets. | | **5** | Step Information | Provides information related to the selected step. The displayed information changes based on the status of the step. | --- ## POS Integration Tracker Each POS submitted in the [POS Setup](/doc/docs/pos-setup) step of the Onboarding Dashboard is displayed in the POS Integrations Tracker. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q3YIN49I.png) | | Button/Field | Description | | --- | --- | --- | | **1** | POS Name | The name of the Point of Sale (POS). | | **2** | Submission date | The date the POS integration ticket was submitted to R365 support. | | **3** | POS Ticket Status | The current status of the POS ticket. Possible statuses include: - **Being processed:** The ticket has been received and is being worked on. - **Awaiting your reply:** Additional information or action is required before work can continue. - **Pending third party:** Resolution depends on a response or action from an external provider, such as a POS vendor. - **Tentatively resolved:** A potential resolution has been applied and is pending confirmation or validation. - **Closed:** The ticket has been resolved and no further action is required. - **Status unavailable:** The ticket status cannot be determined or retrieved at this time. | | **4** | Last Updated Date | The date the POS Integration ticket was last updated. | | **5** | Open | Opens the POS integration ticket in the R365 support center, if the user has access. | | **6** | Close | Closes the POS Integration tracker. | --- ## Vendor Integration Tracker Each vendor submitted in the [Vendor Integrations step](/doc/docs/vendor-integrations-setup) of the Onboarding Dashboard is displayed in the Vendor Integrations Tracker. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-27ITQERN.png) | | Button/Field | Description | | --- | --- | --- | | **1** | Vendor Name | The name of the vendor the ticket was submitted for. | | **2** | Submission date | The date the vendor integration ticket was submitted to R365 support. | | **3** | POS Ticket Status | The current status of the vendor integration ticket. Possible statuses include: - **Being processed:** The ticket has been received and is being worked on. - **Awaiting your reply:** Additional information or action is required before work can continue. - **Pending third party:** Resolution depends on a response or action from an external provider, such as a vendor. - **Tentatively resolved:** A potential resolution has been applied and is pending confirmation or validation. - **Closed:** The ticket has been resolved and no further action is required. - **Status unavailable:** The ticket status cannot be determined or retrieved at this time. | | **4** | Last Updated Date | The date the vendor Integration ticket was last updated. | | **5** | Open | Opens the vendor integration ticket in the R365 support center, if the user has access. | | **6** | Close | Closes the Vendor integration tracker. |