Phase 5: Scheduling

Phase 5 focuses on the setup and use of R365 Scheduling. One set up, you may then onboard employees to the R365 Red App, which they can use for requesting time off, messaging other employees, trading shifts, and more.

With your POS integration, labor accruals and sales are integrated in R365, allowing you to forecast sales and labor goals. Reporting and dashboards display up-to-date metrics to keep your team informed.

Phase Goals

• Employees are reviewed and updated for active status.

• Unnecessary jobs are excluded from the schedule.

• Managers are trained on shift creation and employee management.

• Establish daily, weekly, and monthly tasks for scheduling.

• Timeline: 1-2 weeks.

Advanced Topics

• Minor, Overtime, and Break Rules

• Blackout Days

• Smart Labor

What to prepare for next?

• Onboarding employees to the R365 Red App

• Location rollout

• Measuring labor goals and performance

Additional Resources

• Setup

  • Job Record

  • Exclude Jobs

  • Employee App Access

  • Merge Multiple Records

  • Inactive Employee Records

• Scheduling

  • Scheduling Templates

  • Scheduling Shifts

• Labor Goals and Forecasting

  • Location Record

  • Sales Forecast

  • Departments