---
title: "Phase 5: Scheduling"
slug: "phase-5-scheduling"
description: "Ops Phase 5: set up Scheduling, update employee records, exclude jobs, and train managers on shift creation. Timeline: 1–2 weeks."
updated: 2025-08-25T22:02:32Z
published: 2025-08-25T22:02:32Z
canonical: "docs.restaurant365.com/phase-5-scheduling"
---

> ## 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.

# 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](/v1/docs/r365-app-scheduling-for-employees-overview), 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](/doc/docs/employee-record) are reviewed and updated for active status.
- Unnecessary jobs are [excluded from the schedule](/v1/docs/scheduling-exclude-jobs).
- Managers are trained on [shift creation](/v1/docs/scheduling-shift-details-form) and employee management.
- Establish [daily, weekly, and monthly tasks](/doc/docs/what-daily-weekly-monthly-and-quarterly-tasks-should-i-do-as-an-accountant-and-an-operator) for scheduling.
- Timeline: 1-2 weeks.

### Advanced Topics

- [Minor](/v1/docs/admin-page-minor-rules), [Overtime](/v1/docs/admin-page-overtime-rules), and [Break Rules](/v1/docs/admin-page-break-rules)
- [Blackout Days](/v1/docs/manager-tools-blackout-days)
- [Smart Labor](/v1/docs/smart-labor)

### What to prepare for next?

- [Onboarding employees to the R365 Red App](/v1/docs/r365-app-scheduling-for-employees-overview)
- Location rollout
- Measuring [labor goals](/v1/docs/legal-entities-location-record) and performance

### Additional Resources

- Setup
  - [Job Record](/doc/docs/smart-ops-job-records)
  - [Exclude Jobs](/v1/docs/scheduling-exclude-jobs)
  - [Employee App Access](/doc/docs/employee-app-access2)
  - [Merge Multiple Records](https://help.restaurant365.net/en/support/solutions/articles/12000039121)
  - [Inactive Employee Records](/doc/docs/inactive-employee-records)
- Scheduling
  - [Scheduling Templates](/v1/docs/schedule-calendar-view-template-options)
  - [Scheduling Shifts](/v1/docs/scheduling-shift-details-form)
- Labor Goals and Forecasting
  - [Location Record](/v1/docs/legal-entities-location-record)
  - [Sales Forecast](/doc/docs/weekly-forecasting-overview)
  - [Departments](/v1/docs/smart-ops-departments-list)

Restaurant365

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).

## Related

- [Phase 5: Banking](/phase-5-banking.md)
- [R365 Scheduling Quick Start Guide](/r365-scheduling-quick-start-guide.md)
- [Phase 2: Item Management and Transactions](/phase-2-item-management-and-transactions.md)
- [Phase 1: Items In](/phase-1-items-in.md)
- [Phase 2: Money In](/phase-2-money-in.md)
- [R365 Implementation Process (Accounting and Operations)](/what-does-the-onboarding-process-look-like.md)
- [Phase 6: Payroll](/phase-6-payroll.md)
- [Phase 4: Recipes](/phase-4-recipes.md)
- [Phase 3: Inventory](/phase-3-inventory.md)