R365 Scheduling Quick Start Guide

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This Quick Start Guide will take you through the entire R365 Scheduling Module and have you building Schedules and saving money, starting today!

The Basics

Before digging into a deep dive of Scheduling, follow this checklist to cover the basics of R365 Scheduling for your Restaurant Location:

✔	Inactivate Employees that will not be scheduled in R365 (Salaried Employees, etc.)
✔	Merge multiple records of the same Employee across Locations into one Employee record if that person works at multiple restaurants
✔	Exclude Jobs from the schedule that will not be scheduled
✔	Color code the remaining jobs for easy classification
✔	Create a Schedule of Shifts without any Employees assigned
✔	Save as a Scheduler Template once complete for easy Scheduling in the future
✔	Give Employees App Access once you are ready for them to gain access to the R365 Red App

Want to tackle more advanced Scheduling? Follow this checklist in addition to the checklist above:

✔	Navigate to the Location record and add the following: Burdened Labor Estimates Labor % Goal SPLH Goal Day Parts
✔	Create a Forecast for the current period.
✔	Setup your restaurant's Request Cutoffs
✔	Track overtime in R365 rather than your POS with User-created Overtime Rules
✔	Explore Additional Labor Rules to help with compliance
✔	Create Departments to break down goals and division of Labor even more
✔	Explore Schedule Writeback add-on to manage Employee Punches more closely
✔	Explore the Smart Labor module