--- title: "R365 Employee Training Implementation Checklist" slug: "r365-training-implementation-checklist" description: "R365 Training implementation checklist — setup steps and configuration tasks required before going live with the ExpandShare platform." updated: 2025-11-24T21:01:25Z published: 2025-11-24T21:01:25Z canonical: "docs.restaurant365.com/r365-training-implementation-checklist" --- > ## 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. # R365 Employee Training Implementation Checklist The **R365 Employee Training Implementation Checklist** guides administrators through a six-week rollout of training modules, admin setup, and learning-track configuration to ensure operational readiness. It outlines tasks like setting up company admin roles, creating locations and users, assigning courses, building learning paths, launching quizzes, testing integrations, and launching full employee training. --- ## Week 1 - Kickoff & Foundations (Admin Setup + Core Features) > [!TIP] > **Goal** > > Set up admins, roles, locations, users, and review Marketplace Courses so training content can be assigned immediately — especially important for restaurants who don’t yet have their own training. ### **Review Training Materials** **Admin & Permissions** - [Training Admin Overview](https://getexpanded.wistia.com/medias/z91bldnpuy) - [Types of Admins](https://getexpanded.wistia.com/medias/eji47lbdj2) - [Managing Role-Based Permissions](https://getexpanded.wistia.com/medias/jjz3w860vk) (Account Owner ONLY) - [Role Based Permissions - Best Practices](https://getexpanded.wistia.com/medias/hcr0sdoo4g) **Locations & Users** - [How to Create a New Location](https://getexpanded.wistia.com/medias/2d7k5i1hle) (Account Owner ONLY) - User Management - [Inviting Users as a Company Admin](https://getexpanded.wistia.com/medias/fxordyvmo5) - [Resending Invites as a Company Admin](https://getexpanded.wistia.com/medias/9iq8c1rt7q) - [Managing a User's Account](https://getexpanded.wistia.com/medias/is25aytfvi) - [User Profile Overview](https://getexpanded.wistia.com/medias/p8ssgso27u) **Library Basics** - [Library - Basic Navigation](https://getexpanded.wistia.com/medias/m9ac08j98l) - [Library - How to Upload Content](https://getexpanded.wistia.com/medias/uzjxn2jz5v) - [Library - Managing Content within the Library](https://getexpanded.wistia.com/medias/vsv5wepze5) - [Library - How to Update Content](https://getexpanded.wistia.com/medias/r8d11vbwbb) - [Library - How to Set Folder Permissions](https://getexpanded.wistia.com/medias/ldctm6lvsn) - [Library - Custom Thumbnails](https://getexpanded.wistia.com/medias/8372fsjouh) **Newsfeed Basics** - [Newsfeed - How to Send a Newsfeed Post](https://getexpanded.wistia.com/medias/2gen3epati) - [Newsfeed - Pinning a Post](https://getexpanded.wistia.com/medias/j6nrt7y5d2) - [Newsfeed - Viewing Analytics](https://getexpanded.wistia.com/medias/j6nrt7y5d2) - [Newsfeed - Admin All Posts](https://getexpanded.wistia.com/medias/pewennw67w) - [Newsfeed - How to Share from the Library](https://getexpanded.wistia.com/medias/yu274mkodz) - [Newsfeed - Moderating Posts](https://getexpanded.wistia.com/medias/pctrp89aa1) [Watch a Pre-Recorded Webinar - Best Practices for Library & Newsfeed](https://getexpanded.wistia.com/medias/x78zqul4s5) **Marketplace Courses** - [Review the Marketplace Course List.pdf](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/Marketplace%20Course%20List%20%5BUpdated%201.13.2025%5D(1).pdf?sv=2026-02-06&spr=https&st=2026-11-11T23%3A57%3A01Z&se=2026-11-12T00%3A57%3A01Z&sr=c&sp=r&sig=4%2BRcdfV%2FscMybo34M7dWX5fpszj4pMOuy9TgqSpKeOg%3D) - [Adding Courses From the Marketplace](https://getexpanded.wistia.com/medias/rn6a6ty2ov) ### Week 1 Checklist > If you plan to integrate with an existing software system to bring employees into ExpandShare, complete the steps below as soon as possible. > > - [Training Integrations](https://docs.restaurant365.com/docs/employee-training-integrations) > - [R365 Employee Training Integration Guide.pdf](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/R365%20Employee%20Training%20Integration%20Guide(1).pdf?sv=2026-02-06&spr=https&st=2026-11-11T23%3A57%3A01Z&se=2026-11-12T00%3A57%3A01Z&sr=c&sp=r&sig=4%2BRcdfV%2FscMybo34M7dWX5fpszj4pMOuy9TgqSpKeOg%3D) - [ ] At least 1-2 Company Admin - [ ] Roles and role-based permissions aligned to your org structure - [ ] Locations added (or at least a test location) if applicable - [ ] Core users/admins added - [ ] Library structure decided (top-level folders) - [ ] First Newsfeed post sent (even if test-only) - [ ] Identify and add Marketplace Courses to your Course List --- ## Week 2 - Course Builder, Learning Tracks & Assignments > [!TIP] > **Goal** > > Start building structured training content and paths. ### **Review Training Materials** - [Mastering the Course Builder -Pre-Recorded Webinar](https://getexpanded.wistia.com/medias/davxdwkjc4) - [How to Create the Best Learning Tracks - Pre-Recorded Webinar](https://getexpanded.wistia.com/medias/mel7d27qh0) - [Assignments](https://getexpanded.wistia.com/medias/shupwi838p) ### Week 2 Checklist - [ ] At least 1–3 Courses created - [ ] At least 1 Learning Track created (e.g., “New Hire Onboarding”) - [ ] Assignments configured for at least one role/position or location --- ## Week 3 – Quiz Builder & Assessments > [!TIP] > **Goal** > > Add knowledge checks and assessments to your training. ### **Review Training Materials** - Building Quizzes - [Quiz Builder - Jump to 21:25 or Mastering the Course Builder](https://getexpanded.wistia.com/medias/davxdwkjc4) - [AI Course/Quiz Builder](https://docs.restaurant365.com/docs/create-a-ai-generated-course-or-quiz?highlight=quiz) ### **Week 3 Checklist** - [ ] Quizzes added to key Courses - [ ] Quiz settings (Submit & Score, Missed Question Review, Review Questions with Immediate Feedback) - [ ] At least one Learning Track includes a Course with a quiz - [ ] You’ve tested taking a course + quiz as a learner --- ## Week 4 – Checklists & Audits (Training + Ops) > [!TIP] > **Goal** > > Build checklists for training tasks and operational workflows, plus audits. ### **Review Training Materials** **Training Checklists** - [Training Checklists - Creating Trainer and Self Checks](https://getexpanded.wistia.com/medias/1rcljuygzm) **Operational Checklist Foundations** - [Checklists - Admin Overview](https://getexpanded.wistia.com/medias/ew8ouh4zer) **Daily Ops & Audits** - [Checklists: Daily Checklists - Creating an Daily Ops Checklist](https://getexpanded.wistia.com/medias/rn13cqv7za) - [Checklists: Audits - Creating an Audit](https://getexpanded.wistia.com/medias/xbf343vcxq) - [Checklists: Audits - How To Create an Action Plan](https://getexpanded.wistia.com/medias/7k6cij0sej) **Completion & Reporting** - [Checklists - Completing Checklists](https://getexpanded.wistia.com/medias/5tv2t0it5d) - [Checklists - Daily Operations Reporting](https://getexpanded.wistia.com/medias/ufsovw4ado) - [Checklists - Reopening Checklist Submissions](https://getexpanded.wistia.com/medias/xz7fluvbft) **Best Practices** - [Getting the Most Out of Checklists and Audits - Pre-Recorded Webinar](https://getexpanded.wistia.com/medias/nn1du6ap8x) ### Week 4 Checklist - [ ] At least one Training Checklist created and added to a Learning Track - [ ] At least one Daily Ops Checklist created - [ ] At least one Audit Checklist created - [ ] Complete and review a checklist - [ ] Reporting checked to verify submissions look correct --- ## Week 5 – Reporting, Tracking & Launch Prep > [!TIP] > **Goal** > > Invite managers first - make sure they know how to track employee progress; prepare for full rollout. ### **Review Training Materials** - [Understanding Reporting & Tracking - Pre-Recorded Webinar](https://getexpanded.wistia.com/medias/wnj8miarog) - Invite Managers - [Manually invite your managers](https://getexpanded.wistia.com/medias/fxordyvmo5) - Decide How You Will Invite Employees - Integration - [Training Integrations Article](https://docs.restaurant365.com/docs/employee-training-integrations) - [R365 Employee Training Integration Guide.pdf](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/R365%20Employee%20Training%20Integration%20Guide(1).pdf?sv=2026-02-06&spr=https&st=2026-11-11T23%3A57%3A01Z&se=2026-11-12T00%3A57%3A01Z&sr=c&sp=r&sig=4%2BRcdfV%2FscMybo34M7dWX5fpszj4pMOuy9TgqSpKeOg%3D) - Team Code - [Team Code Article](https://docs.restaurant365.com/docs/add-users-expandshare) - [Team Code Quick Start Guide.pdf](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/Team%20Code%20Quick%20Start%20Guide.pdf?sv=2026-02-06&spr=https&st=2026-11-11T23%3A57%3A01Z&se=2026-11-12T00%3A57%3A01Z&sr=c&sp=r&sig=4%2BRcdfV%2FscMybo34M7dWX5fpszj4pMOuy9TgqSpKeOg%3D) - Mass Import - [Example Mass Import.csv](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/example_mass_import_sanitized.csv?sv=2026-02-06&spr=https&st=2026-11-11T23%3A57%3A01Z&se=2026-11-12T00%3A57%3A01Z&sr=c&sp=r&sig=4%2BRcdfV%2FscMybo34M7dWX5fpszj4pMOuy9TgqSpKeOg%3D) [Contact support](https://help.restaurant365.net/support/home/) for Team Code, mass import, or integration assistance. ### **Week 5 Checklist** - [ ] Managers invited and have logged in - [ ] Location managers know where to check their team’s training status - ([Location Manager How To Videos](https://fast.wistia.com/embed/channel/t9x37v3lnc)) - [ ] You’ve tested tracking: assign → complete → confirm in reports - [ ] Final Learning Tracks & Assignments aligned with your roles/locations - [ ] Confirm **Library folder permissions** (hide any folders not meant for all employees) - [ ] Decide how you will invite your team (mass import, Team Code, integration, manual/individual invites) - [ ] Ready list of users/locations for full rollout - [ ] Launch date agreed internally --- ## Week 6 - Ready to Launch ### **Week 6 Checklist** - [ ] Create your Welcome Newsfeed Post **Optional Configurations** - Set up Badging - Set up AI Knowledge Base - Create Custom Library Folders - Create Learning Track Banners - Create Course Banners --- ## Go Live & Post Launch Review > [!TIP] > **Goal** > > Employee adoption; manager engagement. ### Go Live - Invite all team members - Monitor login activity, engagement and course starts - Answer team questions as they begin using the platform - Reinforce manager engagement ### Post Launch Review Checklist - [ ] Re-invite users who have not accepted their invite - [ ] Review engagement: - [ ] Who has logged in - [ ] Who has read the Newsfeed Post - [ ] Who has started training - [ ] Who has completed required courses/tracks - [ ] Review completion by location (if multi-unit) - [ ] Check integration status (if applicable): - [ ] Sync is running - [ ] New hires are appearing - [ ] Roles and locations are mapping are correctly ### Manager Follow Up Manager engagement is the key to adoption and success. #### Have Them Watch These Videos [Getting Started for Managers/Location Admins](https://fast.wistia.com/embed/channel/t9x37v3lnc) Have them: - Follow up with staff who haven’t logged in and send re-invites - Ensure new hires are added and assigned correctly - Ensure employees are completing training, operational checklists, etc. --- ## Additional Resources - [Knowledge Base Articles](https://docs.restaurant365.com/docs/admin-expandshare) - [Getting Started With R365 Employee Training - Admin Videos](https://fast.wistia.com/embed/channel/dma2mo4228) - [Getting Started for Managers (aka Location Managers, Location Admins)](https://fast.wistia.com/embed/channel/t9x37v3lnc)