Release Notes - Q1 2023

March 16th, 2023

Create Time Off on Behalf of Employees

Manger Tools now includes the option to create Time Off Requests on behalf of Employees. Managers can submit Time Off Requests for Employees that may not have smart phone access. 

Bulk Delete Unassigned Shifts

Users can bulk delete Unpublished, Unassigned Shifts that are no longer needed. Select all Unpublished, Unassigned Shifts using the ‘Select unpublished’ button or hold the SHIFT key to make manual selections for bulk delete.

Labor Rules - Reporting Time Pay

Reporting Time Pay Rules can be accessed on a new tab for the Smart Ops Labor Admin Page. 

Reporting Time Pay Rules will compare an Employee’s actual hours to their scheduled hours. If the Employee’s actual hours do not meet the threshold of minimum hours or percentage of scheduled hours set in the Rule, Reporting Time Pay earnings will be added.

March 7th, 2023

Mobile Daily Sales Summary

 Users can now review and edit the Daily Sales Summary on the go via the R365 Red App! 

 The Mobile Daily Sales Summary allows Users to:

• Review Labor

• Review/Edit/Add Deposits

• Review/Edit Transactions

• View/Add Attachments

• View/Add Forecasting Tags

• View/Add Log Entries

• Complete and Unlock the DSS

Mobile Punch Edit Acknowledgements

When enabled, Punch Edit Acknowledgements adds an additional layer of tracking for R365 Punch Edits. 

When a manager edits an employee punch time in R365, the employee will be notified that Punch Edits were made and will be prompted to acknowledge those changes via the R365 Red App.

Contact your CSM or R365 Support to learn how Punch Edit Acknowledgements can enhance your R365 experience!

New Labor Rules

24-Hour Overtime 

Settings for 24-hour overtime have been added to the Overtime Labor Rules. When configured, overtime will be calculated for employees who exceed a specified hour threshold within a rolling 24-hour period.

Spread of Hours Rules 

The Spread of Hours tab has been added to the Smart Ops Admin Page. When Spread of Hours Rules are configured, penalties of one hour at minimum wage will be calculated for employees whose work day exceeds a specified hour threshold.

Cross-Day Shifts

Shifts that cross business days will now be split into segments for reporting purposes. Labor hours associated with each segment will be reported separately on the appropriate day. 

Cross-day shifts are indicated in the Scheduler and the DSS with an alert icon .

February 2nd, 2023

Login Page Update

The Login page has an updated new look

Location Groups

Location Groups have been updated and are now shared across Accounting and Smart Ops. When configuring Location Groups, each Group can be set to Accounting, Operations, or both.

Location Groups that have been configured for use in Accounting can be used to spread AP Invoices and Journal Entries across the Locations in the Group.

Location Groups that have been configured for use in Operations can be applied to both Purchased Items as well as Recipe Items. When mapping Vendor Items, mapping or editing Recipes, or editing Inventory Counts and Templates, Users will only be able to see Items whose Location Group(s) contain one or more Locations that they have access to.
 

Location Groups can still be used when running reports if the report can be filtered by ‘Group’.

Documents to Process Comments

Comments can now be added to Documents to Process. These comments facilitate communication regarding the uploaded Document.

Fiscal Year Setup

When a Fiscal Year is configured as a ‘52/53 Week Tax Year’, an additional checkbox will be displayed, allowing the User to ‘Add an extra week’

When checked, an additional 7 days will be added to the last period of the Fiscal Year. 

1099 MISC Box

On the Vendor Record 1099 tab, the list of available boxes for the 1099-MISC has been updated to fit the 2022 IRS format:

• 13 - Excess Golden Parachute --> 14 - Excess Golden Parachute
    

• 14 - Non qualified Deferral Comp -->15 - Nonqualified Deferred Compensation
    

• 15 - State Tax Withheld --> 16 - State Tax Withheld

Additional options for pre-2022 setup are also added:

• Pre-2022 Box 13 - Excess Golden Parachute

• Pre-2022 Box 14 - Non qualified Deferral Comp

• Pre-2022 Box 15 - State Tax Withheld