Working With Employees

This integration is currently available only to select Early Adopters.

This article describes actions taken on the Jobs tab of the Connection Mapping page for the Brink POS integration.

Searching for an employee

• In the Search bar either at the top of the page or in the Link Employee drop-down, enter the employee's First Name, Last Name, or Payroll ID.
  The list updates to display rows matching the search criteria.

  

Mapping an employee

1. To begin, select a location from the Select Location drop-down.
   The tab loads a list of employees for the selected location.

2. In the row for the employee you want to map, select the Link Employee drop-down.

3. From the resulting drop-down list, select the employee to link. 

4. When you are finished linking employees, select Save to save the mappings.

Creating a new employee record

If an employee exists in one system but not the other, use the integration to create a new employee record in the system where it is missing.

1. To begin, select a location from the Select Location drop-down.
   The tab loads a list of employees for the selected location.

2. Make sure the page is showing employees for the system where the employee record exists.
   For example, if the employee exists in R365 but not in Brink, make sure the Viewing … From toggle reads: Viewing Employees from R365.

3. In the row for the employee to create, select the Link Employee drop-down.

4. From the resulting drop-down list, select Create Employee.

5. When you are finished making changes, select Save.
   The employee is created.

If an employee does not already exist in the system, create a new employee record by selecting the +Employee button.

1. Select +Employee.
   The Employee Record slides out on the right side of the screen.

2. Complete the fields on the Basic Info tab.

3. Complete the fields on the Employment tab.

4. Complete the fields on the Time tab.

5. Complete the fields on the Schedule tab.

6. Complete the fields on the Notes tab.

7. Complete the fields on the Integrations tab.

8. Select Create.
   The new employee record is added.

For definitions of fields on the Employee Form, see Workforce Employee Record.