Working With Jobs

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. 

Mapping a Job

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

2. In the row for the job to map, select the Link Job drop-down.

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

4. When finished linking jobs, select Save to save the mappings.

Creating a New Job Record

At this time, Brink does not support the creation of jobs through integrated systems. Jobs must be set up in Brink first so that they can be mapped to jobs in R365. If the job is not available in Brink, log into the Brink Admin Portal, create the job there, and then reload the R365 integration page to link the job.

If a job exists in Brink but not in R365, use the integration to create a new job record in R365.

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

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

3. In the row for the job to create, select the Link Job drop-down.

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

5. When finished making changes, select Save.
   The job is created.

If a job does not already exist in R365, create a new job record manually by selecting the +Job button.

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

2. Complete the required fields on the General tab.

3. Complete the required fields on the Employees tab.

4. Complete the required fields on the Responsibilities tab.

5. Select Create.
   The new job record is added.

For definitions of fields on the Job Form, see Smart Ops: Job Records.