Scheduling 101: R365 Basics of Scheduling

From Employmee Management to Publishing a Schedule – Live Training

Is your scheduling process in R365 building the right foundation — from your employee records to a published schedule your team can actually use?

Scheduling 101: R365 Basics of Scheduling — From Employee Management to Publishing a Schedule provides step-by-step guidance to set up and manage your workforce scheduling from the ground up.

Across six focused classes, you’ll learn how to clean up and optimize employee records, configure your schedule grid, build and adjust shifts, publish schedules, and manage the employee experience — so you can demonstrate each skill on your own, in your own restaurants.

Sessions start August 17th – Register Now!

Why Attend?

What to Expect

Each session is designed to deliver practical, actionable training in about an hour:

We understand schedules can be tight—a replay will be shared with all registrants. If you have specific questions you want our experts to answer during the structured Q&A, be sure to attend live!

Upcoming Sessions

Ondemand Videos

Week #1 — Class 1

Employee Management - Cleanup

Learn how to inactivate employee records that are no longer needed and merge duplicate records — so your employee data is accurate before you build anything on top of it.

Monday, August 17th @ 3:00 PM CT

Wednesday, August 19th @ 11:00 AM CT

Week #2 — Class 2

Employee Management - Record Setup

Edit employee records, add jobs to individual employees, and manage jobs across your organization — so every employee is set up correctly before scheduling begins.

Monday, August 24th @ 3:00 PM CT

Wednesday, August 26th @ 11:00 AM CT

Week #3 — Class 3

Schedule Grid Setup

Add departments and navigate the schedule grid — so you understand the structure you’re working in and can set it up to reflect how your restaurants actually operate.

Monday, August 31st @ 3:00 PM CT

Wednesday, September 2nd @ 11:00 AM CT

Week #4 — Class 4

Building and Managing a Schedule

Create new shifts, adjust an existing schedule, and use the unassigned employee field — giving you the tools to construct a schedule that’s accurate, flexible, and ready to publish.

Wednesday, September 9th @ 11:00 AM CT

Friday, September 11th @ 3:00 PM CT

Week #5 — Class 5

Publishing a Schedule

Publish a schedule, print it, and grant employees app access — so your team has what they need, however they need it.

Monday, September 14th @ 3:00 PM CT

Wednesday, September 16th @ 11:00 AM CT

Week #6 — Class 6

Employee Experience

Manage employee requests from the web and navigate the employee experience from the R365 app at a high level — so you understand what your team sees and can support them.

Monday, September 21st @ 3:00 PM CT

Wednesday, September 23rd @ 11:00 AM CT

Week #7 — Class 7

Conducting an Inventory Count

Follow the full count process in R365, including how to add or remove items mid-count — so your team can execute inventory correctly every time.

Tuesday, October 20th @ 3:00 PM CT

Thursday, October 22nd @ 11:00 AM CT

Week #8 — Class 8

Reviewing & Approving an Inventory Count

Review and troubleshoot count variances, then complete and approve your inventory — so every count closes clean and your food cost data is reliable.

Tuesday, October 27th @ 3:00 PM CT

Thursday, October 29th @ 11:00 AM CT

Ready to Master Scheduling?

Don’t let inconsistent processes or setup gaps cost you time and accuracy. Complete the form to attend the full series!

Restaurant365 brings together accounting, operations, scheduling, and more in a flexible platform—empowering restaurants to choose the solutions they need and scale with confidence.