Mastering the Fundamentals

R365 Scheduling 101: Video Library

All Six Trainings. One Place. Your Complete Guide to Consistent Scheduling

Welcome to the “Scheduling 101: Basic of Scheduling” Video Library—your one-stop resource for mastering every step of the scheduling process in R365.

Here, you’ll find all six sessions from our live training series, now available on demand.

What You’ll Learn

Every session includes:

Clear Learning Objectives: Build confidence with step-by-step instruction.
Practical How-To Guidance: See exactly how to perform tasks in R365.
Expert Tips & Best Practices: Streamline your processes and save time.
Actionable Takeaways: Immediately apply what you learn to your daily work.

Why Watch

Save Hours Each Month: Streamline your workflows and reduce manual work.
Schedule with Confidence: Minimize stress and errors.
Empower Your Team: Help your staff work smarter and master key accounting processes.
Learn from the Experts: Gain insider guidance from R365 specialists who understand restaurant accounting.

Watch Anytime, Anywhere

All six sessions will be available right here, ready to play, pause, and revisit whenever you need. Train new hires, refresh your team’s knowledge, or sharpen your closing process—all in one convenient place.

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.

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.

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.

Next Session Coming Soon...

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.

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.

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.

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.

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.

R365 Scheduling 101: Video Library

What You’ll Learn

Why Watch

Watch Anytime, Anywhere

Employee Management: Cleanup

Employee Management: Record Setup

Schedule Grid Setup

Next Session Coming Soon...

Building and Managing a Schedule

Publishing a Schedule

Employee Experience

Conducting an Inventory Count

Reviewing & Approving an Inventory Count

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