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Restaurant365: Extraction and Required Data Guide

Restaurant365: Extraction and Required Data Guide

Guide users to extract, format, and import Restaurant365 data for successful setup.

This guide walks you through how to access Restaurant365, extract the required data, and format files so you can complete your setup successfully.

Overview Checklist

Access

Data Extraction

Data Formatting

Data Extraction Steps

Employee Demographics

Direct deposit

Deductions

Historical Payrolls

Tax Returns

Employee Demographics

  1. Go to Reports → Custom Report Builder
  1. Report Template: Employee Census
  1. Select the following columns:
    1. Demographics
      1. Company
      2. Employee
      3. Last Name
      4. First Name
      5. Middle Name
      6. Bank Account
      7. Social Security #
      8. Location
      9. Employment Status
      10. Personal Email
      11. Job Title
      12. Employee Type W2/1099
      13. Street Address
      14. City
      15. State
      16. Zip
      17. Mobile Phone Number
    2. Dates
      1. Hire Date
      2. Birth Date
      3. Termination Date
    3. Income
      1. Salary per pay period
    4. Additional Income
      1. Rate 1
      2. Rate 2
      3. Rate 3
      4. Rate 4
      5. Default Regular
      6. Default Overtime
    5. Taxes
      1. Withhold Status
      2. Unemployment Status
      3. Federal Exemptions
      4. State Exemptions
      5. State Dependents
      6. Withhold Federal Tax
      7. Withhold Social Security Tax
      8. Withhold Medicare Tax
      9. Withhold State Tax
      10. W4 Tax Year
      11. Two Jobs
      12. Claimed Dependents Total ($)
      13. Other Income
      14. Deductions
  1. Run Report in CSV format

Direct Deposit

  1. Go to Reports → Report Manager → Employee → Direct Deposit List
  1. Run Report → Download

Alternative Report:

  1. Reports → Report Manager → Payroll → Direct Deposit Register
  1. Enter most recent payroll dates
  1. Run report → Download

Deductions

  1. Go to Reports → Custom Report Builder
  1. Report Template: Deductions
  1. Select the following columns:
    1. Demographics
      1. Employee
      2. Last Name
      3. First Name
      4. Middle Name
    2. Deduction Information
      1. Amount
      2. Employer Amount
      3. Deduction Wages
      4. Match Amount
      5. Check ID
  1. Download as CSV

Historical Payrolls

Closed Quarter

  1. Go to Reports → Report Manager → Payroll → Payroll Allocation
    1. Select the date range for each closed quarter
      1. Q1 (1/1 - 3/31)
      2. Q2 (4/1 - 6/30)
      3. Q3 (7/1 - 9/30)
    2. Location: All
    3. Department: All
    4. Employee: All
  1. Run Report
  1. Download in Excel (CSV)
  1. Go to Reports → Report Manager → Payroll → Payroll Allocation
    1. Select the date range - Run report for each individual check date in open quarter
    2. Location: All
    3. Department: All
    4. Employee: All
  1. Run Report
  1. Download in Excel (CSV)

Tax Returns:

  1. Go to Reports → DocVault → Tax Documents
  1. Click view file next to each Quarterly Tax packet needed
  • If starting in Q1, pull the prior quarter's return (Q3 or Q4) to confirm tax information.
  • If starting mid-year, pull every closed quarters return in the current year.
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Obtaining closed quarter(s) tax filings is required and will allow you to tie out each quarter to ensure balancing with the transfer of historical data.

Tax documents serve dual purpose for setup:

  • Allows you to tie out closed quarters in the current year when importing the historical data.
  • Provides required information to complete the Tax Parameters.
 

Data Formatting

Refer to Help Article - Data Formatting for details on how to format reports for a smooth import experience.

 
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