WFM | Classic | Recommended Services | Training Outline – Fourth & HotSchedules Customer Success Portal

Training Outline

Workforce Management Classic: Recommended Implementation Services
Manager Training

Modules Included:

Scheduling
Messaging
Reporting
Task Management

What you will need to know before training:

Training on your new Fourth Workforce Management tools will be a combination of virtual self-guided learning and live training via webinar(s) with your dedicated consultant. Before your live training, you will receive access to your digital learning courses.

It is important that you complete each self-guided digital learning segment before attending the coupled live call with your dedicated implementation contact.

Session Title	What We Will Cover	Goals Before Next Meeting
Training 1 Getting Started	Welcome to HotSchedules! Training Outline & Goals Site Access Set Up Your Team: Adding Staff Profiles Enter Availability Print Welcome Sheets Manage Time Off Share Employees Create your first Schedule	Setting Up Your Team  Your Profile Employee Availability Approved Time Off Transcribe existing schedule into HotSchedules for practice (do NOT post)
Training 2 Scheduling / Task Management	Forecasting Intro to Forecasting Create a labor budget Manually Enter Proforma Projections Copy Previous Schedule Smart Select & Keyboard Shortcuts Post your Schedule Communication Tools Broadcast Messages and Messaging LogBook Logging, Task Lists, ToDo’s Labor Reporting Roster report, overtime warning, login report	Review Forecast Copy Schedule Review Scheduled Labor Post Schedule for upcoming week Create Broadcast Message Pass out Team Member’s Welcome Sheets Begin Logging Each Shift
Above Store Leadership Training Reporting	Above Store Console Read/Write Logbook Entries Schedule Status Creating Preload Messaging Creating Above Store User Profiles Setting Up Filters and Views Scheduled Reports	Post a Preload Create a Log Create Scheduled Reports

Following each training call, you will be tasked with applying your learnings to complete the setup/tasks you were just trained on. Each session will build on the knowledge and accomplishments from the previous session. Your dedicated consultant(s) will be available to you throughout the training via email and phone.

At the conclusion of your training/implementation period, your long-term support will be managed by our wonderful Fourth Support team. For more information on post-implementation support, please review our Customer Handbook and explore our informative Customer Success Portal.

Training Outline

Workforce Management Classic: Recommended Implementation ServicesManager Training

Related articles

Workforce Management Classic: Recommended Implementation Services
Manager Training