WFM | Advanced | Recommended Services | Discovery Sessions – Fourth & HotSchedules Customer Success Portal

Configuration Working Session Agendas

Workforce Management Advanced: Recommended Implementation Services

Before attending these session(s) it is important that the initial information-gathering step is completed, by submitting the WFM Advanced Package Form.

Based on your responses in the form, some of the below topics can be compressed, consolidated, or excluded depending on your needs.

The goal in this series is to confirm responses received in the completed configuration form and address any outstanding questions needed to complete the environment build process.

The columns below note the suggested audience for each session in the right-side 'Teams' column. All are welcome to attend the entirety of the series, but we understand that it can be difficult to coordinate multiple parties.

Please ensure there is representation from each department noted to allow for a productive session with conclusive outcomes.

Time	Agenda Items - Labor Management and Time & Attendance	Teams
5 min	Fourth Solution Overview About Fourth Labor Scheduling Form Review About Fourth	Project Owner Leadership Stakeholder Technical Operations SME Training HR Admin
10 min	Data Topology & Configuration Master Data Configuration (Template Overview) Job Codes Management Hourly Employee Profiles Employee sharing requirements Sales, Guests, etc. (Labor Drivers) Integration Historical Data Technical Plan / Installation	Project Owner Leadership Stakeholder Technical Operations SME Training HR Admin
20 min	Labor Scheduler Configuration Compliance Configuration Review states and jurisdictions Meal and break rules, split shifts, minimum shifts Minor compliance and school calendars Predictive scheduling/fair workweek Pay Impacts Reason Codes Employee access and permissions Employee-initiated profile changes Organizational hierarchy	Project Owner Leadership Stakeholder Technical Operations SME Training HR Admin
10 min	Communication Message Inbox Broadcast Messages Preloads Surveys Health Survey Shift Ratings	Project Owner Leadership Stakeholder Operations SME Training HR Admin
10 min	Task Management Daily/Weekly required task lists To-dos Logging Daily Log Configuration Staff Journal Documentation Storage Library documents Contacts Events	Project Owner Leadership Stakeholder Operations SME Training HR Admin

Configuration Working Session Agendas

Workforce Management Advanced: Recommended Implementation Services

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