Configuration Working Session Agendas
Workforce Management Expert: Recommended Implementation Services
Before attending these session(s) it is important that the initial information-gathering step is completed, by submitting the WFM Expert 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 'Teams' column below notes the suggested audience for each session. 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.
Session 1 of 3
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Time
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Agenda Items - Labor Management and Time & Attendance
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Teams
|
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5 min
|
Fourth Solution Overview
- About Fourth
- Labor Scheduling
Form Review
|
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
- 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
|
Session 2 of 3
|
Time
|
Agenda Items - Labor Optimization
|
Teams
|
|
10 min
|
Labor Optimization Feature Overview
- Forecast Tool / Best Practices
- Forecast Adjustments
- Labor Modeling & Types of Rules
- Labor Generation Types
- AutoScheduler
- Our Approach
|
Project Owner
Leadership Stakeholder
Operations SME
Training
|
|
70 min
|
Rule Building Exercise Part I
- Identify Job Codes/Roles
- Define Drivers
- Revenue Streams/Centers
Rule Building Exercise Part II
- Minimum Staffing Standards
- Fixed task Labor Rules
Rule Building Exercise Part III
- Volume-Driven Labor Rules
Labor Targets / Budgeting
|
Project Owner
Leadership Stakeholder
Operations SME
Training
|
Session 3 of 3
|
Time
|
Agenda Items - Fuego
|
Teams
|
|
60 min
|
Team Setup Review
- Launch Date
- Offer Percent - can we make a short article explaining offer percent and adjustment options
- Pay Groups
In Site Admin Demo
Dashboard
- Navigating Menu
- Dashboard data elements
- Navigating menu
- Reporting Overview
- Employee Search
- Criteria and Results
- Status Explanations - what are the diff statuses?
- Batch Admin Tool
- How to Create a Batch
- Batch Actions- what else are these?
- Payroll Processing
- Repayments
- Schedule of Repayment
- Reports view
|
Project Owner
Leadership Stakeholder
Operations SME
Training
HR Admin
|
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