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WFM | Expert | Recommended Services | Training Outline

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Training Outline

Workforce Management Expert: Recommended Implementation Services
Modules Included:

  • Scheduling
  • Standard POS Integration
  • Messaging
  • Task Management
  • Next Gen Forecasting
  • Labor Optimization
  • Time & Attendance
  • WebClock
  • Fuego Earned wage Access
  • Fuego Visa Bank Card
  • Reporting
  • Advanced Analytics

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.

_BestPractice02.png 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
  • 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
  • Review Forecast
  • Generate Labor
  • Copy Schedule
  • Review Scheduled Labor
  • Post Schedule for Upcoming week
  • Create Broadcast Message
  • Pass out Team Member’s Welcome Sheets
  • Begin Logging Each Shift
  • Complete Training Tasklist

Training 3

Reporting / Time & Attendance
  • Labor Reporting
  • Time & Attendance
    • Daily Punch Record Review
    • Reporting 
    • Closing a Pay Period
  • Set Up Your Reporting Dashboard
  • Begin Punch Record Updates in HS for upcoming pay period

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.

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