Configuration Working Session Agendas
Workforce Management Advanced: Optimized 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.
The goal for this session is to confirm responses received in the completed configuration form and address any outstanding questions needed to complete the environment build process.
If your submitted form provides all that is needed, Fourth will proceed with building your site(s) and work with you to coordinate training once available.
Session 1 of 2
Time
|
Agenda Items - Labor Management and Time & Attendance
|
Teams
|
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 2
Time
|
Agenda Items - Fuego
|
Teams
|
60 min
|
- Team Set Up Review
- Launch Date
- Offer Percent
- 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 and Batch Actions- what else are these?
- Payroll Processing
- Repayments
- Schedule of Repayment
- Reports view
|
Project Owner Leadership Stakeholder Operations SME Training HR Admin
|
User Acceptance Testing (UAT)
Time
|
Agenda Items - User Acceptance Testing Training
|
Teams
|
10 min
|
Access and navigation
- Above Store User access
- Configuration interface Above Store Console (ASC) walkthrough
|
Project Owner Leadership Stakeholder Operations SME Training
|
75 min
|
User Acceptance Testing (UAT) Script Walkthrough
- Compliance
- Punch Exceptions
- Pay Exceptions
- Adjustment Types
- Meal Break Planning
- Minor Labor rules
- Webclock
- Alerts and notifications
- Punch restrictions
- Admin / Manager controls
- Logging & Task Management
- Integrated Data
- Sales/Guests
- Employee Profiles
|
Project Owner Leadership Stakeholder Operations SME Training
|
5 min
|
Wrap-up & Next Steps
- Review of Discussions
- Parking lot / Open Items
- Questions & Discussion
|
Project Owner Leadership Stakeholder Operations SME
|
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