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

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 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

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 Two-Step Authentication with Microsoft Authenticator 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

Configuration Working Session Agendas

Workforce Management Advanced: Optimized Implementation Services

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