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

Configuration Working Session Agendas

Workforce ManagementExpert: Optimized 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 of this working session series is to collectively understand/agree on the detailed configuration options that will best serve the needs of your team. We will demonstrate the core functionality to allow an informed discussion on how we will develop your labor model in HotSchedules and provide meaningful insight through the available data within the solution. By the conclusion of this working session series, we will have a fully defined data and configuration design with agreed-upon training and change management strategies.

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 4

Time	Agenda Items - Labor Management and Time & Attendance	Teams
10 min	Labor Management Current Labor Mgmt / Scheduling Process Current Challenges Current Target Attainment Goals and Success Criteria Fourth Solution Overview About Fourth Labor Scheduling	Project Owner Leadership Stakeholder Technical Operations SME Training HR Admin
20 min	Data Topology & Configuration Employee Profile and Lifecycle Hiring and Onboarding Employee profile information - where it resides and travels through systems Employee profile changes, pay rate and job changes HRID’s? Inactive, LOA and Terminations Master Data Configuration (Template Overview) Job Codes Management Hourly Employee sharing requirements Sales, Guests, etc. (Labor Drivers) Gross/Net Calculation "Fake” User Profiles Integration Configuration Requirements Data Imports / Exports Frequency of Data Transmission Historical Data Timeline to Deploy Lab Technical Plan / Installation	Project Owner Leadership Stakeholder Technical Operations SME Training HR Admin
30 min	Labor Scheduler Configuration Compliance Configuration Review states and jurisdictions Meal and break rules, split shift, minimum shifts Minor compliance and school calendars Predictive scheduling/fair work week Pay Impacts Reason Codes Employee scheduling “Schedule” configuration review Locations/stations per job code Employee access and permissions Request Time Off Process Employee availability Employee-initiated profile changes Employee welcome sheet review Organizational Hierarchy Documentation Template Overview	Project Owner Leadership Stakeholder Technical Operations SME Training Payroll Admin HR Admin

Session 2 of 4

Time	Agenda Items - Labor Optimization	Teams
10 min	Agenda & Recap Teams & SMEs Goals for session(s) Recap of Day 1 Discussions	Project Owner Leadership Stakeholder Operations SME Training
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 4

Time	Agenda Items - Logging, Task Management, Communication	Teams
20 min	Communication Message Inbox Broadcast Messages Preloads Surveys Health Survey Shift Ratings	Project Owner Leadership Stakeholder Operations SME Training HR Admin
30 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 4 of 4

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 Training

Configuration Working Session Agendas

Workforce ManagementExpert: Optimized Implementation Services

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