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
- 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
- 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
- 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
- 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
|
Comments
Please sign in to leave a comment.