WFM | Expert | Optimized Services | Training Outline – Fourth & HotSchedules Customer Success Portal

Training Outline

Workforce Management Expert: Optimized Implementation Services

Modules Included:

Scheduling
Standard POS Integration
Messaging
Task Management
Next Gen Forecasting
Labor Optimization

Time & Attendance
WebClcok
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.

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	Welcome to HotSchedules! Training Outline & Goals Site Access Set Up Your Team: Enter Availability Print Welcome Sheets Manage Time Off Share Employees Create your first Schedule	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	Forecasting Intro to Forecasting Generating Labor Forecast Adjustments Copy previous schedule Ensure you are meeting labor goals (Smart View, Schedule Summary & Labor Volume) Smart Select & Keyboard Shortcuts Post your Schedule Communication Tools Broadcast Message Messaging LogBook Logging, Task Lists, To-Dos	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 Labor Card Daily Details (w/ Optimal by Day) Overtime Warning Login Report 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
Above Store Leadership Training Reporting	Above Store Console Read/Write Logbook Entries Schedule Status Creating Preload Messaging Creating Above Store User Profiles Setting Up Filters and Views Scheduled Reports	Post a Preload Create a Log Create scheduled reports

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 CustomerSuccess Portal.

Training Outline

Workforce Management Expert: Optimized Implementation Services

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