This article outlines the learning objectives of the HotSchedules courses available. See below for the courses included in each learning path and what you can expect to learn.
If you would like to request training, please contact your Fourth account manager.
Available Courses
PeopleMatter Manager
Introduction
What's Included?
You will learn:
Introduction to PeopleMatter
Setting up/logging in
Your work file
Introduction to workspaces, admin and employee
Introduction to job boards & applying
What PeopleMatter is used for
How to access the system
The features of your landing page & work file, and how to navigate these
The difference between legacy and beta view, including how to switch between the two
What employees have access to and see upon logging in
Which job boards PM integrates with
Administrator Workspace
What's Included?
You will learn:
Introduction to Manager workspace
Manager dashboard
Enabling notifications
Two-Way SMS
The features of the manager dashboard & basic navigation
How to set up notifications for applications and interviews
How to locate and use the two-way SMS feature to chat with applicants
Which job boards PM integrates with and how each integration is set up
How to access application questions and customize the audience of the questions
How to create custom application questions
Onboarding Employees
What's Included?
You will learn:
Accessing onboarding
Onboarding tasks
Sending onboarding tasks to new hires
Onboarding documentation
Employee onboarding tasks
Manager onboarding tasks
Managing I-9 documentation
How to setup onboarding tasks including creating custom tasks
How to send/re-send onboarding tasks to new hires
What documentation is required during onboarding
How new hires access their onboarding tasks and which tasks are mandatory to complete
How new hires can access their documentation in PM
How to locate and complete manager onboarding tasks
How to complete the manager section of form I-9
Direct to Interview
What's Included?
You will learn:
Enabling Direct to Interview
Qualifying questions
Setting up interviews
Employee experience
What Direct to Interview is
How to enable Direct to Interview
How to add qualifying application questions
How the interviews are scheduled incl. how this looks to applicants
How to manually invite a non-qualifying applicant to interview
PeopleMatter Admin & Manager "Optional to Complete" Modules
The below modules appear at the end of both the Admin and Manager learning paths but are optional to complete should they be relevant to your PeopleMatter account.
Tax Credit Processing
What's Included?
You will learn:
Intro to tax credit processing
Vendors and setup process
Viewing tax credit questionnaires
How to access tax credit processing
How to integrate with various tax credit vendors
How to view tax credit information against an employee
What each tax credit status means against an employee
Background Checks
What's Included?
You will learn:
Background check setup
Background check packages
Running background checks
Which background check vendors integrate with PM
The different packages available with each vendor
How to run a background check against an applicant
E-Verify
What's Included?
You will learn:
Introduction to E-Verify
How does it work?
Accessing E-Verify training
Setting up E-Verify
What E-Verify is and how it works
How to access the E-Verify training from within PM
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