This article outlines the learning objectives of the HotSchedules courses available. See below for the courses included in each learning path, to see what you can expect to learn.
If you would like to request training, please contact your Fourth account manager.
Available Courses
HotSchedules Training | Classic
Setting Up Your Team & Access (Non-Sequential)
What's Included?
You will learn:
HotSchedules Overview
Set Up & Access Overview
Creating New Employees
Submitting Availability For Employees
Employee Thresholds (Good Faith Estimates)
Blocking Time Off Dates
Creating Time Off For Employees
Set Up & Access Overview
Creating and Editing Shifts
Creating and Applying Templates
How to navigate around HotSchedules on a basic level
How to add new employees
How to give new employees access to HotSchedules
What Availability is
How you as a manager can submit an employee’s availability on their behalf
What the Time Off and Request feature is and how employees use it
How to block dates from time off
How to submit time off on behalf of an employee
What the scheduler looks like
How to add, edit, and remove shifts
What a schedule template is
How to create and apply a template to a weekly schedule
Non-Integrated Business Forecasting
What's Included?
You will learn:
Forecasting Overview
Sales Forecasting Overview
Non-Integrated Forecast Input
The Labor Budget Tool
Forecasting Best Practices (Non-Integrated)
Template-Based Labor Forecasting
What the Forecasting page looks like
The purpose of creating a forecast
How to forecast sales as a non-integrated site
How to use the Labor Budget Tool
How to utilize the forecast data to help optimize schedule creation
How to use templates
Communication & Alerts (Non-Sequential)
What's Included?
You will learn:
Composing HS Messages
Broadcast Messages
Shift Approvals
Approve Time Off
Approve Availability
HS Health Survey: Manager Widget
How to create and send messages on HotSchedules
What Broadcast Messages are and how to utilize them
How to approve shift pickups, releases, and swaps
How to Approve Time Off requests
How to Approve Availability Change requests
What the purpose of the Health Survey is and how to view results
Logbook (Non-Sequential)
What's Included?
You will learn:
Logbook Overview
Daily Log
Staff Journal
Completing Task Lists
Events Calendar
Contacts
Library
Create and Manage ToDos in Logbook
What subjects daily log entries apply to
What subjects staff journal entries apply to
How to complete a task list
Using the event calendar to stay informed of holidays, meetings etc.
Using logbook to store contact information of vendors, maintenance companies etc.
Storing documents and other digital content using the library
HotSchedules Training | Classic + Time & Attendance + Webclock
Setting Up Your Team & Access (Non-Sequential)
What's Included?
You will learn:
HotSchedules Overview
Set Up & Access Overview
Creating New Employees
Submitting Availability For Employees
Employee Thresholds (Good Faith Estimates)
Blocking Time Off Dates
Creating Time Off For Employees
Set Up & Access Overview
Creating and Editing Shifts
Creating and Applying Templates
How to navigate around HotSchedules on a basic level
How to add new employees
How to give new employees access to HotSchedules
What Availability is
How you as a manager can submit an employee’s availability on their behalf
What the Time Off and Request feature is and how employees use it
How to block dates from time off
How to submit time off on behalf of an employee
What the scheduler looks like
How to add, edit, and remove shifts
What a schedule template is
How to create and apply a template to a weekly schedule
Non-Integrated Business Forecasting
What's Included?
You will learn:
Forecasting Overview
Sales Forecasting Overview
Non-Integrated Forecast Input
The Labor Budget Tool
Forecasting Best Practices (Non-Integrated)
Template-Based Labor Forecasting
What the Forecasting page looks like
The purpose of creating a forecast
How to forecast sales as a non-integrated site
How to use the Labor Budget Tool
How to utilize the forecast data to help optimize schedule creation
How to use templates
Communication & Alerts (Non-Sequential)
What's Included?
You will learn:
Composing HS Messages
Broadcast Messages
Shift Approvals
Approve Time Off
Approve Availability
HS Health Survey: Manager Widget
How to create and send messages on HotSchedules
What Broadcast Messages are and how to utilize them
How to approve shift pickups, releases, and swaps
How to Approve Time Off requests
How to Approve Availability Change requests
What the purpose of the Health Survey is and how to view results
Logbook (Non-Sequential)
What's Included?
You will learn:
Logbook Overview
Daily Log
Staff Journal
Completing Task Lists
Events Calendar
Contacts
Library
Create and Manage ToDos in Logbook
How to access hire settings
How to access job board settings
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
How to assign messages and duties to other users
Time and Attendance (Non-Sequential)
What's Included?
You will learn:
Time and Attendance Overview
Adding Punch Records
Editing Punch Records
Fair Work Week Overview
FWW - Advance Notice of Schedules
The purpose of Time and Attendance
How to navigate the Punch Records page
How to add, edit, and remove Punch Records
How to flag odd Punch Records for further review
Features added for Fair Work Week laws
How to set Employee Thresholds
Webclock
What's Included?
You will learn:
Webclock Overview
Launching Webclock
Viewing/Clocking Out Staff
GeoFencing/IP Restriction
What Webclock is mainly used for
How to launch Webclock
How to see which team members are still clocked in
How to clock team members out
How to view team members’ current shifts and weekly hours
How to restrict who can access Webclock and where
HotSchedules Training | Advanced Artifacts
Setting Up Your Team & Access (Non-Sequential)
What's Included?
You will learn:
HotSchedules Overview
Set Up & Access Overview
Creating New Employees
Submitting Availability For Employees
Employee Thresholds (Good Faith Estimates)
Blocking Time Off Dates
Creating Time Off For Employees
Set Up & Access Overview
Creating and Editing Shifts
Creating and Applying Templates
How to navigate around HotSchedules on a basic level
How to add new employees
How to give new employees access to HotSchedules
What Availability is
How you as a manager can submit an employee’s availability on their behalf
What the Time Off and Request feature is and how employees use it
How to block dates from time off
How to submit time off on behalf of an employee
What the scheduler looks like
How to add, edit, and remove shifts
What a schedule template is
How to create and apply a template to a weekly schedule
Communication & Alerts (Non-Sequential)
What's Included?
You will learn:
Composing HS Messages
Broadcast Messages
Shift Approvals
Approve Time Off
Approve Availability
HS Health Survey: Manager Widget
How to create and send messages on HotSchedules
What Broadcast Messages are and how to utilize them
How to approve shift pickups, releases, and swaps
How to Approve Time Off requests
How to Approve Availability Change requests
What the purpose of the Health Survey is and how to view results
Business And Labor Forecasting (Sequential)
What's Included?
You will learn:
Business Forecasting Overview
HS Generating Business Forecasts
HS Generate Labor
How to View The Sales Forecast Theory
Adjusting Sales Forecasts
Weather Forecast
Create a Forecast Memo
Forecasting Best Practices
What is Optimal Labor?
What the Forecasting page looks like
The purpose of creating a forecast
How to forecast sales as an integrated client
The proper way to select your forecasting data
How to adjust your forecast to suit upcoming needs
How to use the weather widget and memo features
How to generate labor
How to use your forecast to optimize schedule creation
What Optimal Labor is and why it’s important
Time and Attendance (Non-Sequential)
What's Included?
You will learn:
Time and Attendance Overview
Adding Punch Records
Editing Punch Records
Fair Work Week Overview
FWW - Advance Notice of Schedules
The purpose of Time and Attendance
How to navigate the Punch Records page
How to Add, Edit, and Remove Punch Records
How to flag odd punch records for further review
Features added for Fair Work Week Laws
How to set Employee Thresholds
Webclock (Sequential)
What's Included?
You will learn:
Webclock Overview
Launching Webclock
Viewing/Clocking Out Staff
GeoFencing/IP Restriction
What Webclock is mainly used for
How to launch Webclock
How to see which team members are still clocked in
How to clock team members out
How to view team members’ current shifts and weekly hours
How to restrict who can access Webclock and where
Logbook (Non-Sequential)
What's Included?
You will learn:
Logbook Overview
Daily Log
Staff Journal
Completing Task Lists
Events Calendar
Contacts
Library
What subjects daily log entries apply to
What subjects staff journal entries apply to
How to complete a task list
Using the event calendar to stay informed of holidays, meetings etc.
Using Logbook to store contact information of vendors, maintenance companies etc.
Storing documents and other digital content using the library
HotSchedules Training | Complete Integrated
Setting Up Your Team & Access (Non-Sequential)
What's Included?
You will learn:
HotSchedules Overview
Set Up & Access Overview
Creating New Employees
Submitting Availability for Employees
Employee Thresholds (Good Faith Estimates)
Blocking Time Off Dates
Creating Time Off for Employees
Set Up & Access Overview
Creating and Editing Shifts
Creating and Applying Templates
How to navigate around HotSchedules on a basic level
How to add new employees
How to give new employees access to HotSchedules
What Availability is
How you as a manager can submit an employee’s availability on their behalf
What the Time Off and Request feature is and how employees use it
How to block dates from time off
How to submit time off on behalf of an employee
What the scheduler looks like
How to add, edit, and remove shifts
What a schedule template is
How to create and apply a template to a weekly schedule
Communication & Alerts (Non-Sequential)
What's Included?
You will learn:
Composing HS Messages
Broadcast Messages
Shift Approvals
Approve Time Off / Override Approval
Approve Availability
HS Health Survey: Manager Widget
How to create and send messages on HotSchedules
What Broadcast Messages are and how to utilize them
How to approve shift pickups, releases, and swaps
How to approve Time Off requests / Override approved requests
How to approve Availability Change requests
What the purpose of the Health Survey is and how to view results
Staff Tab (Non-Sequential)
What's Included?
You will learn:
Assigning and Removing Schedules
Changing User Account Status
Updating User Permissions
Assigning and Editing Certifications
Assigning Skill Levels
Setting up School Calendars
Sharing Staff
Adding and removing employees from schedules using the Staff List
Changing user status between active, inactive and terminated
Updating user permissions to control access within their account
Keeping track of employee certifications and configuring expiry dates
Assigning skill levels to employees for more accurate scheduling
Using school calendars to utilise labor warnings
How to share staff who work at multiple stores
Scheduling Tab (Sequential)
What's Included?
You will learn:
Creating and Editing Shifts
Assigning House Shifts
Creating and Applying Templates
Copying Schedules
Finding Missing Schedules
Posting and Unposting a Schedule
Using the Labor Budget Tool
How to create, edit and move shifts within scheduling
How to create house shifts and assign to employees
The different types of templates, how to create them and apply them
How to copy a schedule to reduce scheduling admin time
Tips for locating a missing schedule
Posting and unposting a schedule
Accessing the labor budget tool and adjusting the budget
Business Forecasting (Sequential)
What's Included?
You will learn:
Generating Business Forecasts
Generate the Sales Forecasting Theory
Adjusting Business Forecasts
Weather Forecasts
Memos
The Forecast Data Report
Generating a business forecast for precise scheduling
How to view the sales forecasting theory
How to adjust your forecast to suit upcoming needs
How to use the weather widget and memo features
What the forecast data report shows and how to generate the report
Labor Forecasting (Sequential)
What's Included?
You will learn:
Generating Labor
What is Optimal Labor?
Daily Scheduling Best Practices
The two primary methods of labor forecasting and how to generate labor
What Optimal Labor is and why it’s important
Best practices in daily scheduling, daily labor reports and ad-hoc labor tasks
Logbook (Non-Sequential)
What's Included?
You will learn:
Logbook Overview
Daily Log
Staff Journal
Completing Task Lists
Events Calendar
Contacts
Library
What subjects daily log entries apply to
What subjects staff journal entries apply to
How to complete a task list
Using the event calendar to stay informed of holidays, meetings etc.
Using logbook to store contact information of vendors, maintenance companies etc.
Storing documents and other digital content using the library
Time and Attendance (Non-Sequential)
What's Included?
You will learn:
Time and Attendance Overview
Adding Punch Records
Editing Punch Records
Fair Work Week Overview
FWW - Advance Notice of Schedules
The purpose of Time and Attendance
How to navigate the Punch Records page
How to add, edit, and remove Punch Records
How to flag odd punch records for further review
Features added for Fair Work Week Laws
How to set Employee Thresholds
Webclock (Sequential)
What's Included?
You will learn:
Webclock Overview
Launching Webclock
Viewing/Clocking Out Staff
GeoFencing/IP Restriction
What Webclock is mainly used for
How to launch Webclock
How to see which team members are still clocked in
How to clock team members out
How to view team members’ current shifts and weekly hours
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