This article outlines the learning objectives of each Workforce Management Scheduling course available from Fourth University. Use this guide to discover which courses suit your current needs!
If you would like to request training, please contact your Fourth account manager and quote the course name(s) for the training you are interested in receiving; for example, "Scheduling | Advanced Schedules".
Available Courses
Open the expandable sections to see which modules are available.
UK | Scheduling | Labour Based Scheduling
What's Included?
You will learn:
Homepage
Updating Sales Forecasts
Scheduling
Approval
Actual Hours and submitting to payroll
Homepage navigation and features
View upcoming sales forecasts
Edit sales forecasts
Access and edit day and month view forecasts
View actual sales and sales budgets
Create forecast hours
Utilize the schedule functionality
Manage the settings
How to set the schedule ready for approval
How to access the analysis report
How to update actual hours
How to complete actual hours
UK | Scheduling | Labour Based Scheduling | with T&A
What's Included?
You will learn:
Homepage
Updating Sales Forecasts
Scheduling
Approval
Actualizing the day
Homepage navigation and features
View upcoming sales forecasts
Edit sales forecasts
Access and edit day and month view forecasts
View actual sales and sales budgets
Create forecast hours
Utilize the schedule functionality
Manage the settings
How to set the schedule ready for approval
How to access the analysis report
Checking T&A actions & actualising the day
Closing by division & submission to payroll
UK | Scheduling | Labour Based Scheduling | with System Forecasting
What's Included?
You will learn:
Homepage
Updating Sales Forecasts with system forecasting
Scheduling
Approval
Actual Hours and submitting to payroll
Homepage navigation and features
View upcoming sales forecasts
Edit sales forecasts
Access and edit day and month view forecasts
View actual sales and sales budgets
Re-forecast manually when required
Utilize the schedule functionality
Manage the settings
How to set the schedule ready for approval
How to access the analysis report
How to update actual hours
How to complete actual hours
UK | Scheduling | Labour Based Scheduling | with System Forecasting | with T&A
What's Included?
You will learn:
Homepage
Updating Sales Forecasts with system forecasting
Scheduling
Approval
Actualising the Day
Homepage navigation and features
View upcoming sales forecasts
Edit sales forecasts
Access and edit day and month view forecasts
View actual sales and sales budgets
Re-forecast manually when required
Utilize the schedule functionality
Manage the settings
How to set the schedule ready for approval
How to access the analysis report
Checking T&A actions & actualising the day
Closing by division & submission to payroll
UK | Activity Based Scheduling | Performance
What's Included?
You will learn:
Features and benefits overview
Homepage and forecasting
Schedule setting
How to schedule
Saving set shifts
Actualising the schedule
What are activity drivers
What are fixed labour standards
What are variable labour standards
Find & view the weekly statistics on the home tab
Find & view the activity driver values
Amend an activity driver value
Familiarization with the scheduling screen
Ability to search for employees and job roles
Ability to see costs and warnings
Ability to see scheduled hours vs. required hours
How to schedule a shift
Sessions
Creation open shifts
Approving the schedule
Save, load and delete set shifts for employees
Checking T&A actions and actualising the day
Closing by division & submission to payroll
UK | Activity Based Scheduling | Enterprise
What's Included?
You will learn:
Features and benefits
Homepage & forecasting
How to schedule
Managing set shifts
Passive shifts
Schedule settings
Actualising the schedule
What are activity drivers
What are fixed labour standards
What are variable labour standards
Find & view the weekly statistics on the home tab
Find & view the activity driver values
Amend an activity driver value
How to schedule a shift
Creating open shifts
Approving the schedule
Re-ordering job roles & employees
Save, load and delete set shifts for employees
Understanding passive hours
How to schedule a passive hours shift
Viewing the passive hours report
Familiarisation with the scheduling screen
Ability to see costs and warnings
Ability to see contracted hours vs. scheduled hours
Checking T&A actions and actualising the day
Closing by division & submission to payroll
UK | Scheduling | My Schedules | Availability Only
What's Included?
You will learn:
My schedules Availability Only
Accessing the schedule
Setting unavailability
UK | Scheduling | My Schedules | Full
What's Included?
You will learn:
My Schedules Full
Understand how the My Schedule app is used from a manager’s perspective
Create an open shift LP
Publish a rota in LP
View unavailability in LP and the My Schedule app
Select an employee for an open shift in LP and My Schedule
Approve shift drops, shift swaps and shift giveaways
Decline shift drops, shift swaps and shift giveaways
Navigate shift approval history in the My Schedule app
UK | Scheduling | My Schedules | Manager
What's Included?
You will learn:
My Schedules Manager Journey
Understand how the My Schedule app is used from a manager's perspective
Create an open shift in Labour Productivity
Publish a rota in Labour Productivity
View unavailability in Labour Productivity and the My Schedule app
Select an employee for an open shift in Labour Productivity and My Schedule
Approve shift drops, shift swaps, and shift giveaways
Decline shift drops, shift swaps, and shift giveaways
Navigate shift approval history in the My Schedule app
UK | Scheduling | My Schedules | No Drop
What's Included?
You will learn:
My Schedules No Drop
Accessing the schedule
Setting unavailability
Give shift
Open shift
Swap shift
UK | Scheduling | My Schedules | Give a Shift
What's Included?
You will learn:
My Schedules Give a Shift
Navigating the My Schedules tab
How to navigate and give a shift
Follow the steps to give a shift
UK | Scheduling | My Schedules | Open Shifts
What's Included?
You will learn:
My Schedules Open Shifts
Navigating the My Schedules tab
How to navigate and set an open shift
Identify an open shift availability
UK | Scheduling | My Schedules | Swap Shifts
What's Included?
You will learn:
My Schedules Swap a Shift
Navigating the My Schedules tab
How to navigate and swap a shift
Follow a guide to swap a shift
UK | Scheduling | My Schedules | Setting Unavailability
What's Included?
You will learn:
My Schedules Setting Unavailability
Navigating the My Schedules tab
How to navigate and set unavailability on My Schedules
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