HCM Classic - Configuration Sessions Overview – Fourth & HotSchedules Customer Success Portal

Configuration Working Session Agendas

Human Capital Management Classic

The goals of this series are to confirm information gathered by our Implementation Readiness team, provide you with additional details on the deployment process, and address any configuration preferences you have/need to complete constructing your Fourth environment.

The 'Teams' columns in the tables below show 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 in today’s fast-paced environment.

Please ensure there is representation from each team noted to allow for a productive session with conclusive outcomes.

These sessions will include some administrator-level education to ensure an informed discussion, but your admin and management team will receive further training after these working sessions are complete.

Session 1 of 3

90 min	Agenda Items: Introduction to Fourth / Applicant Tracking & Onboarding	Teams
10 min	Fourth Solution Overview Applicant Tracking Onboarding Team Member Engagement Labor Scheduling Time & Attendance Payroll Earned Wage Access	Project Owner Leadership Stakeholder Technical Operations SME Training HR Admin
20 min	Data Topology & Configuration Master Data Configuration Job Codes Integration Fourth Systems New Hire files Schedule mapping Employee profiles Time & Attendance Payroll/Prism Third-Party Direct Deposit Point of Sale Historical data Technical plan/installation
15 min	Applicant Tracking Current system & process Prequalifying/knockout questions Application flow Job Board partners Your Teams and Working in the System Location/Job specific visibility Posting jobs Direct-to-Interview
15 min	Onboarding Current setup & process Current company handbook Forms with fillable content Employee vs Manager Tasks I-9 Who will complete section 2 of the I-9? For payroll, what is the last step before integrating into payroll?
10 min	Additional Considerations E-Verify WOTC Background Checks Wrap-Up & Next Steps

Session 2 of 3

60 min	Agenda Items: Payroll & Benefits Management	Teams
10 min	Fourth Solution/Service Focus for Session Payroll Preparation & Processing Benefits Management	Project Owner Leadership Stakeholder Payroll Admin HR Admin
40 min	Configuration Overview Payroll PTO & Workbook overview Confirm FEIN Owner Name/Payroll Contact/Broker Current payroll solution # of EEs Current payroll processing states How many locations Expected payroll Go-Live: Pay period and check date Pay cycles – multiple pay cycles? Payroll submission type: Web/Import/TimeClock Delivery method: FedEx/Courier/Mail/Paperless Owners on payroll Pay codes Tips: paid cash or on check Positions: hourly/salary Departments EE IDs: existing or need new NH: EOB or client entry GL: Y/N, type, COA received? PTO: period, policy, balances, - states that require PTO Prior wages? Benefits Portal and Administration Plans offered-carrier, #plans, plan name, pre/post tax Is medical federal COBRA or state continuation Carrier renewal date Benefit classes Employer Contributions New Hire Benefit wait period Deduction frequency ACA - Full reporting/1095-C and variable hour employee tracking COBRA admin EDI Process overview
10 min	User Roles and Access Admin access & user experience Payroll admin stuff here Employee access & user experience Employee self-service overview
10 min	Wrap-Up & Next Steps Open items Moc payroll preparation

Session 3 of 3

60 min	Agenda Items: User Acceptance Testing & Training Readiness	Teams
5 min	Goals For Session User acceptance testing process overview Training agenda overview & coordination	Project Owner Leadership Stakeholder Operations SME Training
45 min	User Acceptance Testing Exercise Sign-off document overview In-site walkthrough
20 min	Training & Deployment Strategy Training audiences Training content Training delivery Resources Change management Timing
10 min	Wrap-Up & Next Steps Calendar training and go-live dates Identify outstanding UAT items

Configuration Working Session Agendas

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