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

Configuration Working Session Agendas

Human Capital Management Advanced

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 5

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 5

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 5

90 min	Agenda Items: Labor Management and Time & Attendance	Teams
10 min	Fourth Solution Focus for Session Labor scheduling Time & Attendance Compliance Messaging Logging	Project Owner Leadership Stakeholder Technical Operations SME Training HR Admin
30 min	Labor Scheduler Configuration Compliance Configuration Review states and jurisdictions Punch exceptions Meal and break rules Minor compliance and school calendars Predictive scheduling/Fair Workweek Pay impacts Reason codes Access and permissions Standard permission set overview Permission set > job mapping
10 min	Tips and Tip Claiming Current Tip Management process Tip Pay-Out Tip pooling/sharing
10 min	Communication Message inbox Broadcast messages Preloads Surveys Health survey Shift Ratings
30 min	Task Management Daily/Weekly required task lists Todos Logging Daily log Staff journal Documentation Storage Library documents Contacts Events

Session 4 of 5

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

Session 5 of 5

(This session can be performed after go-live of other Fourth tools)

60 min	Agenda Items: Fuego Earned Wage Access & Tip Pay-Out	Teams
5 min	Goals for Session Review requirements Introduction to Fuego	Project Owner Leadership Stakeholder Operations SME Training
45 min	Setup & Administration Review setup details Admin navigation Deployment support Employee User Experience Accessing/Downloading the app User setup process Financial tools Supplemental materials
20 min	Training & Deployment Strategy Training audiences Training content Training delivery Resources Change management Timing
10 min	Wrap-up & Next Steps Calendar deployment dates

Configuration Working Session Agendas

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