HCM Classic - Professional Payroll Services Training Outline – Fourth & HotSchedules Customer Success Portal

Training Outline

Human Capital Management (HCM) Classic

With Fourth’s Professional Payroll Services - Professional Employment Organization (PEO)

Modules Included:

Applicant Tracking
Job Board Integrations
Two-Way Texting
Intuitive Manager Dashboards

Electric Onboarding
Direct-to-Interview
Career Site: Text-to-Apply
Fuego Visa Bank Card

What you will need to know before training:

Training on your new Human Capital Management tools will be a combination of virtual self-guided learning, and live training via webinar with your dedicated consultant. Each training session will explain functionality, demonstrate how you perform that function, and answer questions. You will be tasked with completing the functions following each call and will be provided with instructions and guides to enable you to complete these tasks.

It is important to complete these tasks before the next training session to ensure readiness and comprehension of the content in the next steps.

Session Title	What We Will Cover	Goals Before Next Meeting
Training 1 Getting Started (1 Hour)	Welcome to Fourth! Your System Overview Training Outline & Goals Applicant Tracking Creating your Account What is my WorkFile?   Company Settings Demonstration General Settings/User Roles Direct-to-Interview Branding Jobs Locations Application Questions Assessments (optional) 3rd party integrations (optional) Work Opportunity Tax Credits (WOTC) Background Checks E-Verify	Setting Up Your Account Logging in  Navigate to and configure your Settings  Configure Your Settings:  Direct-to-Interview Set up Branding   Add Your Jobs   Add Your Locations  Configure Application Questions  Configure Assessments  Opt-in for WOTC, BGCs & EV  Apply as a Test Applicant (verify application)
Training 2 Onboarding / Additional Features (1 Hour)	Onboarding  Intro to Onboarding  I-9 Documentation  Message Templates  Career Site & Text to Apply (optional) Job Boards & Postings  Onboarding walkthrough with Test Applicant Turning on Notifications Manager Dashboard Interviews Onboarding & Compliance tasks Viewing and Hiring Applicants SMS Chats Onboarding Workflow	Configure Employee/Manager tasks  Verify Message Templates  FAQs on Career Site & enable Text to Apply  Configure jobs to feed to job boards
Training 3 Benefits and Prism Portal Navigation & Configuration (2 Hours)	Benefit Portal and Administration Introduction to Permanent Benefit Specialist Overview and demo of Fourth Online Enrollment System Review of New Hire and Open Enrollment Processes Overview of Benefit Day-Day processes with Benefit specialist (enrollments/terms/life event changes/payroll invoices) Q & A Prism Portal Home page and Navigation Search and My Favorites Employee Details and Making Updates Employment Status Position Department Work Groups Location Employee IDs Pay Rate Changes Hourly vs Salary Input Taxes/ W4 Changes Direct Deposit Employee Details and Making Updates Documents Payroll Vouchers W2s Employee HR Actions Employee Termination Employee Rehire PTO Register Review Making Changes Approving PTO PTO Reports Reporting Overview	Complete PTO Workbook Complete Year-to-Date Wages Submission Complete Employee Onboardings Make Necessary Employee Updates
Training 4 Payroll Portal Reporting & Approval Process (2 hours)	(This session is concurrent with the mock payroll exercise) Payroll Submission Time Sheet Management Quick View of Payroll Time Sheet Entry Accessing Employee Details in Time Sheet Entry Deduction Management Payroll Finalization Payroll Review Submitting/ Denying Payroll Approval including Quick Approval Payroll Specific Reports Scheduled Payments Overview	Continue weekly processes for: Onboarding Processing Payroll Approving Payroll

Following each training call you will be tasked with applying your learnings, to complete set-up/tasks you were just trained on. Each session will build on the knowledge and accomplishments from the previous session.

Your dedicated consultant(s) will be available to you throughout the training for questions via email and phone. After your training/implementation period, your long-term support will be managed by dedicated experts in Payroll, Benefits and HR.

For more information on post-implementation support, please review our Customer Handbook and explore our informative Customer Success Portal.

Order of events:

- Contract Processed
- Data Readiness
- Group handoff to Implementation / Project kickoff from Data Readiness
- Working session series
- Configure Applicant Tracking, Onboarding and Payroll
- Configuration Validation & Signoff
- Training (which includes mock payroll)
- Go-live with Payroll, Onboarding, and Application Tracking

Training Outline

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