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HCM Classic - Plus Payroll Services Training Outline

Fourth Customer Success Portal
  • Updated

Training Outline

Human Capital Management (HCM) Classic

With Fourth’s Plus Payroll Services - HR + Payroll + Benefits

Modules Included:

  • Applicant Tracking
  • Job Board Integrations
  • Two-Way Texting
  • Intuitive Manager Dashboards
  • Electric Onboarding
  • Direct-to-Interview
  • Fuego Visa Bank Card
  • HR Risk Assessment
  • HR On-Demand Services

 

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
  • 3rd party integrations (optional)
    • Work Opportunity Tax Credits (WOTC)
    • Background Checks
    • E-Verify

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

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
  • 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 setup/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
- Configuration Validation & Signoff
- Training (which includes moc payroll)
- Go-live with Payroll, Onboarding, and Application Tracking

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