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

Human Capital Management (HCM) Advanced (PEO Services)

With Workforce Management (WFM)

Modules Included:

Scheduling
Standard POS Integration
Messaging
Task Management
HotSchedules Forecasting
Time & Attendance
WebClock
Fuego Earned wage Access
Fuego Visa Bank Card

Applicant Tracking
Job Board Integrations
Two-way Texting
Intuitive Manager Dashboards
Electric Onboarding
Direct-to-Interview
Payroll Administration
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 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
Training 5 Getting Started	Site Access Store Settings Overview Set Up Your Team: Enter Availability  Manage Time Off School Calendars Personal Settings Staff List Review Sharing Employees Create your first Schedule  Create a Template or Copy previous schedule Ensure you are meeting labor goals (Smart View, Schedule Summary & Labor Volume) Smart Select & Keyboard Shortcuts Communication Broadcast Message Messaging Shift Ratings	Setting Up Your Team  Your Profile Settings Employee Availability Approved Time Off Transcribe existing schedule into HotSchedules for practice (do NOT post)
Training 6 Scheduling/Task Management	Forecasting Intro to Forecasting Create a labor budget Generate a forecast Forecast Adjustments Weather Impacts Create a forecast memo Post your Schedule LogBook Logging Task Lists ToDo’s Reporting  Login Report Roster Report Overtime Warning	Review Forecast Generate Labor Copy Schedule Review Scheduled Labor Post Schedule for upcoming week Create Broadcast Message Pass out Team Member’s Welcome Sheets Begin Logging Each Shift Complete Training Task list
Training 7 Reporting/Time & Attendance	Time & Attendance Daily Punch Record Review Closing a Pay Period Daily & Weekly SOP Compliance Configuration (Admin) Punch Exceptions Meal Break Policy Minor Labor Reules Predictive Scheduling Reason Codes	Set Up Your Reporting Dashboard Begin Punch Record Updates in HS for upcoming pay period

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, explore our informative Customer Success Portal.

Human Capital Management (HCM) Advanced (PEO Services)

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