Human Capital Management (HCM) Advanced
With WFM and Fourth’s Basic Payroll Services (Payroll+Benefits)
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
|
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
|
-
Setting Up Your Account
- Logging in
- Navigate to and configure your Settings
-
Configure Your Settings:
- 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
- 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
- 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
-
Communication
|
-
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
-
Post your Schedule
- LogBook
- Logging
- Task Lists
- ToDo’s
-
Reporting
|
- 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 our wonderful Fourth Support team. 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
- Configure Scheduler
- Training on Scheduling and Time & Attendance
- Go live with Scheduling & Time & Attendance
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