CFA: Operator Onboarding Checklist – Fourth & HotSchedules Customer Success Portal

This checklist is for operators who are taking over a CFA unit or being transferred to an existing one.

Each table has a 'Supporting Resources' column, which contain direct links to the CFA Customer Success Portal, providing guidance on the entire setup, end-to-end.

Please note: 'TM' in the tables below refers to 'Team Member'.

Action on Go-Live date for HotSchedules

1 Action on Go-a | Live Date for HotSchedules

Step	Task	Who	Supporting Resources
1	TM Verify Email	Team Member	N/A
2	Send Welcome Sheet	Operator	If any issues, raise a support ticket to CFA Fast Pass Support Chat: Type "CFA Fast Pass" in the Messaging Bot E: CFAFastPass@Fourth.com P:(850) 753-9210
3	Create TM Username	Team Member	TM Needs Username
4	Create TM Password	Team Member	TM Reset Password
5	Input TM Availability	Team Member	TM Availability Changes
6	Input TM Time Off Request	Team Member	TM Creating Time Off Request
7	Upload TM Certifications	Operator	Operator TM Certification How-To
8	Set TM Job Codes	Operator	Operator Job Code How-To
9	Set TM Skill Sets	Operator	Operator Skill Sets How-To
10	Create TM Schedules	Operator	TM Scheduling How-To
11	Update TM Permission Sets	Operator	Access defaults to 'Team Member' permission set
12	Create Templates	Operator	Best Practice: Create Ideal Schedule per Sales Volume → Save as Template
13	CFA Dedicated Customer Success Portal	Operator	CFA Dedicated Customer Success Portal
14	CFA CSP – Training Videos	Operator	CFA Specific – HotSchedules Training Videos

2 Post-Go-Live Operator Documentation

Step	Task	Who	Notes / Resources
1	Minor Rules Setup & School Calendars	Operator	CFA Minor Rules & School Calendar Documentation
2	Meal Break Rules	Operator	CFA Meal and Break Planning
3	Operator Reviews CFA Training Modules	Operator	CFA HS All Training Videos
4	Operator Reviews Scheduling Tour Training	Operator	CFA Scheduling Tour Training Video
5	Operator Reviews Basic Scheduling	Operator	CFA Basic Scheduling Training Video
6	Operator Reviews Copy Schedules	Operator	CFA Copy Schedules Training Video
7	Operator Reviews Applying Templates	Operator	CFA Applying Templates Training Video
8	Operator Reviews Autoscheduler	Operator	CFA Autoscheduler Training Video
9	Operator Reviews Special Events	Operator	CFA Special Events Training Video
10	Operator Reviews Benchmark Hours	Operator	CFA Benchmark Hours Training Video
11	Operator Reviews Creating Templates	Operator	CFA Creating Templates Training Video
12	Operator Reviews House Shift Manager	Operator	CFA House Shift Manager Training Video
13	Operator Reviews Scheduling Best Practices & Reporting Webinar	Operator	CFA Scheduling & Reporting Best Practices Webinar
14	Operator Reviews Compliance Webinar	Operator	CFA Compliance Webinar
15	Operator Support Ticket Process	Operator	CFA Support Fast Pass
16	Operator Subscribes to HS Release Notes	Operator	CFA HS Release Notes

3 Team Member Documentation

Step	Task	Who	Documentation Links
1	TM Can't Log In to HS	Team Member	Login Troubleshooting Documentation
2	TM Retrieving Username	Team Member	TM Needs Username
3	TM Resetting Password	Team Member	TM Reset Password
4	TM Inactive or Suspended Account	Team Member	TM Inactive or Suspended Workflow
5	TM How to Setup Your Account	Team Member	TM Account Setup
6	TM Schedule Troubleshooting	Team Member	TM Schedule Troubleshooting
7	TM My Schedule Overview	Team Member	TM My Schedule Overview
8	TM View Available Shifts	Team Member	TM My Schedule – Available Pickup Section
9	TM Auto Pickup / Release	Team Member	TM My Schedule – Auto Pickup/Release Feature
10	TM Download & Use Mobile App	Team Member	TM Mobile Applications – Download & How-To
11	TM View Messages & Notifications	Team Member	TM My Schedule – Notifications & Messages
12	TM Check Notifications	Team Member	TM Mobile Applications – App Notifications Guidance
13	TM Request Time Off	Team Member	TM How to Check My Schedule – Time Off Visibility
14	TM Pickup Shift	Team Member	TM My Schedule – Pickup Shift Process
15	TM Release Shift	Team Member	TM My Schedule – Release Shift Process
16	TM Swap Shift	Team Member	TM My Schedule – Swapping Shifts
17	TM Partial Release	Team Member	TM My Schedule – Partial Release
18	TM Sync Schedule to Calendar	Team Member	TM Mobile Applications – Calendar Sync Instructions
19	TM Logbook Overview	Team Member	TM HS Logbook Overview
20	TM Support Tickets	Team Member	TM HotSchedules Support
21	TM HotSchedules Release Notes	Team Member	TM HotSchedules Release Notes
22	TM HotSchedules Training Videos	Team Member	TM HotSchedules Training Videos – CFA Specific

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