Workforce TeleStaff TM

Transcription

1 Payroll Managers\ Administrators Application Administrators IS/IT Information Analysts Help Desk Specialists HR Managers HR Administrators HR Recruiters Scheduling Managers Business Analysts All Employees Basic Users Workforce TeleStaff TM Workforce TeleStaff Course s Key: Course Location: Virtual or On-site Classroom KnowledgePass Self-Study Course Level: Introductory Intermediate Advanced Project Team Payroll IT/IS Human Resources Manager/ Supervisor Employees Course List Kronos Workforce Management Solution Overview WTK and WFTS Workforce TeleStaff Project Team Fundamentals New Features - Upgrading to Version 6 from Version 5 New Features - Upgrading to Version 6 from Version 4 New Features - Upgrading to Version 6 from Version 2 Version 6 Enhancements Logging in and Updating your Password Dashboard Overview Calendar Overview Adding a Work Code Work Codes- Dynamic and Static Issues Adding a Note Adding a Detail Code Editing a Work Code Removing a Work Code Work Code Statuses Roster Overview Updating Contact Methods Navigating the Phones Contact Log Overview Entering Shift Trades 1

2 Workforce TeleStaff Course s Entering Partial Time Over Midnight Navigating the Online and Inline Help Special Events Overview Fill by Person Finalizing the Roster Denying a Request Adding Request Notes Updating a Password for an Employee Adding New Users Updating an Employee s Rank Bidding: Queue Auctions for End Users Workforce TeleStaff End User Training Kit *Data Gathering Best Practices *Documentation for the Application Administrator *Rules *Dynamic Dates *Security and Authority Concepts *Work Codes *Issues Workforce TeleStaff Administration Workforce TeleStaff Bid Administration Workforce TeleStaff Database Administration Workforce TeleStaff Staffer Workforce TeleStaff Staffer (New User) Workforce TeleStaff New Version Features 2

3 Workforce TeleStaff Course s Course Title: Kronos Workforce Management Solution Overview WTK and WFTS : Project Team & IT/IS This self-study course prepares you for Project Team Fundamentals courses for Workforce Timekeeper and Workforce TeleStaff. This course introduces the concepts you will further explore during Project Team Fundamentals. You are taking this course because Workforce Timekeeper and Workforce TeleStaff are included in your Kronos Workforce Management solution, however additional modules may be part of your solution as well. Each module has its own PTF course which covers topics specific to that module. For example, the Workforce Timekeeper PTF covers pay policies and basic schedule information, whereas the Workforce TeleStaff PTF focuses more on complex scheduling. Even though these topics are covered in separate PTF courses, they are inter-connected in your actual business practice. The content in this course is organized into the main topics shown here. In this course, you will prepare for Project Team Fundamentals by learning: The relation between scheduling and payroll processes How to collaborate on overlapping topics How the different components of the Kronos Workforce Management solution work together Project team members who analyze staffing policies and business requirements. These SMEs collaborate on and approve the solution decisions for Workforce TeleStaff. Depending on the organization this may include, staffers, payroll, application administrators and information technology staff that will be involved in the implementation. Duration: Minutes Course Title: WFTS Project Team Fundamentals : Project Team This self-study course prepares you to effectively collaborate with the Kronos implementation team during your Workforce TeleStaff implementation. This course introduces you to Kronos terms and concepts, and helps you start identifying and gathering the staffing data needed for your Kronos implementation. Through a series of video lessons, you will be introduced to some of Workforce TeleStaff s capabilities and to the decisions you will make that impact your solution configuration. You will be guided through the completion of the PTF worksheets that will be discussed during Solution Development Readiness. This course will prepare you with the information you need to ensure that your Workforce TeleStaff implementation accurately addresses your organization s business needs. The content in this course is organized into the main topics shown here. In this course, you will prepare for Solution Development Readiness by collecting the following information: Capture current staffing policies and practices Gather organizational structure requirements Schedule and staffing information by scheduling group Collect shift pattern information which may optionally be completed in the worksheet, or, if already documented, sent to your Kronos project team Complete the basic personnel data worksheet which gives the consultant the initial information needed to start building schedules Identify personas and permissions or access levels for users within the system Prepare holidays and special days Add work code data Document existing system login policies Project team members who analyze staffing policies and business requirements. These SMEs collaborate on and approve solution decisions for Workforce TeleStaff. Depending on the organization this may include, staffers, payroll, application administrators and information technology staff that will be involved in the implementation. Kronos Workforce Management Solution Overview WTK and WFTS *Only customers implementing Timekeeper and TeleStaff Duration: 1-2 Hours Training Points: 275 Instructional Method: Self-Study 3

4 Workforce TeleStaff Course s Course Title: New Features - Upgrading to Version 6 from Version 5 : Project Team & IT/IS Take this course in preparation of upgrading from version 5 to version 6. After completing this course, you should understand and communicate which new features you would like to implement within your organization. After completing this course, you should understand: New time management processes Trade acknowledgements Work code statuses Dashboard enhancements Project team members, administrators and IT/IS who determine which new features within Workforce TeleStaff impact the organization. Duration: 15 Minutes Course Title: New Features - Upgrading to Version 6 from Version 4 : Project Team & IT/IS Take this course in preparation of upgrading from version 4 to version 6. After completing this course, you should understand the features offered in both version 5 and version 6 and communicate which new features you would like to implement within your organization. After completing this course, you should understand: New time management processes Trade acknowledgements Work code statuses Dashboard enhancements Multiday roster report Assignment report BIRT custom reporting Login policy updates Increased security and password updates Added integration fields People filter exporting User defined fields Expansion of work code tie breaker Lunch break respected in overworked rule Report encryption Roster sorting Unit disabled Multiple time zone support Daylight saving time offset Calendar short-cut keys Responsive user interface Project team members, administrators and IT/IS who determine which new features within Workforce TeleStaff impact the organization. Duration: 1 hour 4

5 Workforce TeleStaff Course s Course Title: New Features - Upgrading to Version 6 from Version 2 : Project Team & IT/IS Take this course in preparation of upgrading from version 2 to version 6. After completing this course, you should understand the features offered in version 4, 5 and 6 and communicate which new features you would like to implement within your organization. After completing this course, you should understand: Workforce TeleStaff introduction New time management processes Trade acknowledgements Work code statuses Dashboard enhancements Multiday roster report Assignment report BIRT custom reporting Login policy updates Increased security and password updates Added integration fields People filter exporting User defined fields Expansion of work code tie breaker Lunch break respected in overworked rule Report encryption Roster sorting Unit disabled Multiple time zone support Daylight saving time offset Calendar short-cut keys Responsive user interface Project team members, administrators and IT/IS who determine configuration effort and features within Workforce TeleStaff for the organization. Duration: 1 hour Course Title: Version 6 Enhancements : Project Team & IT/IS This course is for Administrators to learn about the new features in version 6. After completing this course, you should understand the features offered in version 6 and communicate which new features you would like to implement within your organization. After completing this course, you should understand: Work code notifications Notification groups Work code statuses Denying a request Request notes New system status queues People exports Time management processes Trade acknowledgements Display environment type Dynamic leave limits Unit copy improvements Unit deploy enhancements Flexible time editing Managing language support Project team members, administrators and IT/IS who determine configuration effort and features within Workforce TeleStaff for the organization. Duration: 1 hour 5

6 Workforce TeleStaff Course s Course Title: Logging in and updating your password : All Users Take this course to learn how to log in and update your password in Workforce TeleStaff. This course provides a video tutorial and a job aid. Log in Update your password This course is designed for all licensed Workforce TeleStaff users. Course Title: Dashboard Overview : All Users Take this course to learn how to navigate the dashboard. This course provides a video tutorial and a job aid. Navigate the dashboard This course is designed for all licensed Workforce TeleStaff users. Logging in and updating your password 6

7 Workforce TeleStaff Course s Course Title: Calendar Overview : All Users Take this course for an overview of the user calendar in Workforce TeleStaff. This course provides two video tutorials and a job aid. Navigate the user calendar Select calendar days This course is designed for all users who intend to use the Workforce TeleStaff calendar in any capacity. Dashboard Overview Course Title: Adding a Work Code : All Users Take this course to learn how to add a work code in Workforce TeleStaff. This course provides a video tutorial, user guide me simulation and a job aid. Add a work code This course is designed for all users who intend to use Workforce TeleStaff for adding time requests for themselves or others. Calendar Overview 7

8 Workforce TeleStaff Course s Course Title: Work Codes - Dynamic and Static Issues : All Users Take this course to learn about dynamic and static issues in Workforce TeleStaff. This course provides a video tutorial and a job aid. After completing this course, you should understand: Dynamic and static issues on work codes This course is designed for all users who intend to use Workforce TeleStaff for managing time requests. Adding a Work Code Course Title: Adding a Note : All Users Take this course to learn how to add a note to a work code in Workforce TeleStaff. This course provides a video tutorial, user guide me simulation and a job aid. Add a note to a work code record This course is designed for all users who intend to use Workforce TeleStaff for adding time requests for themselves or others. Calendar Overview Adding a Work Code 8

9 Workforce TeleStaff Course s Course Title: Adding a Detail Code : All Users Take this course to learn how to add a detail code to a work code in Workforce TeleStaff. This course provides a video tutorial, user guide me simulation and a job aid. Add a detail code to a work code record This course is designed for all users who intend to use Workforce TeleStaff for adding time requests for themselves or others. Calendar Overview Adding a Work Code Course Title: Editing a Work Code : All Users Take this course to learn how to edit a work code in Workforce TeleStaff. This course provides a video tutorial, user guide me simulation and a job aid. Edit a Work Code This course is designed for all users who intend to use work codes within Workforce TeleStaff. Calendar Overview Adding a Work Code 9

10 Workforce TeleStaff Course s Course Title: Removing a Work Code : All Users Take this course to learn how to remove a work code in Workforce TeleStaff. This course provides a video tutorial, user guide me simulation and a job aid. Remove a work code This course is designed for all users who intend to use work codes within Workforce TeleStaff. Calendar Overview Adding a Work Code Course Title: Work Code Statuses : All Users Take this course for an overview of work code statuses and how to view using the request table in Workforce TeleStaff. This course provides a simulation and a job aid. View work code statuses This course is designed for all users who intend to use work codes within Workforce TeleStaff. Calendar Overview Adding a Work Code Duration: 5 minutes 10

11 Workforce TeleStaff Course s Course Title: Roster Overview : All Users Take this course to learn how to Navigate the Roster in Workforce TeleStaff. This course provides a video tutorial and a job aid. Navigate the roster This course is designed for all users who intend to use the roster within Workforce TeleStaff. Dashboard Overview Course Title: Updating Contact Methods : All Users Take this course to learn how to update your contact methods in Workforce TeleStaff. This course provides a video tutorial, and a job aid. Update your contact methods This course is designed for all users who intend to use the phones in Workforce TeleStaff. Dashboard Overview 11

12 Workforce TeleStaff Course s Course Title: Navigating the Phones : All Users Take this course to learn how to navigate the phones. This course provides a video tutorial, and a quick tips guide. Navigate the phones This course is designed for all users who intend to use the phones in Workforce TeleStaff. Updating Contact Methods Course Title: Contact Log Overview : All Users Take this course to understand about the contact log. This course provides a video tutorial, and two job aids. Accept and reject work offers Accept messages Accept notifications This course is designed for all users who intend to use Workforce TeleStaff. Dashboard Overview 12

13 Workforce TeleStaff Course s Course Title: Entering Shift Trades : All Users Take this course to understand about the contact log. This course provides two video tutorials, and a job aid. After completing this course, you should understand: Trade acknowledgements Entering trades This course is designed for organizations that have a shift trade practice and for users who may trade or exchange shifts. Adding a Code Course Title: Entering Partial Time Over Midnight : All Users on shifts that cross midnight Take this course if you are an employee that works over the midnight hour. This course provides a video tutorial, and a job aid. After completing this course, you should: Understand which calendar date you are adding time for Add partial time over the midnight hour This course is designed for all users who work over the midnight hour. Calendar Overview Adding a Work Code 13

14 Workforce TeleStaff Course s Course Title: Navigating the Online and Inline Help : All Users Take this course to learn how to utilize the online and inline help within Workforce TeleStaff. This course provides a video tutorial, user guide me simulation and a job aid. Navigate the help file This course is designed for all users who intend to use the Workforce TeleStaff in any capacity. Course Title: Special Events Overview : All Users Take this course to review a high-level overview of some special event considerations for end users. This course provides a video tutorial. After completing this course, you should: Understand special events at a very high level This course is designed for organizations that utilize special events. 14

15 Workforce TeleStaff Course s Course Title: Fill by Person : Staffers Take this course to learn how to fill by person on the roster. This course provides a video tutorial. Fill vacancies manually This course is designed for a Workforce TeleStaff staffer who is responsible for manually staffing on the roster. Duration: 10 minutes Course Title: Finalize the Roster : Staffers Take this course to learn how to finalize the roster. This course provides a video tutorial and a job aid. Finalize the Roster This course is designed for a Workforce TeleStaff staffer who is responsible for confirming the roster. Duration: 10 minutes 15

16 Workforce TeleStaff Course s Course Title: Denying a Request : Staffers Take this course to learn how to deny employee requests. This course provides a video tutorial. Deny a request This course is designed for a Workforce TeleStaff staffer who is responsible for approving and denying requests. Duration: 10 minutes Course Title: Adding Request Notes : Staffers Take this course to learn how to add request notes. This course provides a video tutorial. Add a request note This course is designed for a Workforce TeleStaff staffer who is responsible for approving and denying requests. Duration: 5 minutes 16

17 Workforce TeleStaff Course s Course Title: Updating a Password for an Employee : Administrators Take this course to learn how to update a password for an employee in Workforce TeleStaff. This course provides a video tutorial and a job aid. Update a password for an employee This course is designed for a Workforce TeleStaff administrator who is responsible for updating user passwords. Course Title: Adding New Users : Administrators Take this course to learn how to add a new user in Workforce TeleStaff. This course provides a video tutorial, user guide me simulation and 3 job aids. Add a new user to Workforce TeleStaff This course is designed for a Workforce TeleStaff administrator who is responsible for adding new users. 17

18 Workforce TeleStaff Course s Course Title: Updating an Employee s Rank : Administrators Take this course to learn how promote, demote or retire employee s in Workforce TeleStaff. This course provides a video tutorial and a job aid. Update an employee s rank This course is designed for a Workforce TeleStaff administrator who is responsible for maintaining user profiles. Course Title: : Bidding: Queue Auctions for End Users All Users This course provides an overview of the Bidding module for queue auctions within Workforce TeleStaff. This course presents bidding features by functional area so that you can see how they help enhance business processes that you have automated and optimized in Workforce TeleStaff. After completing this course, you should understand the bidding module and be prepared for bidding. This course covers the following areas: Why organizations bid Bidding and the user benefits within Workforce TeleStaff Queue auctions How to navigate the bidding module Bid times Auction rounds Skip turn Bidder minimums and maximums Enforced consecutive bids Issues within the bidding module Bid retraction Auto award This course is designed for end users responsible for bidding in Workforce TeleStaff. Duration: 1.5 hours Method of deployment: This self-paced learning is accessed via Kronos 18

19 Workforce TeleStaff Course s Course Title: Workforce TeleStaff End User Training Kit : Project Team/ Trainer The Workforce TeleStaff End User Training Kit is designed to train employees on performing basic user tasks. This course covers the following areas: Accessing Workforce TeleStaff o Logging on o Changing your Password Navigating Workforce TeleStaff o Main Navigation Bar o Dashboard o Contact Log Personnel Information o My Info o Phone Numbers Calendar o Navigating the Calendar o Selecting Calendar Days Calendar Options: Add, Edit and Remove Windows o Adding a Work Code o Work code Issues o Approved versus Pending Approval o Editing Time o Removing Time o Adding a Note o Detail Codes o Shift Trades o Flex Time o Adding Partial Time over Midnight Roster o Overview o Special Events o Training Phones o Overview Help File Overview This course is designed for training administrators who train employees on using Workforce TeleStaff. Microsoft PowerPoint and Microsoft Word skills are required to customize the contents of the kit. Duration: 2-4 hours Method of deployment: This self-paced learning is accessed via Kronos Course Title: Data Gathering Best Practices : Project Team Take this course to learn supplemental information about the data gathering process for Workforce TeleStaff. This course presents the data gathering spreadsheet, and explains the data requested including the purpose and tables data maps to within the database. Understand the process of data gathering Understand necessary data and how to correctly format the data for import Recognize where the data maps to within the user's profile Consult with your project owner about the data gathered This course is designed for those responsible for collecting user data for the Workforce TeleStaff Database. Project Team Fundamentals Duration: 2-4 hours 19

20 Workforce TeleStaff Course s Course Title: Documentation for the Application Administrator and IT professional : IT/IS Take this supplemental to learn about Application Administrator tasks. This course contains support tools for those who administer and maintain the Workforce TeleStaff system, including: Workforce TeleStaff Installation Guide and Workforce TeleStaff and IVR System Technical Datasheet. Individuals responsible for administering Workforce TeleStaff. This includes Application administrators and IT professionals. Duration: 1-2 hours Course Level: Advanced Course Title: : Rules Project Team & IT/IS Take this supplemental course to learn about rules in Workforce TeleStaff. This course presents an overview of rules within Workforce TeleStaff specifically outlining how rules are used to qualify, sort and remove unavailable candidates from the hiring process. This course covers the following areas: The five stages of returning candidates Base rules and how they are used as a base to create staffing rules People filter arguments This course is for those responsible for maintaining the configured Workforce TeleStaff application. Issues Work codes Security and authority concepts Duration: 2-4 hours Course Level: Advanced 20

21 Workforce TeleStaff Course s Course Title: Dynamic Dates Course Title: Security and Authority Concepts : Project Team & IT/IS : Project Team & IT/IS Take this supplemental course to learn about dynamic dates in Workforce TeleStaff. This course teaches you how to target time using dynamic dates. It will also teach you how to target changing conditions by utilizing DyA and DyC. After completing this course, you should understand: Dynamic dates Dynamic arguments Dynamic conditions This course is for those responsible for maintaining the configured Workforce TeleStaff application. Duration: 2-4 hours Course Level: Advanced Take this supplemental course for an overview of authorities in Workforce TeleStaff. Learn how authorities are used in Workforce TeleStaff and feel comfortable determining the necessary levels of security for your organization. This course presents the security settings area so that you can see how they help enhance business and security processes within Workforce TeleStaff. This course covers the following areas: Access levels Organization authority and staffer access Authority interaction with work codes Acting authority Review how Workforce TeleStaff assigns user authority This course is designed for those responsible for configuring system security settings including login security controls and user permissions. Duration: 1-2 hours 21

22 Workforce TeleStaff Course s Course Title: : Work Codes Project Team & Payroll This self-paced supplemental course teaches you about work codes within Workforce TeleStaff. After completing this course, you should understand work codes configuration and their purpose in Workforce TeleStaff. This course covers the following areas: Work Code types Configuration of work codes The add window Detail codes Dynamic issues Accruals Logging Staffing codes versus payroll codes Project team members who analyze the organization s pay policies, accrual policies and business requirements to collaborate on and approve the solution design for Workforce TeleStaff. Depending on the organization, this may include Subject Matter Experts, Human Resources and Payroll as well as Application Administrators and Information Technology staff. Advance Preparation-None Duration: 1-2 hours Course Title: : Issues Project Team & Payroll This supplemental course presents an overview of dynamic and static issues within Workforce TeleStaff and helps project team members determine the business need for issues which will be configured in the database. After completing this course, you should understand the basic premise behind issues and how they are used to manage exceptions. This course covers the following areas: How to create dynamic issues Severity levels on dynamic issues Authority settings linked with issue override User interaction with issues Issues in the approve window How to start planning your issue list This course is for those responsible for configuring Workforce TeleStaff including the project team members, application administrators and IT professionals. Work Codes Duration: 1-2 hours 22

23 Workforce TeleStaff Course s Course Title: Workforce TeleStaff Administration : Super User Take this course to learn how to set up, update, and change configuration points in Workforce TeleStaff. This course teaches you about all items within the Setup folder. After completing this course, you will also understand the staffer and end user perspective to provide the best support possible. After completing this course, you should understand the setup of: Security Shifts Codes Rules Rosters End user view and process Staffer view and process This course is for those users responsible for maintaining the configured Workforce TeleStaff application. Duration: 16 hours Price: $3,600 Course Level: Advanced Participants: Maximum of 12 participants for on-site instruction Instructional Method: Virtual or on-site classroom Course Title: Workforce TeleStaff Bid Administration : Super User Take this course to learn how to create, manage and administer Bids within Workforce TeleStaff. After completing this course, you will also understand how to open, close and award bids. After completing this course, you should understand: Phases of Bidding Queue Type Bids Preference Type Bids Creating Rules and Lists Create Auction Plans Manage Bidding Resolve Bids Award Bid Winners This course is for those users responsible for creating, managing and administering the Bids within Workforce TeleStaff. Duration: 16 hours Price: $3,600 Course Level: Advanced Participants: Maximum of 12 participants for on-site instruction Instructional Method: Virtual or on-site classroom *Configuration services and travel expenses not included 23

24 Workforce TeleStaff Course s Course Title: Workforce TeleStaff Database Administration : Super User, IT/IS Take this course to understand the System folder, Task Manager Tasks, and basic custom reports. After completing this course, you should understand how to download, upload and save filter changes to reports, this course does not include the creation of custom reports. After completing this course, you should understand: Contact Manager Manager Import Manager Task Manager and Activity Log Phone Manager This course is for those users responsible for maintaining the Workforce TeleStaff database. Duration: 4 hours Price: $1,080 Course Level: Advanced Participants: no maximum for virtual instruction Instructional Method: Virtual Course Title: Workforce TeleStaff Staffer : Project Team, Super User, Manager/Supervisor Take this course to learn best practices on how to perform common scheduling and staffing tasks within Workforce TeleStaff. After completing this course, you should understand how to leverage Workforce TeleStaff as a tool to manage daily and future scheduling and staffing. After completing this course, you should understand: Workforce TeleStaff overview Dashboard Find information using the People Filter Work Code functionality Staff from the Roster Deploy events, units Manage leave Trade acknowledgements/notifications Filter and run reports This course is for those users responsible for transferring knowledge to those managing the schedule and users responsible for scheduling. Duration: 4 hours Price: $1,080 Participants: No maximum for virtual instruction Instructional Method: Virtual *Configuration services and travel expenses not included 24

25 Workforce TeleStaff Course s Course Title: Workforce TeleStaff Staffer (New User) : Project Team, Super User, Manager/Supervisor Take this course is designed for a new user to learn best practices on how to perform common scheduling and staffing tasks within Workforce TeleStaff. After completing this course, you should understand how to leverage Workforce TeleStaff as a tool to manage daily and future scheduling and staffing as well as assist employees in the use of the system from an end user perspective. After completing this course, you should understand: Workforce TeleStaff overview Dashboard Find information using the People Filter Work Code functionality Staff from the Roster Deploy events, units Manage leave Trade acknowledgements/notifications Filter and run reports End user tasks This course is for those users responsible for transferring knowledge to those managing the schedule and users responsible for scheduling. Duration: 8 hours Price: $1,800 /Intermediate Participants: Maximum of 12 participants for on-site instruction Instructional Method: Virtual or on-site classroom Course Title: Workforce TeleStaff New Version Features : Super User, Managers/Supervisors Take this course when upgrading from an older version to a newer version of Workforce TeleStaff. After completing this course, you should understand the features offered in the current version of Workforce TeleStaff. After completing this course, you should understand: Changes or updates to functionality Changes or updates to Navigator Changes or updates to reports Changes or updates to best practices This course is for those users responsible for transferring knowledge to those managing the schedule and users responsible for scheduling. Duration: 4 hours Price: $1080 Participants: No maximum for virtual instruction Instructional Method: Virtual *Configuration services and travel expenses not included 25