Upgrading to Workforce Central 8.0

Transcription

1 Configuration Specialists Application Administrators IS/IT Specialists Information Analysts Help Desk Specialists Payroll Managers Payroll Administrators Department Managers Scheduling Managers Store Managers Employees Upgrading to Workforce Central 8.0 Upgrading to Workforce Central 8.0 Learning Path Key: Virtual or On-site Classroom KnowledgePass Self-Study Course Level: Introductory Intermediate Advanced Project Team IT/IS Payroll Manager/ Supervisor Employees Workforce Central New Features for the Project Team and Administrators upgrading to Workforce Timekeeper 8.0 WFC 8.0 Upgrade Preparing Your End Users Employee Training Kits (Various) Administering Navigators (with sandbox) Preparing to Upgrade to Workforce Central 8.0 WFC 8 Upgrading to Workforce Central 8.0 Upgrading from Connect 6 to Workforce Integration Manager Administrators upgrading to Workforce Scheduler 8.0 Administrators (Forecaster/Budgeting/Task Mgmt 8) Administrators upgrading to Workforce HR and Workforce Payroll 8.0 Administrators upgrading to Workforce HR 8.0 Administrators upgrading to Workforce Payroll 8.0 Administrators upgrading to Workforce Absence Manager 8.0 Administrators upgrading to Workforce Activities 8.0 Managing Pay Rule Changes Train-the-Trainer Sessions For end users, Kronos offers various solutions and formats, including Kronos KnowledgePass TM and Train-the-Trainer programs, as well as tailored or customized training that reflects the s processes, configuration and terminology. For the most up-to-date information on educational offerings please visit Rev H

2 Workforce Central 8.0 Course s : New Features for the Project Team and Administrators upgrading to Workforce Timekeeper 8.0 introduced in Workforce Central and Workforce Timekeeper 8.0 that support key employee, managerial and administrative tasks. New features are presented by functional area so that you can see how each new feature helps enhance business processes you have automated and optimized with Workforce Timekeeper. Implementation guidelines for features are also provided with the course. Key functional areas addressed include: general user interface and data entry changes, scheduling employees, reporting and auditing enhancements, managing accrual data, controlling access to data and managing pay policies. Determine if each new Workforce Timekeeper feature meets a business need in your Recognize the implementation decisions required in order to utilize each new feature Project team staff responsible for reviewing and supporting new Workforce Timekeeper features released in 8. Experience using Workforce Timekeeper Advanced Preparation-none Duration: 1 2 hours Course Number: : WFC 8.0 Upgrade Preparing Your End Users Project Team, HR, Training Managers Is your prepared to take full advantage of your investment in Workforce Central version 8? Having a solid plan to smoothly transition your end users to your new Kronos software is crucial to the success of your upgrade. This session will introduce you to the key considerations for users around upgrading your software and the importance of creating a change management plan for the transition. As part of the session you will learn about major version 8 features, their benefits, and adoption considerations. The session will also introduce you to key resources available in KnowledgePass to increase your understanding of version 8. Identify the major version 8 features and their impact on the way your end users use Kronos software to do their work Identify three strategies to prepare your for changes associated with your Workforce Central upgrade Begin to develop a change management plan to help your users fully embrace their new version 8 software This course is designed for those responsible for all phases of introducing the Workforce Central 8 upgrade to an, including project team members, training managers, HR, and other project stakeholders. Advanced Preparation-None Delivery Type: Instructor-Led Training Duration: 0.5 days Training Points: 275 Course Level: Basic CPE: 3 Instructional Method: Group-Live 2

3 Workforce Central 8.0 Course s Employee Training Kits (Various) : Training Managers & Employees KnowledgePass provides employee training kits that training managers can tailor and use to deliver training to their employees. Employee Training Kits KnowledgePass provides the following employee training kits: Workforce Central: Upgrading to the Navigator Employee Training Kit Workforce Central: Timestamp and Timecard Entering Time Employee Training Kit (offered in English, French, Spanish, German, and Simplified Chinese) Workforce Timekeeper: Entering Time Terminal Employee Training Kits for Kronos 4500 and Touch ID, InTouch and Touch ID, and InTouch and Touch ID Plus (offered in English, French, Spanish, and Simplified Chinese for the InTouch kits) Workforce Scheduler: Self-Service for Scheduling Employee Training Kit (offered in English, French, and German) Requesting Leave Employee Training Kit Workforce HR: Employee Self Service Training Kit Workforce HR: Performance Review Employee Training Kit Workforce Activities: Entering Activities Employee Training Kit Workforce Mobile/Tablet: Performing Employee and Manager Tasks Training Kit Attestation Tool Kit Employee Training Kit User Adoption Tool Kit Content Kits include the following materials: Microsoft PowerPoint presentations that explain key concepts and how to perform common tasks Job aids covering common employee tasks You can tailor the presentation and job aid files to reflect your business practices Note: To supplement the kit, How To simulations demonstrating common navigation techniques are also available on Kronos KnowledgePass Administering Navigators (with sandbox) : This self-paced learning course is designed to help Administrators plan, configure, test and deploy navigators and widgets for managers and employees. Configuring widgets, alerts, wizards, and workspaces helps you create navigators specific to different job roles in your. You will learn how widget parts, widgets, alerts, wizards and workspaces are related to one another. Using different case study examples throughout the tutorial, you identify critical navigator components and explore various configuration options. Using practice exercises and a sandbox, you configure sample widgets, workspaces, alerts, and navigators for a manager or employee role. Guidelines for testing and deploying navigators in your are also covered. Analyze a manager s needs for a suitable navigator Analyze an employee s needs for a suitable navigator Follow a structured process to configure, deploy, and test navigators Application Administrators, Project Team members, and Help Desk Specialists. Experience using or administering Workforce Timekeeper or Workforce Scheduler Advance Preparation-None Duration: 4 6 hours Price: Kronos KnowledgePass subscription required. KnowledgePass Microsoft PowerPoint and Microsoft Word skills are required to customize the contents of the kit. Duration: N/A Price: Kronos KnowledgePass subscription required. Method of deployment: Kits are accessed via Kronos KnowledgePass 3

4 Workforce Central 8.0 Course s Preparing to Upgrade to Workforce Central 8.0 : IT/IS This self-paced learning program is designed to provide IT staff who will assist Kronos staff in performing an upgrade of their Workforce Central 6.0 or later environment to release 8.0. It includes guidelines on how to prepare their environment for a Workforce Central upgrade. It also provides an overview of the tasks that will be performed by the Kronos staff so that IT staff knows what to expect during the upgrade process. NOTE: This course focuses on the upgrade process from Workforce Central 6.0 or later to 8. Customers upgrading from 4.3 or 5.x will also need information on a few additional upgrade tasks. Detailed information on completing these additional tasks is available on KnowledgePass. After completing this course, you should be able to assist Kronos staff with the following tasks: Plan an upgrade of a Workforce Central 6.0 or later environment for Workforce Central 8 Gather required data needed to perform pre-upgrade tasks such as verifying hardware requirements, running essential scripts, and performing database reconciliation and maintenance tasks Prepare an environment for a Workforce Central 8 installation Review upgrade tasks for key Workforce Central products IS/IT Specialists and Database Specialists. Experience with SQL or Oracle Database Experience with Workforce Timekeeper Advanced Preparation-None Duration: 2 hours Upgrading to Workforce Central 8.0 Course Number: : IT/IS This instructor-led workshop is designed to provide IT staff, who will perform an upgrade of their Workforce Central environment to release 8, hands-on experience performing key tasks required in the upgrade process. Participants learn about architectural changes to the Workforce Central environment and how those changes impact operations in a Workforce Central 8.0 environment and upgrade tasks. Participants perform an upgrade of a Workforce Central 6.0 environment to release 8 and then analyze the resulting installation to see exactly what new architectural components are installed and discuss how the components impact Workforce Central operations. NOTE: This course focuses on the upgrade process from Workforce Central 6.0 or later to 8.0. Customers upgrading from 4.3 or 5.x will also need information on a few additional upgrade tasks. Information on completing these additional tasks is available on Kronos KnowledgePass TM. Plan an upgrade of a Workforce Central environment to Workforce Central 8.0 Perform pre-upgrade tasks such as verifying hardware requirements, running essential scripts, and performing database reconciliation and maintenance tasks Install Workforce Central 8.0 Perform post installation tasks such as upgrading a database and upgrading other product components Troubleshoot common challenges Review upgrade tasks for key Workforce Central products IS/IT Specialists and Database Specialists Experience with SQL or Oracle Database Experience with Workforce Timekeeper Advanced Preparation-None Delivery Type: Instructor-Led Training Duration: 2 days Training Points: 1200 Course Level: Intermediate CPE: 12 Instructional Method: Group-Live 4

5 Workforce Central 8.0 Course s : Upgrading from Connect 6 to Workforce Integration Manager IT/IS This self-paced course is designed to familiarize you with the differences between Workforce Connect 6.0 and Workforce Integration Manager. This course combines recorded lecture, demonstration hands-on practice exercises. Describe the architectural changes implemented by Workforce Integration Manager Run interfaces within Workforce Central List the differences between Workforce Integration Manager and Workforce Connect Describe the deployment process Upgrade interfaces and links Describe work-around techniques for changed functionality Create access profiles for interface users Set up record retention policies for interface results Database Specialists IS Specialists Help Desk Specialists Experience and familiarity with Workforce Connect Advanced Preparation-none Duration: 6.5 hours : Administrators upgrading to Workforce Scheduler 8.0 for all industries introduced in Workforce Central and Workforce Scheduler 8.0, which support key scheduling and administrative tasks. Industry-specific usages are provided where applicable. New features are presented by functional area so that you can see how each new feature helps enhance business processes you have automated and optimized with Workforce Scheduler. Implementation guidelines for features are also provided with the course. Key functional areas addressed include: Workforce Scheduler tools, schedule creation, schedule maintenance, and employee self-service for scheduling. Recognize the implementation decisions required in order to use each new feature Project team staff and application administrators who are responsible for reviewing and supporting new Workforce Scheduler features released in 8.0. Experience using Workforce Scheduler Duration: 1 to 3 hours 5

6 Workforce Central 8.0 Course s Workforce Forecast Manager/Workforce Task Management/Workforce Budgeting New Features Overview for Project Team and Administrators Administrators upgrading to Workforce HR and Workforce Payroll 8.0 : : introduced in Workforce Central and Workforce Forecast Manager, Workforce Task Management, and Workforce Budgeting 8.0 that support key managerial and administrative tasks. New features are presented by functional area so that you can see how each new feature helps enhance business processes you have automated and optimized with Workforce Forecast Manager, Task Management, and Workforce Budgeting. Implementation guidelines for features are also provided with the course. This course presents enhanced usability features, and new managerial tools, Note: For enhanced scheduling features, refer to the Workforce Scheduler 8.0 New Features Overview course. Recognize the implementation decisions required in order to use each new feature Administrators and project team staff responsible for reviewing and supporting new Workforce Forecast Manager, Task Management, or Workforce Budgeting features released in 8.0. Experience using or administering Workforce Forecast Manager, Workforce Task Management or Workforce Budgeting Advance Preparation-None Duration: 1 to 2 hours depending on job role introduced in Workforce Central and Workforce HR and Workforce Payroll 8.0 that support key employee, managerial and administrative tasks. New features are presented by functional area so that you can see how each new feature helps enhance business processes you have automated and optimized with Workforce HR and Workforce Payroll. Implementation guidelines for features are also provided with the course. Key functional areas addressed include: general user interface and navigational changes, reporting and security enhancements. Recognize the implementation decisions required in order to use each new feature Administrators and project team staff responsible for reviewing and supporting new Workforce HR and Workforce Payroll features released in 8.0. Experience using Workforce HR and Workforce Payroll Advance Preparation-None Duration: 2 hours 6

7 Workforce Central 8.0 Course s Administrators upgrading to Workforce HR 8.0. Administrators upgrading to Workforce Payroll 8.0 : : introduced in Workforce Central and Workforce HR 8.0 that support key employee, managerial and administrative tasks. New features are presented by functional area so that you can see how each new feature helps enhance business processes you have automated and optimized with Workforce HR. For project team members, implementation guidelines for features are also provided throughout the course. Key functional areas addressed include: general user interface and navigational changes made to the self service applications. Recognize the implementation decisions required in order to use each new feature Administrators and project team staff responsible for reviewing and supporting new Workforce HR features released in 8.0. Experience using Workforce HR Advance Preparation-None Duration: 1 hour introduced in Workforce Central and Workforce Payroll 8.0 that support key payroll tasks. New features are presented by functional area so that you can see how each new feature helps enhance business processes you have automated and optimized with Workforce Payroll. For project team members, implementation guidelines for features are also provided with the course. Key functional areas addressed include: general user interface and navigational changes made to the Payroll Processing pages, and enhancements to payroll processing functions. Recognize the implementation decisions required in order to use each new feature Administrators and project team staff responsible for reviewing and supporting new Workforce Payroll features released in 8.0. Experience using Workforce Payroll Advance Preparation-None Duration: 1 hour 7

8 Workforce Central 8.0 Course s Administrators upgrading to Workforce Absence Manager 8.0 Administrators upgrading to Workforce Activities 8.0 : : introduced in Workforce Central and Workforce Absence Manager 8.0 that support key accrual, attendance, and leave tasks. Separate courses are available for the different roles that use Workforce Absence Manager, which include manager and application administrator/project team. New features are presented by functional area so that you can see how each new feature helps enhance business processes you have automated and optimized with Workforce Absence Manager. For project team members, implementation guidelines for features are also provided with the course. This course presents enhanced usability features, enhanced alerting and notification features, and improved information access so that you can see how each new feature helps improve efficiency and accuracy with your Workforce Absence Manager system. Recognize the implementation decisions required in order to use each new feature Project team and application administrators who are responsible for reviewing and supporting new Workforce Absence Manager features released in 8.0. Experience using Workforce Absence Manager Advanced preparation-none Duration: 1 hour introduced in Workforce Central and Workforce Activities 8.0 that support Grant & Project Tracking widget for monitoring and managing hours and costs against configurable targets, integration of activities in the HTML5 timecard, and support for professional employees using a project based timecard. New features are presented by functional area so that you can see how each new feature helps enhance business processes you have automated and optimized with Workforce Activities. For project team members, implementation guidelines for features are also provided with the course. Recognize the implementation decisions required in order to use each new feature Project team and application administrators who are responsible for reviewing and supporting new Workforce Activities features released in 8.0. Experience using Workforce Activities Advanced preparation-none Duration: 2-3 hours 8

9 Workforce Central 8.0 Course s Managing Pay Rule Changes : Payroll Changing business climates often require changes to pay rules. As the person responsible for implementing these changes, you want to make sure that they affect the right employees, and only those employees. After completing this tutorial, you should be able to: Identify why assessing the impact of pay rule changes is important List and order the five steps in the Pay Rule Change Process Describe how the Pay Rules Anatomy assists in finding the affected components of a change request Recognize the four areas of the Pay Rules Worksheet This self-paced learning course is designed for anyone who supports the Workforce Central Suite of products to set up and maintain pay rules configuration. None Duration: 1.5 hours Workforce Central 8.0 Upgrade Train-the-Trainer 1 participant Course Number: X, X, X, X X : Individuals identified as end user trainers The purpose of the Train-the-Trainer program is to help you successfully deliver upgrade training to manager and employee end users in your. Components of this program include: A welcome packet that provides guidance early in the implementation process on developing your Kronos training program. Access to adaptable course content (a course guide with exercises for managers; presentation files and job aids for employees) covering common tasks performed in Workforce Central. You can use this course content as the starting point for preparing upgrade training for your (a KnowledgePass TM subscription is required to access courseware materials). Workforce Central product training on manager-level tasks (optional). A follow-on consulting session that covers creating and implementing your Kronos training program, recommended training practices, considerations for training existing Workforce Central users on what is new to them, and expert tips on adapting your Kronos training content (optional). The Workforce Central product training included varies according to the Workforce Central modules included in your Train-the-Trainer program: Module Workforce Timekeeper Workforce Absence Manager: Attendance Workforce Scheduler (Core) Workforce Scheduler (Healthcare) Workforce Scheduler with Workforce Forecast Manager (Retail) Included Optional Product Training Public class: WTK 8.0 Managing Timecards and Schedules Public class: Workforce Absence Manager 8.0 Managing Attendance Policies One free seat in your s private class: Workforce Scheduler 8.0 Creating & Managing Schedules Public class: Workforce Scheduler 8.0 Creating & Managing Schedules for Healthcare Public class: Workforce Scheduler w/wff 8.0 Managing Forecasts and Schedules After completing this program, you should be able to: Strategize for your Workforce Central upgrade end user training rollout Adapt provided course content to meet the needs of existing end users who need to learn what is new in the Workforce Central upgrade Identify KnowledgePass resources to supplement and support your training strategy Prepare to deliver Workforce Central upgrade training to end users Individuals responsible for delivering Workforce Central upgrade training to end users in the. This includes company trainers, project team members, super users or others within the company designated to deliver training. None Delivery Type: Instructor Led Training Duration: Varies depending on the Workforce Central modules included in your Train-the-Trainer program (see table above) Price: Varies depending on size of Instructional Method: Group-Live 9

10 Workforce Central 8.0 Course s Workforce Central 8.0 Upgrade Train-the-Trainer Private Course Number: X, X, X, X, X : Individuals identified as end user trainers The purpose of the Train-the-Trainer program is to help you successfully deliver upgrade Kronos Workforce Central software training to manager and employee end users in your. Components of this program include: A welcome packet that provides guidance early in the implementation process on developing your Kronos training program. Access to adaptable course content (a course guide with exercises for managers; presentation files and job aids for employees) covering common tasks performed in Workforce Central. You can use this course content as the starting point for preparing training for your (a KnowledgePass TM subscription is required to access courseware materials). Workforce Central product training on manager-level tasks (optional). A consulting session that covers creating and implementing your Kronos training program, recommended training practices, considerations for training existing Workforce Central users on what is new to them, and expert tips on adapting your Kronos training content (optional) After completing this program, you should be able to: Strategize for your Workforce Central upgrade end user training rollout Adapt provided course content to meet the needs of existing end users who need to learn what is new in the Workforce Central upgrade Identify KnowledgePass resources to supplement and support your training strategy Prepare to deliver Workforce Central upgrade training to end users Individuals responsible for delivering Workforce Central upgrade training to end users in the. This includes company trainers, project team members, super users or others within the company designated to deliver training. None Delivery Type: Instructor Led Training, Virtual Duration: The total Train-the-Trainer program duration varies according to the Workforce Central modules included in your program: Workforce Timekeeper 1 day Workforce Absence Manager: Attendance 1 day Workforce Scheduler (Core) 2 days Workforce Scheduler (Healthcare) 3 days Workforce Scheduler with Workforce Forecast Manager (Retail) 2 days Durations listed are the maximum duration some s may complete their Train-the-Trainer session in fewer days based on participant familiarity with Workforce Central and/or training deployment. Price: Varies depending on size of Instructional Method: Group-Live 10