Workforce Scheduler 8.0

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1 Workforce Scheduler 8.0 Learning Path Key: Virtual or On-site Classroom KnowledgePass Self-Paced Course Level: Introductory Intermediate Advanced Project Team Configuration Specialists Application Administrators IS/IT Specialists Information Analysts Help Desk Specialists IT/IS HR Managers HR Administrators HR Recruiters Benefits Managers Compensation Managers HR Training Managers Human Resources Schedulers Staffers Nurse Managers Manager/Sup ervisor Employees Employees Workforce Scheduler Project Team Fundamentals Using Organizational Jobs Solution Build Support Creating and Managing Schedules Creating and Managing Schedules- HC Creating Schedules for the Upcoming Period HC Administering Schedules Train-the-Trainer Sessions Self-Service for Scheduling Employee Training Kits Workforce Scheduler w/wfs extensions WFS extensions for HC v8 Sys Admin WF Target Intelligence for HC v8 Sys Admin WF Workload Manager for HC v8 End User Target Intelligence for HC v8 End User 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 organization s processes, configuration and terminology. For the most up-to-date information on educational offerings please visit Rev H

2 Workforce Scheduler 8.0 Course s Course Number: CBT Delivery Method: Self-Study Workforce Scheduler 8.0 Project Team Fundamentals Self-Paced Project Team, IT/IS & HR This self-study course prepares you to effectively collaborate with the Kronos implementation team during your Workforce Scheduler implementation. This course introduces you to Kronos terms and concepts, and helps you start identifying and gathering the scheduling policy data and organizational structure that will be needed during your Kronos implementation. Through a series video lessons and interactive software simulations, you will be introduced to some of Workforce Scheduler s capabilities and to the decisions you will make in designing your configuration. You will also be guided through the completion of the PTF worksheets that will be discussed during your upcoming Solution Development Readiness call. This course will prepare you with the information you need to ensure that your Workforce Scheduler implementation accurately addresses your organization s business needs. NOTE: This self-study content is in English. : Select and record information in a Workforce Scheduler workbook that aligns with your industry, including an organizational structure and scheduling jobs Begin to identify, locate and/or produce the organization s scheduling policy data for use during the implementation Recognize scheduling concepts to facilitate further discussions with the Kronos Team regarding scheduling policies and recommended solutions Gather information for each department s scheduling requirements Project Team members who analyze the organization s scheduling policies, scheduling practices, and organizational structure in order to collaborate on and approve the implementation plan for Workforce Scheduler. Depending on the organization, this may include Human Resources, Scheduling Operations, and Site Managers, as well as Application Administrators and Information Technology staff. Program/course expiration date: The WFS 8.0 Project Team Fundamentals Self-Study access will expire a year from the day of enrollment. Advance Preparation- None Delivery Type: QAS Self-Study* Duration: 4-6 Hours Training Points: 500 Course Level: Basic CPE: 2* Instructional Method: QAS Self-Study* Kronos Incorporated is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: * NOTE: This course has been approved for NASBA Continuing Professional Education (CPE) credits. In order to receive credits, you must complete all course content and pass the course assessment with a minimum score of 80%. Workforce Central 8.0 Using Organizational Jobs Project Team & IT/IS This self-paced course provides you with a conceptual understanding of organizational maps and jobs, an important feature in Workforce Central. It explains the purpose and benefits of organizational maps and jobs, the relationship between organizational maps and labor levels, and the process for performing job transfers and validating labor account transfers. Course Outline The tutorial is organized into the following six modules: Organizational maps and jobs Case studies Organizational maps and labor levels Job transfers Validating labor accounts Organizational groups Project team members who will participate in meetings to assess scheduling processes and policies for the Workforce Scheduler implementation Managers who will be working with job transfers or advanced scheduling tasks Configuration specialists and application administrators who will be participating in advanced courses that deal with organizational maps Duration: 1 hour and 50 minutes Method of deployment: This tutorial is accessed via Kronos 2

3 Workforce Scheduler 8.0 Course s Workforce Scheduler 8.0 Solution Build Support Project Team During the Solution Build phase of a Workforce Scheduler implementation, customer project team members are frequently expected to configure certain components of Workforce Scheduler. This self-paced learning course prepares you to perform these Solution Build configuration responsibilities. Course Outline This tutorial is organized into two modules. The first module describes common principles applied when configuring Workforce Scheduler. The second module covers the following configuration tasks: Creating and assigning skills, certifications, and proficiency levels Creating skills and certification profiles Creating and assigning shift templates Creating and assigning schedule templates Setting up workload Creating and assigning staffing matrices Creating and assigning coverage counting settings Creating and assigning employee rule sets Creating and assigning organizational rule sets Creating and assigning minor rule sets Creating and assigning procedure sets for employee sorting Creating and assigning organizational groups and job transfer sets Creating and assigning additional comments Working with Navigator scheduling tools Setting up employee self-service for scheduling Setting up metric Members of the implementation project team who will assist with the configuration of Workforce Scheduler during the Solution Build phase of the implementation. Duration: 4 to 6 hours Method of deployment: This tutorial is accessed via Kronos Course Number: Workforce Scheduler 8.0 Creating and Managing Schedules Project Team. IT/IS & Managers/Supervisors This instructor-led course provides members of the implementation project team with the hands-on training they need to test their configured Workforce Scheduler system. Through lecture, discussion, demonstration, and hands-on practices, you will learn to use Workforce Scheduler tools, to effectively and efficiently create future schedules, and maintain current schedules on a day-to-day basis. As you complete tasks for the various scheduling process you will apply tools and processes specific to your industry. Manage and adjust workload, if applicable Update scheduling items such as employee availability, skills, and schedule patterns Manage employee self-service for scheduling requests, such as time off requests Create a schedule for an upcoming period Evaluate and balance the future schedule to meet organizational goals Adjust the schedule in response to coverage gaps and time-off requests Manage daily staffing requirements This course is designed for those responsible for creating and managing schedules using Workforce Scheduler. This course also provides those who administer Workforce Scheduler with experience using the tools and processes they maintain in the application. Advanced Preparation-None Other Courses that are identified as introductory are equivalent to courses that offer basic skills and knowledge. Duration: 2 Days Price: Varies depending upon number of participants Course level: Introductory CPE: 12 3

4 Workforce Scheduler 8.0 Course s Course Number: Workforce Scheduler 8.0 Creating and Managing Schedules-Healthcare Project Team, IT/IS & Managers/Supervisors This instructor-led training offering provides members of the implementation project team with the hands-on training they need to test their configured Workforce Scheduler system. Through lecture, discussion, demonstration, and hands-on practices, you will learn how to use Workforce Scheduler tools to effectively and efficiently create future healthcare schedules, and maintain those schedules on a day-to-day basis. Recognize core Workforce Central and Workforce Scheduler concepts Manage employee self-service for scheduling requests, such as time off requests Create a unit or department schedule for an upcoming period Evaluate and balance the future schedule to meet organizational goals Adjust the schedule in response to coverage gap, time-off requests, and shift change requests Manage daily staffing requirements This course is designed for those responsible for creating and managing schedules using Workforce Scheduler. This course also provides those who administer Workforce Scheduler application with experience using the tools and processes they maintain in the application. Advance Preparation-None Course Number: Workforce Scheduler 8.0 Creating Schedules for the Upcoming Period-HC Extended Project Team members This instructor-led course provides additional members of the implementation project team with the hands-on training they need to assist with rollout tasks. Manage and adjust workload, if applicable Update scheduling items such as employee availability, skills, schedule patterns, and time off requests Create a schedule for an upcoming period Evaluate and balance the future schedule to meet organizational goals This course is designed for those responsible for creating schedules for an upcoming period. Advance Preparation-None Other Courses that are identified as introductory are equivalent to courses that offer basic skills and knowledge. Duration: 1 Day Training Points: 500 Course level: Introductory CPE: 6 Other Courses that are identified as introductory are equivalent to courses that offer basic skills and knowledge. Duration: 2 Days Training Points: 1,000 CPE: 12 4

5 Workforce Scheduler 8.0 Course s Course Number: Workforce Scheduler 8.0 Administering Schedules Project Team & IT/IS This instructor-led course will prepare you to configure Workforce Scheduler and perform the administrative functions needed to keep the configuration up-to-date. Through lecture, discussion, demonstration, and hands-on practices, you will learn to configure and maintain Workforce Scheduler configuration components. Modify organizational map components, such as changing location names and adding jobs to the map Update organizational groups and job transfer sets Configure scheduling components such as skills and certifications, schedule rules, and self-service schedule change requests that apply to employees Configure scheduling components such as Workload Planners for determining staffing plans, Schedule Planners for creating and maintaining schedules, workload and schedule generation tools, and organizational rules that apply to locations Configure supporting tools to facilitate the scheduling process This course is for those responsible for maintaining the configured Workforce Scheduler application. WFS Creating and Managing Schedules for Healthcare or equivalent experience OR WFS Creating and Managing Schedules or equivalent experience Advanced Preparation-None Duration: 4 Days Training Points: 2,400 Course Level: Intermediate CPE: 24 Workforce Central 8.0 Train-the-Trainer 1 participant Course Number: , , , Individuals identified as end user trainers The purpose of the Train-the-Trainer program is to help you successfully deliver Kronos Workforce Central software training to manager and employee end users in your organization. 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 organization (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, 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 organization 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 end user training rollout Define and explain common Workforce Central tasks for managers and employees in your organization Adapt provided course content to meet the needs of end users in your organization Identify KnowledgePass resources to supplement and support your training strategy Prepare to deliver Workforce Central training content to end users Individuals responsible for delivering Workforce Central training to end users in the organization. This includes company trainers, project team members, super users or others within the company designated to deliver training. None Duration: Varies depending on the Workforce Central modules included in your Train-the-Trainer program (see table above) Price: Varies depending on size of organization 5

6 Workforce Scheduler 8.0 Course s Workforce Central 8.0 Train-the-Trainer Private Course Number: , , , , , , Individuals identified as end user trainers The purpose of the Train-the-Trainer program is to help you successfully deliver Kronos Workforce Central software training to manager and employee end users in your organization. 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 organization (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, and expert tips on adapting your Kronos training content (optional). After completing this program, you should be able to: Strategize for your Workforce Central end user training rollout Define and explain common Workforce Central tasks for managers and employees in your organization Adapt provided course content to meet the needs of end users in your organization Identify KnowledgePass resources to supplement and support your training strategy Prepare to deliver Workforce Central training content to end users Individuals responsible for delivering Workforce Central training to end users in the organization. This includes company trainers, project team members, super users or others within the company designated to deliver training. Workforce Scheduler 8.0 Self-Service for Scheduling Employee Training Kit Training Managers & Employees This kit is designed to train employees on using self-service for scheduling features in Workforce Scheduler. After completing this course, you should be able to train employees to successfully perform self-service for scheduling tasks such as: Request time off Fill an open shift Swap shifts Request to cover a shift Change availability Self-schedule shifts for the upcoming period The kit is designed for Training Managers and Supervisors who train employees on using self-service for scheduling features in Workforce Scheduler. Content The kit includes the following materials: Sample job aids for performing self-service for scheduling tasks using Workforce Scheduler. Microsoft PowerPoint files for sample job aids are also included so that you can tailor these files to reflect your business practices. Microsoft PowerPoint skills are required to customize the contents of the kit. Duration: 2 hours Method of deployment: This kit is accessed via Kronos None, Virtual Duration: The 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 organizations 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 organization 6

7 Workforce Scheduler 8.0 Course s Workforce Scheduler 8.0 Healthcare Self-Service for Scheduling Employee Training Kit Training Managers & Employees This kit is designed to train employees on using self-service for scheduling features in Workforce Scheduler for Healthcare. After completing this course, you should be able to train employees to successfully perform self-service for scheduling tasks such as: Request time off Fill an open shift Swap shifts Request to cover a shift Change availability Self-schedule shifts for the upcoming period The kit is designed for Training Managers and Supervisors who train employees on using self-service for scheduling features in Workforce Scheduler for Healthcare. Content The kit includes the following materials: Sample job aids for performing self-service for scheduling tasks using Workforce Scheduler for Healthcare. Microsoft PowerPoint files for sample job aids are also included so that you can tailor these files to reflect your business practices. Microsoft PowerPoint skills are required to customize the contents of the kit. Duration: 2 hours Method of deployment: This kit is accessed via Kronos Course Number: CSG Workforce Scheduler 8.0 extensions for HC v8 Sys Admin Project Team & IT/IS This instructor-led course will prepare you to configure Workforce Scheduler extensions Workload Manager and Target Intelligence modules and perform the administrative functions needed to keep the configuration up-to-date. Through lecture, discussion, demonstration, and hands-on practices, you will learn to configure and maintain Workforce Scheduler extensions configuration components. Troubleshoot patient administration issues Add/update user group permissions and access for individual users Describe default and customized integration options between WFS and WFS extensions Configure job codes, roles, and role types Update unit budgets and staffing matrices Add/edit patient acuity guidelines (intensities) Add care stations and care station areas Manage workload shading Configure tag types, and patient and staff tags Define/update assignment rules This course is designed for those responsible for maintaining the configured Workforce Scheduler extensions application. Familiarity with WFS extensions Workload Manager and Target Intelligence modules Advanced Preparation-None Duration:.5 Half Day Training Points: 2,250 Course Level: Intermediate 7

8 Workforce Scheduler 8.0 Course s Course Number: CSG WFS extensions Target Intelligence for HC v8 System Admin Project Team This instructor-led course will prepare you to use and configure Workforce Scheduler extensions Target Intelligence module and perform the administrative functions needed to keep the configuration up-to-date. Through lecture, discussion, demonstration, and hands-on practices, you will learn to configure and maintain Target Intelligence configuration components. Describe the Target Intelligence screens and how the information on those views can be used to make and analyze staffing decisions. Add/update user group permissions and access for individual users. Recognize default and customized integration options between WFS and WFS extensions. Configure job codes, roles, and role types. Update unit budgets and staffing matrices. This course is designed for those responsible for maintaining the configured Workforce Scheduler extensions Target Intelligence application. None Duration: 2 hours Training Points: 1500 Course Level: Intermediate Course Number: CSG WF Workload Manager for HC v8 End User Project Team, End Users This instructor-led course provides hands-on training for individuals who will be using the Workforce Workload Manager application. Through lecture, discussion, demonstration, and hands-on practices, you will learn how to use Workforce Workload Manager to classify patients, record patient-tostaff assignments, and use additional features, as appropriate. Summarize the acuity theory that is the foundation of Workforce Workload Manager Classify patients in accordance with unit guidelines Manually assign patients to staff members Use assignment wizards to create assignments Project census Record events, notes, and tags Generate reports This course is designed for those responsible for entering patient acuities and assignments (usually charge nurses and/or staff nurses). Advance Preparation-None Other Courses that are identified as introductory are equivalent to courses that offer basic skills and knowledge. Duration: 1 Day Training Points:

9 Workforce Scheduler 8.0 Course s Course Number: CSG WF Target Intelligence for HC v8 End User Project Team, Manager/Supervisor, Staffing Coordinators This self-paced course provides you with a conceptual understanding of the Target Intelligence screens and how to use the information on those screens to make unit-level and enterprise-level staffing decisions. Course Outline The tutorial is organized into these modules: The Location screen The All Locations screen Target Intelligence reports Project team members who need to support the use of the Target Intelligence module Staffing coordinators / managers who will use the Target Intelligence module to make real-time staffing decisions Duration: 1 hour Method of deployment: This tutorial is accessed via Kronos 9

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