Workforce HR and Workforce Payroll 8.0

Transcription

1 Learning Path Workforce HR and Workforce Payroll 8.0 Key: Virtual or On-site Classroom KnowledgePass Self-Study Course Level: Introductory Intermediate Advanced Project Team Payroll Managers Payroll Administrators Payroll Configuration Specialists Application Administrators IS/IT Information Analysts Help Desk Specialists IS/IT Specialists IT/IS HR Managers HR Administrators HR Recruiters Benefits Managers Compensation Managers HR Training Managers Human Resources Department Managers Scheduling Managers Store Managers Employees Manager/ Supervisor/ Employees Workforce HR Project Team Fundamentals Performing Core Tasks Managing Employee Data Administering the Application Configuring Benefit Plans Processing Applicants Introduction to Crystal Report Writing for HR/PR Integrating Advanced Crystal Reports with HR/PR Performance Management Employee Training Kit Self-Service Employee Training Kit Workforce Payroll Project Team Fundamentals Performing Core Tasks Processing Payroll Administering Payroll Planning for Year End 2016 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 F

2 Workforce HR and Workforce Payroll 8.0 Course s Course Number: CBT Delivery Method: Self-Study : Workforce HR/PR 8.0 Project Team Fundamentals Project Team, IT/IS, HR and Payroll This self-study course prepares you to effectively collaborate with the Kronos implementation team about your HR and Payroll business processes during your Workforce HR and Workforce Payroll implementation. You will review key HR and Payroll concepts to assist you in gathering the data required to complete the launch spreadsheets, which populate your organization s data into the Workforce HR and Workforce Payroll applications. Through a series of video lessons and simulations, you will be introduced to some of Workforce HR s and Workforce Payroll s capabilities and the decisions you need to make when designing your configuration. NOTE: This self-study content is in English. List the tasks and decisions for which Project Team members are responsible during your organization s Workforce HR implementation Begin to prepare the organization s position, benefits, and organization data to use during the implementation Explain the Workforce HR automation and optimization options that are available to meet your business needs List the tasks and decisions for which Project Team members are responsible during your organization s Workforce Payroll implementation. Begin to prepare the organization s payroll-related data for use during implementation The audience for this course includes Project Team members who analyze the organization s HR and Payroll policies and business requirements to collaborate on and approve the implementation plan for Workforce HR and Workforce Payroll. Depending on the organization, this may include Human Resources and Payroll staff, as well as Application Administrators and Information Technology staff. Program/course expiration date: The Workforce HR and Workforce Payroll 8 Project Team Fundamentals Self-Study access will expire a year from the day of enrollment. None Advance Preparation - None Delivery Type: QAS Self-Study* Duration: 4 6 Hours Training Points: 500 Course Level: Basic CPE: 3.0* 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%. Course Number: : Workforce HR/Payroll 8.0 Performing Core Tasks Project Team, HR, Payroll, & IT/IS This instructor-led course presents you with an overview of key concepts that form the foundation of the Workforce HR and Workforce Payroll system. Using a combination of discussion and practice, you will learn to perform entry-level tasks that are common to all users of the Workforce HR and Workforce Payroll applications. List the security access options in Workforce HR and Workforce Payroll applications Define point-in-time functionality and describe how it is used in Workforce HR and Workforce Payroll to create or maintain historical records List the benefits of a position-based system and how positions are managed in the Workforce HR and Workforce Payroll applications Review synchronization of Workforce HR and Workforce Payroll data to Workforce Central Log on to and navigate the Workforce HR and Workforce Payroll user interface Locate and display employee records using common components Run standard Workforce HR and Workforce Payroll reports, and create Ad hoc Query report data This is designed as a foundational course for all users of Workforce HR and Workforce Payroll. None Other Courses that are identified as introductory are equivalent to courses that offer basic skills and knowledge. Duration: ½ Day Training Points: 275 CPE: 3 2

3 Workforce HR and Workforce Payroll 8.0 Course s Course Number: : Workforce HR 8.0 Managing Employee Data Project Team & HR This instructor-led course presents you with the framework and hands-on experience to effectively use Workforce HR to perform tasks in a typical employee life cycle. Topics include employment actions, point-in-time (PIT) records, and core HR employee records. You will learn how to process common personnel actions, such as hiring new employees and processing leaves of absence, enrolling employees and their dependents into benefit plans, and modifying employee records. Describe the value and usage of employment actions Enter hire and rehire employee data into Workforce HR Enroll employees and their dependents into benefits plans Process employee requests for leaves of absence Process employee position and/or salary changes Terminate employees Create and maintain employee history records Maintain employee data, such as name, address, and emergency contact This course is designed for those responsible for managing employee data using Workforce HR. This course also provides those who administer Workforce HR with experience using the tools and processes they will maintain in the application. Other Courses that are identified as introductory are equivalent to courses that offer basic skills and knowledge. Duration: 1 Day Training Points: 500 CPE: 6 Course Number: : Workforce HR 8.0 Administering the Application Project Team, HR & IT/IS This instructor-led course provides you with lecture, demonstration, analysis tasks and hands-on experiences to prepare you to manage changes to the Workforce HR application system. You will learn how to modify organization structure, and position data elements and code tables, as well as set up audit trails and application security. You will also learn how to manage data in an integrated Workforce Central environment. List and describe the common tools provided by Workforce HR to support your organization s HR policies Use the three-step process to maintain your organization s HR policies Analyze requests to implement and modify your organization s HR policy data Respond to change requests for modifying organizational and position components in the Workforce HR application Manage integration among Workforce Central applications Maintain data access security for users of Workforce HR Manage the display of Workforce HR pages This course is designed for those responsible for administering Workforce HR. Training Points: 1,200 3

4 Workforce HR and Workforce Payroll 8.0 Course s Course Number: : Workforce HR 8.0 Configuring Benefit Plans Project Team, IT/IS & HR This instructor-led course presents participants with the framework and hands-on experience to effectively use Workforce HR to perform tasks related to building and managing benefit plans. You will learn how to analyze, modify, create, validate, and inactivate a benefit plan. You will also review benefit plan characteristics and building blocks. This course includes lecture, demonstration, analysis tasks and hands-on practice exercises. Review common characteristics of benefit plans Review benefit plan building blocks Describe how point-in-time record-keeping works with benefits records Review processes for maintaining and configuring benefit plan changes Analyze, implement, and validate benefit plan policy changes Integrate Workforce HR benefit plans with Workforce Payroll deduction and compensation codes Use reports to validate employee enrollments in benefit plans Run benefit processes This course is for those responsible for configuring benefit plans in the Workforce HR application, including: Benefits Administrator HR Administrators Help Desk Specialists Workforce HR Managing Employee Data Workforce HR Administering the Application : Workforce HR 8.0 Processing Applicants IT/IS & HR This self-paced learning course is designed to prepare you to manage the recruitment process. You will learn how to process requisitions and enter and modify applicant information. You will also learn how to manage offers, and hire and send rejection letters to candidates. Describe the Applicant Tracking feature in Workforce HR Describe the Applicant Tracking process Manage requisition data Manage internal and external job applicant data Manage applicant offers and rejections This course is targeted at users who are responsible for managing applicant and requisition data in the Workforce HR application. Duration: 4 hours Price: Kronos KnowledgePass subscription required. CPE: 0 Instructional Method: Self-Paced Method of deployment: This self-paced learning is accessed via Kronos KnowledgePass. Training Points: 1,200 Course Level: Advanced 4

5 Workforce HR and Workforce Payroll 8.0 Course s Course Number: : Intro to Crystal Report Writing for HR/PR IT/IS This two-day instructor-led course combines lecture, demonstration, and hands-on practice exercises that teach students how to create reports using Crystal Reports. Designed for students who are new to report writing, this course focuses on a broad list of Crystal Report topics that provide you with the necessary skills to create new reports. Add report objects to Crystal reports Perform record selection Link views and tables Use the sorting, grouping and summarizing features Create many types of formulas This course is for anyone responsible for creating custom reports for Workforce HR/Payroll. Workforce HR/Payroll Managing the Employee Life Cycle or Workforce HR/Payroll Performing Core Tasks Computer competency: Comfortable navigating and using programs in a Windows environment Training Points: 1,300 Course Number: : Integrating Advanced Crystal Reports with HR/PR IT/IS This two-day instructor-led course combines lecture, demonstration, and hands-on practice exercises to teach students how to integrate custom reports specifically for the Workforce HR and Workforce Payroll applications. This course is designed for students who already know how to use Crystal Reports and are comfortable creating formulas, using programming logic and are familiar with the Workforce HR and Workforce Payroll databases. This course focuses on configuring custom reports to run locally or integrate custom reports within the Workforce HR or Workforce Payroll applications. Students will learn the process for copying and performing limited modifications to standard Workforce HR report and discuss the various integration options. Students will receive an overview of the components relevant to the full report integration process. Students will view a stored procedure for a standard report and survey the function of major sections. Configure custom HR/Payroll reports to run locally Configure custom HR/Payroll reports to run on the server Work with Workforce HR/Payroll Views Create the special formulas needed for a server based report Modify an existing report and its stored procedure Identify the various sections of a stored procedure and the options used to filter data within reports. Explain the relationship between special formulas and their corresponding sections within a stored procedure This course is designed for those responsible for creating custom reports for Workforce HR/Payroll, such as an Information Analyst. Workforce HR Managing the Employee Life Cycle or Workforce HR/Payroll Performing Core Tasks Working knowledge of SQL Server Working knowledge of Workforce HR/PR Working knowledge of Microsoft Excel AND One of the following: Introduction to Crystal Report Writing for HR/PR Workforce Central Writing Crystal Reports Working knowledge of Crystal Reports Training Points: 1,300 5

6 Workforce HR and Workforce Payroll 8.0 Course s : Workforce HR 8.0 Performance Management Employee Training Kit HR & Manager/Supervisor/Employees This kit is designed to be used by HR personnel who are responsible for training employees on conducting performance reviews in the Workforce HR Employee Self Service application. This kit contains the following components: A User Instructions guide that describes the kit components and how to customize them. Job aids for just-in-time training, which provide procedural information on conducting common tasks during a performance review cycle Microsoft PowerPoint presentations that can be used for instructorled training for your organization s employees Performance Management policy documents that provide sample data to share with your employees prior to the start of a performance review cycle This kit provides the following benefits: Offers your organization training options to prepare your organization to successfully conduct performance reviews Provides source files for most kit components so that your organization can customize the kit to meet your organization s specific needs This kit is intended to be used to train your organization s employees who are responsible for completing performance reviews. Microsoft PowerPoint 2007 and Microsoft Word skills are required to customize the contents of the kit. Duration: 2 hours Price: Kronos KnowledgePass subscription required. CPE: 0 Instructional Method: Self-Paced Method of deployment: This kit is accessed via Kronos KnowledgePass. : Workforce HR 8.0 Self-Service Employee Training Kit HR & Employees This kit is designed to be used by HR personnel who are responsible for training employees on performing common tasks in the Workforce Employee TM application. This kit contains the following components: A User Instructions guide which describes the kit components and how to customize them. Job aids that review the employee tools available in Employee Self- Service and how to access them. These job aids are available in Microsoft PowerPoint format and can be customized to reflect your organization s configuration and terminology. Microsoft PowerPoint presentation that can be used for instructor-led training for your organization s employees This kit provides the following benefits: Offers your organization training options to prepare your organization to successfully implement the use of the self-service applications, including using the application to make open enrollment and life events changes. Provides source files for most kit components so that your organization can customize the kit to meet your organization s specific needs This kit is intended to be used to train your organization s employees on the use of the self-service application. Microsoft PowerPoint 2007 skills are required to customize the contents of the kit. Duration: 2 hours Price: Kronos KnowledgePass subscription required. CPE: 0 Instructional Method: Self-Paced Method of deployment: This kit is accessed via Kronos KnowledgePass. 6

7 Workforce HR and Workforce Payroll 8.0 Course s Course Number: CBT Delivery Method: Self-Study : Workforce HR/PR 8.0 Project Team Fundamentals Project Team, IT/IS, HR and Payroll This self-study course prepares you to effectively collaborate with the Kronos implementation team about your HR and Payroll business processes during your Workforce HR and Workforce Payroll implementation. You will review key HR and Payroll concepts to assist you in gathering the data required to complete the launch spreadsheets, which populate your organization s data into the Workforce HR and Workforce Payroll applications. Through a series of video lessons and simulations, you will be introduced to some of Workforce HR s and Workforce Payroll s capabilities and the decisions you need to make when designing your configuration. NOTE: This self-study content is in English. List the tasks and decisions for which Project Team members are responsible during your organization s Workforce HR implementation Begin to prepare the organization s position, benefits, and organization data to use during the implementation Explain the Workforce HR automation and optimization options that are available to meet your business needs List the tasks and decisions for which Project Team members are responsible during your organization s Workforce Payroll implementation. Begin to prepare the organization s payroll-related data for use during implementation The audience for this course includes Project Team members who analyze the organization s HR and Payroll policies and business requirements to collaborate on and approve the implementation plan for Workforce HR and Workforce Payroll. Depending on the organization, this may include Human Resources and Payroll staff, as well as Application Administrators and Information Technology staff. Program/course expiration date: The Workforce HR and Workforce Payroll 8 Project Team Fundamentals Self-Study access will expire a year from the day of enrollment. None Advance Preparation - None Delivery Type: QAS Self-Study* Duration: 4 6 Hours Training Points: 500 Course Level: Basic CPE: 3.0* 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%. Course Number: : Workforce HR/Payroll 8.0 Performing Core Tasks Project Team, HR, Payroll, & IT/IS This instructor-led course presents you with an overview of key concepts that form the foundation of the Workforce HR and Workforce Payroll system. Using a combination of discussion and practice, you will learn to perform entry-level tasks that are common to all users of the Workforce HR and Workforce Payroll applications. List the security access options in Workforce HR and Workforce Payroll applications Define point-in-time functionality and describe how it is used in Workforce HR and Workforce Payroll to create or maintain historical records List the benefits of a position-based system and how positions are managed in the Workforce HR and Workforce Payroll applications Review synchronization of Workforce HR and Workforce Payroll data to Workforce Central Log on to and navigate the Workforce HR and Workforce Payroll user interface Locate and display employee records using common components Run standard and ad hoc Workforce HR and Workforce Payroll reports This is designed as a foundational course for all users of Workforce HR and Workforce Payroll. None Other Courses that are identified as introductory are equivalent to courses that offer basic skills and knowledge. Duration: ½ Day Training Points: 275 CPE: 6 7

8 Workforce HR and Workforce Payroll 8.0 Course s Course Number: : Workforce Payroll 8.0 Processing Payroll Payroll, Finance & IT/IS Support Staff This instructor led course is designed to prepare you to set up and input employee payroll data, run a complete payroll process, analyze and balance payroll data, perform exception processing and print standard reports. Describe the steps for processing payroll in Workforce Payroll Set up and maintain employee payroll data Run the Time and Labor transfer process Describe the process for importing payroll data from Workforce Timekeeper into Workforce Payroll Process system-generated and manual batch transactions Calculate trial payrolls Balance and finalize payroll Create and print checks and direct deposit advices Calculate and create tax deposit files Create a general ledger export file Process payroll exceptions including on-demand checks and void/reissue payments This course is designed for those responsible for processing payroll using Workforce Payroll. This course also provides those who administer Workforce Payroll with experience using the tools and processes they maintain in the application. Training Points: 1,000 Course Number: : Workforce Payroll 8.0 Administering Payroll Payroll Administrators, IT/IS Support Staff This instructor-led course is designed to prepare you to administer the Workforce Payroll system. Using a combination of discussion and practice, you will learn how to set up and/or maintain information critical to payroll processing, such as pay agencies, pay groups, check groups, payroll calendars and payroll codes. You ll also learn procedures for integrating benefit plans in HR to compensation and deduction codes in Workforce Payroll. Set up bank accounts and tax authorities Define and maintain pay agency information Set up and modify payroll calendars Modify general ledger system components, including segments and main accounts Create codes, including check groups, direct deposit account types, and payroll signatures Create and maintain pay group information Set up and maintain payroll codes, including compensation, deduction, garnishment deductions, and tax Set up and maintain tax location and tax codes Integrate benefit and attendance plans in Workforce HR with compensation and deduction codes in Workforce Payroll This course is for those responsible for maintaining the configured Workforce Payroll application Workforce Payroll Processing Payroll Duration: 1 Day Training Points: 600 CPE: 6 Instructional Method: Group-live 8

9 Workforce HR and Workforce Payroll 8.0 Course s Workforce Payroll Preparing for Year End 2016 Course Number: : Payroll In this instructor-led course, you will learn the steps necessary to prepare to close the year in your Workforce Payroll system, and how to close the year after all year-end preparation is completed. You will learn important information about ordering tax forms, processing year-end adjustments, completing year-end payroll balancing procedures, and validating employee and payroll information in the system. You will also learn critical information about printing year-end tax forms such as W-2s, and creating year-end files such as state annual forms. Finally, you will learn the steps necessary to prepare your Workforce Payroll system for the new year. Validate year-end related data for employees and pay agencies Estimate and order year-end forms Validate Form W-2 reporting information Process year-end adjustments for taxable fringe benefits Balance year-end payroll data Identify final steps to take before closing the year Calculate and print year-end tax forms Calculate and create year-end magnetic media files Extend payroll processing calendars into the next year Update annual limits (goal amounts) for compensation and deduction codes Update experience rates for tax codes This course is designed for those responsible for performing year-end processing tasks using Workforce Payroll. Workforce Payroll Processing Payroll Other Courses that are identified as introductory are equivalent to courses that offer basic skills and knowledge. Delivery Type: Instructor Led-Training Duration: 1 Day Training Points: 500 for instructor-led version and Kronos KnowledgePass subscription required for self-paced version CPE: 0 Instructional Method: This web-based tutorial is accessed via Kronos KnowledgePass. 9