Course Description/Agenda

Transcription

1 WFM: Configuring and Administering Time and Attendance This course covers the Workforce Management application. Included in this course are the following areas: employee settings, user and team security, schedule settings, labor metrics, payroll settings, calculation groups and quick rules, balances, accruals and policies, public holiday management, timesheet configuration, shift trades configuration, the Job Scheduler, application security and Config Mode, launch pads, Workmail, timesheets, reports, payroll administrator tasks, the Employee Transaction Manager (ETM), and Mobility. This training is for version and all previous versions. Previous course name/code: WFM: Configuring and Administering Time and Attendance 04_ _IEN0095_WFM. Course duration 32 hours Prerequisite knowledge To optimize your learning experience, Infor recommends that you have the following knowledge prior to taking this course: Knowledge of human resources and payroll. Knowledge of internal processes and flows in your organization. Course agenda The agenda below details the contents of this course, including lesson-level learning objectives and supporting objectives. Lesson Lesson title Learning objectives Course overview Review course expectations. 1 Overview of Time and Attendance Identify the features and benefits of Time and Attendance. Define Time and Attendance.

2 Explain the Time and Attendance big picture. Discuss Time and Attendance configuration at an overview level. Describe basic Time and Attendance functionality. 2 Employee settings Describe how to configure employee settings. Discuss employee settings. Create an employee profile. Create new employee data fields. Update employee data fields. Add employee balances. Describe how to terminate an employee. Describe how to rehire an employee. 3 User and team security Describe how to configure user and team security. Explain user security. Create a user account. Explain team security. Create a team. Describe how to use alternate and delegate features. 4 Labor metrics Describe how to configure labor metrics. Define labor metrics. Explain how labor is allocated within the application. Create a labor metric. Create an employee labor allocation override. Assign a labor metric to an employee. 5 Scheduling Describe how to configure scheduling settings. Describe schedule settings. View schedules. Create shifts. Create shift breaks. Create shift patterns. Assign shift patterns to employees.

3 6 Payroll settings Describe how to configure payroll settings. Define payroll settings. Identify the steps to create a payroll group. Define payroll settings. Create a pay group. Assign a pay group. Configure hour types. Configure time codes. 7 Daily Timesheets and approvals Use daily timesheets. Navigate a timesheet. Manage Daily Timesheets. Describe how to work with selection parameters. View work details. Explain how to modify an employee s time via overrides. Add clock entries. Authorize timesheets. Manage a team s timesheet in the Supervisor Approval Worksheet. Run the Pay Period Summary. Create mass edits. 8 Weekly Timesheets and approvals Use weekly timesheets. Describe the Weekly Timesheet. View the Weekly Timesheet via selection parameters. Configure the Weekly Timesheet. 9 Employee Transaction Manager (ETM) Use the Employee Transaction Manager (ETM). Define the Employee Transaction Manager (ETM). Navigate the ETM. View a work schedule. Enter availability patterns. Post a shift

4 Describe the Time Off Planner. Manage Blackout team calendars. Submit time-off requests. Define Workmail via the ETM. Approve time-off requests. 10 Payroll Close Wizard and payroll export Describe the payroll close and exports processes. Identify the steps for payroll close. Discuss pay group dates. Describe how to use the Payroll Close Wizard. Describe the payroll export notifications. Describe how to reset off-cycle payroll export status. Describe how to use the Payroll Recalculation form. Describe the payroll export configuration. 11 Calculation (calc) groups and quick rules Describe calc groups and quick rules. Define calc groups. Create a calc group. Define quick rules. Use the Quick Rule Editor. Describe the steps to implement a rule. Add a rule. Modify a rule. Change the processing order of a quick rule. Disable a rule. Explain the core condition classes. Manage condition sets. Define calculation periods. Define auto recalculate setting. Describe how to use the Rule Tracer. Create shift premium zones. 12 Balances and accruals Define balances and accruals. Discuss balance management theory. View balances.

5 Discuss balance types. Update a balance. Configure a balance. Run the Balance Audit Trail Report (Balance Report). Associate a time code balance type. Configure an accrual. Configure a policy. Assign a policy to an employee. 13 Holidays Define public holiday management. Create a new public holiday. Create a holiday calendar. Assign a holiday calendar to employees. Assign holidays using the Job Scheduler. View holiday assignment transactions. Create an employee holiday override. 14 Launch pads Define launch pads. Define launch pads. Describe how to use the Launch Pad Wizard. Configure maintenance forms for the widget. 15 Application security Describe application security. Discuss security groups. Create a new security group using the copy security group feature. Discuss application security. Set form-level security for folders, forms, and reports. Localize field and button names. Set password life. Discuss the ETM Config Utility 16 Configuring Timesheets Configure timesheets.

6 Describe the options available to configure on a timesheet. Edit override types. Define default clock sequences. Create labor shortcuts. Configure timesheet registry settings. Use the mass edit feature. 17 Configuring shift trades Configure shift trades. Configure shift trades registry settings. Describe the shift trades process flow. Post shifts for trade. Approve shift trades. Bid on shift postings. Cancel shift trades. Request shift trades. Set up pre-determined shift trades. 18 Job Scheduler Use the Job Scheduler. List the various task types. Navigate the Job Scheduler. Add a new job schedule task. Remove a job schedule task. Run a Job Scheduler task. View the task log. Set task security permissions. Create an aggregate task. Create an export task. 19 Alerts and workflows Configure alerts and workflows. Define alerts. Create a query-based alert. Schedule an alert. Explain how to troubleshoot alerts. Define forms.

7 Define workflows. 20 Registry settings Configure registry settings. Define registry settings. Discuss application security. Update password alert registry settings. Add or rename a system parameter. Enable balance transfers. Enable balance cascades. Disable password change ability on the login page. Update an existing mass edit registry parameter. 21 Reports Run reports in WFM: Time and Attendance. Define reports. Generate on-demand reports. Define Workforce Management Intelligence reports standard reports. Discuss advantages and disadvantages of different report types. 22 Affordable Care Act (ACA) Explain how the Affordable Care Act (ACA) works in WFM. Define the Affordable Care Act (ACA). Describe the registry settings pertaining to the ACA module. Define a measurement group. Define a measurement period. Configure Service and Leave Hour. Configure the Affordable Care Act Rule. Assign a measurement group to an employee. View employee average service hours. Export a measurement group. 23 Mobility Explain how to use Mobility. Identify the features and benefits of Mobility. Describe how Mobility works together with WFM.

8 Describe basic functionality of Mobility. Explain how to configure security permissions at field and page level. Describe how to modify localization labels. Describe how to modify lookup queries. 24 Putting it all together Perform a mini implementation of the Workforce Management Time and Attendance application. Create employee profiles. Create user accounts. Create a team. Create new shifts. Create shift breaks. Configure a shift pattern. Assign the shift pattern. Create a job. Create a department. Set up a default labor allocation. Create a weekly payroll group. Create a calculation group. Modify the Daily Overtime Rule. Assign team members to a group. Update balance for employees. Set the default timesheet to a daily timesheet. Adjust employee timesheets logged in as supervisor. Approve a weekly timesheet. Submit a time-off request. View vacation balances. Course summary Debrief course.