SMARTLINX TRAINING CURRICULUM Version 5.10 User Education This document contains a list of all available Training Courses within the SmartLinx curriculum and the accompanying course outlines. 1/29/2016 2016 SmartLinx Solutions, LLC.
Table of Contents SLX 100 System Overview... 3 SLX 110 Schedule Optimizer Basics... 4 SLX 210 Schedule Optimizer Advanced Features... 5 SLX 211 SMS Messaging... 6 SLX 310 Schedule Optimizer Bootcamp... 7 SLX 410 Schedule Optimizer... 8 SLX 120 Time & Attendance... 9 SLX 320 TA Live Bootcamp... 10 SLX 130 Employee Self Service... 11 SLX 140 Business Analytics... 12 SLX 141 User Management and Security... 13 SLX 240 Budget and Staffing Level Setup... 14 SLX 150 Attest... 15 SLX 160 Human Resources... 16 SLX 170 ACA Director... 17 SLX 180 Payroll Basics... 17 SLX 280 Payroll Processing... 19 Page 1 of 41
SmartLinx Education and Training Instructor-Led Classroom Training At SmartLinx or on-site. Instructor-led training enables students to engage in face-to-face interaction with instructors and other students in a typical classroom environment. Classroom training is delivered by our experienced instructors either at a SmartLinx location or at your site. If you have a team of employees who need the same training and can train together, onsite classroom training enables you to keep travel costs to a minimum. SmartLinx supplies all course manuals and a training environment to provide students with a hands on learning experience. Instructor-Led elearning Training SmartLinx also offers interactive elearning. This is an instructor-led online course which offers students a similar experience to that of live classroom training, with the convenience of having it delivered remotely. Our Interactive elearning classes include the same content as courses taught in the traditional classroom setting and benefit your organization by enabling greater flexibility for student participation. Save on travel costs and travel time, yet interact with instructors in real-time to ask questions or clarify material. With full access to hands-on exercises learning is reinforced via the same high-quality content as provided in a classroom setting. Nothing could be more convenient, especially if you have users in multiple locations that need the same training. Below is a listing of courses available on the WorkLinx application suite. Click on the Course Title to be taken to the associated Course Outline. We suggest all users attend all trainings to better understand the flow between applications. However realizing everyone cannot always be available, we have provided a list of users that we recommend attend each session. Page 2 of 41
SLX 100 System Overview Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Client-side Implementation Team Lecture GoToTraining.com 2-3 Hours New Clients None None Import Master File Learning Objectives: 1. The objective of this lesson is for each student to comprehend the capabilities and limitations of the core SmartLinx applications. 2. Each student should respond with queries directly relating to the Import Master File and Pay Policy forms. 3. After completion of this lesson, each student will be able to complete the Import Master File. SLX 100 is an introductory course that allows the client implementation team to become acquainted with the functionality of the key WorkLinx applications. This overview provides greater understanding of the information our Solutions Delivery team requires on the Import Master Form and allows the client to ask questions pertinent to its completion. This course is only necessary for new clients. Page 3 of 41
SLX 110 Schedule Optimizer Basics Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Video Tutorials: Administrator, Scheduling Supervisors, Other scheduling person(s) Lecture GoToTraining.com 1-2 Hours Yes, unless SLX 410 has been taken None None Schedule Optimizer Manual; Schedule Optimizer Basics; The Master Schedule; Day-By-Day Scheduling; Call Outs and Absences Learning Objectives: 1. The objective of this lesson is for each student to be able to maintain the schedule on a daily basis. 2. After completion of this lesson, each student will be able to navigate between the key areas of Schedule Optimizer. This beginner lesson steps through the basics of scheduling and introduces the user to Schedule Optimizer and WorkLinx. The Master Schedule screen is covered in depth as the trainer discusses the intricacies of daily schedule maintenance. This lesson is an excellent option for users who do ad-hoc or emergency scheduling, such as nursing supervisors, but are not in charge of maintaining a schedule month-to-month. Content in this lesson is included in SLX 410. Page 4 of 41
SLX 210 Schedule Optimizer Advanced Features Recommended Users: Administrator, Scheduling Supervisors, Other scheduling person(s) Instructional Method: Lecture Delivery Method: GoToTraining.com Duration: 1-2 Hours Mandatory: Yes, unless SLX 410 has been taken Prerequisites: SLX 110 Requirements: None Supplemental Materials: Schedule Optimizer Manual; Scheduler Quick Reference Video Tutorials: Multi-Shift Scheduling; Scheduling Constraints; Real Time Ah-hoc Queries Learning Objectives: 1. The objective of this lesson is for each student to comprehend the advanced functions of Schedule Optimizer. a. Produce schedules within administrative budgetary guidelines. b. Identify projected overtime and take action to prevent it. c. Print both individual employee and departmental schedules. This lesson describes many of the higher user functions within Schedule Optimizer, as well as delving into the Employee Record. Users are taught how to compare their scheduled hours versus their budgeted hours (PARs), how to project and prevent overtime for employees, and about the various reporting options available within the module. Content in this lesson is included in SLX 410. Page 5 of 41
SLX 211 SMS Messaging Recommended Users: Administrator, Scheduling Supervisors, Other scheduling person(s) Instructional Method: Lecture Delivery Method: GoToTraining.com Duration: 30-60 Minutes Mandatory: No Prerequisites: SLX 110; SLX 210 Requirements: None Supplemental Materials: SMS Messaging Manual Learning Objectives: 1. After completion of this lesson, each student will be able to create individual and group text messages, and use them to replace absent employees. This specialized session is an ad-hoc lecture where users can learn about the text messaging features in Schedule Optimizer. This lesson is beneficial to supervisors and other minor schedulers how handle employee replacements. Content in this lesson is included in SLX 410. Page 6 of 41
SLX 310 Schedule Optimizer Bootcamp Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Video Tutorials: Scheduling Supervisors, Other scheduling person(s) Demonstration/Performance GoToTraining.com; Onsite 2-3 Hours (Online) 4-6 Hours (Onsite) Yes SLX 110 and SLX 210; or SLX 410 Legacy schedules in paper format; User accounts setup for each attendee Schedule Optimizer Manual Setting Up Rotations; Schedule Generation Part 1; Schedule Generation Part 2 Learning Objectives: 1. By completing the activities in this course, each student will be able to correctly demonstrate master schedule creation, with instructor assistance. a. Create shifts and units. b. Build employee rotations. c. Understand how to generate the master schedule. The SO Bootcamp is a hands-on session that allows users to create Shifts and Units within their department and then use them to create rotations, or master schedules, for each employee. Each user is given the opportunity to work one-on-one with the instructor to address their specific scheduling needs. During the onsite version of this class, each user is given the opportunity to complete their entire master schedule. This allows the user to focus on filling in budgetary needs and Per Diem scheduling when performing edits each scheduling period. Page 7 of 41
SLX 410 Schedule Optimizer Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Video Tutorials: Administrator, Scheduling Supervisors, Other scheduling person(s) Lecture GoToTraining.com; Onsite 2-3 Hours (Online) 4-6 Hours (Onsite) Yes None None Schedule Optimizer Manual; Scheduler Quick Reference; SMS Messaging Manual All Schedule Optimizer tutorials Learning Objectives: 1. The objective of this lesson is for each student to be able to maintain the schedule on a daily basis. 2. After completion of this lesson, each student will be able to navigate between the key areas of Schedule Optimizer. 3. The objective of this lesson is for each student to comprehend the advanced functions of Schedule Optimizer. a. Produce schedules within administrative budgetary guidelines. b. Identify projected overtime and take action to prevent it. c. Print both individual employee and departmental schedules. 4. After completion of this lesson, each student will be able to create individual and group text messages, and use them to replace absent employees. SLX 410 combines the material from SLX 110, SLX 210, and SLX 211 into one cohesive offering. This course is generally taken in lieu of the aforementioned individual courses to get users trained more quickly. All of the same functionality is covered during the training session, but more or less time may be spent on each function, depending on the delivery method. The onsite version of this course includes in-depth discussion, hands-on examples, and exercises. An Outline for this course can be found by combining the outlines for SLX 110, SLX 210, and SLX 211. Page 8 of 41
SLX 120 Time & Attendance Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Video Tutorials: Administrator, Supervisors, HR, Payroll, Other time approving person(s) Lecture GoToTraining.com; Onsite 1-2 Hours (Online) 4-6 Hours (Onsite) Yes None None Time & Attendance Manual; Payroll Quick Reference All Time & Attendance tutorials; Adding and Removing Employees Learning Objectives: 1. The objective of this lesson is for each student to actively participate in a discussion surrounding their payroll process. 2. After completion of this lesson, each student will be able to discuss methods of processing time cards each payroll cycle. a. Perform daily time card maintenance. b. Execute period finalization tasks. c. Describe the various reporting options. This course allows students to learn about the key functions around time card processing in WorkLinx. Starting with punching at the time clock and moving through exporting the time cards to payroll, SLX 120 covers all of your time keeping needs. The onsite version of this course includes in-depth discussion, hands-on examples, and exercises. Page 9 of 41
SLX 320 TA Live Bootcamp Recommended Users: Supervisors, HR, Payroll, Other time approving person(s) Instructional Method: Lecture Delivery Method: GoToTraining.com; Onsite Duration: 2-3 Hours (Online) 2-3 Hours (Onsite) Mandatory: Yes Prerequisites: SLX 120 Requirements: Time clocks mounted and employees punching; User accounts setup for each attendee Supplemental Materials: Daily Checklist; Daily System Tasks; Payroll Processing Checklist; Payroll Processing Tasks Video Tutorials: All Time & Attendance tutorials Learning Objectives: 1. By completing the activities in this course, each student will be able to correctly prepare their time cards for payroll processing, with instructor assistance. a. Identify and correct missing punches. b. Compare scheduled time versus actual worked time. c. Approve time cards for payroll submission. The TA Live Bootcamp is designed to encourage users to use tried and tested best practices within their live system, with a trainer present to offer assistance. Using the SmartLinx Daily and Payroll Processing Checklists, users are able to refine their time cards to perfection and ensure their employees are getting paid correctly. This course also functions as a question and answer session to help users get more comfortable with the functionality that they are now encountering in their live environment. Users are encouraged to spend time in the system between SLX 120 and SLX 320, and come prepared with a list of questions that have emerged during that period. Page 10 of 41
SLX 130 Employee Self Service Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Video Tutorials: Administrator, Supervisors, HR, Payroll Lecture GoToTraining.com 15-30 Minutes No None None Employee Self Service Manual; WorkLinx Mobile Manual ESS Overview; Leave Requests; ESS User Setup Learning Objectives: 1. After completion of this lesson, each student will be able to discuss the processes within the ESS module. a. Create user accounts for employee access. b. Restate the process for requesting PTO. This course is an optional offering for clients with questions about the ESS module or those clients who cannot access the video tutorial content. All subject matter within the course is offered in our Employee Self Service tutorials section of the SmartLinx Training Library. SLX Training Library > Training Videos > Employee Self Service The ESS Overview and Leave Requests video tutorials should be shared with your employee population so they are able to navigate the ESS module and submit time off requests correctly. The WorkLinx Mobile app mirrors the functionality of the ESS module but gives you the ease of access from any IOS or Android mobile device. Page 11 of 41
SLX 140 Business Analytics Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Administrator, Corporate Users Lecture GoToTraining.com 2-3 Hours Yes SLX 110 and SLX 210; or SLX 410; SLX 120 Sample budget and staffing level information Business Analytics Manual; Budget and Staffing Level Setup Manual Learning Objectives: 1. The objective of this lesson is for each student to actively participate in a discussion surrounding corporate planning and reporting. 2. By completing the activities in this course, each student will be able to apply their corporation s budgetary standards within WorkLinx, with instructor assistance. a. Create, assign, and allocate to Budgeted Positions b. Setup a scheduling budget (PAR Levels). This session will illustrate the various reporting screens available within the Business Analytics module to users and help them understand the beneficial uses of these reports. Through this training, users will be able to glean valuable information from comparisons, graphical analysis, and customized key indicators for their business. The course also assists users with the setup and maintenance of budget information within their live environment and shows them how to use the budgeting screens to control costs. Page 12 of 41
SLX 141 User Management and Security Recommended Users: Administrator, Corporate Users, IT Instructional Method: Lecture Delivery Method: GoToTraining.com Duration: 30-60 Minutes Mandatory: No Prerequisites: None Requirements: None Supplemental Materials: Directory Manual; Video Tutorials: User Account Management Part 1; User Account Management Part 2 Learning Objectives: 1. By completing the activities in this course, each student will be able to correctly create user accounts to access WorkLinx, with instructor assistance. a. Demonstrate how to add and remove accounts. b. Modify accounts for multi-level access. c. Assign multiple roles to an account. This session is an optional offering for those clients who require assistance creating user accounts within their live system. It includes an in-depth look into the user role structure and rights management within the Directory module. Page 13 of 41
SLX 240 Budget and Staffing Level Setup Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Administrator, Corporate Users, Scheduling Supervisor (Nursing) Lecture GoToTraining.com 30-60 Minutes No SLX 110 and SLX 210; or SLX 410; SLX 120 Sample budget and staffing level information Budget and Staffing Level Setup Manual Learning Objectives: 1. By completing the activities in this course, each student will be able to apply their corporation s budgetary standards within WorkLinx, with instructor assistance. a. Create, assign, and allocate to Budgeted Positions b. Setup a scheduling budget (PAR Levels). The course is an optional offering for users requiring assistance with the setup and maintenance of budget information within their live environment. This session teaches users how to use the budget to control costs through key steps such as: Setup of staffing levels in Schedule Optimizer; Verification that schedulers are scheduling to those staffing levels; How to drive attendance to the schedule; and Reconciling the differences between the schedule, attendance, and budget. Page 14 of 41
SLX 150 Attest Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Facility Educator, HR Lecture GoToTraining.com; Onsite 30-60 Minutes Yes None None Attest Manual Learning Objectives: 1. The objective of this lesson is for each student to manage in-service data within the Attest module and report on employee attendance within each course. This session will demonstrate how your in-service coordinators can create and maintain course data over a range of dates, and track and allocate instructors and employee attendance for all of your mandatory internal training. Page 15 of 41
SLX 160 Human Resources Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Video Tutorials: Administrator, HR, Payroll Lecture GoToTraining.com 2-3 Hours Yes None None HR Management System Manual; Adding and Removing Employees; Position Control; Performance Reviews Learning Objectives: 1. By completing the activities in this course, each student will be able to maintain highly detailed information for each employee within WorkLinx. a. Create and maintain employee benefits. b. Collect and evaluate employee LOA and Workers Compensation. c. Setup and monitor applicant tracking workflows with the Applicant Tracking System. This course on Human Resource Management will cover features and functions pertaining to the HR module. Users will be guided through the vastly expanded employee information record features. Trainers will explain options for maintaining and tracking employee benefits, workers compensation, and leaves of absence. Users will also receive a detailed walkthrough on customizing their Applicant Tracking System and system generated Alerts. Page 16 of 41
SLX 170 ACA Director Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Administrator, Corporate Users Lecture GoToTraining.com 2-3 Hours Yes SLX 110 and SLX 210; or SLX 410; SLX 120; SLX 160 Time & Attendance; HRMS; Schedule Optimizer ACA Director Manual Learning Objectives: 1. By completing the activities in this course, each student will be able to configure, assess, and report on the Affordable Care Act. a. Assign values to Measurement, Stabilization, and Administrative periods. b. Export Payroll-Based Journal entries for CMS reporting. c. Create 1095C forms for employees and IRS reporting. This session will cover features and functions pertaining to the Affordable Care Act (ACA). Unlike other courses, prerequisites and Requirements are tentative based on the amount of use you wish to get out of the ACA Director. Purchase of and training on Time & Attendance and HR will be required for training on 1095 reporting and SO will be required for measurements. Those using the ACA Director for PBJ reporting will require Time & Attendance as well. Page 17 of 41
SLX 180 Payroll Basics Recommended Users: Instructional Method: Delivery Method: Duration: Mandatory: Prerequisites: Requirements: Supplemental Materials: Video Tutorials: Payroll Processors, HR Lecture GoToTraining.com 1-2 Hours Yes SLX 120; (if applicable) SLX 160 (if applicable) None Payroll Manual; W-2 Setup Learning Objectives: 1. By completing the activities in this course, each student will be able to populate and report on personnel information within the Payroll module. a. Understand the Employee menu and its functions. b. Enter employee deductions, memos, direct deposit accounts, and tax information. c. Generate reports surrounding employee information. This session will cover features and functions pertaining to the WorkLinx Payroll module surrounding employee information entry and verification. Users will then be introduced to the robust reporting features in the module and learn how to produce both print and export reports. Page 18 of 41
SLX 280 Payroll Processing Recommended Users: Payroll Processors, HR Instructional Method: Lecture Delivery Method: GoToTraining.com Duration: 1-2 Hours Mandatory: Yes Prerequisites: SLX 180 Requirements: None Supplemental Materials: Payroll Manual; Payroll Checklist; Payroll Tasks Learning Objectives: 1. By completing the activities in this course, each student will be able to process payroll for their organization. a. Import time entries and create pay records for them. b. Print checks and produce files for third party upload. c. Generate reports from the completed payroll records. d. Produce manual checks, when necessary. SLX 280 will walk users through the proper way to completely process payroll within the WorkLinx Payroll module. Users will learn to import time entries and make necessary adjustments to them. Creation of important files such as the ACH file and benefit reports will enable users to update their third-party vendors with the appropriate information. Users will finally be taught how to produce live checks and advices for their employees. Page 19 of 41
SLX 100 System Overview I. Schedule Optimizer a. Navigation Panes i. Application Pane ii. Organization Pane b. Console Screen (all levels) c. Master Schedule (Corporate/Facility level) i. Comparing Departments and Facilities ii. Schedule Statistics d. Master Schedule (Department level) i. Layout ii. Totals iii. Rotation Setup iv. Schedule Generation v. Daily Schedule Screen vi. Replacements 1. SMS Messaging vii. Right-click Menu e. Reports i. Two Week Schedule ii. Daily Attendance iii. Today s Staffing iv. Individual Employee 4 Week Schedule II. Time & Attendance a. Console Screen i. Arrivals and Departures ii. Timeclock b. Timecards Screen i. Department/Facility View ii. Individual Employee Pay Period View iii. Daily Timecard c. Informational Screens i. RTAQ Page 20 of 41
III. ii. HR Info iii. Employees Screenl 1. Active Employee Screen a. Information views b. Action options iv. Attendance vs. Scheduling d. Payroll Processing Checklist i. Overtime Approvals ii. Timecard Approvals iii. Payroll Exporting e. Reports i. Punch Detail ii. Missing Punches iii. Invalid Punches iv. Individual Employee Timcard HRMS a. HR Dashboard b. Employees i. Dashboard ii. Employee Lists iii. Personnel Record c. Applicant Tracking i. ATS Dashboard ii. Workflow iii. Applicant Information iv. Applications v. Filter and Search Options d. Benefits i. Benefit Overview ii. Managing Employee Eligibility e. Position Control i. Show Positions Details ii. Console f. LOA Dashboard g. Performance Evaluations h. Workers Comp i. Company Property j. Alerts/Reminders Page 21 of 41
SLX 110 Schedule Optimizer Basics IV. Control Panes a. Application Pane b. Organization Pane V. Master Schedule Department View a. Date b. Name c. Position d. Default Shift e. Scheduled Days i. Units f. Daily Schedule Screen i. Main Tab 1. Position 2. Shift 3. Unit 4. Start/End Time 5. Hours 6. Constraint 7. Clear 8. Replace a. Availability Filters b. Replacement c. Absence Reason d. History 9. Mark Absent 10. Add Shift ii. Late iii. Notes iv. Add Shift g. Right-click Menu i. Generate Schedule ii. Individual Schedule Page 22 of 41
VI. 1. Edit iii. Attendance Record iv. Availability Record v. Schedule Time Off vi. Issue Warning Menus a. View i. Availability List ii. Configuration 1. Shifts a. Add 2. Units a. New Unit b. Tools i. Generate Schedule Page 23 of 41
SLX 210 Schedule Optimizer Advanced Features I. Master Schedule Department View a. Totals i. Employee Totals ii. Subtotals iii. Totals iv. Fixed PARs v. Difference vi. Census vii. PPD viii. Staffing Ratio ix. Actual Hours x. Actual PPD b. Quick Links i. Options 1. Positions 2. Shift Group 3. Unit 4. Show Totals in Hours c. Personnel Screen i. Personal ii. Contacts iii. Positions iv. Payroll v. Custom vi. Journal vii. Attendance 1. Default Edit Value 2. Warnings viii. Certifications ix. Physicals Page 24 of 41
x. Availability 1. Setup Availability xi. Rotations 1. Change Settings 2. Edit 3. Second Shift II. Real-time Adhoc Queries a. Absences b. Constraints c. Departments III. Employees a. Active Employees i. List Dropdown ii. Print Employee Labels iii. Employee Detail IV. Menus a. Data i. Projected Hours b. Tools i. Generate Schedule ii. Post Schedule iii. Compare Posted vs. Current Schedule V. Reports a. 2-Week Schedule b. Daily Attendance c. Today s Staffing Page 25 of 41
SLX 211 SMS Messaging I. Data Menu a. Call Log II. Employees Screen a. Send SMS to a Group of Employees III. Right-Click Menu a. Replacement Messaging i. Checkboxes and SMS Button ii. Message Modification iii. Workflow IV. Daily Schedule Screen a. Contacts i. Send SMS Page 26 of 41
SLX 310 Schedule Optimizer Bootcamp I. Task Overview a. Shift Creation b. Unit Creation c. Rotation Setup II. Live Schedule Entry (by Users) Page 27 of 41
SLX 120 Time & Attendance I. Console a. Arrivals Summary i. Employee Window b. Departures Summary c. Time Clocks i. Legend ii. Employee Records II. Employee Punches a. Overview b. Punch Log c. Details i. Legend/Filter III. Daily Timecard a. Schedule Info b. Approval c. Paid Hours Summary d. Punches e. Exceptions f. Absences g. Comments h. History i. Details j. Punch Log IV. Ledger a. Date Filters b. Overview c. Details i. Legend/Filter V. Timecards a. Approval b. Customize c. Totals Page 28 of 41
VI. VII. VIII. IX. d. Details e. Pay Period Timecard i. Schedule Absence List Real-Time Adhoc Queries Menus a. View i. Time Audit History ii. HR Info 1. Options a. Show All Employees b. Select Columns to Print c. Print/Export d. Search iii. Overtime Approvals Reports a. Invalid Punches b. Missing Punches c. Timecard Edits d. Punch Detail Page 29 of 41
SLX 320 TA Live Bootcamp I. Schedule Optimizer a. Check for Call-Outs b. Maintaining the Schedule c. New Hire Maintenance d. Schedule Generation e. Adjusting Schedules to PAR Levels f. Reporting II. Time & Attendance a. Run Discrepancy Reports b. Daily Punch Review c. Time Card Approvals Page 30 of 41
SLX 130 Employee Self Service I. Create ESS Accounts (TA Employees Screen) a. Default Password b. Screens c. Functionality Access II. Home III. Web Punch IV. Timecard V. Schedule a. Request Time Off VI. Availability VII. My Profile Page 31 of 41
SLX 140 Business Analytics I. Date Controls II. Print/Export III. Key Indicators a. Organization Breakdown b. Facility Breakdown c. Department Breakdown d. Position Breakdown e. Employee Breakdown IV. Compare a. Date Comparison (Corporate Level) b. Organization Comparison (Building Level) V. Absences VI. Charts VII. Time clocks VIII. View Menu a. Employee Turnover b. Statistics i. Discrepancies ii. Time Analytics c. Logged In Users IX. Data Menu a. Pay Rates by Position b. PPD Exceptions c. Hours and PPD Summary by Center d. Pay Code Reporting e. Projected Hours f. Time clock Enrollment Page 32 of 41
SLX 141 User Management and Security I. Directory a. Users i. Add User 1. Template Group 2. Role 3. Applications ii. Select User 1. Assigned Roles a. Add Role 2. Edit a. Change Password 3. Delete Page 33 of 41
SLX 240 Budget and Staffing Level Setup I. Budget Setup a. Budgeted Positions b. Adjusting the Budget c. Budgeted Position Assignment II. Staffing Level Setup a. Default Shift Setup b. Adjusting the Staffing Model c. Non-Default Shift Staffing Level Adjustments III. Scheduling to Staffing Levels a. Master Schedule Totals b. Daily Unit Assignment IV. Reconcile Schedule, Attendance and Budget a. CPCS Key Indicators b. Attendance vs. Scheduling c. Labor Report by Date Range Page 34 of 41
SLX 150 Attest I. Dashboard a. Courses Scheduled b. Minutes Attended by In-service c. Chart d. Selecting a course II. Courses a. Info b. Schedule i. Add New III. Scheduling a. Views b. Course Detail i. Attendees ii. Adding Employees c. Schedule Inservice d. Search e. Printing IV. Instructors V. Attendance a. Groups VI. Employees Dashboard VII. Inservice Clock VIII. File Menu a. Add Inservice b. Delete Inservice(s) c. Add Instructor IX. View Menu a. Manage Groups i. Add Group ii. Employee Count iii. Delete Group(s) Page 35 of 41
SLX 160 Human Resources I. Navigation a. Org Tree b. HR Home Dashboard II. Employees a. Dashboard b. Employee Lists c. Personnel Record i. Personal ii. Contacts iii. Payroll iv. I9 v. Positions vi. Benefits 1. Enroll Employee 2. Enroll in Cobra 3. Drop Coverage 4. Add vii. Dependents 1. Add Dependent 2. Add Benefit viii. Custom ix. Journal x. Workers Comp xi. Attendance xii. Availability xiii. Certifications xiv. Notes xv. Property xvi. Bkgrnd Check xvii. LOA History xviii. Term History xix. Physicals Page 36 of 41
xx. Inservices xxi. Rotations xxii. Documents xxiii. Forms xxiv. Time clocks xxv. Future Updates xxvi. Licenses xxvii. Education III. Applicant Tracking a. ATS Dashboard i. My Applications ii. Applications by b. Workflow i. Diagram ii. Add Workflow c. Applicant Information i. View Full Application ii. Tags iii. Skills d. Applications e. Filter and Search Options IV. Benefits a. Benefit Overview b. Setting up Benefit Plans and Options c. Plan Modify d. Managing Employee Eligibility i. Rules ii. Enrolled Employees iii. Eligible/Not Eligible V. Position Control a. Show Positions Details b. Console VI. LOA Dashboard VII. Performance Evaluations a. My Reviews b. All Employees c. Create Review d. Review Forms Page 37 of 41
VIII. Workers Comp IX. Company Property a. Managing Stock b. In Employee Possession X. Alerts/Reminders a. Reminders i. Creating a Reminder ii. View and Resolving a Reminder iii. Removing a Reminder b. Alerts i. Setting Up an Alert 1. Using Keywords ii. Viewing and Resolving Alerts Page 38 of 41
SLX 170 ACA Director I. Legal Disclaimer II. Directory a. Position Configuration b. Manage Companies c. Manage Organizations III. HR Benefits a. ACA Benefit Options IV. PBJ Reporting V. Period Selection a. Measurement b. Administration c. Stabilization VI. Definitions VII. ACA Dashboard VIII. ACA Additional Tab IX. ACA Detail Breakdown a. Date Selection b. Query Controls X. 1095-C / 1094-C Reporting a. Multi-Edit b. Verification and Confirmation c. Form Generation d. Audit Page 39 of 41
SLX 180 Payroll Basics I. Login Screen II. Home Screen III. Selectors a. Current employee b. Effective Date c. Current Payroll IV. Employees Menu V. Wage Assignments Screen VI. Tax Setup VII. Direct Deposit setup VIII. Recurring Deductions/Memos setup IX. Garnishment Setup X. Audit Trail Screen XI. Reporting Page 40 of 41
SLX 280 Payroll Processing I. Opening a new payroll II. Importing Time and Attendance Data a. Reimporting after changes b. Verifying the data III. Calculating and previewing the payroll IV. Payroll register V. Preparing ACH file VI. Printing pay records a. Running checks and advices VII. Posting Payroll VIII. Reporting Page 41 of 41