EmpCenter Course Catalog

Transcription

1 EmpCenter Course Catalog WorkForce Academy and WorkForce Academy On Demand The key to using any software is proper training. First class training, coupled with a commitment to the implementation, makes the transition to the new system easier. WorkForce Academy training courses contain the information needed to quickly and efficiently deploy EmpCenter.

2 LEGAL NOTICES Copyright 2015 WorkForce Software, LLC. All Rights Reserved. WorkForce Software Seven Mile Road Suite 300 Livonia, MI WFORCE Copyright and trade secret laws protect the information in this manual. Access to this material is provided only under license or as part of an evaluation of the WorkForce Software solution specifically authorized by WorkForce Software. In no other case are you permitted access to this information. Nor are you permitted to disclose this information to any third party. If you have been provided this manual under any other circumstances, you must contact WorkForce Software at WFORCE ( ) to arrange to have this material returned immediately. This document was last updated on July 21, 2015.

3 Table of Contents WorkForce Academy Learning In Person or On Demand... 1 Training Options... 1 WorkForce Academy Instructor Led Courses... 1 WorkForce Academy Public Courses... 1 WorkForce Academy On Demand... 1 Custom Training and elearning Materials... 2 How to Contact Us... 2 Certification... 2 American Payroll Association... 2 WorkForce Academy Curriculums... 5 Understanding EmpCenter and Project Readiness Curriculum... 5 Configuring EmpCenter Curriculum... 9 Unit Based Training Services Course Descriptions Instructor led Courses by Subject Absence Compliance Tracker ACT00 Core Concepts ACT01 Employee and Case Manager Functions ACT02 Administrator Functions ACT10 Database Schema ACT20 Absence Compliance Tracker Configuration Advanced Scheduler ASC00 Core Concepts ASC01 Scheduler Functions ASC02 Administrator Functions ASC10 Database Schema ASC20 Advanced Scheduler Configuration Analytics ANL01 Ad Hoc Reporting ANL02 Universe Customization and Ad Hoc Reporting ANL03 Advanced Universe Customization i

4 ANL04 Advanced Ad Hoc Reporting Data Collection Terminals DCT01 Data Collection Terminal Deployment DCT02 Data Collection Terminal Management Fatigue Management General FTM00 Core Concepts FTM01 Employee Functions FTM02 Manager Functions FTM03 Administrator Functions FTM10 Database Schema FTM20 Fatigue Management Configuration Fatigue Management Nuclear FMN01 End User Functions FMN04 Amendments and Approvals FMN07 Waivers and Fatigue Assessments FMN08 Use FMN Reports Effectively FMN09 Time Entry in the Nuclear Industry Pak FMN10 Database Schema FMN11 FM Codes FMN12 Admin Codes FMN13 Schedule Templates and Cycles Interfaces INT30 Interfaces Configuration Report Designer RPT01 Report Writing RPT02 Advanced Report Writing Time & Attendance TMA00 Core Concepts TMA01 Employee Functions TMA02 Manager Functions TMA03 Administrator Functions TMA10 Database Schema TMA20 Time & Attendance Configuration TMA21 Configure Activity Based Costing ii

5 WorkForce Management TST01 Testing Preparations TST02 Testing Kickoff Course Descriptions Public Instructor Led Courses C 1001 Database Schema and Report Writing C 1002 Time & Attendance Configuration C 1003 Analytics Universe Customization and Ad hoc Reporting C 1004 Interfaces Configuration C 1005 Absence Compliance Tracker Configuration C 1006 Advanced Scheduler Configuration C 1007 Configure Activity Based Costing On Demand Training Services Course Descriptions WorkForce Academy On Demand Subscription Courses by Subject Absence Compliance Tracker AC100 Core Concepts (Subscription) AC120 User Acceptance Testing (Subscription) AC150 Employee Essentials (Subscription) AC250 Case Manager Essentials (Subscription) AC350 Administrator Essentials (Subscription) Advanced Scheduler AS100 Core Concepts (Subscription) AS120 User Acceptance Testing (Subscription) AS200 Scheduler Essentials (Subscription) AS350 Administrator Essentials (Subscription) Data Collection Terminals CL100 Introduction to Data Collection Terminals (Subscription) CL200 Deploying the EmpCenter 2200 (Subscription) CL300 EmpCenter 2200 Terminal Management (Subscription) Fatigue Management Coming Soon! FM100 Core Concepts (Subscription) FM120 User Acceptance Testing (Subscription) FM150 Employee Essentials (Subscription) FM250 Manager Essentials (Subscription) FM300 Period End Essentials (Subscription) iii

6 FM350 Administrator Essentials (Subscription) Fatigue Management Nuclear Coming Soon! FN150 Employee Essentials (Subscription) FN250 Manager Essentials (Subscription) FN350 Administrator Essentials (Subscription) Time & Attendance TA100 Core Concepts (Subscription) TA120 User Acceptance Testing (Subscription) TA150 Employee Essentials (Subscription) TA171 WebClock Time Entry Basics (Subscription) TA175 EmpCenter 2200 Time Entry Basics (Subscription) TA200 Timekeeper Essentials (Subscription) TA250 Manager Essentials (Subscription) TA300 Period End Essentials (Subscription) TA350 Administrator Essentials (Subscription) TA370 Delegator Essentials (Subscription) Coming Soon! EmpCenter Express Time & Attendance EXTA100 Core Concepts EXTA150 Employee Essentials EXTA171 WebClock Time Entry Basics EXTA175 EmpCenter 2200 Time Entry Basics EXTA250 Manager Essentials EXTA300 Period End Essentials EXTA350 Administrator Essentials EXTA412 Schedules Templates and Cycles iv

7 WorkForce Academy Learning In Person or On Demand The key to using any software system successfully is proper training. First class training, coupled with a commitment to the implementation, makes the transition to the new system easier. WorkForce Software offers instructor led training courses virtually, at the client s location or at the WorkForce Software corporate headquarters (public training), and flexible elearning education when needed via WorkForce Academy On Demand. We focus on training attendees with the knowledge and skills they need to maximize the power of the EmpCenter solution. Training Options WorkForce Academy Instructor Led Courses WorkForce Academy instructor led courses are delivered to the client team using a train thetrainer approach. These courses are delivered at the client s location or virtually during the EmpCenter implementation. Instructor led courses combine lecture, product demonstration and hands on activity. Training materials for each class are provided. WorkForce Academy Public Courses WorkForce Academy instructor led public courses are delivered at WorkForce Software corporate headquarters in Livonia, Michigan. These courses are open to multiple clients based on seat availability. Public courses combine lecture, product demonstration and hands on activity, and allow attendees to collaborate and share insights with other WorkForce Software clients in attendance. Training materials for each class are provided. To view the WorkForce Academy public courses calendar, visit the WorkForce Software Web site education/ page. WorkForce Academy On Demand WorkForce Academy On Demand includes access to the WorkForce Software Learning Management System and library of elearning courses developed to educate our clients, partners, and employees on EmpCenter. Access to WorkForce Academy On Demand is offered as a subscription service to key administrators and/or trainers in the client s organization. WorkForce Academy On Demand is offered for purchase during the EmpCenter implementation project or included in our Platinum and Diamond support offerings. 1

8 Coming Soon! Advanced elearning courses for topics ranging from EmpCenter configuration and database schema to analytics and reporting will be offered as part of WorkForce Academy On Demand in 2015 at an additional unit cost per course. Keep checking our Web site for more information regarding WorkForce Academy On Demand advanced elearning. Custom Training and elearning Materials Training materials are included with the purchase of WorkForce Academy instructor led and public training courses. Instructor led courses are customized to the client s configuration, so the client has materials that reflect their distinct configuration. Some clients prefer to train their workforce through elearning. WorkForce Software offers custom elearning for an additional cost. elearning courses can be customized to show features that clients are using and to reflect screens from their distinct configuration. Included with the purchase of custom elearning are SCORM compliant files that can run in WorkForce Software s or the client s Learning Management System. All custom elearning contains objectives to guide learning, hands on exercises to apply skills, and an assessment to help the learner assess their competence with the material. How to Contact Us WorkForce Software Web site education/ inquiries to training@workforcesoftware.com Contact your WorkForce Software Project Manager, Account Manager or Client Services Manager to purchase WorkForce Academy or WorkForce Academy On Demand education Certification American Payroll Association American Payroll Association (APA) certification is a valuable, objective credential that verifies a specified level of knowledge, skills and abilities in the payroll profession. APA certification helps demonstrate your payroll expertise, secure a promotion, advance your career, and enhance your standing within the profession. All instructor led WorkForce Academy courses that are APA certified are identified in this catalog. WorkForce Academy On Demand courses are currently not APA certified. 2

9 APA offers two levels of certification the Fundamental Payroll Certification (FPC) and the Certified Payroll Professional (CPP). For further information about APA certification, see 3

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11 WorkForce Academy Curriculums WorkForce Academy instructor led and WorkForce Academy On Demand courses are grouped into categories, making it easy to focus on specific learning needs. Details regarding each of the individual courses is available in the course descriptions section of this catalog. Training units are included for WorkForce Academy instructor led courses listed below. Understanding EmpCenter and Project Readiness Curriculum WorkForce Academy instructor led and On Demand courses educate employees, managers, timekeepers, payroll personnel, and administrators on EmpCenter. These courses are delivered during the EmpCenter implementation to the project team, trainers, and administrator. WorkForce Academy On Demand subscription courses can be completed as needed during the implementation and/or once EmpCenter is deployed. Workforce Management Course Number Course Name Training Units per class TST01 Testing Preparations Instructor led virtual 10 TST02.1 Testing Kick Off (1 day) Instructor led 30 TST02.2 Testing Kick Off (2 day) Instructor led 60 Time & Attendance Course Number Course Name Training Units per class TMA00 Core Concepts Instructor led virtual 15 TMA01 Employee Functions Instructor led 25 TMA02 Manager Functions Instructor led 25 TMA03 Administrator Functions Instructor led 35 TA100 Core Concepts On Demand subscription n/a TA120 User Acceptance Testing On Demand subscription n/a TA150 Employee Essentials On Demand subscription n/a TA200 Timekeeper Essentials On Demand subscription n/a TA250 Manager Essentials On Demand subscription n/a TA300 Period End Essentials On Demand subscription n/a TA350 Administrator Essentials On Demand subscription n/a TA370 Delegator Essentials On Demand subscription n/a 5

12 TA171 WebClock Time Entry Basics On Demand subscription n/a TA175 EmpCenter 2200 Time Entry Basics On Demand subscription n/a Data Collection Terminals Course Number Course Name Training Units per class DCT01 Data Collection Terminal Deployment Instructor led virtual 10 DCT02 Data Collection Terminal Management Instructor led virtual 10 CL100 Introduction to Data Collection Terminals On Demand subscription n/a CL200 Deploying the EmpCenter 2200 On Demand subscription n/a CL300 EmpCenter 2200 Terminal Management On Demand subscription n/a Absence Compliance Tracker Course Number Course Name Training Units per class ACT00 Core Concepts Instructor led virtual 15 ACT01 Employee and Case Manager Functions Instructor led 25 ACT02 Administrator Functions Instructor led 20 AC100 Core Concepts On Demand subscription n/a AC120 User Acceptance Testing On Demand subscription n/a AC150 Employee Essentials On Demand subscription n/a AC250 Case Manager Essentials On Demand subscription n/a AC350 Administrator Essentials On Demand subscription n/a Advanced Scheduler Course Number Course Name Training Units per class ASC00 Core Concepts Instructor led virtual 15 ASC01 Scheduler Functions Instructor led 25 ASC02 Administrator Functions Instructor led 30 AS100 Core Concepts On Demand subscription n/a AS120 User Acceptance Testing On Demand subscription n/a AS200 Scheduler Essentials On Demand subscription n/a AS350 Administrator Essentials On Demand subscription n/a 6

13 Fatigue Management General Course Number Course Name Training Units per class FTM00 Core Concepts Instructor led virtual 30 FTM01 Employee Functions Instructor led 25 FTM02 Manager Functions Instructor led 25 FTM03 Administrator Functions Instructor led 35 FM100 Core Concepts On Demand subscription n/a FM120 User Acceptance Testing On Demand subscription n/a FM150 Employee Essentials On Demand subscription n/a FM250 Manager Essentials On Demand subscription n/a FM300 Period End Essentials On Demand subscription n/a FM350 Administrator Essentials On Demand subscription n/a Fatigue Management Nuclear Course Number Course Name Training Units per class FMN01 End User Functions Instructor led 50 FMN04 Amendments and Approvals Instructor led 10 FMN07 Waivers and Fatigue Assessments Instructor led 10 FMN08 Use FMN Reports Effectively Instructor led 15 FMN09 Track Time in the Nuclear Industry Pak Instructor led 15 FMN11 FM Codes Instructor led 10 FMN12 Admin Codes Instructor led 15 FMN13 Schedule Templates and Cycles Instructor led 15 FN150 Employee Essentials On Demand subscription n/a FN250 Manager Essentials On Demand subscription n/a FN350 Administrator Essentials On Demand subscription n/a EmpCenter Express Course Number Course Name Training Units per class EXTA100 Time & Attendance Core Concepts On Demand n/a EXTA150 Time & Attendance Employee Essentials On Demand n/a EXTA171 WebClock Time Entry Basics On Demand n/a EXTA175 EmpCenter 2200 Time Entry Basics On Demand n/a 7

14 EXTA250 Time & Attendance Manager Essentials On Demand n/a Time & Attendance Period End Administrator On Demand n/a EXTA300 Essentials EXTA350 Time & Attendance Administrator Essentials On Demand n/a EXTA412 Schedules Template and Cycles On Demand n/a 8

15 Configuring EmpCenter Curriculum For users who want to take a deeper dive into EmpCenter, we offer configuration, reporting, analytics, and database schema courses. These courses are geared towards administrators and/or technical users of the systems, report writers, and those clients interested in maintaining or self implementing the EmpCenter solution. Interfaces Course Number Course Name Training Units per class INT30 Interfaces Configuration Instructor led 85 Time & Attendance Course Number Course Name Training Units per class TMA10 Database Schema Instructor led 40 TMA20 Time & Attendance Configuration Instructor led 160 TMA21 Configure Activity Based Costing Instructor led 35 Absence Compliance Tracker Course Number Course Name Training Units per class ACT10 Database Schema Instructor led 15 ACT20 Absence Compliance Tracker Configuration Instructor led 35 Advanced Scheduler Course Number Course Name Training Units per class ASC10 Database Schema Instructor led 30 ASC20.2 Advanced Scheduler Configuration (2 days) Instructor led 55 ASC20.3 Advanced Scheduler Configuration (3 days) Instructor led 85 ASC20.4 Advanced Scheduler Configuration (4 days) Instructor led 110 9

16 Fatigue Management General Course Number Course Name Training Units per class FTM10 Database Schema Instructor led 40 FTM20 Fatigue Management Configuration Instructor led 125 Fatigue Management Nuclear Course Number Course Name Training Units per class FMN10 Database Schema Instructor led 40 Report Designer Course Number Course Name Training Units per class RPT01 Report Writing Instructor led 30 RPT02 Advanced Report Writing Instructor led 30 Analytics Course Number Course Name Training Units per class ANL01 Ad Hoc Reporting Instructor led 15 ANL02 Universe Customization and Ad Hoc Reporting Instructor led 30 ANL03 Advanced Universe Customization Instructor led 30 ANL04 Advanced Ad Hoc Reporting Instructor led 30 10

17 Public Courses per seat Course Number Course Name Training Units per seat C 1001 Database Schema and Report Writing Instructor led 30 C 1002 Time & Attendance Configuration Instructor led 30 C 1003 Analytics Universe Customization and Ad Hoc Instructor led 10 reporting C 1004 Interfaces Configuration Instructor led 25 C 1005 Absence Compliance Tracker Configuration Instructor led 10 C 1006 Advanced Scheduler Configuration Instructor led 10 C 1007 Configure Activity Based Costing Instructor led 10 11

18 Unit Based Training Services Course Descriptions Instructor led Courses by Subject Absence Compliance Tracker ACT00 Core Concepts Gain an overview of the Absence Compliance Tracker to bring staff up to speed on functional details. #14WFS 009, for 3.5 Recertification Credit Hours (RCH). Please note the Human resources and other personnel who manage your organizational leave request and compliance needs None Duration ½ day Class Size Limit 15 Virtual (WebEx) General terminology Fundamental employee management details User interface Leave requests Time off requests Viewing an absence case Approvals Administrator workflow Compliance issues 12

19 ACT01 Employee and Case Manager Functions Learn to use ACT from the employee and case manager perspectives to ensure compliance with federal, state and local laws. #14WFS 007, for 3.5 Recertification Credit Hours (RCH). Please note the This is a train the trainer course. Company trainers and human resources or other personnel assigned to manage cases should attend. None Duration ½ day Class Size Limit 10 Instructor led classroom Employee entry of leave requests Case manager entry of leave requests Case manager review of a case Case manager work flow Override system determined leave eligibility ACT reports ACT02 Administrator Functions Take a guided tour through EmpCenter workflow and other administrative tasks. This course is not necessary for clients also implementing EmpCenter Time & Attendance. ACT02 is only necessary when implementing Absence Compliance Tracker alone. If Time & Attendance or Fatigue Management is also being implemented, FTM03 or TMA03 will cover all topics in ACT02. #14WFS 008, for 3 Recertification Credit Hours (RCH). Please note the Human resources, payroll, or other personnel assigned to administer the EmpCenter application. ACT01 Duration 3 hours Class Size Limit 8 Instructor led classroom 13

20 The EmpCenter administrative client Generate administrative reports Advance pay periods Import data Update system data User roles Schedule templates Maintain employee data in EmpCenter Create new administrative users Emulate end user access ACT10 Database Schema Learn details on where ACT data is stored in the database and how to access it for reports, exports, or other purposes. #14WFS 010, for 3.5 Recertification Credit Hours (RCH). Please note the Personnel responsible for building reports, exports, or views of ACT data This is a technical course. Attendees should have a solid understanding of basic database concepts and at least basic proficiency in Structured Query Language (SQL). Duration ½ day Class Size Limit 6 Instructor led classroom at WorkForce Software Headquarters (Livonia, MI) Introduction to the Absence Compliance Tracker database structure Most commonly used tables and queries ACT20 Absence Compliance Tracker Configuration Dive deep into EmpCenter's Policy Editor to see how to establish an Absence Compliance Tracker (ACT) system configuration. Learn tips, best practices, and how to leverage your new 14

21 skills to make effective use of the system's Policy Configuration Guide to further your ACT configuration knowledge. #14WFS 054, for 6.5 Recertification Credit Hours (RCH). Please note the Staff who will perform significant configuration task, such as developing the rules to automate your regulatory requirements TMA20 Time and Attendance Configuration Attendees should have a good understanding of ACT core concepts Experience working with 4GLs, SQL, or macro languages is advantageous. Duration 1 day Class Size Limit 6 Instructor led class at WorkForce Software Headquarters (Livonia, MI) Configure ACT functionality Workflow and history events notifications Distributed leave overrides Customer defined leaves and their associated banks Customer defined documents Advanced Scheduler ASC00 Core Concepts Gain an overview of the Advanced Scheduler to ramp up staff speed on functional details. #14WFS 013, for 3.5 Recertification Credit Hours (RCH). Please note the Staff responsible for managing organizational staffing needs None Duration ½ day Class Size Limit 15 Virtual (WebEx) 15

22 Implementation process Schedule methodology Define your organization Components of a schedule Employee schedule maintenance Find employees for open work assignments Overtime equalization Integrate with Time & Attendance Security considerations ASC01 Scheduler Functions Learn to manage complex employee schedules with our advanced scheduling tools. #14WFS 011, for 3.5 Recertification Credit Hours (RCH). Please note the Schedulers or other personnel responsible for managing employee schedules ASC00 and attendees should have a good understanding of AS core concepts. Duration ½ day Class Size Limit 8 Instructor led classroom Use Auto Scheduler to staff employees intelligently Manage schedule changes Manage employee availability Overtime equalization ASC02 Administrator Functions Learn to configure various building blocks within Advanced Scheduler. #14WFS 012, for 6.5 Recertification Credit Hours (RCH). Please note the Administrators who will configure and administer Advanced Scheduler ASC01 16

23 Duration 1 day Class Size Limit 8 Instructor led classroom Configure the Auto Scheduler to staff employees intelligently Configure Advanced Scheduler tools to manage schedule changes Manage employee availability Configure overtime equalization ASC10 Database Schema Discover where data is stored in the Advanced Scheduler database and how to access it for reports, exports, or other purposes. #14WFS 014, for 6.5 Recertification Credit Hours (RCH). Please note the Personnel responsible for building reports, exports, or views of AS data. This is a technical course. Attendees should have a solid understanding of basic database concepts and at least basic proficiency in Structured Query Language (SQL). Duration 1 day Class Size Limit 6 Instructor led class at WorkForce Software Headquarters (Livonia, MI) Introduction to the Advanced Scheduler database structure Most commonly used tables and queries ASC20 Advanced Scheduler Configuration Dive deep into EmpCenter's Policy Editor to see how to establish an Advanced Scheduler (AS) configuration. Learn tips, best practices, and how to leverage your new skills to make effective use of the system's Policy Configuration Guide to further your AS configuration knowledge. 17

24 #14WFS 051, for 13 Recertification Credit Hours (RCH), for 2 days; #14WFS 052, for 19.5 Recertification Credit Hours (RCH), for 3 days; #14WFS 053, for 26 Recertification Credit Hours (RCH), for 4 days. Please note the Schedulers or other staff who will perform significant tasks to set up the AS rules to meet organizational needs and staff interested in enhancing the current configuration. TMA20 Time & Attendance Configuration ASC00 and attendees should have a good understanding of AS core concepts. Experience working with 4GLs, SQL, or macro languages is advantageous. Duration 2, 3, or 4 days Class Size Limit 6 Instructor led class at WorkForce Software Headquarters (Livonia, MI) Configure job assignments manually Using imports Understand and configure overtime banks Define your organization Customize callout screens Define overtime parameters Set up permissions Banks and accruals 18

25 Analytics ANL01 Ad Hoc Reporting Learn the basics of creating and using Analytics reports through hands on exercises. See ANL02 Universe Customization and Ad Hoc Reporting if the sample universe in EmpCenter will be utilized. #14WFS 018, for 3.5 Recertification Credit Hours (RCH). Please note the Non technical end users who will create EmpCenter Analytics reports to view EmpCenter data TMA00 Time & Attendance Core Concepts Duration ½ day Class Size Limit 6 Instructor led class at WorkForce Software Headquarters (Livonia, MI), virtual (WebEx) Introduction to the EmpCenter sample universe objects and filters Create and run queries in EmpCenter Introduction to EmpCenter Analytics ANL02 Universe Customization and Ad Hoc Reporting In this introduction to EmpCenter's analytics report development capabilities and details about the data stored in the system, participants learn the basics of customizing the EmpCenter sample universe and how to create and work with EmpCenter Analytics reports. This course incorporates the content in course ANL01. You should not take ANL01 if you intend to work with the sample universe. #14WFS 019, for 6.5 Recertification Credit Hours (RCH). Please note the Anyone who will customize the sample universe and create EmpCenter Analytics reports to view EmpCenter data 19

26 Database schema training (ACT10, ASC10, TMA10, FTM10, or FMN10) For clients licensing more than one of the following products, only TMA10 is required: Time & Attendance Absence Compliance Tracker Fatigue Management Fatigue Management Nuclear For clients also licensing Advanced Scheduler and who wish to make changes to the AS sample universe, ASC10 is additionally required. This is a technical course. Attendees should have a solid understanding of basic database concepts, at least basic proficiency in Structured Query Language (SQL), and a basic understanding of EmpCenter or its Policy Editor. Duration 1 day Class Size Limit 6 Instructor led class at WorkForce Software Headquarters (Livonia, MI) Introduction to EmpCenter Analytics functionality Introduction to the EmpCenter sample universe structure Introduction to creating and modifying: Courses and sub courses Objects and filters Lists of values How EmpCenter and the EmpCenter Analytics tool work together Create and run queries in EmpCenter ANL03 Advanced Universe Customization Learn to apply advanced techniques to the EmpCenter sample universe. #14WFS 020, for 6.5 Recertification Credit Hours (RCH). Please note the Anyone who will make complex customizations to the EmpCenter sample universe ANL02 Duration 1 day Class Size Limit 6 20

27 Instructor led class at WorkForce Software Headquarters (Livonia, MI) Advanced understanding of EmpCenter Analytics Advanced join techniques Create derived tables Link universes Resolve loops and SQL traps ANL04 Advanced Ad Hoc Reporting Hands on exercises provide instruction in advanced techniques to design, create, and use EmpCenter Analytics reports. #14WFS 021, for 6.5 Recertification Credit Hours (RCH). Please note the Users who will develop complex EmpCenter Analytics reports ANL02 Duration 1 day Class Size Limit 6 Instructor led class at WorkForce Software Headquarters (Livonia, MI) Advanced knowledge of EmpCenter Analytics Create and work with multiple queries Advanced report drilling Advanced report formatting 21

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29 Data Collection Terminals DCT01 Data Collection Terminal Deployment WorkForce Software provides an overview of EmpCenter terminal hardware, network communication, configuration components, and basic terminal functionality in preparation for the installation, networking, and deployment of your terminal equipment. We recommend taking this training as soon as possible upon receipt of your terminal hardware. #14WFS 030, for 2 Recertification Credit Hours (RCH). Please note the IT or other staff responsible for the installation and maintenance of data collection terminals (DCT) on the organizational network Attendance at terminal requirements gathering meeting, receipt of terminal hardware Duration 3 hours Class Size Limit 10 Virtual (WebEx) Mount and configure DCTs Set up networks for DCTs, DCT controller, and EmpCenter server Deploy DCT and DCT controller configuration files Add DCTs to the network Handle multiple time zones and Daylight Saving Time changes DCT02 Data Collection Terminal Management Based on your organization s needs, learn about all aspects of terminal configuration, transaction process and troubleshooting. We recommend taking this training just after EmpCenter employee training and just before user acceptance testing. #14WFS 031, for 2 Recertification Credit Hours (RCH). Please note the Staff responsible for operating and maintaining data collection terminals in your organization s network. DCT01 Duration 2 hours Class Size Limit 10 23

30 Virtual (WebEx) DCT administrator and employee functions Biometric enrollment and management Control employee and administrator access Use the Web Manager application to manage the controller and DCTs Monitor employee data transactions Data flow from terminals to EmpCenter Troubleshooting and technical support Fatigue Management General FTM00 Core Concepts Ramp up project staff on EmpCenter s overall functional architecture. #14WFS 035, for 3.5 Recertification Credit Hours (RCH). Please note the Human resources, payroll, and other staff actively involved with the project execution None Duration ½ day Class Size Limit 15 Virtual (WebEx) Identify the goals of implementation Data collection devices Data validation EmpCenter terminology employee policy profiles, assignment groups Security considerations Manager to employee relationships Synchronize employee data import Policy effective dating End of period processing Data exports 24

31 Timesheet vs. pay frequency FTM01 Employee Functions Learn EmpCenter navigation fundamentals and employee functions related to Fatigue Management. #14WFS 032, for 3.5 Recertification Credit Hours (RCH). Please note the Company trainers, human resources, payroll, and managers responsible for managing or supervising employees who will use EmpCenter None Duration ½ day Class Size Limit 10 Instructor led classroom Enter data into a timesheet Run reports to look at your personal timesheet data Address timesheet exceptions Use different timesheet views to your advantage View pay results FTM02 Manager Functions Become familiar with EmpCenter from the manager's perspective to learn functions and workflow related to Fatigue Management. #14WFS 033, for 3.5 Recertification Credit Hours (RCH). Please note the Company trainers, human resources, payroll, and managers who will use EmpCenter to administer timekeeping functions for employees in a Fatigue Management environment None, but it is helpful to have attended FTM01 Fatigue Management Employee Functions Duration ½ day Class Size Limit 10 Instructor led class Introduction to manager views of employee time 25

32 View pay results for employees Approval workflow and employee timesheet approval Assign schedules and schedule cycle to employee groups or specific employees Use EmpCenter's group time entry screen Use manager reports to analyze employee time Manage timesheet exceptions Delegate manager functions to another user Manage time off requests FTM03 Administrator Functions This course guides Fatigue Management administrators through the EmpCenter workflow and other day to day administrative tasks. #14WFS 034, for 6.5 Recertification Credit Hours (RCH). Please note the Human resources or payroll personnel responsible for EmpCenter Fatigue Management administration and end of period timesheet processing tasks FTM01, FTM02 Duration 1 day Class Size Limit 10 Instructor led classroom Introduction to the Admin Client End of period processing workflow Run administrative reports to evaluate timesheet status Import or export data Maintain employee information Run tasks to update system data Create schedules for automated tasks Create schedule templates and cycles Understand exception types and their effects on timesheet processing 26

33 FTM10 Database Schema Learn the details on where FM data is stored in the EmpCenter database and how to access it for reports, exports, or other purposes. #14WFS 036, for 10 Recertification Credit Hours (RCH). Please note the Personnel responsible for building reports, exports, or views of FM data This is a technical course. Attendees should have a solid understanding of basic database concepts and at least basic proficiency in Structured Query Language (SQL). Duration 1½ days Class Size Limit 6 Instructor led classroom Introduction to the Fatigue Management database structure Introduction to most commonly used tables and queries for: Employees and Assignments Pay Periods Timesheets Exceptions Schedules Data Collection Terminals FTM20 Fatigue Management Configuration Dive deep into EmpCenter's Policy Editor to see how to establish a system configuration. Learn tips, best practices, and how to leverage your new skills to make effective use of the system's Policy Configuration guide to further your EmpCenter configuration knowledge. #14WFS 055, for 26 Recertification Credit Hours (RCH). Please note the Human resources, payroll, or other staff who will perform significant configuration tasks or create the Fatigue Management rules that meet the needs of your business operations FTM00 Fatigue Management Core Concepts 27

34 Experience working with 4GLs, SQL, or macro languages is advantageous. Duration 4 days Class Size Limit 6 Instructor led classroom Introduction to the EmpCenter Policy Editor Define and create policy profiles Assemble the components of a timesheet Set content and layout Configure exceptions to validate and report the status of timesheets Link notifications to timesheet events Define user roles and access rights Introduction to basic Formula Language concepts Define manager approval windows and timesheet approval reminders Establish rules for grace, break deductions, and time rounding Define rules for time data defaults 28

35 Fatigue Management Nuclear FMN01 End User Functions This course is a two day exploration of the NRC 10 CFR Part 26 as implemented in our Nuclear Industry Pak. You will learn how the rules are evaluated, how to enter time in EmpCenter, how to create and assign schedule cycles, how to use admin codes, and how amendments and approvals function within the Nuclear Industry Pak. You will also learn how to manage your schedule or your employees schedules proactively to comply with NRC Rule 10 CFR Part 26. #14WFS 037, for 13 Recertification Credit Hours (RCH). Please note the Personnel who are subject to or who manage employees who are subject to compliance with NRC Rule 10 CFR Part 26 (Fitness for Duty) None Duration 2 days Class Size Limit 8 Instructor led classroom Overview of Addendum A Overview of EmpCenter FM Rules Maximum work hour rules Minimum break before shift rule B 34/9 rule MDO Rules Online, Transition, and Outage Average 54 How to enter time Schedule cycles and templates Call in employees based on NRC compliance rules Detect future fatigue management deviations Admin codes Waivers and assessments FM reports Approvals and amendments 29

36 FMN04 Amendments and Approvals Attend this class for a review of amendments and approvals, and for a survey of the entire amendment process. #14WFS 038, for 2 Recertification Credit Hours (RCH). Please note the Managers who deal with amended timesheets None Duration 2 hours Class Size Limit 8 Virtual (WebEx) Approval process and approval window Amend a timesheet Other timesheet versions Approve amendments Process amendments FAQs and common pitfalls Example scenarios Correct system use FMN07 Waivers and Fatigue Assessments Attend this course for an in depth demonstration of how to create, delete, and modify manual waivers, workflow waivers, and fatigue assessments. Attendees will learn the intricate differences between manual and workflow waivers, how to cancel a waiver, how to avoid problematic mistakes, and how to resolve such mistakes if you encounter them. #14WFS 039, for 2 Recertification Credit Hours (RCH). Please note the Personnel responsible for creating and approving waivers and fatigue assessments None Duration 2 hours Class Size Limit 8 Instructor led classroom, Virtual (WebEx) Workflow waivers 30

37 Manual waivers Required and non required fields Cancel a waiver FAQ and common pitfalls FMN08 Use FMN Reports Effectively This course delves into the purpose, functionality, and limitations of all the Fatigue Management Nuclear reports. Attendees learn the capabilities of and the necessary data for each report. Understanding the reports helps prevent deviations and enhances your ability to manage the system. #14WFS 040, for 3.5 Recertification Credit Hours (RCH). Please note the Personnel who manage employees who are subject to compliance with NRC Rule 10 CFR Part 26 (Fitness for Duty) and anyone who needs a better understanding of Nuclear Industry Pak reports None Duration ½ day Class Size Limit 6 Instructor led classroom, virtual (WebEx) The purpose of each report Functionality of the reports Required data for the reports When to run reports FMN09 Time Entry in the Nuclear Industry Pak Attend this course for detail on how to correctly enter time for the fatigue management rules and to see examples of proper time tracking for problematic scenarios. #14WFS 041, for 3.5 Recertification Credit Hours (RCH). Please note the Personnel who are familiar with the NRC Rule 10 CFR Part 26 and manage employees subject to compliance with the regulations, but who are unfamiliar with the Nuclear Industry Pak solution. Basic knowledge and understanding of the fatigue rules Duration ½ day Class Size Limit 8 31

38 Instructor led classroom Time record types Definition, purpose, and limitations of each time record type Explanation of day definition and how to enter time correctly System generated schedules versus manually entered schedules FM codes / Time codes Introduction to FM codes Explanation of time codes and how they relate to FM codes Definition and purpose of each FM code Overview of Section 15 of Addendum A How to use the Labor Distribution Upload functionality to maintain time codes and FM codes Covered status override How the system determines covered status How to use the covered status override General warnings about using the override Using schedule cycles and templates FMN10 Database Schema Learn the details on where FMN data is stored in the database and how to access it for reports, exports, or other purposes. #14WFS 046, for 10 Recertification Credit Hours (RCH). Please note the Personnel responsible for building reports, exports, or views of FMN data This is a technical course. Attendees should have a solid understanding of basic database concepts and at least basic proficiency in Structured Query Language (SQL). Duration 1½ days Class Size Limit 6 Instructor led classroom 32

39 Introduction to EmpCenter database structure and Fatigue Management Nuclear data tables Introduction to most commonly used tables and queries for: Employees and assignments Pay periods Timesheets Exceptions Accrual management Schedules Fatigue management nuclear FMN11 FM Codes In this course, attendees take an extensive view into the relationship between FM codes and the NRC compliance rules as outlined in Addendum A. Take an in depth look at each FM Code, how each FM Code relates to the fatigue management rules, and the relationship between time codes and FM Codes. #14WFS 042, for 2 Recertification Credit Hours (RCH). Please note the Personnel who are unfamiliar with FM codes as they relate to the NRC Rule 10 CFR Part 26 and the EmpCenter Fatigue Management Nuclear Industry Pak, and who are subject to, or manage employees subject to, the regulations Basic knowledge and understanding of the fatigue rules Duration 2 hours Class Size Limit 8 Instructor led classroom, virtual (WebEx) Introduction to FM codes Explanation of time codes and how they relate to FM codes Definition and purpose of each FM code Overview of Section 15 of Addendum A How to use the Labor Distribution Upload functionality to maintain time codes and FM codes 33

40 FMN12 Admin Codes This course is a detailed survey of all the Admin Codes available in our Nuclear Industry Pak solution. Attendees will learn how to use admin codes effectively and efficiently to override violations, conduct what if testing in future timesheets, and modify evaluation period data. #14WFS 043, for 3.5 Recertification Credit Hours (RCH). Please note the Managers responsible for changing their employees timesheets to force different evaluation periods, override deviations, or create what if scenarios Basic knowledge and understanding of the fatigue rules Duration ½ day Class Size Limit 8 Instructor led classroom The purpose and functionality of different kinds of FM codes What if codes: EECAT, EECOV, TMCOV Evaluation period codes: OSTAT, PDLEN, PDTYP, FCONT, FSTRT Deviation codes: LCSEE, MBBS8, OPTRN, DEVOR FMN13 Schedule Templates and Cycles Attend this course for a comprehensive lesson on schedule templates and cycles. Attendees create, modify, and delete schedule templates, schedule cycles, and schedule cycle metadata in an interactive environment. In addition, they learn common mistakes made when creating schedules and will see how to troubleshoot when problems arise. #14WFS 044, for 3.5 Recertification Credit Hours (RCH). Please note the Anyone who maintains, creates, or modifies the schedule templates and cycles in your organization, and schedulers responsible for creating the outage and online schedules for their groups None Duration ½ day Class Size Limit 8 Instructor led classroom, virtual (WebEx) Create and maintain schedule templates and cycles 34

41 Create schedule cycle metadata FAQs and common pitfalls Explanation of metadata Assign Schedule Cycles window What happens when a new schedule cycle is assigned Interfaces INT30 Interfaces Configuration Learn to build interfaces for data exchange with external systems. #14WFS 004, for 19.5 Recertification Credit Hours (RCH). Please note the Technical staff tasked with developing the scripting to transfer data between EmpCenter and external systems TMA20 Time & Attendance Functional Configuration Working knowledge of JavaScript Duration 3 days Class Size Limit 6 Instructor led class at WorkForce Software Headquarters (Livonia, MI) Introduction to interface scripting and database queries Use EmpCenter functions in interfaces Interface policy configuration Understand the difference between CSV and SQL interfaces Data validation and error handling Build an historical employee import Build an incremental interface for large data sets Understand system processing Test interfaces and review logs 35

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43 Report Designer RPT01 Report Writing Become acquainted with EmpCenter's report development capabilities and learn detailed information about the data stored in the system. Attendees will also learn report design basics, how to access the data to create useful reports, and how the Report Designer and EmpCenter work together. Duration Class Size Limit 6 #14WFS 016, for 6.5 Recertification Credit Hours (RCH). Please note the Anyone who will develop custom reports, build reports to view EmpCenter data, or build views of the data stored in EmpCenter Database schema training (ACT10, ASC10, TMA10, FTM10, or FMN10) For clients licensing more than one of the following products, only TMA10 is required: Time & Attendance Absence Compliance Tracker Fatigue Management Fatigue Management Nuclear For clients also licensing Advanced Scheduler, ASC10 is additionally required. This is a technical course. Attendees should have a solid understanding of basic database concepts, at least basic proficiency in Structured Query Language (SQL), and a basic understanding of EmpCenter or its Policy Editor. 1 day Instructor led class at WorkForce Software Headquarters (Livonia, MI) How EmpCenter and the Report Designer work together Introduction to the Report Designer Introduction to report policy configuration Build your first report 37

44 RPT02 Advanced Report Writing Study advanced techniques for designing and creating reports using the Report Designer. #14WFS 017, for 6.5 Recertification Credit Hours (RCH). Please note the Anyone who will develop complex custom reports. RPT01 Duration 1 day Class Size Limit 6 Instructor led class at WorkForce Software Headquarters (Livonia, MI) Creating sub reports Creating cross tabs Creating graphs Creating advanced formulas Time & Attendance TMA00 Core Concepts In preparation for a successful implementation, project staff should attend this class to get upto speed on EmpCenter s overall functional architecture. #14WFS 025, for 3.5 Recertification Credit Hours (RCH). Please note the Human resources, payroll, and other staff actively involved with project execution None Duration ½ day Class Size Limit 15 Virtual (WebEx) Identify the goals of implementation Documenting current process Documenting new requirements Data collection devices 38

45 Data validation EmpCenter terminology Security considerations Manager to employee relationships Synchronize employee data import Frequency Data imported Policy effective dating Import Labor Distribution data End of period processing Data exports Timesheet vs. pay frequency TMA01 Employee Functions Learn EmpCenter navigation fundamentals and employee functions related to reporting time, activities, and absences in the system. Experience the EmpCenter system from the employee s perspective. #14WFS 021, for 3.5 Recertification Credit Hours (RCH). Please note the Company trainers, human resources, payroll, and managers responsible for managing or supervising employees who will use EmpCenter None Duration ½ day Class Size Limit 10 Instructor led classroom Enter data into a timesheet Request time off Run reports to look at your personal timesheet data Address timesheet exceptions Use different timesheet views to your advantage View pay results View time off bank balances 39

46 TMA02 Manager Functions Become acquainted with EmpCenter from the manager's perspective to learn functions and workflow related to managing employees. #14WFS 023, for 3.5 Recertification Credit Hours (RCH). Please note the Company trainers, human resources, payroll, and managers who will use EmpCenter to manage other employees None, but attending TMA01 first is helpful Duration ½ day Class Size Limit 10 Instructor led classroom Introduction to manager views of employee time and balances View pay results for employees Approval workflow and employee timesheet approval Assign schedules and schedule cycle to employee groups or specific employees Use EmpCenter's group time entry screen Use manager reports to analyze employee time Manage timesheet exceptions Delegate manager functions to another user Manage time off requests TMA03 Administrator Functions This course guides time and attendance administrators through the EmpCenter workflow and other day to day administrative tasks. #14WFS 024, for 6.5 Recertification Credit Hours (RCH). Please note the Human resources or payroll personnel responsible for EmpCenter administration and end of period timesheet processing tasks TMA01, TMA02 Duration 1 day Class Size Limit 10 Instructor led classroom Introduction to the Admin Client 40

47 Understand the end of period processing workflow Run administrative reports to evaluate timesheet status Import or export data Maintain employee information Run tasks to update system data Create schedules for automated tasks Maintain calendars for holidays and other special dates Create schedule templates and cycles Understand exception types and their effects on timesheet processing Maintain employee bank balances Create and maintain manager access to employee timesheets Create new administrative users Set and reset passwords Emulate employee access with the Superuser account TMA10 Database Schema Learn the details on where time and attendance data is stored in the EmpCenter database and how to access it for reports, exports, or other purposes. #14WFS 029, for 10 Recertification Credit Hours (RCH). Please note the Personnel responsible for building reports, exports, or views of time and attendance data. This is a technical course. Attendees should have a solid understanding of basic database concepts and at least basic proficiency in Structured Query Language (SQL). Duration 1½ days Class Size Limit 6 Instructor led classroom Introduction to EmpCenter Time & Attendance database structure Introduction to most commonly used tables and queries for: Employees and Assignments Pay Periods Timesheets Exceptions Accrual Management 41