WORKFORCE TRAINING AND

EDUCATION COURSE CATALOG

Implementation, Certification and On
Demand Courses
 WorkForce Training and Education Course Catalog

LEGAL NOTICES
Copyright © 2018
WorkForce Software, LLC.
All Rights Reserved.
WorkForce Software
38705 Seven Mile Road
Livonia, MI 48152

www.workforcesoftware.com
[email protected]
1-877-4-WFORCE
1-877-493-6723

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 877 4-WFORCE (877-493-6723)
to arrange to have this material returned immediately.

This document was last updated on February 16, 2018.

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 WorkForce Training and Education Course Catalog

Table of Contents
WorkForce Training and Education .............................................................................................................. 6
Learning In Person or On Demand ............................................................................................................ 6
Training Options........................................................................................................................................ 6
WorkForce Training and Education Instructor-Led Private Courses..................................................... 6
WorkForce Training and Education Instructor-Led Public Courses ...................................................... 6
WorkForce Training and Education On Demand .................................................................................. 7
How to Contact Us ................................................................................................................................ 7
WorkForce Training and Education Curriculums .......................................................................................... 8
Implementation Training Curriculum – Instructor-Led ............................................................................. 8
Implementation Training Curriculum – On Demand .......................................................................... 10
Customer Certification Curriculum ..................................................................................................... 12
Course Descriptions – Instructor-led Courses by Subject ........................................................................... 13
Absence Compliance Tracker .................................................................................................................. 13
ACT00 Core Concepts .......................................................................................................................... 13
ACT01 Employee and Case Manager Functions.................................................................................. 13
ACT02 Administrator Functions .......................................................................................................... 14
Advanced Scheduler ............................................................................................................................... 15
ASC00 Core Concepts .......................................................................................................................... 15
ASC01 Scheduler Functions................................................................................................................. 15
ASC02 Administrator Functions .......................................................................................................... 16
Analytics .................................................................................................................................................. 16
ANL01 WorkForce Analytics Ad Hoc Reporting .................................................................................. 16
Data Collection Terminals ....................................................................................................................... 17
DCT01 Data Collection Terminal Deployment .................................................................................... 17
DCT02 Data Collection Terminal Management .................................................................................. 17
Time & Attendance ................................................................................................................................. 18
TMA00 WorkForce Time & Attendance Core Functionality ............................................................... 18
TMA01 Employee Functions ............................................................................................................... 18

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WorkForce Training and Education Course Catalog

TMA02 Manager Functions ................................................................................................................. 19

TMA03 Administrator Functions ......................................................................................................... 20
WorkForce Management ........................................................................................................................ 21
TST01 Testing Preparations ................................................................................................................ 21
TST02 Testing Kickoff .......................................................................................................................... 21
Course Descriptions - Public Instructor-Led Courses .................................................................................. 23
CT101 Time & Attendance Troubleshooting........................................................................................... 23
CT102 Time & Attendance Configuration Maintenance ......................................................................... 23
CT103 Time & Attendance Advanced Configuration Maintenance ........................................................ 24
CT110 Forecasting & Scheduling Troubleshooting ................................................................................. 25
CT111 Forecasting & Scheduling Administration.................................................................................... 25
CT120 Time & Attendance Database Schema ........................................................................................ 26
CT121 Analytics Universe Customization and Ad-hoc Reporting ........................................................... 27
CT125 Time & Attendance Custom Report Development ...................................................................... 28
On Demand Training Services Course Descriptions – WorkForce Training and Education On Demand
Subscription Courses by Subject ................................................................................................................. 29
Absence Compliance Tracker .................................................................................................................. 29
ACF105 Absence Compliance Tracker Product Demonstration (Subscription) .................................. 29
AC120 User Acceptance Testing (Subscription) .................................................................................. 29
ACF150 Absence Compliance Tracker Employee Essentials (Subscription)........................................ 30
ACF250 Absence Compliance Tracker Case Manager Essentials (Subscription)................................. 30
Advanced Scheduler ............................................................................................................................... 32
AS120 User Acceptance Testing (Subscription) .................................................................................. 32
ASF105 Advanced Scheduler Product Demonstration ....................................................................... 32
ASF155 Advanced Scheduler Essentials (Subscription)....................................................................... 32
ASF180 Advanced Scheduler Administrator Essentials (Subscription) ............................................... 33
Data Collection Terminals ....................................................................................................................... 33
DCF110 Introduction to Data Collection Terminals (Subscription) ..................................................... 34
CL301 Managing Data Collection Terminals (Subscription) ................................................................ 34
Time & Attendance ................................................................................................................................. 35

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WorkForce Training and Education Course Catalog

TA100 Core Concepts (Subscription) .................................................................................................. 35

TA120 User Acceptance Testing (Subscription) .................................................................................. 35
TA150 Employee Essentials (Subscription) ......................................................................................... 36
TA171 WebClock Time Entry Basics (Subscription)............................................................................. 37
TA177 WorkForce 4000 Time Entry Basics (Subscription) .................................................................. 37
TA250 Manager Essentials (Subscription)........................................................................................... 37
TA300 Period End Essentials (Subscription)........................................................................................ 38
TA350 Administrator Essentials (Subscription) ................................................................................... 38

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WorkForce Training and Education Course Catalog

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
Training and Education training courses contain the information needed to deploy WorkForce
quickly and efficiently.

WorkForce Training and Education

Learning In Person or On Demand
The key to using any software system successfully is proper training. First-class training makes
the transition to the new system easier.

WorkForce Software offers instructor-led training courses at the customer’s location or at the
WorkForce Software corporate headquarters (public training), and flexible eLearning education
when needed via WorkForce Training and Education On Demand. We focus on equipping
attendees with the knowledge and skills they need to maximize the power of the WorkForce
solution.

Training Options
WorkForce Training and Education Instructor-Led Private Courses
WorkForce Training and Education instructor-led courses are delivered to the customer team
using a train-the- trainer approach. These courses are delivered at the customer’s location
during the WorkForce system implementation. Instructor-led courses combine lecture, product
demonstration, and hands-on activity. Training materials for each class are provided in a pdf file
format.

WorkForce Training and Education Instructor-Led Public Courses

WorkForce Training and Education instructor-led public courses are delivered at WorkForce
Software corporate locations. These courses are open to multiple customers 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 customers in
attendance. Training materials for each class are provided.

To view the WorkForce Training and Education public courses calendar, visit the WorkForce
Software Web site at www.workforcesoftware.com/services/customer-education.

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WorkForce Training and Education Course Catalog

WorkForce Training and Education On Demand

WorkForce Training and Education On Demand includes access to the WorkForce Software
Learning Management System and library of eLearning courses developed to educate our
customers, partners, and employees on WorkForce. On Demand courses are self-paced to fit
your schedule.

Access to WorkForce Training and Education On Demand is offered as a subscription service to

key administrators and/or trainers in the customer’s organization.

How to Contact Us
• WorkForce Software Web site
www.workforcesoftware.com/services/customer-education/
• Email inquiries to [email protected]
• Contact your WorkForce Software Account Manager

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WorkForce Training and Education Course Catalog

WorkForce Training and Education Curriculums

WorkForce Training and Education instructor-led and 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.

Implementation Training Curriculum – Instructor-Led

WorkForce Training and Education instructor-led courses educate employees, managers,
timekeepers, payroll personnel and administrators on WorkForce. These courses are delivered
during the WorkForce implementation to the project team, trainers, and administrators.

Workforce Management

Course Number Course Name Delivery

TST01 Testing Preparations Instructor-led – virtual
TST02 Testing Kick-Off (1 day or 2 days) Instructor-led

Time & Attendance

Course Number Course Name Delivery

TMA00 Core Functionality Instructor led
TMA01 Employee Functions Instructor-led
TMA02 Manager Functions Instructor-led
TMA03 Administrator Functions Instructor-led

Data Collection Terminals

Course Number Course Name Delivery

DCT01 Data Collection Terminal Deployment Instructor-led – virtual
DCT02 Data Collection Terminal Management Instructor-led – virtual

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Absence Compliance Tracker

Course Number Course Name Delivery
ACT00 Core Concepts Instructor-led – virtual
ACT01 Employee and Case Manager Functions Instructor-led
ACT02 Administrator Functions Instructor-led

Advanced Scheduler
Course Number Course Name Delivery
ASC00 Core Concepts Instructor-led – virtual
ASC01 Scheduler Functions Instructor-led
ASC02 Administrator Functions Instructor-led

Analytics
Course Number Course Name Delivery
ANL01 WorkForce Analytics Ad Hoc Reporting Instructor-led – virtual

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WorkForce Training and Education Course Catalog

Implementation Training Curriculum – On Demand

WorkForce Training and Education On Demand courses educate employees, managers,
timekeepers, payroll personnel and administrators on WorkForce. These courses are delivered
during the WorkForce implementation to the project team, trainers, and administrators. On
Demand subscription courses can be completed as needed during the implementation and/or
once WorkForce is deployed.

Time & Attendance

Course Number Course Name Delivery
TA100 Core Concepts On Demand subscription
TA120 User Acceptance Testing On Demand subscription
TA150 Employee Essentials On Demand subscription
TA250 Manager Essentials On Demand subscription
TA300 Period End Essentials On Demand subscription
TA350 Administrator Essentials On Demand subscription
TA171 WebClock Time Entry Basics On Demand subscription
TA177 WorkForce 4000 Time Entry Basics On Demand subscription

Data Collection Terminals

Course Number Course Name Delivery
DCF105 WorkForce Terminal Product Demonstration On Demand subscription
DCF110 Introduction to WorkForce Terminals On Demand subscription
CL301 Managing Data Collection Terminals On Demand subscription

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WorkForce Training and Education Course Catalog

Absence Compliance Tracker

Course Number Course Name Delivery
AC120 User Acceptance Testing On Demand subscription
ACF105 Absence Compliance Tracker Product On Demand subscription
Demonstration
ACF150 Absence Compliance Tracker Employee On Demand subscription
Essentials
ACF160 Absence Compliance Tracker Case Manager On Demand subscription
Essentials

Advanced Scheduler
Course Number Course Name Delivery
AS120 User Acceptance Testing On Demand subscription
ASF105 Advanced Scheduler Product Demonstration On Demand subscription
ASF155 Advanced Scheduler Essentials On Demand subscription
ASF180 Advanced Scheduler Administrator Essentials On Demand subscription

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WorkForce Training and Education Course Catalog

Customer Certification Curriculum

For users who want to take a deeper dive into WorkForce, 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 customers interested in
maintaining or self-implementing the WorkForce solution.

Public Courses – Per Seat

Course
Number Course Name Delivery
Instructor-led –
CT101 Time & Attendance Troubleshooting
virtual
Instructor-led –
CT102 Time & Attendance System Maintenance
virtual
Instructor-led –
CT103 Time & Attendance Advanced System Maintenance
virtual
CT110 Forecasting & Scheduling Troubleshooting Instructor-led
CT111 Forecasting & Scheduling Administration Instructor-led
Instructor-led -
CT120 Time & Attendance Database Schema
virtual
CT121 WorkForce Analytics Custom Reporting Instructor-led
Instructor-led -
CT125 Time & Attendance Custom Reporting
virtual

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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.

Audience Human resources and other personnel who manage your

organizational leave request and compliance needs
Prerequisites None
Duration 4 hours
Class Size Limit 15
Delivery Virtual (WebEx)

Course Content
• General terminology
• Fundamental employee management details
• User interface
• Leave requests
• Time off requests
• Viewing an absence case
• Approvals
• Administrator workflow
• Compliance issues

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.

Audience This is a train-the-trainer course. Company trainers and human

resources or other personnel assigned to manage cases should
attend.
Prerequisites None
Duration 4 hours

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WorkForce Training and Education Course Catalog

Class Size Limit 10

Delivery Instructor-led class

Course Content
• Employees entering leave requests
• Case managers entering leave requests
• Case managers reviewing cases
• Case manager workflow
• Override system-determined leave eligibility
• ACT reports

ACT02 Administrator Functions

Take a guided tour through the WorkForce workflow and other administrative tasks. This
course is not necessary for customers also implementing WorkForce Time & Attendance.

ACT02 is for ACT only implementations.

Audience Human resources, payroll, or other personnel assigned to administer

the WorkForce application.
Prerequisites ACT01
Duration 3 hours
Class Size Limit 8
Delivery Instructor-led class

Course Content
• The WorkForce administrative customer
• Generate administrative reports
• Advance pay periods
• Import data
• Update system data
• User roles
• Schedule templates
• Maintain employee data in WorkForce
• Create new administrative users
• Emulate end user access

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Advanced Scheduler
ASC00 Core Concepts
Gain an overview of the Advanced Scheduler to ramp up staff speed on functional details.

Audience Staff responsible for managing organizational staffing needs

Prerequisites None
Duration 4 hours
Class Size Limit 15
Delivery Virtual (WebEx)

Course Content
• 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.

Audience Schedulers or other personnel responsible for managing employee

schedules
Prerequisites • ASC00
• Good understanding of AS core concepts
Duration 4 Hours
Class Size Limit 8
Delivery Instructor-led class

Course Content
• Use Auto Scheduler to staff employees intelligently

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• Manage schedule changes

• Manage employee availability
• Overtime equalization

ASC02 Administrator Functions

Learn to configure various building blocks within Advanced Scheduler.

Audience Administrators who will configure and administer Advanced

Scheduler
Prerequisites ASC01
Duration 1 day
Class Size Limit 8
Delivery Instructor-led class

Course Content
• Configure the Auto Scheduler to staff employees intelligently
• Configure Advanced Scheduler tools to manage schedule changes
• Manage employee availability
• Configure overtime equalization

Analytics
ANL01 WorkForce Analytics Ad Hoc Reporting
Learn the basics of creating and using Analytics reports through hands-on exercises.

Audience Non-technical end users who will create WorkForce Analytics reports
to view WorkForce data
Prerequisites 4 Hours
Duration 6
Class Size Limit Virtual (WebEx)
Delivery Non-technical end users who will create WorkForce Analytics reports
to view WorkForce data

Course Content
• Introduction to the WorkForce sample universe objects and filters

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• Create and run queries in WorkForce

• Introduction to WorkForce Analytics

Data Collection Terminals

DCT01 Data Collection Terminal Deployment
WorkForce Software provides an overview of WorkForce terminal hardware, network
communication, configuration components, and basic terminal functionality to prepare you for
installing, networking, and deploying terminal equipment. We recommend taking this training
as soon as possible upon receipt of your terminal hardware.

Audience IT or other staff responsible for installing and maintaining data

collection terminals (DCT) on their organization’s network
Prerequisites • Attend the terminal requirements gathering meeting
• Receive terminal hardware
Duration 3 hours
Class Size Limit 10
Delivery Virtual (WebEx)

Course Content
• Mount and configure DCTs
• Set up networks for DCTs, DCT controller, and WorkForce 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 your company’s terminal
functionality, transaction process and troubleshooting. We recommend taking this training just
after WorkForce employee training and just before user acceptance testing.

Audience Staff responsible for operating and maintaining data collection

terminals in your organization’s network.
Prerequisites DCT01
Duration 2 hours

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Class Size Limit 10

Delivery Virtual (WebEx)

Course Content
• 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 WorkForce
• Troubleshooting and technical support

Time & Attendance

TMA00 WorkForce Time & Attendance Core Functionality
In preparation for a successful implementation, project staff should attend this class to get up-
to-speed on WorkForce’s overall functional architecture.

Audience Human resources, payroll, and other staff actively involved with
project execution
Prerequisites None
Duration 2 days
Class Size Limit 15
Delivery Instructor-led class

Course Content
• Core concepts in WorkForce Time & Attendance
• Key concepts of Time and Attendance and how WorkForce approaches them
• WorkForce terminology
• Hands-on introduction to the features of WorkForce Time & Attendance

TMA01 Employee Functions

Learn WorkForce navigation fundamentals and employee functions related to reporting time,
activities, and absences in the system. Experience the WorkForce system from the employee’s
perspective.

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Audience Company trainers, human resources, payroll, and managers

responsible for managing or supervising employees who will use
WorkForce
Prerequisites None
Duration 4 Hours
Class Size Limit 10
Delivery Instructor-led class

Course Content
• 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

TMA02 Manager Functions

Become acquainted with WorkForce from the manager's perspective to learn functions and
workflow related to managing employees.

Audience Company trainers, human resources, payroll, and managers who will
use WorkForce to manage other employees
Prerequisites None, but attending TMA01 first is helpful
Duration 4 Hours
Class Size Limit 10
Delivery Instructor-led class

Course Content
• Introduction to manager views of employee time and balances
• View pay results for employees
• Approval workflow and employee timesheet approval
• Assign schedules and schedule cycles to employee groups or specific employees
• Use WorkForce's group time entry screen
• Manage time off requests

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WorkForce Training and Education Course Catalog

• Manage timesheet exceptions

• Use manager reports to analyze employee time
• Delegate manager functions to another user

TMA03 Administrator Functions

This course guides time and attendance administrators through the WorkForce workflow and
other day-to-day administrative tasks.

Audience Human resources or payroll personnel responsible for WorkForce

administration
Prerequisites • TMA01
• TMA02
Duration 1 day
Class Size Limit 10
Delivery Instructor-led class

Course Content
• Introduction to the Admin Customer
• Run administrative reports to evaluate timesheet status
• 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 super user account
• End of period processing workflow
• Perform end period processing steps
• Create, cancel, export, and close off cycle batches
• View import data logs

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WorkForce Management
TST01 Testing Preparations
Gain insight into testing theory as it relates to WorkForce to learn how to develop effective test
plans. This course is delivered early in the configuration phase of the project to give you
sufficient time to develop test cases for the user acceptance testing phase of the project.

Audience Human resources, IT, payroll, management, or other staff responsible

for creating test cases
Prerequisites None
Duration 3 hours
Class Size Limit 8
Delivery Virtual (WebEx)

Course Content
• Introduction to basic testing concepts
• Prepare to test
• Create test cases
• Manage test execution

TST02 Testing Kickoff

This is an opportunity for live, real-time assistance at the start of the user acceptance testing
phase of the project! Testers gain hands-on experience executing test cases, and identifying,
logging, and communicating results back to the WorkForce implementation team. Testing
Kickoff is usually delivered immediately following employee, manager, and administrator
training to keep basic system functionality fresh in testers’ minds as they step through your test
cases.

Audience Human resources, payroll, management, and other staff responsible

for testing WorkForce in preparation for production deployment
Prerequisites None
Duration 1 or 2 days depending upon configuration complexity and customer
preference
Class Size Limit 15
Delivery Instructor-led class

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Course Content
• Understand the test environment
• Identify key configuration items to test
• Execute test cases to test your business requirements
• Coordinate testing
• Track test results and log issues
• Manage changes to your configuration

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Course Descriptions - Public Instructor-Led Courses

CT101 Time & Attendance Troubleshooting
This course introduces the technical concepts necessary to understand how the WorkForce
Time and Attendance (WT&A) system works. Through instruction and interactive exercises,
attendees will obtain an understanding of key functional and technical concepts and learn to
perform initial troubleshooting and system administrative tasks.

Audience Business analysts and application administrators responsible for their

company’s WorkForce Time and Attendance system.
Prerequisites None
Duration 5 half-day virtual sessions OR 3 days classroom
Class Size Limit 12
Delivery Virtual (WebEx) OR Instructor-led class at WorkForce Software
locations

Course Content
• Overview of WorkForce Time & Attendance and the relationship between system building blocks
• Understand relationship between employees and assignments
• Review key components of a timesheet and how to tie time to business rules
• How to adjust time for previous periods
• Overview of users, roles, delegations and understanding of impact to system functions
• Review of System Administration functions
• Understand flow of data between Time & Attendance to other systems and how to obtain
actionable report data
• System architecture overview
• Review of key components of data collection terminals and data flow

CT102 Time & Attendance Configuration Maintenance

This course introduces concepts necessary to make changes and complete system maintenance
to a customer’s current WorkForce Time & Attendance system. Through instruction and
interactive exercises, attendees will learn how to make changes to pay and business rules that
change on an annual basis or because of changes to a customer’s business rules.

Audience Business Analysts and System Administrators responsible for their

company’s WorkForce Time & Attendance system

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Prerequisites Completion and Certification of Customer Certification Level I: Time

and Attendance Troubleshooting
Duration 4 half-day virtual sessions OR 2 days classroom
Class Size Limit 12
Delivery Virtual (WebEx) OR Instructor-led class at WorkForce Software
locations

Course Content
• Gain familiarity the Policy Editor
• Perform maintenance functions to pay codes
• Make changes to current exception messages and e-mail messages
• Modify timesheet periods and bank displays
• Manage soft termination thresholds and calculation functions

CT103 Time & Attendance Advanced Configuration

Maintenance
This course enables the attendee to translate their additional business needs into functional
and technical components within their current WorkForce Time & Attendance
system. Through instruction and interactive exercises, attendees will learn how to make
changes and additions, using the recommended best practices to avoid compromising
their existing configuration and system performance.

Audience This course is intended for system administrators, business analysts,

IT professionals, and others interested in implementing new system
functionality.
Prerequisites Completion and Certification of Customer Certification Level I: Time
and Attendance Troubleshooting and Customer Certification Level II:
Time and Attendance System Configuration
Duration 5 half-day virtual sessions or 2 ½ days classroom
Class Size Limit 12
Delivery Virtual (WebEx) or Instructor-led class at WorkForce Software
locations

Course Content
• Add new pay codes to reflect changes in business activities

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WorkForce Training and Education Course Catalog

• Create new exception messages to handle business process updates

• Create new premium calculations to add or transform employee transactions
• Update banks and accruals and new time off policies
• Add new language translations for your growing workforce

CT110 Forecasting & Scheduling Troubleshooting

This course introduces the Super User concepts necessary to understand how the WorkForce
Forecasting and Scheduling (WF&S) system works. Through instruction and interactive
exercises, attendees will obtain an understanding of key functional and technical concepts and
learn to perform initial troubleshooting.

Audience Application Super Users responsible for their company’s WorkForce

Forecasting and Scheduling system.
Prerequisites None
Duration 1 day
Class Size Limit 12
Delivery Instructor-led class at WorkForce Software locations

Course Content
• Manage employee and manager records
• Understanding user types, accounts, and types of roles
• Loading data into to the system
• Managing system compliance
• Understanding system terminology

CT111 Forecasting & Scheduling Administration

This course introduces the Administrator concepts necessary to understand how the WorkForce
Forecasting and Scheduling (WF&S) system works. Through instruction and interactive
exercises, attendees will obtain an understanding of key functional and technical concepts and
learn to perform initial troubleshooting and system administrative tasks.

Audience Application administrators responsible for their company’s

WorkForce Forecasting and Scheduling system.

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Prerequisites Completion and Certification of Customer Certification Level 1:

Forecasting & Scheduling Troubleshooting
Duration 1 day
Class Size Limit 12
Delivery Instructor-led class at WorkForce Software locations

Course Content
• Managing leaves
• Enabling and performing job scheduling
• Perform payroll functions related to pay frequencies
• ESB processing and troubleshooting
• Configuration and maintaining SKR levels
• Managing hierarchy and tasks
• USB clocking, set up, and troubleshooting

CT120 Time & Attendance Database Schema

In this technical course, participants learn details on where Time and Attendance data is stored
in the WorkForce database and how to access it for reports, exports, or other purposes.

Audience Anyone who will develop custom reports, build reports to view
WorkForce data, or build views of the data stored in WorkForce.
Prerequisites Attendees should have:
• End user experience in WorkForce Time and Attendance
• A solid understanding of basic database concepts
• Basic proficiency in Structured Query Language (SQL)
Duration 3 Half-Day Sessions
Class Size Limit 6
Delivery Virtual (WebEx)

Course Content
• Introduction to WorkForce Time & Attendance database structure
• Introduction to most commonly used tables and queries for:
o Employees and assignments
o Pay periods
o Timesheets

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WorkForce Training and Education Course Catalog

o Exceptions
o Accrual management
o Schedules
o Data Collection Terminals

CT121 Analytics Universe Customization and Ad-hoc Reporting

The CT121 Analytics course is taught at our Livonia, MI Headquarters.

In this technical WorkForce analytics report development course, participants will learn the
capabilities and details about the data stored in the system. In addition, you will learn the
basics of customizing the WorkForce sample universe and how to create and work with
WorkForce Analytics reports.

This course incorporates the content in ANL01.

Audience Anyone who will customize the sample universe and create
WorkForce Analytics reports to view WorkForce data
Prerequisites Completion and Certification of CT120 Time & Attendance Database
Schema

This is a technical course. Attendees should have:

• A solid understanding of basic database concepts
• Basic proficiency in Structured Query Language (SQL)
• Basic understanding of WorkForce or its Policy Editor.
Duration 1 day
Class Size Limit 6
Delivery Instructor-led class at WorkForce Software headquarters (Livonia,
MI)

Course Content
• Introduction to WorkForce Analytics functionality
• Introduction to the WorkForce sample universe structure
• Introduction to creating and modifying:
o Courses and sub-courses
o Objects and filters
o Lists of values

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• How WorkForce and the WorkForce Analytics tool work together

• Create and run queries in WorkForce

CT125 Time & Attendance Custom Report Development

In this technical course participants will become acquainted with WorkForce's report
development capabilities. In addition, you will learn report design basics, how to access the
data to create useful reports, and how Crystal Reports and WorkForce work together.

Audience Anyone who will develop custom reports or build reports to view
WorkForce data in WorkForce
Prerequisites
• Completion and Certification of CT120 Time & Attendance
Database Schema
• Introductory training or experience with SAP Crystal Reports
• SAP Crystal Reports license and installed

Duration 4 Half-Day Sessions

Class Size Limit 6
Delivery Virtual (WebEx)

Course Content
• How WorkForce and SAP Crystal Reports work together
• Introduction to report policy configuration
• Integrating reports in varying environments
• Build your first custom WorkForce report

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On Demand Training Services

Course Descriptions – WorkForce Training and Education
On Demand Subscription Courses by Subject
Absence Compliance Tracker
ACF105 Absence Compliance Tracker Product Demonstration
(Subscription)
In this course, you will learn how to use Absence Compliance Tracker, a tool that allows
organizations to manage multiple leave cases.

Audience Anyone who wants to understand the basics of Absence Compliance

Tracker
Prerequisites None
Duration 35 minutes
Delivery Online Self-Paced

Course Content
• General terminology
• Fundamental employee management details
• Leave requests
• Time off requests
• Viewing an absence case
• Approvals
• Administrator workflow

AC120 User Acceptance Testing (Subscription)

Gain insight into testing theory as it relates to Absence Compliance Tracker to learn how to
develop effective test plans. Take this course early in the configuration phase of the project, so
you have sufficient time to develop test cases for the user acceptance testing phase of the
project.

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Audience Human resources and other personnel who manage your

organizational leave request and compliance needs, or other staff
responsible for test case development and validation
Prerequisites TA120
Duration 20 minutes
Delivery Online Self-Paced

Course Content
• Understand the test environment
• Identify key configuration items to test
• Execute test cases to test your business requirements
• Coordinate testing
• Track test results and log issues

ACF150 Absence Compliance Tracker Employee Essentials

(Subscription)
Learn to use Absence Compliance Tracker from the employee perspective to ensure compliance
with federal, state, and local laws.

Audience Employees who need to submit leave cases and human resource or other
personnel assigned to manage cases
Prerequisites None
Duration 30 minutes
Delivery Online Self-Paced

Course Content
• Employee entry of leave requests

ACF250 Absence Compliance Tracker Case Manager Essentials

(Subscription)
Learn to use Absence Compliance Tracker from the case manager perspective to ensure
compliance with federal, state, and local laws.

Audience Human resources or other personnel assigned to manage cases

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Prerequisites None
Duration 1.5 hours
Delivery Online Self-Paced

Course Content
• Case manager entry of leave requests
• Case manager review of a case
• Case manager workflow
• Override system-determined leave eligibility
• ACT reports

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WorkForce Training and Education Course Catalog

Advanced Scheduler
AS120 User Acceptance Testing (Subscription)
Gain insight into testing theory as it relates to Advanced Scheduler in order to learn how to
develop effective test plans. Take this course early in the configuration phase of the project, so
you have sufficient time to develop test cases for the user acceptance testing phase of the
project.

Audience Human resources, IT, payroll, management, or other staff responsible for
test case development
Prerequisites TA120
Duration 20 minutes
Delivery Online Self-Paced

Course Content
• Introduction to basic test concepts
• Prepare to test
• Create test cases
• Manage test execution

ASF105 Advanced Scheduler Product Demonstration

In this course, you will learn how Advanced Scheduler can help manage employee schedules to
ensure that the right people are scheduled as the right time for the right job and cost.

Audience Anyone who wants to understand the basics of Advanced Scheduler

Prerequisites None
Duration 35 minutes
Delivery Online Self-Paced

ASF155 Advanced Scheduler Essentials (Subscription)

Learn to manage complex employee schedules with our advanced scheduling tools.

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Audience Schedulers or other personnel responsible for managing employee

schedules
Prerequisites AS105
Duration 45 minutes
Delivery Online Self-Paced

Course Content
• Use the Auto Scheduler to staff employees intelligently
• Manage schedule changes
• Manage employee availability
• Overtime equalization

ASF180 Advanced Scheduler Administrator Essentials (Subscription)

Learn to configure various building blocks within Advanced Scheduler.

Audience Administrators who will configure and administer Advanced Scheduler

Prerequisites AS200
Duration 1.5 hours
Delivery Online Self-Paced

Course Content
• Configure the Auto Scheduler to staff employees intelligently
• Configure Advanced Scheduler tools to manage schedule changes
• Manage employee availability
• Configure overtime equalization

Data Collection Terminals

DCF105 WorkForce Terminal Product Demonstration (Subscription)

In this course, you will learn key features of the WorkForce 4000 terminal.

Audience Anyone who wants to learn about WorkForce terminals

Prerequisites None
Duration 10 minutes

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Delivery Online Self-Paced

DCF110 Introduction to Data Collection Terminals (Subscription)

Learn what terminal devices WorkForce Software offers and basics on how they run.

Audience IT or other staff responsible for installing and providing maintenance for
data collection terminals on your organization’s network
Prerequisites None
Duration 45 minutes
Delivery Online Self-Paced

Course Content
• Review clock terminology
• Learn about supported terminals and their specific features
• Define the proper way to use biometrics
• Perform a swipe at a terminal

CL301 Managing Data Collection Terminals (Subscription)

Learn functions in the Clock Manager and basic troubleshooting techniques.

Audience Staff responsible for operating and maintaining data collection terminals on
your organization’s network
Prerequisites • DCF110
Duration 45 minutes
Delivery Online Self-Paced

Course Content
• Troubleshoot:
o Biometric and enrollment issues
o Terminal communication and swap processing issues
• Obtain terminal and controller logs
• Resend data to WorkForce

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Time & Attendance

TA100 Core Concepts (Subscription)
Ramp up project staff up on WorkForce’s overall functional architecture.

Audience Human resources, payroll, and other staff actively involved with project
execution
Prerequisites None
Duration 45 minutes
Delivery Online Self-Paced

Course Content
• Identify the goals of the implementation
• Data collection terminals
• Data validation
• WorkForce terminology
• Security considerations
• Manager to employee relationships
• Synchronize employee data import
• Policy effective dating
• Import labor distribution data
• End of period processing
• Data exports
• Timesheet vs. pay frequency

TA120 User Acceptance Testing (Subscription)

Gain insight into testing theory as it relates to WorkForce to learn how to develop effective test
plans. Take this course early in the configuration phase of the project, so you have sufficient
time to develop test cases for the user acceptance testing phase of the project.

Audience Human resources, IT, payroll, management, or other staff responsible for
test case development
Prerequisites None
Duration 2 hours

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Delivery Online Self-Paced

Course Content
• Introduction to basic test concepts
• Prepare to test
• Create test cases
• Manage test execution

TA150 Employee Essentials (Subscription)

Learn WorkForce navigation fundamentals and employee functions related to reporting time,
activities, and absences in the system. Experience WorkForce from the employee’s perspective.

Audience Employees who will use WorkForce as well as company trainers, human
resources, payroll, and managers responsible for managing or supervising
employees who will use WorkForce
Prerequisites None
Duration 1.5 hours
Delivery Online Self-Paced

Course Content
• Introduction to the employee dashboard
• Enter data on a timesheet
• Request time off
• Use different timesheet views
• View pay results
• View time off bank balances
• Address timesheet exceptions and changes
• Run reports to look at your personal timesheet data

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TA171 WebClock Time Entry Basics (Subscription)

In this course, attendees learn the basic features of the WebClock, including how to log in and
out and transfer between assignments.

Audience Employees who will use WebClock and managers or timekeepers who will
approve timesheets for employees who use WebClock
Prerequisites TA150
Duration 8 minutes
Delivery Online Self-Paced

Course Content
• WebClock features
• WebClock transfers

TA177 WorkForce 4000 Time Entry Basics (Subscription)

In this course, attendees learn key features of the WorkForce 4000 and steps for performing
common functions on the terminal, including how to punch in and out, transfer departments,
and leave for and return from meal breaks.

Audience Employees who will use the WorkForce 4000

Prerequisites None
Duration 8 minutes
Delivery Online Self-Paced

Course Content
• Feature overview
• Transfer overview
• Meal break overview

TA250 Manager Essentials (Subscription)

Become acquainted with WorkForce from the manager's perspective to learn functions and
workflow related to managing employees.

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Audience Company trainers, human resources, payroll, and managers who will use
WorkForce to manage other employees
Prerequisites TA150
Duration 45 minutes
Delivery Online Self-Paced
Course Content
• Introduction to the manager dashboard
• Learn how to approve and decline employee time off requests
• Learn how to modify, approve, recall, and amend employee timesheets
• Use WorkForce's group time entry screen
• Manage timesheet exceptions
• Delegate manager functions to another user
• Run reports to view and analyze employee timesheet data

TA300 Period End Essentials (Subscription)

This course guides payroll staff through the tasks needed to generate period end data.

Audience Human resources or payroll personnel responsible for end of period

timesheet processing tasks
Prerequisites • TA150
• TA250
Duration 30 minutes
Delivery Online Self-Paced
Course Content
• Introduction to the period end dashboard
• End of period processing workflow
• Lock and calculate
• Export data
• Close timesheets
• Advance the pay period
• Processing off-cycle jobs

TA350 Administrator Essentials (Subscription)

This course guides time and attendance administrators through the WorkForce workflow and
other day-to-day administrative tasks.

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Audience Human resources or payroll personnel responsible for WorkForce

administration
Prerequisites TA150
TA250
Duration 1 hour
Delivery Online Self-Paced
Course Content
• Introduction to the administrator’s dashboard
• Create schedules for automated tasks
• Maintain calendars for holidays and other special dates
• Reset passwords
• Edit employee information
• Import and export data
• Maintain accrual banks
• Run tasks to update system data
• Perform server administration tasks

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