This is the second Enterprise portal setup training checklist. Review the following initial setup items and complete advanced features.


Initial Setup

  1. Review Initial Setup items completed.
    - Review Locations added: locations set up, sign-in codes established, locations deployed with status active, and 1st day of week set.
    - Review Employees added: assigned to locations
    - Review Stations added: assigned to locations
    - Admin Section: Enterprise tab configuration
    - Review Users: users set up, assigned to locations, assigned roles
    - Review Roles: additional roles created, importance of limiting privileges like delete (restore costs $$$)
Enterprise Portal Training - Advanced Features

  1. Admin Section: Optional features
    Custom Fields. Add at least 1 custom field for Employees – see where visible on info page.
    Lists –Special Days, Leave Types, Reasons (add at least one to each so we can use in the location training)
  2. Time – If your organization is using the Time & Attendance module, there is additional configuration that must take place in the Enterprise portal.
    Add Pay periods in the Enterprise portal. Go to Time & Attendance > Configuration > Pay Periods.
    Set up Projects & Tasks in the Enterprise portal. Go to Time & Attendance > Configuration > Projects & Tasks. Deploy to location for use.
    Set up Time and Rules in the Enterprise portal. Go to Locations > Time > Setup Time & Rules.
    - Set up default location project/task in the Enterprise portal. Go to Locations > Time > Default Project & Task.
    - Set up valid clock IP addresses in the Enterprise portal. Go to Locations > Time > Valid IP Addresses
    - Assign default project and task to employees in the Employee portal. Go to Time > Clock  or Time > Card and select the Project/Task.
  3. CPack (Collaboration section: Events, Messages, Notify, and Feedback)
    Same functionality as in the Location portal with expanded share options to the entire Enterprise.
    Enterprise Controls:
    --- 
    Messages: Monitor & delete options.
    --- 
    Notify: Administration – Set user/employees profiles.
    --- 
    Notify: Settings – Control employee share options.


Location Portal Training

  1. User logon: My Settings. Icon in top menu or tab on Home Page.
    - Set support notification emails to Yes. 
  2. Employees – Set up in Location
    Assigning Stations and Skill levels (0 skill level use). 
    -  Auto fill parameters enforced: Availability, Max limits, Skill levels.
    Enter availability – use global if employee is deployed to more than 1 location.
    - Mass Update tool: use for initial password for all employees. 
  3. Admin Section
    Information: Time Zone.
    Unique ID: Public Pages & iCal sync.
    Privileges: Settings for Employee Access & Swapboard Rules.
    Password checks. Password management is available in the Enterprise Controls. 
  4. Location Section
    Special Days.
    Lists Folder: Labor Pools – used in auto fill for schedule.
    Lists Folder: Crews & Shift Groups – used to view schedule data with filters & reports. 
  5. Templates
    Create normal week shifts to build schedules from. Copy features.
    Fixed vs. Empty shift templates. 
    Breaks. 
  6. Schedules
    Building Schedules from templates.
    Using filters & display options – Creating and using crews.
    Adding/Deleting new shifts to schedule.
    Mass update Shifts – Breaks. 
    Using Auto-fill. 
    Creating and using Labor Pools.
    Managing Schedule Churn. 
  7. Employee Portal
    Set up Portal privileges & Swap board rules – Admin Section.
    Using Bid Boards – Schedule Section. 
    Employee access: Give url, location account code, username, temp password (using Tools/mass update password). 
    Log in and explore Employee portal – USE New Employee Portal only. 
    Employee Notifications-employee setup. (Can be set up in the Enterprise portal CPack). 
  8. CPack (Collaboration section: Events, Messages, Notify, and Feedback)
    Events: Calendar (Can control employee postings in the Enterprise portal). 
    Message Board.
    Notifications.
    Feedback Survey Designer.
  9. Time - If your organization is using the Time & Attendance module, there is additional configuration.
    Review Section: Managing Time entries. Absent/on. Exceptions. Coverage.
    Reports Section: Summarize actuals by project, task, location, and date range.
    Pay Period: Manage approvals.
    Employee clock in options. Kiosk use.
  10. Other