PPT - 3 - PT101 Implementation Methodology 2019_021603

WorkForce Time Functional
Implementation Methodology
(PT101)
Copyright © 2019 WorkForce Software, LLC

Table of Contents
Lesson 18 WFS Implementation Methodology Overview
Lesson 19 Identifying Business Requirements
Lesson 20 Tying Requirements to a Solution
Lesson 21 Training & Demonstrations
Lesson 22 Managing Software Updates
Lesson 23 Data Collection Terminals

Lesson 18: WFS Implementation
Methodology Overview

Lesson 18: Process Overview

Working with WorkForce and Checkpoint Services
• As part of your PT101 prework, you

would have reviewed PT002 – Working
with Workforce
• This course provides helpful and
important information on engaging
Workforce Software throughout your
project.
• Topics covered include:
• Working with Workforce
• WorkForce CheckPoint Services
• How to submit a case

Working with WorkForce and Checkpoint Services
Want more information?

Download the “Welcome to WorkForce Software! Service Partner Welcome Packet”
from the Partner Community
Click the below image to access the document in the Partner Community

Project Org Chart
Project Manager: Point of Contact
(e.g. Project Point of Contact:
Provide single point of contact for
Project Manager Coordinator/ Provide single point of contact for
coordinating Prime resources assigned to
the project, ensure CPS checklist and Project Manager) coordinating WorkForce resources
WorkForce required processes and assigned to the project
approvals are completed by the Prime
project team WorkForce Subject Matter Expert(s):
Reviews checklist and configuration,
Lead Functional Consultant: identifies risks to a successful
Completes applicable questions on the CPS implementation, and ensure Prime
WorkForce
checklist, provides input at Check Point Lead Functional completes any necessary approvals
Subject Matter
meetings, follow up on any issues and risks Consultant needed from WorkForce
Expert(s)
that need to be addressed
Lead Technical Consultant:

Completes applicable questions on the CPS
checklist, provides input at Check Point
meetings, follow up on any issues and risks
that need to be addressed
Lead Technical
Consultant

Project Phases at a High Level
Plan
1. PLAN Confirm Build Validate Deploy
• Customer kick-off • Core Concepts training • Solution configured to • Customer acceptance • Deployment checklist
• Transition from • Workshops to define the approved solution testing (UAT) • “Go-Live” planning
procurement to customer design • Customer training • Support planning
implementation requirements • Unit testing • Customer validation • Stabilization period
• Requirements • Real data imported • Customer sign-off • Transition to Support
• Project teams defined
and staffed
approved (BRD) • Iterative demos • Deployment prep
• Solution design • Train the trainer
• Populate the WBP
created (SDD)
Questionnaire
• Customer review and
• Customer reviews
approval design
Standard Base Product
• Customer begins test
planning

Lesson 18: Pre Sale / Discovery

Result: Contract including the Statement of Work (SOW)
• License Agreement (as applicable) • Statement of Work

• Project phases and approach
• Master Consulting Agreement
• Project timelines and milestones
• Data Collection Device Purchasing • Responsibilities of each party (WFS and client
organization)
• SaaS or Hosting Agreement (as • Contract terms and conditions (e.g., fixed fee,
applicable) time and material)
• Fees and Expenses, including labor hours, travel

expenses, training courses to be delivered
• Assumptions
• Configuration Scope

Project Kickoff
Discovery Document – high level requirements gathered during the sales cycle

Configuration Scope
• Scope describes what we will and will not include as part of the project
• Which employee groups in the organization will be addressed as part of the project
• Which WorkForce features will be configured
• What WorkForce functionality will be included
• How many variations of each feature/function will be set up
• Which WorkForce functionality will NOT be configured or included in the project
• Staying in scope is very important to the success of the project. Everyone

plays a part.

Lesson 18: Plan Phase

Planning
Plan
Activities WorkForce Deliverables Customer Deliverables
• Sales and Delivery Team transition • Review EM Workbook and SOW • Attend kick-off meeting
• Kick-off meeting • Review project plan timeline • Meet the project team
• Training instance set up • Validate Scope • Questionnaire populated based on
• Standard Product Questionnaire • Project plan by project phase SOW
populated • Type and # of resources required • Finalize Project Plan
• Project Plan created • Hours for each resource by week
• Statement of Work (SOW) finalized • Agenda for onsite meeting
• Training documentation

Lesson 18: Confirm Phase - Requirements Gathering

Confirm Phase
Plan
• Test environment deployed • Test environment set up with • Signed Standard Product
• Model requirements gathered data Questionnaire
• Customer-specific requirements • Standard Product Questionnaire • Signed Base Product Usage
gathered signed off Extensions Business
• Solution Design Document • Core Concepts Training delivered Requirements Document
finalized • Base Usage BRD signed off • Signed Solution Design Document
• Solution Design Document • Customer starts test plan
signed off

Customer Requirements Review
• Onsite review with the customer, approximately 3-5 days

• Complete any missing information
• Confirm a common understanding of the business rules
• Follow-up meetings and questions will occur during the Solution Design Phase
• Customer and WFS signoff

• Customer Completion of Requirement
• WFS Acceptance of Requirements
Avoid Solution Design Here – Focus on “what”, NOT “how”

Core Functionality & the requirements Workshop
• Pre-populate the Base Product Questionnaire with details from the

Discovery Document and SOW
• Day 1 - Core Functionality training

OR
• Day 1 - Employee, Manager, and Administrator Functions training
• Day 2 - Train the customer on the Requirement documents
Stay within scope of the SOW

Lesson 18: Confirm Phase - Solution Design

Solution Design Sessions
• Identify areas where BRD content is sufficient to describe the solution
• Find functional extensions to meet requirements
• Focus effort on customer-specific business rules
• Identify out of scope items

• Must-have items will require a PCO and will have an impact on the cost
Some requirements may require solutions outside of WorkForce -

Manual workarounds may be required
Project Timeline Review – Where are we now
While projects vary in scope and complexity, at this point a project will typically be at
around week 7 of the project plan
Plan Phase - Completed
Week 1 – Project Start

• WFS / Partner Initiates the project
• Meetings take place
Week 2 – Standard Base Created in TEST

• Customer receives Demonstration Guide and
Standard Base Functional Specification documents
to run through the Standard Base build

Confirm Phase - Completed
Week 3 – Confirm phase begins

• Onsite workshops and core concepts training
• Requirements gathering process begins & models are identified
• Customer signs off standard base configuration
Week 4 – Validate and Configure Models

• Models are documented in the Customer Extension Options document
• Models are added to the Standard Base build – customer tests models
Week 5 to 7 – Customer-Specific Requirements are

Gathered & Solution Design Document(s) are created
. Customer signs off Solution Design – Build phase can begin
Lesson 18: Build Phase

Build Phase
Plan
• Environment Built to Specification • Design Team truncate TEST • Finalize the test plan
• Initial load of data takes place • Design team build models and • Supplies data for integrations
• Integrations tested customer-specific requirements
• Terminal configured • Functional consultant QA build at
each stage
• Customer receives testing
preparation testing
• Functional consultant conducts
mid-configuration demo

Lesson 18: Validate Phase

Validate Phase
Plan

• User Acceptance Testing (UAT) • Functional consultant assists with • Customer conducts UAT
• Customer signs off UAT
question and queries
• Deliver end user training
• Team reviews critical items
• Go-Live Checklist created

Customer Database Access
When can a Customer Access their SaaS Database?
• Customers do not automatically gain access to their SaaS Database

• Customers are required to take and complete the CT120 – WT&A Database Schema Essentials training course in
order to gain access
• Once complete, a support ticket is logged to request access
• Refer to the “WorkForce Required Policies and Best Practices” document in the partner community for more
helpful implementation best practices
https://workforcesoftware.sharepoint.com/sites/Global-Enablement-
Services/Partner%20Community%20Documentation/Forms/AllItems.aspx?id=%2Fsites%2FGlobal%2DEnablement%2DServices%2FPartner%20Community%20Documentat
ion%2FWFS%20Required%20Policies%20and%20Best%20Practices%2Epdf&parent=%2Fsites%2FGlobal%2DEnablement%2DServices%2FPartner%20Community%20Docu
mentation&p=true

Build Phase - Completed
Week 8 to 11 – Configuration Begins

• System is configured based on signed documents
• Sample interface files are provided
Week 12 – Test Plan and Actual Data Files are Delivered

• Customer delivers the test plan with traceability matrix and test cases or
alternatively pilot deployment plans
• WFS/Partner and Customer provide actual interface files of the data extracts
Week 13 & 14 – Deliver Configured Solution and Conduct Training

. Training is conducted in preparation for testing
Validate Phase - Completed
Week 15 to 18 – Customer
Acceptance/Validation
• Customer has executed test plan and provides
feedback on testing results
Week 19 – Customer
Acceptance/Validation is Completed
• Customer signs off with acceptance of the delivery
configuration and the Stabilization period begins

Lesson 18: Deploy Phase

Deploy Phase
Plan
• Deployment of WorkForce Suite • Stabilization period complete • Execute training plan

• Big bang or phased rollout • Hand over to support • Users live on the system
• Hand over to support
• Project close out activities

Go-Live Checklist

System Rollout
1 Create Go-Live Checklist
2 Deliver Go-Live Checklist
3 Update Environment Links
4 Parallel Testing Continues
5 Expedient Ticket Handling

Phased Roll-Outs
Increase timeline Increase Complexity & Risk

• Involve multiple go live dates • Additional coordination between
teams, including SaaS, is required to
• Require multiple end user
ensure timeframes and production
training sessions
processes are followed
• May require several software
updates • Configuration changes deployed
through multiple environments
• Tracking live v not live employee
groups can be challenging for
customers

Phased Roll-Outs
Phased Roll-Out Considerations
Employee transfers
Multiple Assignments
Critical defects
Interfaces
Change management buy-in

Deploy Phase - Completed
Week 20 to 21 – Rollout Commences

• Customer commences roll-out in a production environment
• Beginning of the Stabilization period, during which critical items are
resolved before transitioning to Support
Week 22 to 23 – Stabilization and Support Handover

• Completion of the resolution of critical items before transitioning into
the Maintenance/Support mode
• Complete transition of the system from the project team to Support
Services and Customer Support Services

Let’s Review
Lesson 18

Lesson 19: Identifying Business
Requirements

Running the Initial Requirements Workshop
1. Before the Workshop 3. Begin Business Requirements – Base

• Review SOW
Product
• Start completing the base product questionnaire • Done in multiple stages
• Prepare your documents • Start with the base product
• Invite all required parties to the workshop • Assist the customer in reviewing and completing the
Base Setup Questionnaire
• Work with the customer to begin completing the Base
Product Usage Extensions Requirements spreadsheet
2. Conduct Core Concepts Training to gather all other requirements
• Review and confirm the training agenda for Core
Concepts and prepare any required materials
• Prepare slides and scripts
• Keep the training as interactive as possible

Let’s Review an SOW!
Exercise 19-1

Let’s Review the Standard
Product Questionnaire !
Exercise 19-2

Exercise 19-2 - Share your answers!

Running the Requirements Workshop – Models and Customer-Specific
Requirements
4. Models 5. Customer Specific Requirements

• When standard and model functionality cannot meet
• Models are pre-built components for specific
the customer requirements, the customer may require
processes or calculations customer-specific configuration
• Use models to expand the base product functionality
• Depending on the number of customer-specific
and meet the customer requirements
requirements, additional workshops, onsite or remote,
• Some models may have been identified during the may be needed
sales process, others at the requirements workshop
• Once gathered, the requirement (not the solution) is
• Every model has Functional Description document detailed in the Base Product Usage Extensions
• The customer’s model selections are collated in the Requirements spreadsheet
customers Extension Options document
• The Base Product Usage Extensions Requirements
spreadsheet will only reference the model that has
been selected

Let’s Dive In! Exercise 19-3

The Base Product Usage Extensions
Requirements Spreadsheet!
Exercise 19-4

Models and the Extension Options
Document !
Exercise 19-5

Continuing Business Requirements
Integration Requirements
Custom Report Requirements
• Review each of the integration requirements at a high
level • Custom report requirements will need to be gathered
• Ensure employee base required fields are provided • Custom report requirements are documented in the
• Request payroll files layouts customers Base Product Usage Extension Requirements
• Integration requirements are documented in the spreadsheet
customers Integrations Business Requirements
document
DCT Requirements
• For customer’s using Workforce’s Data Collection
Terminals, requirements for these need to be gathered
• DCT requirements are documented in the customers
DCT Requirements document

Let’s Review
Lesson 19

Lesson 20: Tying Requirements to a
Solution

After Business Requirements Sign-Off Checklist
Retrieve Meet with Begin

Final
sample data the design authoring
Review
files team the SDD
• Retrieve sample • Meet with the • This part of the • Review final SDD
data files that are design team as project is heavily and all
needed for the needed dedicated to the requirements
build phase • Design team SDD documents with
• Check with the includes the lead • Remember to the design team
design team what configuration provide
files are needed specialist, traceability to the
interfaces and requirements
reports specialists documents

The Solution Design Document
The solution design document is about the documenting

and designing the customer specific requirements
Why: Best Practice:

• The Base Product Usage Extensions • The SDD process is a collaborative one
Business Requirements spreadsheet
details and collates the requirements • Establish traceability
from the Base Product Questionnaire
• A solution design document is
• The customers Model Extensions commonly created for every module
Options Document details models the customer is implementing
selection options

Solution Design Team

Review The FC acts as
options for the subject
complex matter expert
requirements
Determine if
solutions are The FC
outside authors the
Workforce During the SDD
Time Solution
Design
Project
The design
change
team design
requests are
Focus is on system flow
identified
customer-
specific
business
rules

Solution Design Review, Updates and Sign-Off
1. Review gap analysis
2. Establish sign-off dates

• Set sign-off dates for:
Models, customer-specific requirements, solution design, DCT’s, interfaces
and reports
3. Customer Sign-Off!
4. Bring the Project Team on board

Gap analysis, configuration plan, Go-live checklist

Configuration Start Checklist
The following will need to be identified and signed-off in

order for configuration (Build phase) to begin:
• Policy profiles • Time off requests
• Roles and security • Approval screens
• Pay codes/sets/securities • Group time entry
• Timesheet layout • Bank names
• Labor distribution • Sample employee data

The Solution Design
Document Exercise 20-1

Solution Design Review

Lesson 21: Training &
Demonstrations

Training Tips and Tricks
Audiences check out after 10 minutes

• Tell them narrative rich in emotion https://hbr.org/2013/06/how-to-give-a-killer-presentation
• Chunk the material
• Try to introduce one new topic at a time
• Check for understanding
• Ask the learners to share
The brain’s attentional “spotlight” can focus on only one thing at a time.
• No multitasking
• Use proximity

Multi tasking activity
Multi Tasking is a Thief

• Instructions
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
• On a piece of paper draw 3 horizontal lines
» Ensure you have enough space to write
between each line
• Do not start until instructed.
• When prompted time your activity
• Write the following on the top line “MULTI TASKING IS A THIEF”
• On the line below write the numbers 1-20
• Once finished stop your timing and tell me what your time was.

Multi tasking activity
Multi Tasking is a Thief

• Instructions
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
• We are now going to repeat the process
M u l…
Using Lines 3 and 4.
1 2 3…
• However this time round we are going to
Enter the first letter and then move to the first number and repeat until all 20 numbers are
recoded.
• Once again time your self on this task

WFS Customer Education Services
• Customer Education Catalog

• Click the catalog to the right to open a PDF
• Download from our website at
https://www.workforcesoftware.com/services/customer-education/
• Online Customer Catalogs

• Customer Certification Courses
• Customer Implementation Courses
• Customer On Demand Catalog

Suggested Training Timeline by Project Phase
*Customer-led training activities

WorkForce Time Instructor-Led Training Courses
Train the
Course ID Course Name Suggested Timeline Who Should Attend? Delivery
Trainer
TMA00 WT&A Core Concepts At confirm phase kickoff Project Team Yes Classroom or WebEx
TMA01 WT&A Employee Functions During build phase Project Team, Testing Team, L&D, Payroll Yes Classroom or WebEx
TMA02 WT&A Manager Functions During build phase Project Team, Testing Team, L&D, Payroll Yes Classroom or WebEx
TMA03 WT&A Administrator Functions During build phase Project Team, Testing Team, L&D, Payroll Yes Classroom or WebEx
TST01 Testing Preparation During build phase Testing Team and Project Team No Classroom or WebEx
TST02 Testing Launch At validate phase kickoff Testing Team and Project Team No Classroom or WebEx
CT101* WT&A Troubleshooting Before deploy phase System Owner / Business Analysts No WebEx
CT102* WT&A Configuration Maintenance Before deploy phase System Owner / Business Analysts No WebEx
CT120 Database Schema Essentials Before Deploy phase Reporting Specialist No WebEx
CT125 Custom Report Development Before deploy phase Reporting Specialist No WebEx
WT&A Advanced Configuration
CT103 After deploy phase System Owner / Business Analysts No WebEx
Maintenance 1
*Required certifications for WFS Premium Support Plans

Implementation Training Course Materials
TMA01 TIME & ATTENDANCE – EMPLOYEE Content
FUNCTIONS • Training Agenda
• Training Guide: covering topics from logging
Training Agenda
Navigation Basics • Log in to WorkForce
in, entering time, managing time off and
• Home screen navigation
• Time Entry menu
more
• Schedules menu • Job Aid: Amending Your Timesheet
• Reports menu
• Settings menu • Job Aid: Creating Timesheet Favorites
• Online Help
• Job Aid: Entering Time
Time Entry • WebClock
• Timesheet navigation • Job Aid: Hotkeys
• WorkForce Mobile
• Data Collection Terminals • Job Aid: Requesting Time Off
•
•
Favorites
Copying/cutting and pasting data
• Job Aid: View Your Calendar
• Submitting and amending timesheets
• Job Aid: Shift Swap
•
Schedules
•
My Calendar
The time off request workflow
• Job Aid: Mobile Viewing Your Schedule
Reports • On-demand reports • Job Aid: Mobile Using the Clock
• Scheduled reports
• Job Aid: Mobile Log In

TMA02 TIME & ATTENDANCE – MANAGER
Content
FUNCTIONS
• Training Agenda
Training Agenda • Training Guide: covering topics from
Navigating the Home • Key manager functions
• Key Performance Indicators managing exceptions, approving
Managing Employee Timesheets •
•
Finding and updating timesheets
Submitting and amending timesheets
timesheets and time off and more
• Managing exception messages
• Group Time Entry • Job Aid: Key Performance Indicators
Managing Schedules •
•
Assigning schedules
Editing assigned schedules
• Job Aid: Default Labor Allocation
• Group Schedule Entry
• Job Aid: Assign Schedules
Other Manager Functions • End of period reminders
• Approving timesheets • Job Aid: Mobile Approve Timesheets
• Rejecting timesheets
•
•
Amending timesheets
Approving Time Off Requests
• Job Aid: Mobile Cancel Time Off
•
•
Group Calendar
Manager Mobile Functions Requests
• Delegation
• Job Aid: Mobile Edit Employee Schedules
Generating Reports • Manager reports by assignment group
• Manager reports by period-end date
• Job Aid: Mobile Group Clock
Group Messaging • Feature overview
• Selecting individual employee or assignment
groups

TMA03 TIME & ATTENDANCE – ADMIN
FUNCTIONS AGENDA Content
• Training Agenda
Training Agenda
Navigating the Home Screen • Key administrator functions • Training Guide: covering topics from
Managing Employee Timesheets • Options for updating employee timesheets
•
•
Amending timesheets
Maintaining leave and other accrual banks
end of period processing to
• Reviewing, approving and rejecting timesheets
• Generating reports administrative tasks and more
Managing Users • Creating and maintaining users
•
•
User security maintenance
• Job Aid: End of Period Processing
Assignment Groups and Delegation Creating and maintaining assignment groups
•
Schedules •
Delegation
Creating and managing schedule templates • Job Aid: Creating Retro Trigger Events
• Assigning schedule templates
• Creating and managing schedule cycles
• Assigning schedule cycles
Payroll Processing • End of Period Processing
• Off-Cycle Timesheets
Data Management • Importing data
• Scheduling jobs
• Managing Labor Distribution tables
Other Maintenance Functions • Resetting passwords
• Maintaining holiday dates
• Maintaining badges
• Server administration
• Viewing employee information

Customer Certification Courses
Customer Certification: Equipping customers with the

tools towards self-sufficiency in system ownership.
Delivery Method: Certification Provides:

• Convenient only WebEx delivery with • Access to the WFS Knowledge Base
flexible dates and times
• Time and cost savings on common
• Included with paid VISION configuration changes
registration for classroom delivery
• Increased efficiency in working with
• Final exam passed gives certification WFS Support

Customer Certification Course Options
Time & Attendance Reports

• Level 1 – System Troubleshooting (CT101)* • WT&A Database Schema (CT120)
• Level 2 – Configuration Maintenance (CT102)* • Custom Report Development (CT125)
• Level 3 – Adv Configuration Maintenance (CT103) • Requires CT120 completion and Crystal Reports
Absence Compliance Tracker Forecasting & Scheduling

• ACT Configuration Maintenance (CT130) • Level 1 – System Troubleshooting (CT110)*
• Requires completion of Level 1 and Level 2 • Level 2 – System Administration (CT111)*
*Required certifications for WFS Premium Support Plans

WorkForce Customer On Demand Courses
Access to over 25 courses anytime via the WorkForce LMS.

Course ID Course Name Course ID Course Name Course ID Course Name
TA105 WT&A Product Demonstration ACF105 ACT Product Demonstration DFT105 WorkForce 4000 Demonstration
PT104 WT&A Standard Overview ACF120 ACT User Acceptance Testing DCF110 Intro to Terminal Requirements
TA100 WT&A Core Concepts ACF150 ACT Employee Essentials TA171 WorkForce 4000 Time Entry
TA120 WT&A User Acceptance Testing ACF160 ACT Case Manager Essentials TA175 WorkForce 2200 Time Entry
TA150 WT&A Employee Essentials CL200 WorkForce 2200 Management

Course ID Course Name
TA250 WT&A Manager Essentials CL300 WorkForce 2200 Deployment
ASF105 AS Product Demonstration
TA300 WT&A Payroll Admin Essentials CL301 Managing Terminals
AS120 AS User Acceptance Testing
TA350 WT&A System Admin Essentials
AS155 AS Scheduler Essentials Course ID Course Name
TA171 WebClock Time Entry Basics
AS180 AS Administrator Essentials AN105 Analytics Product Demonstration
FSF105 WF&S Product Demonstration
PT170 Crew Management Overview

Additional Learning Resources
• Customer Community Portal

• Access product documentation anytime
• Support Tickets (Authorized Support Contacts only)
• WorkForce Knowledge Base

• Detailed technical information for system maintenance
• WFS Premium Support Plans

• Two seats included to Level 1 and Level 2 Customer Certification Courses
• Contact training@workforcesoftware.com to request redemption of these seats

Let’s Review
Lesson 21

Lesson 22: Managing Software Updates

Full Release vs Patch
• Full Release
• 3 times per year to introduce enhancements
• Prior to 2015, versions 9.x and below
• Patch
• As-needed basis to address bug fixes
• Less effort to install

Updating Workforce
General In-Flight New Feature

Guidelines Upgrade Process Integration
• Ensure the timing is right • Complete a full back up • New features disabled
• Build team applies • Refresh back up to a • Determine if Update is
patches duplicate environment possible
• Consider impact on
• Upgrade environment • Updates post build phase
phased roll-out
(TEST/DEV) should not be done
implementations
• Read release notes • Update PROD • Discuss functionality with the
customer

Update Process Overview
Pre Update
1 Configuration analysis and SOW
Environment Setup/Kickoff
2 Create internal configuration environment
Internal Update & QA

3 Configuration & TEST updated

Update Process Overview
Customer Testing
4 Customers access to TEST to perform UAT
Production Update
5 Customer sign off and PROD updated
Post Production
6 Non PROD environments updated

Let’s Review
Lesson 22

Lesson 23: Data Collection
Terminals

Terminal Deployment Activities
Hardware is Ordered
Create Terminal Configuration
Installation
Conduct Testing
Deployment
Important Questions to Ask on Your Terminal Project
• How many terminals does the customer want to use

for UAT testing?
• Has the customer begun identifying the number of
PoE vs non-PoE terminals required for each site?
• When determining when hardware needs to arrive
at sites, how long should we plan for the customer
to get terminals physically installed?
• Will the customer want to complete biometric
enrollment prior to Go-Live?
• Will all terminals go live at the same time, or will
this be a phased go live? Copyright © 2019 WorkForce Software, LLC
Base vs. Configured Terminal
• Sample Configured Terminal Profile

• “Welcome” displayed at the top
• In and Out function keys
• Meal In and Meal Out function keys
• Settings function key

Primary Roles for Supporting Terminals
Terminal
Administrator Enroller
• This person can enroll user finger templates for

• Uses Clock Manager web interface to access the
terminal controller to perform functions such as biometrics and does so by pushing the Enroll button on
rebooting a terminal, pushing a configuration to a the terminal
terminal, and performing a software upgrade for all • Authorization to be an Enroller is granted by a Terminal
terminals Administrator
• The Enroller role does not require Clock Manager
• The terminal Administrator role can be given to people
at each site access
• Terminal Administrators may contact WFS Support
The customer will need to identify Terminal Administrators and Enrollers

Let’s Review
Lesson 22

Wrapping Up
Conclusion

Certification Assessment
WFS LMS

Survey
https://www.surveymonkey.com/r/FunctionalImplementation
Or

Questions?

LEGAL NOTICES
Copyright © 2019
WorkForce Software, LLC
All Rights Reserved.
WorkForce Software
38705 Seven Mile Road
Livonia, MI 48152
United States
workforcesoftware.com
info@workforcesoftware.com
+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, LLC solution specifically authorized by
WorkForce Software, LLC. 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, LLC at +1 877 493 6723 to arrange to have this material returned
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Lesson 18 WFS Implementation Methodology Overview

Lesson 19 Identifying Business Requirements

Lesson 20 Tying Requirements to a Solution

Lesson 21 Training & Demonstrations

Lesson 22 Managing Software Updates

Lesson 23 Data Collection Terminals

Copyright © 2019 WorkForce Software, LLC

Copyright © 2019 WorkForce Software, LLC

Copyright © 2019 WorkForce Software, LLC

• As part of your PT101 prework, you

Copyright © 2019 WorkForce Software, LLC

Want more information?

Copyright © 2019 WorkForce Software, LLC

Lead Technical Consultant:

Copyright © 2019 WorkForce Software, LLC

Copyright © 2019 WorkForce Software, LLC

Copyright © 2019 WorkForce Software, LLC

• License Agreement (as applicable) • Statement of Work

• Fees and Expenses, including labor hours, travel

Copyright © 2019 WorkForce Software, LLC

Copyright © 2019 WorkForce Software, LLC

• Which WorkForce features will be configured

• What WorkForce functionality will be included

• How many variations of each feature/function will be set up

• Which WorkForce functionality will NOT be configured or included in the project

• Staying in scope is very important to the success of the project. Everyone

Copyright © 2019 WorkForce Software, LLC

Copyright © 2019 WorkForce Software, LLC

Activities WorkForce Deliverables Customer Deliverables

Copyright © 2019 WorkForce Software, LLC

Copyright © 2019 WorkForce Software, LLC

Activities WorkForce Deliverables Customer Deliverables

Copyright © 2019 WorkForce Software, LLC

• Onsite review with the customer, approximately 3-5 days

• Confirm a common understanding of the business rules

• Customer and WFS signoff

• WFS Acceptance of Requirements

Avoid Solution Design Here – Focus on “what”, NOT “how”

• Pre-populate the Base Product Questionnaire with details from the

• Day 1 - Core Functionality training

• Day 1 - Employee, Manager, and Administrator Functions training

• Day 2 - Train the customer on the Requirement documents

Stay within scope of the SOW

Copyright © 2019 WorkForce Software, LLC

Copyright © 2019 WorkForce Software, LLC

• Identify areas where BRD content is sufficient to describe the solution

• Find functional extensions to meet requirements

• Focus effort on customer-specific business rules

• Identify out of scope items

Some requirements may require solutions outside of WorkForce -

Plan Phase - Completed

Week 1 – Project Start

Week 2 – Standard Base Created in TEST

Copyright © 2019 WorkForce Software, LLC

Confirm Phase - Completed

Week 3 – Confirm phase begins

Week 4 – Validate and Configure Models