Up And Running With Dayforce HCM 8

Transcription

Up and Runningwith Dayforce HCM8.50a Dayforce HCM MyPath guide

Training GuideUp and Running with Dayforce HCM 8.50Table of ContentsUp and Running with Dayforce HCM 8.50 . 1Manager Training . 1Course overview . Error! Bookmark not defined.A day in the life of a manager . 1Getting started for managers . 1Scheduling a shift . 7Resolving timesheet problems . 10Sending a message . 13Responding to a time off request . 16Scheduling your staff . 19Introducing the schedule . 19Building a schedule . 22Scheduling employees in the grid view . 26Scheduling shifts in the grid view. 26Scheduling a split shift . 30Adding shift rotations in the grid view . 33Verifying the schedule in the grid view . 36Scheduling employees in the bar view. 40Scheduling shifts in the bar view . 40Editing a shift . 50Adding shift rotations in the bar view . 54Verifying the schedule in the bar view . 57Scheduling employees using templates. 63Templates overview . 63Creating and using a schedule template . 64Assigning employees to unfilled shifts . 67Creating and using a schedule type template . 72Advanced template scheduling . 75Copying a schedule from a previous week . 79Editing a schedule . 81Finalizing the schedule. 85Tracking time and attendance . 90Introducing the timesheet . 90Finding and correcting problems . 95Finding and correcting timesheet problems . 95Authorizing a timesheet . 101Scenario: You allowed a late start or early departure. 106Scenario: Employee called in sick . 110Recording transfers . 113Authorizing and approving a pay period . 116Making a retroactive adjustment . 120Reports . 120Running a report . 120Attendance roll call report . 123Department hours pay summary report . 124Employee comments report . 124Employee punch report . 124Employee transfer report . 125Hours by department report . 125Missing pay records report . 126Pay detail report . 126Payroll inactivity report . 126Pay summary report . 127Projected hours report . 127Punch exception report . 128Timesheet audit report . 128Unauthorized records report . 129Page ii

Training GuideUp and Running with Dayforce HCM 8.50Managing employees . 129Introducing employee records . 129Recording time off for employees . 132Reviewing and updating your location's tasks. 136Viewing and updating employee records . 139Updating an employee's work assignments . 142Creating a new personal goal for an employee . 146Managing employee availability . 151Using the position and compensation change form . 155Adding a new hire . 162Off-boarding an employee . 170Attaching files to an employee record . 176TeamRelate . 182TeamRelate for Managers . 182TeamRelate for Recruiters and Hiring Managers . 182TeamRelate in Performance . 182TeamRelate in Dayforce for managers . 182Your account . 185Delegating your role . 185Appendix . 188Managing HR incidents . 188Building a job requisition . 193Recording dockets against a shift . 197We want to hear from you. .

Up and Running with Dayforce HCM 8.50Training . Manager Training. To begin the training: 1. From the Table of Contents on the left, expand the section: Manager Training 2. Select the first item. Prerequisite: Employee Training This course will take approximately 3 hours and 45 minutes to complete. A day in the life of an manager- 25 Minutes Scheduling your staff - 90 Minutes .