Training videos - Configuration, Settings, Schedule & Time
The training material found here cover the basics of Quinyx WFM configuration and utilization. There is about 4 hours of video material that's divided into ca 15 training videos.
All training videos follow the same structure with an introduction to the topic with the following fixed agenda points:
- What is it?
- What’s it used for?
- How to configure it?
The order outlined in the tables below is what we recommend for watching the videos. We have split them up into two sections where one of them focuses on the configurations of Quinyx, and the other focuses on the actual usage of the system.
Configuration & Settings training videos
These videos cover configuration and how to set up Quinyx. This is specifically aimed at anyone that is looking to learn how to implement, support, or just wants to have a deeper knowledge about the system.
Summary - In this video you will learn:
Date of Creation
A short introduction covering both the Quinyx web & mobile app.
How the organization structure works in Quinyx, what to keep in mind when setting up a client and how to configure the unit panel.
How the logic related to roles, levels, and group access work. How to set up roles in Quinyx.
What a staff category is, and how to set up permissions for employees.
What cost center(s) and project(s) are, how cost center inheritance works, and how to add cost bearers to Quinyx.
What a salary type is, the logic salary types carry, and how to add/change a salary type.
How to set up absence in Quinyx and connect salary types to them. How to create an absence schedule.
What Unsocial Time (UT) is and how the logic works. How to set up global UT periods.
How to set up global Overtime (OT) periods.
What Overtime is, and how to create different Overtime methods. The logic behind the OT settings.
What a Bank holiday is and how to set up Global Bank Holidays in Quinyx.
What an Agreement template is and how to create them in Quinyx. The logic behind all the agreement settings.
What Time Trackers are, how to set them up, and how to configure them. Also how to add manual Time Tracker transactions and how to look at the Time Tracker transactions in the time card.
How to set up skills, shift types and break calculation rules
Schedule & Time management training videos
These videos will cover how to use the system, how to manage employees, schedule, and how to use time & absence in Quinyx. These are aimed at anyone that will work in the system or support others using Quinyx.
Summary - In this video, you will learn:
Date of creation
Employee and Agreement Management. How to add, edit & end an employment/agreement.
How to create, roll out, and re-roll out a Base Schedule.
How to work with schedule planning on a day-to-day basis.
How to prepare a schedule period for payroll.
How to extract a payroll file from Quinyx.