Sales Budget Training - Agenda

Purpose

This session is designed to equip key users with the knowledge and understanding required set up and utilise the Sales Budget module via the Humanforce Web Application.

Objective

• Understand how to enable Sales Budgets
• Understand the process flow of Sales Budgets
• Understand how to import Sales figures

Key Participants

• System Administrators and/or Payroll Officers responsible for training new managers
• Team Leaders and Operational Managers

Prerequisites

• System Administrators/Payroll managers have attended Administration Training and are able to support managers who attend this session

• Humanforce database has been configured with employees who report to participants

• All participants have been able to successfully logon to Humanforce

This session is ideally delivered as a hands-on session to practice the activities you will be undertaking in Humanforce. For you to get the most out of these remote training sessions Humanforce makes the following recommendations.

1. Ensure you know your Humanforce log-in details, and have tested them prior to the session
2. Ensure you have a stable internet connection
3. Take yourself away from your desk/phone to limit distractions
4. Gather in a room together with a tv/projector to share the trainer's screen and have your own laptops to follow along with. Otherwise, have at least two screens available

Preparation - Documents

• Sales figures - forecasts and actuals

The agenda below is our standard and covers all necessary topics for your managers to get started with Humanforce. Please contact your consultant if you'd like to discuss other options.