Zellis ResourceLink Course Outlines 2021

ResourceLink: course outlines for remote training & eLearning. 2021

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 2 OF 26 Contents Course outlines - remote training......................................................................................................................... 3 RL01 - ResourceLink: an introduction to the HR & payroll background .......................................................... 4 RL02 - ResourceLink: starters, leavers and changes .......................................................................................... 5 RL03 - ResourceLink: understanding pay elements ........................................................................................... 6 RL04 - ResourceLink: pay cycle processing.......................................................................................................... 7 RL05 - ResourceLink: system design..................................................................................................................... 8 RL06 - ResourceLink: system administration ...................................................................................................... 9 RL07 - ResourceLink: pay cycle processing for the Republic of Ireland.........................................................10 RL09 - ResourceLink: a manager’s overview......................................................................................................11 RL11 - ResourceLink: costing workshop.............................................................................................................12 RL12 - ResourceLink: payroll year end ...............................................................................................................13 RL13 - ResourceLink: the training module explained ......................................................................................14 RL17 - ResourceLink: an introduction to RRS ....................................................................................................15 RL19 - ResourceLink: MyView with the Dashboard ..........................................................................................16 RL21 - ResourceLink: Leave Management workshop ......................................................................................17 RL22 - ResourceLink: Onboarding workshop ....................................................................................................18 eLearning course outlines....................................................................................................................................19 E02 - understanding P11Ds in ResourceLink.....................................................................................................20 E09 - ResourceLink Reporting Services (RRS) foundation................................................................................21 E10 – ResourceLink Reporting Services (RRS) domain maintenance .............................................................21 E11 - Organisational charting ..............................................................................................................................22 E13 - an introduction to the HR Interface (HRI).................................................................................................23 E16 - ResourceLink: reporting on the gender pay gap.....................................................................................24 E22 - ResourceLink: getting the most from HR administration ......................................................................25 COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 3 OF 26 Course outlines - remote training This document provides a detailed list of the standard ResourceLink courses that are delivered remotely, as well as eLearning courses. The remote courses are delivered using Microsoft Teams and an online ResourceLink training environment. The eLearning courses are accessed through the Zellis Learning Hub. If you would like to know more about the content of any of the courses then please contact [email protected]. COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 4 OF 26 RL01 - ResourceLink: an introduction to the HR & payroll background Overview: the aim of this course is to ensure that delegates understand ResourceLink’s core HR & Payroll functionality and can maintain this data in line with organisational changes. Audience: the implementation/project team, anybody involved in completing the BRD document for the core build, and users who are responsible for; creating and maintaining hierarchies, structure units, payroll references, jobs and posts. Prerequisites: a knowledge of your organisation’s structure, statutory parameters, payroll and HR functions. Topics covered: 2-day course day 1 day 2 Welcome & introduction Viewing an employee record: Getting started: • How an employee is attached to the payroll hierarchy • Logging on and an overview of • Where an employee is attached to a navigation post (HR hierarchy) • The flow of background data in The flow of data from job – post – employee ResourceLink An overview of service conditions Setting up post related data: Understanding hierarchies: • The HR hierarchy set-up • Jobs • The payroll hierarchy set-up • Work patterns • Making changes to the hierarchies • Locations • Grades Payroll background data: • Cost center codes • Tax calendars Setting up posts • Financial institutions Attaching posts to the HR hierarchy • Third party details Maintaining the post to post hierarchy • Statutory units Summary • BACS unit • Annual divisor sets • Control groups • Maintain defaults • An overview of statutory parameters COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 5 OF 26 RL02 - ResourceLink: starters, leavers and changes Overview: the aim of this course is to provide delegates with the required knowledge to create, maintain and enquire on permanent employee data. Audience: members of the project team, who need to gain an understanding of how ResourceLink works with regards to creating and maintaining employee records. As well as HR users who are responsible for data entry; creating, updating and enquiry of employee records. Topics covered: 2-day course day 1 day 2 Welcome & introductions Review of day 1 An overview of ResourceLink Contractual changes: System navigation & the dashboard: • Change of start date • Change of spinal point • Logging on • Change of grade • The dashboard • Change of hours • The main menu • Change of main post • Maintain favourites • Multiple post holders • Task navigation options Creating a new employee – HR screens Recording absence: Searching & creating lists: • Holiday • Employee number search • Sickness • Multiple employee search • Maternity • Structure • Paternity • Employment options Making general employee amendments Leavers & re-joiners Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 6 OF 26 RL03 - ResourceLink: understanding pay elements Overview: the aim of this course is to ensure delegates learn how to create and maintain pay elements within ResourceLink, in order to accurately pay employees. Audience: anybody who is required to set-up and maintain pay elements on ResourceLink. Prerequisites: delegates must have attended RL01 – ResourceLink: An introduction to the HR and payroll background, and be familiar with navigation, terminology and the flow of data through the system. Topics covered 1 day Welcome & introductions Pay element creation: Setting up monetary tables • Normal type pay elements Payslip messages • Rated type pay elements Pay element categories • Pension type pay elements Creating a salary sacrifice scheme • Court order type pay elements Overview of payslip Print pay element details report Print pay element summary report Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 7 OF 26 RL04 - ResourceLink: pay cycle processing Overview: this course is designed to ensure delegates can use ResourceLink to accurately pay their employees and run the pay cycle process. Audience: anybody in the payroll team who is responsible for day to day payroll activities and/or processing a UK payroll. Topics covered: 2-day course day 1 day 2 Welcome & introductions Leavers and re-joiners Navigation & terminology Enhanced backpay process Setting the current tax period Setting Inhibit process Create a new employee using payroll screens Pay cycle processing: General amendments and searching • Payroll calculate Pay elements: • Balancing and checking reports • Fixed pay elements • Pay advice enquiry • Temporary pay elements • Remove and recalculate • CSV uploads • BACS file creation Recording absences: • Create FPS • Holiday • Print payroll data • Sickness • Terminate pay cycle • Parental leave • Remove inhibit status • Create EPS Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 8 OF 26 RL05 - ResourceLink: system design Overview: this course is designed to provide delegates with the skills and knowledge to effectively customise ResourceLink to meet their own requirements. Audience: system administrators and any other ResourceLink users who are involved in the design and customisation of ResourceLink. Prerequisites: delegates must be competent in navigating around ResourceLink and be familiar with ResourceLink terminology through having attended other ResourceLink training courses. In addition, it is advisable to attend this course with the system administration course (RL06). Topics covered in 1 day Welcome & introductions User defined fields Design overview • Creating user defined fields Screens • Creating a new narrative category • Maintaining an existing screen User defined screens Tasks • Creating a simple screen • Creating a keyed (dated) screen • Maintaining an existing task • Creating a new task Workflows in ResourceLink Menus Summary • Maintaining an existing menu • Creating a new menu COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 9 OF 26 RL06 - ResourceLink: system administration Overview: this course is designed for all system administrators who are responsible for setting up the security and user settings on their ResourceLink system. Audience: system administrators and other users who are responsible for maintaining the security on ResourceLink. Prerequisites: delegates must be competent in navigating around ResourceLink, and familiar with ResourceLink terminology. This will have been acquired through attending other ResourceLink training courses. In addition, it is advisable to attend this course with the system design course (RL05). Topics covered in 1 day Welcome & introductions Additional system administration tasks: Creating security profiles • List maintenance Creating a new operator file • Supervisor control Operator security • Clear session locks • Missing data details Creating an object number pool Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 10 OF 26 RL07 - ResourceLink: pay cycle processing for the Republic of Ireland Overview: this course is designed to ensure delegates can use ResourceLink to accurately pay their employees and run the pay cycle process for the Republic of Ireland. Audience: anybody in the payroll team who is responsible for day to day payroll activates and/or processing an ROI payroll. Topics covered: 2-day course day 1 day 2 Welcome & introductions Enhanced backpay process Navigation & terminology Pay cycle processing: Setting the current tax period • Payroll calculate Create a new employee using payroll screens • Balancing and checking reports Leavers and re-joiners • Pay advice enquiry RPN Submissions • Remove and recalculate General amendments and searching • SEPA file creation Pay elements: • Create PAYE submission • Fixed pay elements • Print payroll data • Temporary pay elements • Terminate pay cycle • CSV uploads • Payments after leaving Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 11 OF 26 RL09 - ResourceLink: a manager’s overview Overview: this course is designed so that delegates have a thorough understanding of how ResourceLink is set up, maintained and interrogated, enabling them to make informed decisions regarding their own system. Audience: anybody who requires a general overview of ResourceLink to appreciate; the importance of key background data, a view of an employee record & their payslip, security and basic reporting. Delegates do not need to be users of the system. Topics covered in 1 day Pay cycle processing: Welcome & introductions • Set current tax period What are hierarchies: • Payroll calculate • Pay advice enquiry • The payroll hierarchy • The HR hierarchy Security and operators overview • The post to post linking Customisation: Jobs & posts explained: • Cost centres • User defined fields • Work patterns • Tasks • Locations • Menus • Grades Basic reporting: • Service conditions • Hierarchy codebursts • Jobs • Examples of RRS reports • Posts Summary • Attaching posts to a hierarchy The employee record COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 12 OF 26 RL11 - ResourceLink: costing workshop Overview: this course is designed to provide delegates with clear guidelines on the available options for the setup, maintenance and running of the costing functionality on ResourceLink. Audience: users who will need to setup and run the costing function on ResourceLink. Prerequisites: knowledge of costing set-up within your own organisation. Competence in navigating around ResourceLink and familiarity with ResourceLink terminology. This will have been acquired through attending ResourceLink: An introduction to the HR & payroll background (RL01) and pay cycle processing (RL04) courses. Topics covered in 1 day Welcome & introductions Spreading costs The costing process: On costing Cost centre code substitution: • The costing process • Types of costs • Creating substitution rule sets • Directive symbols • Creating cost code substitution • Prefix directives for @, # or ! Costing parameters groups Create & maintain cost centre codes: • Creating super substitution sets • Field templates • Attaching a cost centre substitution • Create and maintain cost centre group to a pay element codes Creating the costing file: Allocation of cost centre codes: • Costing creation • Temporary pay element summary • Costing run summary screen • Costing messages • Costing enquiry • Fixed pay element summary screen • Costing cleardown • Pay element definition • Clear summary & messages • Employee Resolving exceptions • Employee post holding Summary • Post • Hierarchy COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 13 OF 26 RL12 - ResourceLink: payroll year end Overview: it is the aim of this course to ensure that delegates can prepare their system for the year end, run the end of year process producing the correct documentation with RTI and move their system into the new financial year. Audience: ResourceLink end users who need to manage payroll year end within their organisation. Prerequisites: delegates must have knowledge of their organisation’s payroll procedures and requirements. Topics covered in 1 day Welcome & introductions Other parameters to consider: Standard reconciliation of periods 11 & 12 • Standard dates with RTI • Date group types EPS - final submission • Holiday entitlement year end Move to new tax year Tax calendars Pay elements: P9 changes • Periodic calendar HMRC statutory changes: • Spinal column tables • Monetary table • Statutory table updates • Clearing accumulating balances Employees year end Printing P60s Releasing P60s to MyView Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 14 OF 26 RL13 - ResourceLink: the training module explained Overview: this course is designed for delegates to gain enough knowledge of the Training module to set-up and use to its full potential. Audience: users who are responsible for the day to day set-up and administration of training courses and events. Prerequisites: delegates should understand their organisation's current training administration procedures. Topics covered: 2-day course day 1 day 2 Welcome & introductions Course details: Navigation • Creating a new course Background information: • Course events • Generate course events • Look up tables • Cancelling a course • Accommodation file • Venue file Training requests: • Supplier details • Internal candidates • Coordinator details • External candidates • Tutor file • Applicant & candidate numbers Allocating candidates to a course event: • System parameters • Allocating candidates Process tracking • Multiple bookings Building a status set Processing candidates: • Viewing training requirements • Sending joining instructions • Cancelling a candidate from an event • Course completion & recording results Viewing training history Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 15 OF 26 RL17 - ResourceLink: an introduction to RRS Overview: the aim of this course is to introduce new users to the basics of ResourceLink Reporting Services (RRS). Audience: this course is aimed at all users who are responsible for creating and running basic reports in RRS. Prerequisites: delegates should be familiar with the set-up of their ResourceLink system and the terminology used. Topics covered in 1 day Welcome & introductions Ad hoc views: The repository: • Creating ad hoc views • Repository structure • Selecting fields • Repository navigation • Sorting data • Repository searching • Formatting data Reports: • Filtering information • Running standard reports • Sorting & grouping • Formatting & amending the standard Calculated fields reports Creating cross tab reports • Resizing and formatting columns Summary • Conditional formatting • Sorting data • Filtering • Input controls • Saving & exporting a report COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 16 OF 26 RL19 - ResourceLink: MyView with the Dashboard Overview: this course is designed so that delegates gain the skills and knowledge required to set up and maintain the self-service portal used with ResourceLink. Delegates will learn how to configure the default page and welcome message, set up the required security profiles to allow employees and managers to navigate through the self-service modules using the dashboard. Audience: System Administrators and those involved in setting up and maintaining self-service in ResourceLink. Prerequisites: this course is for users who will be setting up and customising self-service within ResourceLink, therefore you must be familiar with business requirements, including authorisation chains. Competence in navigating around ResourceLink is essential. Topics covered: 2-day course day 1 day 2 Welcome and introductions Manager access- security profiles Setting up self-service: Authorisation: • Background parameters • Authorisation chains • Dashboard • Error chains • Email message templates • System events Customising your default page • Email message templates Employee log in: • Global notifications • Forgotten password Authorisation module • Security questions Delegation & responsibility modules Employee access- security profiles Summary MyPay/MyPayPro module Time management (optional) MyTeam - employee changes MyForms (optional) COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 17 OF 26 RL21 - ResourceLink: Leave Management workshop Overview: it is the aim of this workshop to ensure that delegates have a good understand of the background set up of the leave management module. They can then work with their Zellis application consultant to effectively build their leave management systems to accurately record absence. Audience: aimed at users who are responsible for building their leave management parameters with a consultant. Prerequisites: must understand absence rules and regulations and administer their company scheme. It is essential that delegates are confident ResourceLink users or have attended RL01, RL02 (or RL04). Topics covered in 1 day Welcome & introductions Creation of rate calculators Overview of leave management Creation of absence parameters Background information: Service conditions Recording leave: • System control • Control group parameters • General Creation of absence types • Holiday Statutory parameters • Sickness Normal pay indicators • Maternity • Paternity View the payslip Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 18 OF 26 RL22 - ResourceLink: Onboarding workshop Overview: the aim of this course is to provide delegates with clear guidelines on the available options, for the setup, maintenance, and processing of the onboarding functionality in ResourceLink and MyView. Audience: ResourceLink users who are responsible for setting up, and/or maintaining the onboarding functionality in ResourceLink. Prerequisites: must have a good understanding of the background setup in ResourceLink, as well as having attended RL19 ResourceLink: MyView with the dashboard. Topics covered in 1 day Welcome & introductions Configuring an onboarders access to MyView On overview of onboarding Planning your campaign Configuring a managers access to their Background details: onboarders Initiating an onboarder from ResourceLink • Documents • Emails Viewing and progressing current onboarders • E-Forms in ResourceLink • MyTeam processes Initiating an onboarder from MyView • Videos Setting up the campaign: The onboarding hub • Read tasks Summary • Input tasks • Upload tasks • Assigning a campaign to the system/control group/job/post/location and grade • Emails COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 19 OF 26 eLearning course outlines As well as remote training, we also offer eLearning that can be used as a blended approach to an employee’s learning and development. The courses are accessed via the Zellis Learning Hub and participants will have access to this training for 12 months from logon. The course can be re-used as many times as required within the 12-month timescale. Training is self- paced, a participant trains as much as they require, at a time and location to suit the participant, all that is required is an internet facing PC. A web browser is required to run the course content. The web browser must allow pop ups and be able to run Adobe Flash content (Flash player 9 or higher) If you require bespoke eLearning courses, please contact the training team by emailing [email protected]. COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 20 OF 26 E02 - understanding P11Ds in ResourceLink Overview: the aim of this course is to introduce users to the P11D functionality in ResourceLink. They will be guided through; the requirements for setting up the background data, adding P11D entries, submissions and making corrections. Audience: this course is suitable for anybody who needs to understand how to set up and produce P11D forms using ResourceLink. It is intended for competent users of the system. Prerequisites: to get the most out of this course all participants should possess a good working knowledge of ResourceLink, their system setup and payroll processes. Lessons Background setup: Creating & submitting P11Ds: • What are the P11D form? • Employee P11D • Preparing for the new tax year • Reports/file creation • Updating system parameters • P11D submission • Adding vehicle information • Corrections & P11D output • Narrative categories • P11D(b) • P11D report parameters • Pay element definition Quiz – check your knowledge • Payrolling benefits Summary • Uploading P11D details by CSV Quiz – check your knowledge Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 21 OF 26 E09 - ResourceLink Reporting Services (RRS) foundation Overview: this eLearning course provides a perfect introduction to ResourceLink Reporting Services (RRS) within ResourceLink. It will enable the participant to create, manage and maintain a variety of reporting elements. Audience: this course is suitable for all HR/payroll staff needing to understand how to open and create various reporting elements in ResourceLink Reporting Services (RRS). Prerequisites: all participants will need to understand ResourceLink terminology and the basic setup of their system. Lessons Crosstabs: • Creation of crosstab reporting Welcome & introductions • Creation of charts and graphs An overview of ResourceLink reporting service Filtering An introduction to the user interface: Dashboards and report elements Summary • Running existing reports • Creating a simple report • Producing ad hoc reports E10 – ResourceLink Reporting Services (RRS) domain maintenance Overview: this course is designed to introduce users to the RRS domains. It will enable users to manage domain maintenance such as the addition of new domain tables, table joins and field maintenance. Audience: this course is suitable for all HR/Payroll staff needing a greater understanding of how the background of ResourceLink Reporting Services is maintained. Prerequisites: All participants of this course must have a good working knowledge of ResourceLink and have attended RL17 or E09. Lessons Introduction to domains Advanced derived tables – email address Simple table addition – address fields Advanced derived tables – user defined fields Simple table addition - current line managers Calculated fields Advanced derived tables – nationality / Summary citizenship COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 22 OF 26 E11 - Organisational charting Overview: this online course is designed to introduce users to organisational charting within ResourceLink. This course consists of two online learning modules all accessed via the Zellis Learning Management System (LMS). Audience: this course is suitable for all employees needing a greater understanding of how to set up and user the organisational charting functionality. Prerequisites: participants for this course will need to have a working knowledge or understand the setup of their HR hierarchy. Lessons Organisational charting background settings and background build Organisational chart usage Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 23 OF 26 E13 - an introduction to the HR Interface (HRI) Overview: this course comprises of 2 modules. The first module: creating and processing Human Resource Interface (HRI) files introduces the key concepts when using HRI files in ResourceLink. The second module: the human resource interface (HRI) background setup is a comprehensive guide to the HRI background setup and the system configuration options. Audience: this course is suitable for users requiring a greater understanding of how the HRI functionality works. Prerequisites: participants will get the most from this course if they understand their system setup and are experienced ResourceLink users. Completing the module on creating & processing HRI files first, will help in understanding the concepts covered in the HRI background setup module. Modules & Lessons Creating & processing HRI files The HRI background setup: • Overview of the HRI • Overview of the HRI • File formats and record types • Recap of creating & processing • File creation options HRI files • Creating a new starter file • Defining import data • Automatic processing • Defining import elements • Manual processing • Rebuild interface definition • Reviewing file definition Quiz – check your knowledge • File layout assistance report Summary • Defining manual processing parameters • Interface code mapping Quiz – check your knowledge Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 24 OF 26 E16 - ResourceLink: reporting on the gender pay gap Overview: the lessons within this course explain how to set up the required background data, as well as how to produce gender pay gap reports, using ResourceLink Reporting Services (RRS). Audience: this course is aimed at system administrators, or those with a more advanced knowledge of the background setup of ResourceLink. Access to specific supervisor tasks will be required. Prerequisites: participants will get the most from this course if they understand their system setup and are experienced ResourceLink users. Lessons 4. Defining the scheme What is the gender pay gap? 5. Attaching the scheme to a control Gender pay gap 6 steps: group or service condition 1. System control and report parameters 6. Running the data extract 2. Security consideration 3. Status exclusion codes Quiz – check your knowledge Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 25 OF 26 E22 - ResourceLink: getting the most from HR administration Overview: this course is made up of 5 modules covering further HR functionality within ResourceLink. Each module can be completed independently. The course shows users; how to get the most from the Training File – Simple, the setup and use of disciplinary, grievances & appraisals and how narrative tables are used with these areas of functionality. Audience: any HR professional who wants to get the most from the HR functionality within ResourceLink. Prerequisites: participants will get the most from this course if they understand their system setup and are experienced ResourceLink users. Modules & lessons Setting up appraisals in ResourceLink: • Appraisal sections & sub sections Getting the most from the Simple Training File: • Defining sections on the appraisal form • Training file – process tracking • Appraisal types • Course definition • Appraisal file • Recording training information Quiz – check your knowledge Quiz – check your knowledge Summary Summary Narrative categories: Grievances Summary • What are narrative categories? Disciplinary Summary • Adding codes to a narrative category • Narrative dependencies Quiz – check your knowledge Summary COMPANY AND CUSTOMER CONFIDENTIAL

RESOURCELINK: COURSE OUTLINES FOR REMOTE TRAINING & ELEARNING. PAGE 26 OF 26 For further information please visit zellis.com A4190/TC24 January 2021 Zellis ResourceLink Course Outlines V1.2.docx