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For clients taking on plan management responsibilities, Synygy’s training offerings range from core training, which uses universal examples to illustrate software functionality, to on-the-job training, which teaches clients about their solution through side-by-side interaction with the Synygy implementation team, to custom training, which provides unique content using the configuration and business rules for the client’s solution.
Delivery mechanisms range from in-depth facilitation in intensive "hands-on" labs in a classroom setting, via webcast, or on the job, to self-paced online courses.
CORE FUNCTIONALITY CONFIGURATION TRAINING
Course Description: This course provides an overview of Synygy software core features, as well as basic terms and concepts. A primary focus of this course is an introduction to the use of compensation plans, plan components, and processes.
session provides an introduction to the core functionality of Synygy software, as well as basic terms and concepts. A primary focus of this session is an introduction to the use of plans, components, and processes within the software. Pre-Requisites: No Course Length: 2 hours
session describes how to load and store data in the system using Synygy’s built-in extract-transform-load (ETL) functionality. Topics include:
- use of the Synygy data repository
- how to define fields and tables
- how to define processes to load data from almost any data source, including database tables, text files, and salesforce.com
- use of time management and versioning to manage data and definitions over time
- use of effective-dating
Pre-Requisites: Overview
Course Length: 5 hours
session describes how to perform calculations and other data manipulations that determine compensation within a plan. Topics include:
- types of calculations and data manipulations available
- how to define processes to perform calculations and data manipulations
- considerations for organizing processes in a plan, including the use of process dependencies to determine the order in which processes are run
Pre-Requisites: Data
Course Length: 5 hours
session describes how to use models functionality to create different “environments” for purposes like testing changes to the system; modeling plan changes, etc. Topics include:
- how to use a model to make changes to objects without copying the “live” production system, and without affecting the “live” objects
- how to add and work within multiple models
- how changes made to an object in a model can be made “live” with a click of a button
Pre-Requisites: Compensation
Course Length: 1 hour
session describes how to create reports in Synygy software as well as how to load reports from outside of the system. Topics include:
- use of the Synygy report repository
- how to define processes to load or create reports in different formats
- how to use built-in report validation features
Pre-Requisites: Compensation
Course Length: 5 hours
session describes how to fully automate the running of processes in Synygy software using jobs. Topics include:
- how to define jobs to run processes in the future, including on a recurring basis
- considerations for organizing items in a job, including the use of item dependencies to determine the order in which items are run
Pre-Requisites: Reports
Course Length: 1.5 hours
session describes how to configure Portal and make reports available to Portal users. (Separate training sessions cover making other content available through Portal.) Topics include:
- how to use features to customize Portal content for different users
- how to use features to secure the report content made available to users
Pre-Requisites: Jobs
Course Length: 5 hours
session covers features in Synygy software to make data from the Synygy data repository available to Portal users for viewing and adjusting. Topics include:
- how to configure what fields of data are shown and default sort orders
- how to control what records of data are displayed to an individual user
- how to configure “drill down” features (a link in one record that leads to a set of related records)
- how to configure data adjustment options (add, edit, delete) available to a user
- how to configure data entry forms, including what fields are displayed, default and lookup values, and field validations
Pre-Requisites: Portal
Course Length: 5.5 hours
CUSTOM TRAINING
In addition to Synygy’s Core Training, Synygy offers custom training to suit the particular needs of each client. This training generally falls into one of several categories:
- Field training supports field rollout, especially in situations where new compensation plans are part of the rollout, or when new processes are being used, such as with new modules.
- Synygy offers a “train-the-trainer” approach, if desired, empowering your in-house training department to facilitate all or some aspects of field training.
- Supplemental Administrator training deepens such skills as in-depth troubleshooting, ad-hoc reporting, and more, to make the administrative function more efficient and robust.
- Configuration training is available for deeper training around configuration, such as process design approaches, report design techniques, etc., and Synygy will share best practices in each of the desired areas.
Whatever your needs, Synygy can create and deliver the ideal training for each user group. For further details and questions, please contact
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