Product Trainings

Master the Tools That Run Your Day

You asked for training, we're here to give it to you. Customized sessions for Netchex administrators who want to get more out of the system without calling support.

4

Summer Sessions

60 mins

Per session

Free

For Netchex Customers

Session Schedule

Go Deeper on the Features You Use Every Day

These aren't overviews. Each session is a practical, hands-on walkthrough of specific Netchex features—with real use cases, live demos, and time for your questions.

1

Turn Your Data Into Decisions

Report Builder | May 22, 2026

Stop pulling data manually. Report Builder gives you custom views of workforce data—headcount, turnover, payroll, compliance— without needing IT. This session walks you through building, filtering, scheduling, and sharing the reports your team actually needs.

2

Reduce Overtime. Schedule Smarter.

Scheduler | May 27, 2026

Overtime costs are a line item you can actually control. This session covers how to use Scheduler to build smarter shifts, reduce unplanned OT, and give managers better visibility into coverage — before the problem hits your payroll.

3

Answer HR Questions Before They Become Problems

AskHR | June 26, 2026

When employees have questions about time off, policies, or benefits, where do they go? AskHR routes those questions to the right people and creates an audit trail that protects you. This session shows you how to set it up and actually use it.

4

Hear From Your Workforce Before It's Too Late

Surveys | July 8, 2026

Most engagement problems show up in your turnover data — after someone has already walked out. Surveys give you a way to catch issues early, gather honest feedback, and act before the problem gets expensive. This session shows you how to build, send, and actually use survey results.

May 26, 1:00PM CT

Engage & Retain

Connect Your Desk-less Workforce

Your frontline employees are disengaged before you even know it. Concerns go unheard. Recognition happens informally — or not at all. Turnover is expensive and most of it is preventable. The tools to change this are already in your platform.

May 28, 1:00PM CT

HR Ops, Compliance & Insights

Run HR Like a Pro

Compliance deadlines tracked in a spreadsheet. ACA and EEO reporting done manually. No real visibility into workforce trends until it's too late. HR reporting that requires IT to run. Your data should work for you — not the other way around.

Real Skills. Real Time Saved.

Each session stands on its own. Attend one or all four—recordings are available to registered attendees.

Report Builder

  • Build custom reports on your own

  • Filter & group workforce data your way
  • Schedule recurring reports automatically
  • Share reports with right stakeholders

Scheduler

  • Set up shifts that prevent overtime before it happens

  • Give managers visibility into coverage gaps
  • Reduce manual schedule-building time
  • Best practices for multi-location teams

AskHR

  • Route employee HR questions automatically

  • Create a documented audit trail for every request
  • Reduce back-and-forth between HR and employees
  • Integrate with your policy for faster resolution

Surveys

  • Build and send engagement surveys in minutes

  • Collect anonymous employee feedback safely
  • Catch flight risks before they become vacancies
  • Read results without needing a spreadsheet
Who This Is For

Built for the People Doing the Work

These sessions are designed for Netchex customers who want to use the platform more confidently — no technical background required.

icon-HR
HR Leaders

Get visibility into your workforce data without depending on someone else to pull reports

icon-hr-business-partners
Compliance Leaders

Document every HR interaction with an audit trail that protects your organization

icon-hr-business-partners
Owner-Operators

Understand what your people tools actually do — and whether your team is using them right

icon-payroll
Payroll Admins

Connect scheduling and reporting so the data feeding into payroll is clean before it runs

icon-bullhorn
Internal Comms & HR Leads

Engagement, retention, deskless workers