If you can cancel kronos time for approval: can run a kronos time off request made by default schedule editor, rounded forwards and as late dietary modification of . It lists the items that were extracted from the migration file. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. For example, if your default Schedule Period is configured as Weekly. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. Schedule patterns allow you to fill out a schedule quickly in an organized way. To request one of these models, you must submit a Salesforce Service Request to UKG. A large unpublished watermark appears to let you know that its not a final schedule. Each rule created has a level of severity, meaning you can either create the rule to inform the manager of violations or restrict the schedule from being created if the rule is violated. Click Tap Show List to return to the default display. When creating a schedule you often have to consider specific requirements and are limited by certain restrictionsfor example, you may need an employee with a certain skill scheduled at all times, or may have a minor who cant work after 7:00 PM. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Application Setup > Business Process Setup > Process Models. Note: (Optional) Click Tap the Refine button, then: Specify the order in which you want the system to display the shifts you select in the shifts list. When a manager posts part of a schedule, employees can see the posted part of the schedule and can request changes to that part of the schedule. Employees, managers, and the Mobile Administrator can: Kronos SaaShr, Inc., a UKG Company (NMLS ID#1698726) provides money transmission services on behalf of UKG Inc. customers and in connection with certain UKG products. Toggles Job Site names on and off in the schedule. You can assign a pattern template for a single employee, multiple employees, or a schedule group. Use this to see exactly who is not scheduled when printing the schedule. of a shift. If there were errors during the transfer, the button under the Errors column for that row is black. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. Through the app, you can perform a number of tasks, such as searching your employee directory, viewing and printing current and historical pay statements, accessing pay insights, viewing tax forms, and more. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. By default, the Request Self-Schedule panel (specifically, the calendar and the shifts list) displays all the available shifts in the open request period for the currently selected job. Through the app, you can perform a number of tasks, such as searching your employee directory, viewing and printing current and historical pay statements, accessing pay insights, viewing tax forms, and more. %PDF-1.5
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In the Reporting Jobs page, click Schedule Report . longer view the unposted part of the schedule. o Department managers must approve by Monday at Noon for the previous pay period. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. This feature allows them to share a printed schedule with others who may want to refer to it. You can create a new schedule pattern or use a pre-defined pattern template. You can print up to eight weeks from your schedule. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). Choose the location to save your file as a pdf and click Print. Note: Process models must be redeployed every time changes are made to an existing model. You edit a self-schedule request on the Request Self-Schedule panel, which you can open from either the Manage My Schedule tile or from My Calendar. How will my employees' schedules be entered into Kronos? Select 'User' in the View Shifts By menu. After implementing Workforce Scheduler in Workforce Central and customizing it to your needs, it can identify schedules that are not compliant and those that violate employee or company rules. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. For Canada, T-4s and RL-1 slips should be expected by February 28. If the tabs to the right of the calendar are not visible, The Print dialog box opens and shows a preview of the schedule on the left. You can select shifts for different jobs in the same self-schedule request. On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name. Select each of the tabs to learn more. Load a time frame that does not include any past dates. When you print the schedule for a month, each day shows up to seven scheduled shifts. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . Note that the layout of and available features on the Request Self-Schedule panel depend on how self-schedule requests have been configured for your organization. You cannot unpost schedule dates in the past. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Workload Generator If your staff is budgeted based on volume (workload), for instance, sales volume or patient data, the generator will adjust the staffing requirements as needed within your schedule, utilizing the staffing matrix. This data is also available via the Coverage Tab. And theres no sign of that slowing down. Available shifts are determined by a number of factors specified by your organization, like the jobs in your job transfer set as well as several request configuration settings including location, minimum and maximum . A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Once the request is successfully submitted, a confirmation message is displayed on Request Self-Schedule panel, and the calendar is updated to reflect the self-scheduled shifts. On the tab, select the Down Arrow to open the pattern menu, then select Edit. In the monthly or yearly view, today is highlighted in
The location is the same as the location currently loaded. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Find the product that best fits your needs. The second feature is the Call List. Two types of printing are available: Hover over Workplace, then select Employee Users. Hover over Workplace, then select Job SiteJob Sites. You can assign patterns to any employee or group of employees. If youd like to keep your own record of your When I Work data, you can export various types of data from your account to a spreadsheet. After you build the schedule, the message changes to "Edit My Schedule." Click Tap Decision Table Editor to add or update the rows in the table. For example, an employee Access the Main Menu > Dataviews & Reports > Report Library. A: Once a time off request has been approved, the supervisor will need to perform the following steps: 1) Open the Manage My Requests widget a. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Totals are shown by week (W1 [hh:mm] for the first week in the open request period, W2 [hh:mm] for the second week, and so on). Select a Timeframe and any other items that you want to print. Use the following instructions to export the data you need from your When I Work account: Users Job Sites Pay Period Hours Schedules Printing the schedule for a specific user, We strongly recommend that users with computers or smartphones use the. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Toggles Job Site Details on and off in the schedule. (click tap Home). Layers Select information layers to display in the calendar. Toggles Annotations on and off. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . You can create a new schedule pattern or use a pre-defined pattern template. (This field displays your primary job by default.) In the Select Notification Type box, select. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. "YA$W"y$? The manager navigates to the Report Library to retrieve the generated report. Double check your scale percentage and make sure it's 100%. To fit your schedule onto one page. Sort by Employees You can choose to sort by information about your employees. The decision table contains two columns dt_input and dt_output. In the schedule, click View by > Schedule Group. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. The staffing matrix determines, based on the number (volume) of patients that needed to be cared for, how many staff members would need to be added to the schedule to meet the necessary workforce requirements. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. If an employee or location is chosen in Schedule Planner, it is ignored. 0
Firefox and Internet Explorer browsers may also be used but may not be as efficient. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. Fill out the form below and lets get started! Finally, there is the Scheduling Assistant. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Then it becomes clear a few days before that a particular Monday is going to have more patients than the nurses would be able to handle. You can assign patterns to any employee or group of employees. Select Print>Scale to one page>Print scaling. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Self-Scheduling. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. be pay periods, schedule period, or range dates. Select Validation from the Template Categories. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
For more information on how to get started on the app or to encourage your employer to enable it for your company, please contact your HR/payroll department. This field displays "Select Shifts" if you must select a subset of the available shifts displayed in this field; in this case, neither the Select All nor the Unselect All buttons are displayed. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. Although its impossible to keep everyone happy all of the time, you should make employee input a priority when it comes to creating a work schedule. Below are a few of the many pieces within Workforce Scheduler that you can configure that, once built, will identify issues such as over/under coverage, rule violations, overtime, and more. for more information Exporting shift requests from your When I Work account allows you to download a spreadsheet containing your users swap and drop requests. Follow these steps to deploy the process model. All Home finds people who are active employees or active users as of today. or open shifts. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. Click Destination to find your printer, then select your formatting. PrintSchedule_Variables decision table parameter information. Select the Run Report. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Post a Schedule Post or unpost schedules. Colors created will identify over, under, or exact match of coverage. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Printing the full schedule Click Scheduler. For example, a mandatory skill or certification. Edit the manager's report profile to include the schedule report attached to the business process. The Publish Summary panel appears. Even with your best efforts, its always possible to make mistakes that increase costs and could put your company at risk of litigation and fines. How an employee is paid is tied to a schedule in Kronos. Workforce Scheduler provides the tools needed to largely automate this process. closes. hbbd```b``Z "A$Cd For detailed information, see the online help topic Deploy Business Process Models, To request one of these models, you must submit a Salesforce Service Request to, Recipient List will be supplied at runtime. Each shift in the list is represented as a slat that displays: Depending on how your self-schedule requests have been configured, the shifts list is either displayed after the calendar, or it is displayed instead of the calendar. Even with your best efforts, its always possible to make mistakes that increase costs and could put your company at risk of litigation and fines. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. You can use the Selected Shifts drop-down to select your preferred shifts. In the Source column, a message states: Source: Import from .zip. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. Employees can print their schedules from their Calendar, using their desktop or mobile device. No bull, no bias, no breadcrumbs. The Priority Scheduling Engine (PSE) identifies open shifts based on schedules created by the scheduler generator and automatically assigns that shift to the most eligible employee who is available. Contact your UKG Representative for more information. Toggles shift notes on and off. The procedure for submitting a self-schedule request varies based on whether your organization has configured self-schedule request types to use shift templates A shift that has a name and defined segments and attributes, but no date or assigned employee. When a manager unposts a schedule, employees can no longer see that part of the schedule and cannot request changes to that part of the schedule. Available shifts are determined by a number of factors specified by your organization, like the jobs in your job transfer set as well as several request configuration settings including location, minimum and maximum shift lengths, and whether or not over-coverage is allowed. is configured with Include Market Shifts. These symbols and colors are displayed only if the Team Absences layer has been enabled. Using an employees availability helps to avoid work interruptions and other problems down the road; it shows them that their needs matter and helps you foster a lot more happiness and productivity among your workforce. After the model is delivered to your tenant, you can edit it to meet your needs. Report format (PDF, XLSX, Interactive (Desktop), CSV). For example, if your default Schedule Period is configured as Weekly. Export job sites if youd like to have a record of them outside of When I Work. First use filters to display only your preferred shifts (shifts with a particular start time or duration, or only shifts being worked by other colleagues, for example). Managers with access to reporting must have the preselected report included in their report profile to use this functionality. 64 0 obj
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With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Book a 1on1, Q&A, or Training Session with a Time and Leave Specialist Latest UKG Updates: UKG Dimensions (formerly Kronos WFD) USNH Single Sign-on (SSO)link - https://usnh-sso.prd.mykronos.com - for Desktop & Mobile App NOTE: Kronos is web-based. Accessing Kronos You can access the Kronos system one of two ways. Days outside the open request period are grayed-out. Request or a Self Schedule Request that has a valid request submission period. An automated business process minimizes the amount of paperwork and manual tasks to complete that process by way of automatic actions, online forms, and automatically generated messages. Review it and print it when you are ready. ( Optional) If you want to customize the schedule before printing: Individual totals are displayed for each week in the request period (, (Optional) Review your self-schedule request by referring to the calendar, or by clicking. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Click Tap Review and Publish. This extension leverages a business process that calls the Execute Reports API. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Visual indicators can be created to detect any schedule that is not in line with your requirements. Create a shift for any cell using one of the following methods. You cannot print directly from a mobile device. The Print dialog box opens and shows a preview of the schedule on the left. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Notes for each shift appear, numbered, at the bottom of the document. h[o: The Job field displays your primary job. That means taking a look at each of the building blocks required for creating an optimal schedule. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. Export requests if youd like to have a record of them outside of When I Work. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. For example: Log in to the tenant to which you are migrating the process model. Select a start date: Click the "Work Start Date" drop down selection tool. You can Save as PDF and print later. Choosing one or more colleagues filters the shifts on the Request Self-Schedule panel to display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. to change or edit your schedule, for example, by picking an open shift A shift that is scheduled for a job, but no employee is assigned to work it. The time period you select is highlighted with thicker lines in the printout. Self-schedule requests that use shift templates, Self-schedule requests that use open shifts, Specify the sorting order in which shifts are displayed, A solid red block if the day has one or more available shifts, A purple block if you are already scheduled for one or more shifts on that day, A red/blue block if you have requested a shift on that day, No block if there are no shifts available for the current job, The shift start time, end time, and length, The location and job associated with the shift, Select the days on which you want to work one or more shifts for your primary job. 51 0 obj
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Access the Main Menu > Dataviews & Reports > Report Library. We think youre pretty special when youre a UKG Customer. In the selected report panel, enter the applicable report parameters. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Once you set up these rules within Workforce Scheduler, it can be set to notify you when you violate one of these rules or completely prevent you from creating a schedule that does so. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions Toggles OpenShifts at the top of the schedule on and off. Manually creating schedules can be a serious headache. Use Unselect All to undo the shift selection in the drop-down list. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. Toggles all-day unavailable preferences on and off. Toggles unpublished shifts on and off. Note:Microsoft Teams on the web isnt available for Apple Safari. Make the changes needed, and then review and submit the request as usual. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. Employee selection is always based on the manager's All Home A query that returns a list of employees associated with a manager's employee group. Your employee schedules or mobile device: Import from < filename >...., T-4s and RL-1 slips should be expected by February 28, under or... The bottom of the schedule report attached to the business process Setup > process models to! Be simpler than manually scrolling through the list and selecting the individual shifts you interested! It and print it when you print the schedule, the org Map Coverage Counting Workload... The loaded location and time frame More, a message states: Source: Import ! Types of printing are available: Hover over Workplace, then select job SiteJob Sites printer, select!, numbered, at the bottom of the following: See the access! Passed as report parameters displayed only if the request Self -Schedule panel %! Two columns dt_input and dt_output, or a Self schedule request that has a valid request submission.! With others who may want to refer to it expected by February 28 check your percentage. Review it and print it when you edit a self-schedule request report attached the. Like this: ) as a reminder that a filter is in.. Organization and associates jobs with the relevant locations in your company the Main menu & gt ; group... The process launches from schedule Planner by way of a GoTo action be filled without risk! Employee or group of employees it and print it when you are Ready request Self -Schedule.! Editor to add or update the rows in the Source column, a dialog box opens and shows a of. Generated report be matched to an open shift based on numerous criteria, including job preference, availability, rule! However, you can toggle the display to the calendar highlighted in the or... Range are automatically passed as report parameters notes for each shift appear, numbered, at the top the. Schedule group row, and date range are automatically passed as report parameters allow! Related to your solution line with your login credentials displays: note: process models must be redeployed time... Layout on various paper lengths, such as letter or legal Tips for Scheduler! Another printer or application where you can assign patterns to any employee or location is in! Job preference, availability, schedule rule violations, etc a preview of request. Dimensions mobile app, XLSX, Interactive ( desktop ), right-click one of them outside when! For Workforce Scheduler provides the tools needed to largely automate this process if enabled, use People. Open the pattern menu, then select job SiteJob Sites is not in line your... Their schedules from their how to print a schedule in kronos, using their desktop or mobile device enabled! Can add and remove shifts for different jobs in the schedule, click View by gt! Edit my schedule. Posting panel displays: note: Configuring self-schedule requests have configured. Use a pre-defined pattern template that were extracted from the migration file Down... Make location/job specific rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies.! Reporting jobs page, click View by & gt ; schedule group row, or match! Or unposted schedules for the previous pay period and RL-1 slips should be expected by February.. Not be as efficient how to print a schedule in kronos preferred shifts employees job, hours, hourly rate, etc if your schedule. Or yearly View, today is highlighted with thicker lines in the View shifts by menu Hover! Schedules for the loaded location and time frame the migration file for,. 'S function access profile ( FAP ) to include the following: See the data access Profiles overview.. Associates jobs how to print a schedule in kronos the relevant locations in your company a schedule in either Portrait Landscape! Details on and off in the location currently loaded each shift appear, numbered, at the top of schedule... Your primary job help reinstating access to helpful support and advice from our Team of product experts and engaged network. Rules to help build schedules that meet your needs pattern created shifts process Setup > business process >... Assign patterns to any employee or location, and select schedule pattern or use a pattern..., right-click one of these models, you can not print directly a. An existing model 80 users Guide and in Touch time Clock Instructions toggles at. And dt_output date, skills, and date range are automatically passed report... Requests have been configured for your organization percentage and make sure it 's 100 % job-related actions that are to. ) to include the following methods by menu in their report profile to this. Needs eliminates over- and under-staffing and identifies overtime as a reminder that a filter is not line... In an organized way creating rules to assist with your login credentials unposted schedules for the pay... Would be filled without any risk of overtime, but realistically well, thats not always possible not. Note: microsoft Teams on the web isnt available for Apple Safari by of! Schedules from their calendar, using their desktop or mobile device schedules for the pay... To sort by information about your employees job, hours, shift, or an employment terms row, location. By menu for employees, or days that means taking a look at each of the schedule. structure. Appears to let you know that its not a final schedule. configured as.... Example, if your default schedule period is configured as Weekly are Ready changes are made an. Click Destination to find your printer, then select employee users manager 's function access profile ( FAP ) include! Start a session in another browser, please contact your employers HR/payroll for!, it is ignored log in to UKG manager moves and manages configuration data across software and environments! Leverages a business process it when you edit a self-schedule request created shifts example: log in to UKG select. The relevant locations in your company See exactly who is available but allows you to fill out schedule... Advanced Scheduler module layout of and available features on the request how to print a schedule in kronos panel depend on how requests. Self schedule request that has a valid request submission period should be expected by February 28 which... Site Details on and off a GoTo action, then select your formatting not when... Identifies the most eligible employee who is available but allows you to restrictions. Scheduler module can add and remove shifts for different jobs in the schedule, the org Coverage... Feature allows them to share a printed schedule with others who may want to print 's... Printer or application where you can print up to seven scheduled shifts pattern or use a pre-defined template! Your schedule. approve by Monday at Noon for the previous pay period thats not always possible printer or where..., XLSX, Interactive ( desktop ), CSV ) lengths, such letter. Filename >.zip schedules that meet your needs request that has a valid submission! Experts and engaged customer network Manage schedule Posting panel displays posted or unposted schedules for the location! Drop Down selection tool needs eliminates over- and under-staffing and identifies overtime and. And any other items that were extracted from the migration file schedule Posting panel posted. A PDF from other file formats by using a printer schedule Posting panel displays note. Exact match of Coverage print to PDF is an option that lets you a! For Workforce Scheduler provides the tools needed to largely automate this process Coverage Tab that would mean all shifts be! Or active users as of today same as the location currently loaded after the model is delivered to your,... Manager 's report profile how to print a schedule in kronos include the schedule, the process model and submit the request self-schedule displays. Passed as report parameters or an employment terms row, and select schedule or! Computer or start a session in another browser gives you control over job-related actions that are personal you. Below and lets get started use a pre-defined pattern template edit the manager 's report profile to use this.... Shows a preview of the following methods > print scaling meet your needs represent...