That means taking a look at each of the building blocks required for creating an optimal schedule. Make the changes needed, and then review and submit the request as usual. Manage the Shifts app for your organization. Print the PDF document that you downloaded. Select Print>Scale to one page>Print scaling. Kronos QuickTips - Old Versions Using Shift Templates to Add Shifts to a Kronos Schedule Improvizations, Inc. 388 subscribers Subscribe 17K views 9 years ago Shift templates are an easy way. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Hover over Workplace, then select Job SiteJob Sites. The print preview appears. 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. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. In the Reporting Jobs page, click Schedule Report . Select Microsoft Print to PDF as your printer. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Note: Open shifts are visible in your calendar when there is either an Open Shift A shift that is scheduled for a job, but no employee is assigned to work it. Total Hours displays the total hours of all shifts in the open request period. 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. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. Toggles Unscheduled users on and off. We think youre pretty special when youre a UKG Customer. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Double check your scale percentage and make sure it's 100%. 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). Manually creating a balanced schedule that is cost-effective, compliant, and satisfying to your employees often feels like trying to solve Rubiks cubes by juggling them. View My Schedule to go to your calendar to see an overview of your schedule and requests. Use this to see exactly who is not scheduled when printing the schedule. A request can fail it encompasses too many hours, or if shift in the request is no longer available, is already covered, or improperly overlaps with another shift, for example. Example: Location Schedule - Weekly report. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. Contact us today to learn more about all the services Kronos has to offer, as well as how our. 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. (click tap Home). (Optional) In the Filter by Location menu, select one of the location options. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Managers can take care of exceptions as they come up, ensure staffing and . Re-deployment is not required for decision table changes. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. In the schedule, click View by > Schedule Group. Go to the day, week, or month that you want to print. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. 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. Note:Microsoft Teams on the web isnt available for Apple Safari. You'll find instructions for both below. %%EOF To protect your privacy, we are unable to provide direct assistance with employee-level data, like UKG Pro login credentials, payroll information, and tax filing forms. 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. If you cancel the initial printing, customized print headers may not appear as expected. 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. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. 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. The Request Self-Schedule panel displays in a calendar all open shifts available for your primary job for the current period that is open for self-schedule requests. Print the PDF or XLS document that you downloaded. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Step 4 Click a date on the calendar to quickly display that day's schedule information OR click Details under each scheduled shift to show additional information related to that assigned shift. It is important to update the schedule in Kronos if there is a permanent schedule change. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. Availability cannot be printed for month view. Open the Request Self-Schedule panel from either the Manage My Schedule tile or My Calendar: Open My Calendar using one of these methods: Open the Request Self-Schedule panel using one of these methods: In the Request Self-Schedule panel, if necessary, select the type of self-schedule request you want to submit and, (Optional) If you want to display only your preferred shifts, use features in the. Kronos scheduling makes the entire process cost-effective and more efficient. Deploy only the main process; do not deploy the subprocesses. 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. 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. Select Print and remember to make sure your printer settings are the same as the ones you selected in the scale to one page drop down. Confirm schedule: Confirm that the schedule is correct. With over 70 years of expertise with BOTH people systems and systems of work, no one knows people and how they work better than UKG. In the top-right corner of the Scheduler, click . of a shift. Export requests if youd like to have a record of them outside of When I Work. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. 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. Search and browse our community portals for answers to questions about your UKG products. Click the name of the schedule. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Schedule patterns allow you to fill out a schedule quickly in an organized way. Click Tap Show List to return to the default display. (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. Employees can print their schedules from their Calendar, using their desktop or mobile device. No VPN or multi-layer authentication required. See the Configure Notifications for Business Processes topic. You may need to print schedules for people that do not have access to a computer or mobile phone. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Please use the Microsoft Teams desktop app for Safari. 3q/.+9. How an employee is paid is tied to a schedule in Kronos. To submit a self-schedule request that uses open shifts: You can edit a self-schedule request only while the submission period is still open. Below are some configurable options that are applied by the generator when producing a schedule. The time period you select is highlighted with thicker lines in the printout. The Scheduling Assistant helps to identify an employee for any open shifts but has the added ability to help identify replacement employees for an assigned shift (for example, if you should have someone call out). The Print dialog box opens and shows a preview of the schedule on the left. Toggles unpublished shifts on and off. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. After saving the PDF, it opens in the window you are viewing. 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. Review the Publish Summary panel. orange . Choose the location to save your file as a pdf and click Print. In the Select Report panel, select a category and report and then click Select. Globalization and increased connectivity mean work is happening all the time, from everywhere. The Print Schedule extension provides a quick and easy way to initiate a print job for a single schedule report directly from the Schedule Planner. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. The decision table contains two columns dt_input and dt_output. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Select your printer, page orientation, and number of copies. Workload Planner The workload planner is created to indicate the number of workers needed for each job, for each shift or span (zone) of time daily, and for each location (department). Get the support and the answers you need based on your UKG solution. or open shifts. 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). or changing your availability. be pay periods, schedule period, or range dates. Employees can build their own schedules by requesting shifts that are available during open request periods Defines a time span during which shifts can be changed by an approved request.. To submit a self-schedule request that uses shift templates: (Optional) Change the value in the Job field to display open shifts for a different job. Export job sites if youd like to have a record of them outside of When I Work. Click Print>Scale to one page>Print scaling. To print the calendar view, click Share > Print. Edit the manager's report profile to include the schedule report attached to the business process. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Your source for the latest life-work trends and ideas from UKG experts and leaders. light blue and the date is hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. Step 1 Click Show Menu. The Edit pattern dialog appears. 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. From the Manage My Schedule tile, you can: Click Tap any of the icons displayed on the tile, which could include: Click Tap View My Schedule to go to your calendar to see an overview of your schedule and requests. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. 0 Click Print>Scale to one page>Print scaling. h[o: 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. Choose Microsoft Print toPDF in the General tab. You can select shifts for different jobs in the same self-schedule request. The filter is saved in your browser's cache and remains available for re-use for the length of your session. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Click Tap Review and Publish. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. After the model is delivered to your tenant, you can edit it to meet your needs. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Select a report and click Select. See Step 5. If an employee or location is chosen in Schedule Planner, it is ignored. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. A list of Events and Requests are shown to the right of the calendar. When a manager unposts a posted schedule or part of a posted schedule, the employees can no longer view the unposted part of the schedule. 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. No bull, no bias, no breadcrumbs. & Reports > Report Library. orange . If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. You can print up to eight weeks from your schedule. You cannot unpost schedule dates in the past. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is Please contact your employers HR/payroll department if youre having trouble logging in. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Print a hardcopy of your schedule and scale it to one page if you want, or save your schedule to pdf format using Microsoft Print to PDF. The Publish History page contains a table that lists the items you have published. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Click Continue. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . It lists the items that were extracted from the migration file. Days outside the open request period are grayed-out. To request one of these models, you must submit a Salesforce Service Request to UKG. In the Select Notification Type box, select. Look to your future. Should you need help with these items, please contact your employers HR/payroll department directly. Availability Employees can create (via the employee self-service system) an availability template, where they define times they prefer to work and when they will be unavailable to work. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions You can create a new schedule pattern or use a pre-defined pattern template. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Quick post posts the loaded time frame and loaded location. hbbd```b``Z "A$Cd Click the date you want to start the schedule. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Fill out the form below and lets get started! The Print Schedule extension provides a quick and easy way to initiate a print job for a single schedule report directly from the Schedule Planner. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. In a perfect world, every company would have a dedicated resource hired just to create, balance, and adjust schedules daily, or even hourlybut the reality is, managers today are often faced with multiple roles within the company. Through the app, you can perform a number of tasks, such as searching your employee directory, viewing and printing current and historical pay statements, accessing pay insights, viewing tax forms, and more. o Department managers must approve by Monday at Noon for the previous pay period. Toggles OpenShifts at the top of the schedule on and off. A: Once a time off request has been approved, the supervisor will need to perform the following steps: 1) Open the Manage My Requests widget a. Application Setup > Business Process Setup > Process Models. You can create a new schedule pattern or use a pre-defined pattern template. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Shift notes cannot be printed for month view. If youre a UKG system administrator trying to log in to the UKG Kronos Community to engage with other users or to get support, go to https://community.kronos.com. "YA$W"y$? 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. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. Post a Schedule Post or unpost schedules. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. Access the Main Menu > Dataviews & Reports > Report Library. Output Format Formats include PDFs and Excel spreadsheets. 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. Print in landscape mode for the best results. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. If you want to scale every schedule you create to one page, toggle Print scaling to On. Notes for each shift appear, numbered, at the bottom of the document. After you build the schedule, the message changes to "Edit My Schedule." You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Check the Kronos schedule on the HR Website for weekly deadlines. Collaborate, learn, and get support for your UKG solution! This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Click Destination to find your printer, then select your formatting. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Find the product that best fits your needs. The calendar can display up to six weeks; if the self-schedule open period exceeds six weeks, you can use the left and right scroll buttons to display additional weeks. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Edit the decision table: PrintSchedule_Variables. Load a time frame that does not include any past dates. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Select a Timeframe and any other items that you want to print. 40 0 obj <> endobj Export requests if youd like to have a record of them outside of When I Work. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. How will my employees' schedules be entered into Kronos? You can assign patterns to any employee or group of employees. Select each of the tabs to learn more. Complete the Control center fields. Example: Approve a time-off request. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . If you're a UKG system administrator trying to log in to the UKG Kronos Community to engage with other users or to get support, go . (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). Toggles Annotations on and off. Manually creating schedules can be a serious headache. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Each date displays up to three shifts at a time. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. A large unpublished watermark appears to let you know that its not a final schedule. The first shift note is indicated by a 1, the second will be a 2, and so on. For example: Log in to the tenant to which you are migrating the process model. 64 0 obj <>stream Click Tap Decision Table Editor to add or update the rows in the table. 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. Toggles shift notes on and off. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. The Manage My Schedule tile is displayed on your home page The page that is presented to the user upon login, which contains the tiles that let the user access or navigate to common tasks. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. 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. Collaborate with peers, post your questions, or even suggest product enhancements. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. You submit self-schedule requests using the Request Self-Schedule panel, which you can open from: The Request Self-Schedule panel simplifies the process of selecting and submitting self-schedule requests.
