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. Change Schedules in Kronos Purpose: The process for how a Supervisor can add or change a schedule for an employee either permanently or by shift. Colors created will identify over, under, or exact match of coverage. Report format (PDF, XLSX, Interactive (Desktop), CSV). If an employee or location is chosen in Schedule Planner, it is ignored. Days outside the open request period are grayed-out. You can Save as PDF and print later. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Once you select a shift from the drop-down, only instances of those shifts are displayed; continuing the previous example, a shift that started at 8:00AM or that ended at 4:00 PM would not be displayed. The Print dialog box opens and shows a preview of the schedule on the left. . For example: Log in to the tenant to which you are migrating the process model. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. The Publish History page contains a table that lists the items you have published. Click "OK". Accessing Kronos You can access the Kronos system one of two ways. Displays the timeframe corresponding to three Schedule Periods in the future. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. Go to the day, week, or month that you want to print. Click Tap Show List to return to the default display. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Select the report that is attached to the business process. 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. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Toggles shift notes on and off. If there were errors during the transfer, the button under the Errors column for that row is black. Toggles Job Site names on and off in the schedule. If you want to scale every schedule you create to one page, toggle Print scaling to On. Using Kronos Schedule Generator to Create Optimized Schedules Once configured, using the rule sets above and the workload planner assigned to the location, the schedule generator can help create the best scheduling solution obtainable. Click 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. Printing differs whether you're using the desktop or web app. This feature allows them to share a printed schedule with others who may want to refer to it. 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. Main Menu > Administration > Setup Data Manager. light blue and the date is 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. 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. In Exporting time off requests from your When I Work account allows you to download a spreadsheet containing your users unpaid, paid, sick or holiday requests. Toggles Annotations on and off. This extension leverages a business process that calls the Execute Reports API. In the Select Notification Type box, select. You'll find instructions for both below. Employee selection is performed using the employee checkbox. Select 'User' in the View Shifts By menu. 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. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. 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 . Choose Microsoft Print toPDF in the General tab. Finally, there is the Scheduling Assistant. All Home finds people who are active employees or active users as of today. Toggles Job Site Details on and off in the schedule. 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.. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. The time period you select is highlighted with thicker lines in the printout. Print the PDF document that you downloaded. Check out Can I Export My Data? With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. 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. 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. My Calendar - .pdf. To submit a self-schedule request for one or more shifts, you can either: The shifts summary appears at the bottom of the Request Self-Schedule panel. Create a shift for any cell using one of the following methods. 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. Print the PDF or XLS document that you downloaded. See the Configure Notifications for Business Processes topic. 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. The Publish Summary panel appears. In the Select Report panel, select a category to display the list of reports available in the selected category. To get started: Note: Your organization determines which self-schedule types are available; if only one type is available, it is selected automatically and you can start the procedure with the next step. To request one of these models, you must submit a Salesforce Service Request to UKG. Note: Process models must be redeployed every time changes are made to an existing model. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Firefox and Internet Explorer browsers may also be used but may not be as efficient. 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). Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. 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. 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. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. Search and browse our community portals for answers to questions about your UKG products. The Print panel opens. Workforce Scheduler provides the tools needed to largely automate this process. 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. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. If you approve, click tap Publish with Comment or just Publish. 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. 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. Assign a Pattern to an Employee Create a Schedule Pattern If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. 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. Choose Microsoft Print to PDF under Printing. Toggles unpublished shifts on and off. 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. (This field displays your primary job by default.) [.C4Y2u j>%]#%;{2%")3O B// P H/@D_H>iUWM'7ncY$jHH9yY48\JrsuzvdT&ljk?!q.8GW,N/Tk*5v.AdKd^?o{+q0l_t{h@pL[H closes. The Print panel opens. You cannot print directly from a mobile device. No VPN or multi-layer authentication required. 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 . NPAWorks Training Video Series How-to Print Your Schedule NPAWorks 823 subscribers Subscribe 4K views 8 years ago Enjoy 2 weeks of live TV, on us Stream more, watch easier, and spend less with. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Explore subscription benefits, browse training courses, learn how to secure your device, and more. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. (Optional) Toggle the display to the calendar format by clicking. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Note: The hours/minutes format is configurable and might appear as [hh.mm]. On the Business Process page, configure the required parameters and deployment dates. UKG is not authorized to answer employee payroll questions. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. 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. 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). Click Continue. To print the calendar view, click Share > Print. Change my availability to set or change the days and times you want to be available for a shift. 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. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. orange . We think youre pretty special when youre a UKG Customer. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Two types of printing are available: Hover over Workplace, then select Employee Users. 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. Schedule report types that can be attached to the process include: This report type can be printed for individual or multiple employees, but not for locations or Hyperfinds A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. Select a start date: Click the "Work Start Date" drop down selection tool. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Fill out the form below and lets get started! 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. Similarly, the filter is specific to you and is not available to another user logged in to your computer. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. 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. Click Tap Review and Publish. Follow these steps to deploy the process model. A list of Events and Requests are shown to the right of the calendar. 3q/.+9. Access the Main Menu > Dataviews & Reports > Report Library. 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. 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. %%EOF There are several configurable options that allow for this: So, for example, a hospital may typically have 5 nurses on shift Monday mornings; this would be set within the Workload Planner. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. Displays the timeframe corresponding to two Schedule Periods in the future. Step 1 Click Show Menu. For example, a mandatory skill or certification. Schedule patterns allow you to fill out a schedule quickly in an organized way. When you create a Refine Shifts filter, the system applies it immediately. Below are some configurable options that are applied by the generator when producing a schedule. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Find the product that best fits your needs. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. 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 . The values used in the Decision Table are all case sensitive. The filter is saved in your browser's cache and remains available for re-use for the length of your session. Confirm schedule: Confirm that the schedule is correct. of a shift. If you're interested in working for a company that truly invests in their people to create a culture of belonging and innovation, we want you on our team. The available groups are listed in the first column as well as the ungrouped employees. Hover over Workplace, then select Job SiteJob Sites. Self-Scheduling. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. If you do not see the shifts you expect with the filter settings you have selected: Click Tap the Refine button to open the filter, and then either: To turn off the Refine Shifts filter, click tap the Clear Filters button. 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. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. 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). To print the calendar view, click Share > Print. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. 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). 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. This data is also available via the Coverage Tab. Example: Employee Schedule - Weekly report. Tap. Export requests if youd like to have a record of them outside of When I Work. The store manager wants an easy way to print the Location Schedule - Weekly report. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Double check your scale percentage and make sure it's 100%. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. 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. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . The print preview appears. 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. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. You cannot unpost schedule dates in the past. 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. All of these features rely on Sorting Rules and Matching Rules. Click. is configured with Include Market Shifts. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Your source for the latest life-work trends and ideas from UKG experts and leaders. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. Select Microsoft Print to PDF as your printer. In the schedule, click View by > Schedule Group. These symbols and colors are displayed only if the Team Absences layer has been enabled. 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. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. 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. 64 0 obj <>stream Quick post posts the loaded time frame and loaded location. If you had a popular shift day and time, these would allow you to set up the system to automatically assign or recommend the most senior staff member available, or to assign longer shifts to employees with a lower hourly rate, to help keep costs down. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. After the model is delivered to your tenant, you can edit it to meet your needs. (Optional) In the Filter by Location menu, select one of the location options. Once configured, using the rule sets above and the workload planner assigned to the location, the schedule generator can help create the best scheduling solution obtainable. 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. 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. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Kronos operates most efficiently with the Chrome browser. `|0 [ There are three features within Workforce Scheduler that can help you fill open shifts. (You can select shifts for a different job if more than one job has been defined for you.). 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. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. To fit your schedule onto one page. be pay periods, schedule period, or range dates. Toggles OpenShifts at the top of the schedule on and off. No bull, no bias, no breadcrumbs. Please contact your employers HR/payroll department if youre having trouble logging in. You can print up to eight weeks from your schedule. 40 0 obj <> endobj Availability cannot be printed for month view. Get the support and the answers you need based on your UKG solution. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. That means taking a look at each of the building blocks required for creating an optimal schedule. Use this to see exactly who is not scheduled when printing the schedule. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. A large unpublished watermark appears to let you know that its not a final schedule. Shift notes cannot be printed for month view. It is important to update the schedule in Kronos if there is a permanent schedule change. Example: Attach the Location Schedule - Weekly report to the process. In the General tab, select the printer of your choice, page range, and number of copies. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. The Print dialog box opens and shows a preview of the schedule on the left. The Edit pattern dialog appears. 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. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. For example, an employee 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. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions h[o: Note: At this point, you can go directly to the shifts list below the calendar to select the dates on which you want to work a shift. 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