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).. 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. 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 store manager wants an easy way to print the Location Schedule - Weekly report. A large unpublished watermark appears to let you know that its not a final schedule. 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. Notes for each shift appear, numbered, at the bottom of the document. Should you need help with these items, please contact your employers HR/payroll department directly. For example, a mandatory skill or certification. You'll find instructions for both below. Example: Approve a time-off request. or changing your availability. To print the calendar view, click Share > Print. Toggles Unscheduled users on and off. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Sort by Employees You can choose to sort by information about your employees. Kronos operates most efficiently with the Chrome browser. Step 1 Click Show Menu. 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. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. The available groups are listed in the first column as well as the ungrouped employees. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. Hover over Workplace, then select Job SiteJob Sites. Stay informed and put people first in all you do. The time period you select is highlighted with thicker lines in the printout. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. (Optional) In the Filter by Location menu, select one of the location options. Use Unselect All to undo the shift selection in the drop-down list. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Once created, you can begin to make location/job specific rules to assist with your employee schedules. The Job field displays your primary job. Select 'User' in the View Shifts By menu. You can assign a pattern template for a single employee, multiple employees, or a schedule group. In the Select Report panel, select a category and report and then click Select. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. 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. 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). 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. To print a schedule in Teams on the desktop. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Use this to see exactly who is not scheduled when printing the schedule. 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. Your source for the latest life-work trends and ideas from UKG experts and leaders. After saving the PDF, it opens in the window you are viewing. 3q/.+9. 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. Employee selection is performed using the employee checkbox. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. Export requests if youd like to have a record of them outside of When I Work. Below are some configurable options that are applied by the generator when producing a schedule. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. & Reports > Report Library. 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. The Publish Summary panel appears. 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. 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. All of these features rely on Sorting Rules and Matching Rules. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. For Canada, T-4s and RL-1 slips should be expected by February 28. 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). (click tap Home). Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. endstream
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Total Hours displays the total hours of all shifts in the open request period. Each date displays up to three shifts at a time. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. Click the date you want to start the schedule. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. 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. Note: This business process An organized flow of activities or tasks that achieves a business goal. `|0 [
Step 2 Click the My Info tab, navigate to My Schedule > Schedule. Use the Manage My Schedule tile A container that provides navigation or action from its summary 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. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. 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. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
Give the notification a Name; for example, URL:
. 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. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. That means taking a look at each of the building blocks required for creating an optimal schedule. be pay periods, schedule period, or range dates. Contact your UKG Representative for more information. Click "OK". 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. %%EOF
You may need to print schedules for people that do not have access to a computer or mobile phone. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Go to the day, week, or month that you want to print. Shifts are displayed in a list organized by date in ascending order. Printing differs whether you're using the desktop or web app. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. 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. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. You can print up to eight weeks from your schedule. 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 print preview appears. Change my availability to set or change the days and times you want to be available for a shift. On the Business Process page, configure the required parameters and deployment dates. See the Configure Notifications for Business Processes topic. 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. You cannot print directly from a mobile device. 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. 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. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Check the Kronos schedule on the HR Website for weekly deadlines. Look to your future. Deploy only the main process; do not deploy the subprocesses. Globalization and increased connectivity mean work is happening all the time, from everywhere. See Step 5. 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. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. 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). 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. is configured with Include Market Shifts. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions From the Business Process Library select Print Schedule. Find the product that best fits your needs. 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. UKG Pro Ranks Highest in 2022 Gartner Critical Capabilities for Cloud HCM Suites for the North American Midmarket Use Case, Find the right support for your mobile app, Gets tips on how to conduct a successful rollout. Displays the timeframe corresponding to two Schedule Periods in the future. Select a report and click Select. 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. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Edit the decision table: PrintSchedule_Variables. For example, an employee You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. The second feature is the Call List. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. 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. Thats why we build products designed to inspire your people and your organization to grow and thrive. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Tips for Employee Scheduling With Kronos Workforce Scheduler. How will compensatory time be handled in Kronos? Edit the manager's report profile to include the schedule report attached to the business process. Printing the full schedule Click Scheduler. Complete the Control center fields. 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 . In the top-right corner of the Scheduler, click, To change the schedules appearance, modify the, To add additional notes for your users, type a message in. Manage the Shifts app for your organization. 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. Quick post posts the loaded time frame and loaded location. 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. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. A list of Events and Requests are shown to the right of the calendar. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. Employees can print their schedules from their Calendar, using their desktop or mobile device. 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. After the model is delivered to your tenant, you can edit it to meet your needs. "YA$W"y$? 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. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. From your Report Library, click Reporting Jobs . Access the Main Menu > Dataviews & Reports > Report Library. 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. Check out Can I Export My Data? 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. The values used in the Decision Table are all case sensitive. Example: Employee Schedule - Weekly report. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. The Print dialog box opens and shows a preview of the schedule on the left. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. To view details, click tap the appropriate row and click tap View Selected. Choose the account you want to sign in with. Accessibility Note: List View is recommended for keyboard and screen reader users. To fit your schedule onto one page. 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 calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. Choose Microsoft Print to PDF under Printing. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. It lists the items that were extracted from the migration file. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Layers Select information layers to display in the calendar. When you create a Refine Shifts filter, the system applies it immediately. Toggles all-day unavailable preferences on and off. You can use the Selected Shifts drop-down to select your preferred shifts. 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. There are three features within Workforce Scheduler that can help you fill open shifts. Select each of the tabs to learn more. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. 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. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. 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. Select a Timeframe and any other items that you want to print. hb```c``2``b`Nfb@ !f 8-Kg
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Toggles Annotations on and off. Click the name of the schedule. No VPN or multi-layer authentication required. Please use the Microsoft Teams desktop app for Safari. Please contact your employers HR/payroll department if youre having trouble logging in. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. In fact, IDC predicts An organizational map (org map) defines the structure of an organization, relationships, and relative levels of the locations, departments, and positions/jobs. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Self-Scheduling. 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. 0
View My Schedule to go to your calendar to see an overview of your schedule and requests. The Publish History page contains a table that lists the items you have published. In the Source column, a message states: Source: Import from .zip. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. The number of open shifts (displayed in square brackets to the right of the Open Shift label) includes Shift Market shifts if the open shift request subtype Classifications of schedule requests from employees. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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.. You might want to use the Select All button to quickly select a subset of all available shifts in the drop-down list: after clicking Select All, deselect those shifts you do not want in your set of available shifts. You can Save as PDF and print later. . Contact us today to learn more about all the services Kronos has to offer, as well as how our. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Select Print>Scale to one page>Print scaling. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. You can assign patterns to any employee or group of employees. Click Print>Scale to one page>Print scaling. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. ( Optional) If you want to customize the schedule before printing: You can assign patterns to any employee or group of employees. 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. 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. 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. Output Format Formats include PDFs and Excel spreadsheets. Colors created will identify over, under, or exact match of coverage. (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. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. The Print panel opens. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Create a shift for any cell using one of the following methods. (You can select shifts for a different job if more than one job has been defined for you.). %PDF-1.5
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(Optional) Toggle the display to the calendar format by clicking. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. In the Reporting Jobs page, click Schedule Report . Choose Print from the upper right section of the Shifts app. The decision table contains two columns dt_input and dt_output. To request one of these models, you must submit a Salesforce Service Request to UKG. If set to NULL, report default output format is used. Select Microsoft Print to PDF as your printer. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Select a Timeframe and any other items that you want to print. Select Validation from the Template Categories. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. In the schedule, click View by > Schedule Group. Accessing Kronos You can access the Kronos system one of two ways. We think youre pretty special when youre a UKG Customer. Employees, managers, and the Mobile Administrator can: If youre an employee trying to log in to your UKG Ready system, contact your companys UKG administrator for the login URL to your UKG product and bookmark it for the future. Re-deployment is not required for decision table changes. 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. Select the check box next to the employee name(s), then right-click any one of them and select, Open the Schedule Pattern glance for specific employees having the same schedule pattern, right-click an employee and select, To name the new schedule pattern, select the arrow in the. 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. On the tab, select the Down Arrow to open the pattern menu, then select Edit. endstream
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