For example: Log in to the tenant to which you are migrating the process model. Click Continue. Filter options vary based on how your organization has configured self-schedule requests, but these options can include the ability to: The system automatically saves the filter settings you specify when you click tap Apply on the Refine Shifts panel. 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. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . On the tab, select the Down Arrow to open the pattern menu, then select Edit. Click the name of the schedule. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. You can assign patterns to any employee or group of employees. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Go to the day, week, or month that you want to print. is configured with Include Market Shifts. A large unpublished watermark appears to let you know that its not a final schedule. 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. Create a shift for any cell using one of the following methods. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. 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. 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. Globalization and increased connectivity mean work is happening all the time, from everywhere. 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 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. And theres no sign of that slowing down. Follow these steps to deploy the process model. A list of Events and Requests are shown to the right of the calendar. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Go to the day, week, or month that you want to print. 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. 64 0 obj
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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. 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. Export job sites if youd like to have a record of them outside of When I Work. The Print panel opens. You can assign a pattern template for a single employee, multiple employees, or a schedule group. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Toggles Annotations on and off. Notes for each shift appear, numbered, at the bottom of the document. Select a Timeframe and any other items that you want to print. Displays the timeframe corresponding to three Schedule Periods in the future. If an employee or location is chosen in Schedule Planner, it is ignored. Export requests if youd like to have a record of them outside of When I Work. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. 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. This data is also available via the Coverage Tab. Contact your UKG Representative for more information. Output Format Formats include PDFs and Excel spreadsheets. Click Tap More Shifts to expand the list of displayed shifts. 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. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. Self-Scheduling. Please use the Microsoft Teams desktop app for Safari. 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). After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. 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. Find the product that best fits your needs. Toggles Job Site names on and off in the schedule. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Confirm schedule: Confirm that the schedule is correct. 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. 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 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. After the model is delivered to your tenant, you can edit it to meet your needs. The decision table contains two columns dt_input and dt_output. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Review it and print it when you are ready. No VPN or multi-layer authentication required. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. To print the calendar view, click Share > Print. Select the Run Report. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. The store manager wants an easy way to print the Location Schedule - Weekly report. The Publish History page contains a table that lists the items you have published. The Print panel opens. 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. Check out Can I Export My Data? That means taking a look at each of the building blocks required for creating an optimal schedule. Forgot your password or need help resetting your credentials? The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. Fill out the form below and lets get started! Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. To print the calendar view, click Share > Print. Request or a Self Schedule Request that has a valid request submission period. Days outside the open request period are grayed-out. Tap. 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. `|0 [
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. If youre an employee trying to log in to your UKG Dimensions system, contact your companys UKG administrator for the login URL to your UKG product and bookmark it for the future. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. 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. If there were errors during the transfer, the button under the Errors column for that row is black. Manually creating schedules can be a serious headache. In the selected report panel, enter the applicable report parameters. For Canada, T-4s and RL-1 slips should be expected by February 28. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. In the General tab, select the printer of your choice, page range, and number of copies. 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. Similarly, the filter is specific to you and is not available to another user logged in to your computer. or changing your availability. Accessing Kronos You can access the Kronos system one of two ways. Do not open the subprocesses from main process; open them separately. 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. Collaborate with peers, post your questions, or even suggest product enhancements. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. 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).. How will my employees' schedules be entered into Kronos? Tips for Employee Scheduling With Kronos Workforce Scheduler. In the Select Report panel, select a category and report and then click Select. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. Select Microsoft Print to PDF as your printer. & Reports > Report Library. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. 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. Make the changes needed, and then review and submit the request as usual. Locations. Deploy only the main process; do not deploy the subprocesses. 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. Layers Select information layers to display in the calendar. Each date displays up to three shifts at a time. 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. (This field displays your primary job by default.) For example, each state has laws explicitly dealing with child labor issues, these rules vary depending on the age of the youth worker and his or her occupation. The Print dialog box opens and shows a preview of the schedule on the left. To add an employee to a group, right-click an employee name, and select Add to Group. The available groups are listed in the first column as well as the ungrouped employees. 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. Select Validation from the Template Categories. Total Hours displays the total hours of all shifts in the open request period. Search and browse our community portals for answers to questions about your UKG products. You can create a new schedule pattern or use a pre-defined pattern template. . About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . Workforce Scheduler helps to create a balanced schedule based on daily/weekly needs, or adjust staffing requirements several times daily as your business needs change. : Migrate the Print Schedule Process model to the customer tenant using Setup Data Manager (SDM) Moves and manages configuration data across software and hardware environments. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. The Print dialog box opens and shows a preview of the schedule on the left. 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. (click tap Home). 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. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. Choose Microsoft Print toPDF in the General tab. Read the Gartner Critical Capabilities analysis for UKG Pro. Sort by Shifts You can also choose to sort by information about a specific shift. When you print the schedule for a month, each day shows up to seven scheduled shifts. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. Click Destination to find your printer, then select your formatting. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. Choose the account you want to sign in with. Choose Print from the upper right section of the Shifts app. 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. UKG is not authorized to answer employee payroll questions. 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. Re-deployment is not required for decision table changes. Colors created will identify over, under, or exact match of coverage. 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. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. 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. No bull, no bias, no breadcrumbs. 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. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. The print options allow you to control how the schedule is displayed. 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. 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. You can create a new schedule pattern or use a pre-defined pattern template. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Print the PDF document that you downloaded. 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. You can assign patterns to any employee or group of employees. Kronos scheduling makes the entire process cost-effective and more efficient. Post a Schedule Post or unpost schedules. Report format (PDF, XLSX, Interactive (Desktop), CSV). 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. 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 . Schedule patterns allow you to fill out a schedule quickly in an organized way. From the Business Process Library select Print Schedule. 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. (Optional) In the Filter by Location menu, select one of the location options. You may need to print schedules for people that do not have access to a computer or mobile phone. For example, if your default Schedule Period is configured as Weekly. In the top-right corner of the Scheduler, click . Example: Attach the Location Schedule - Weekly report to the process. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. 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. Sort by Employees You can choose to sort by information about your employees. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. Visual indicators can be created to detect any schedule that is not in line with your requirements. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. For example, if your default Schedule Period is configured as Weekly. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. All Home finds people who are active employees or active users as of today. Assign a Pattern to an Employee Create a Schedule Pattern Two types of printing are available: Hover over Workplace, then select Employee Users. Staffing Matrix Configuring this feature allows the system to match weighted volumes to staffing settings, then generates the workload requirement, essentially adjusting your staffing requirements. Stay informed and put people first in all you do. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Example: Approve a time-off request. Step 1 Click Show Menu. In the Select Notification Type box, select. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. 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. Review the Publish Summary panel. 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. 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. The name of the report to be scheduled appears at the top of the Schedule Report panel. Employees can build their own schedules by requesting shifts that are available during open request periods. Get the support and the answers you need based on your UKG solution. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. You can Save as PDF and print later. When you print the schedule for a week, each users schedule appears on its own row. It is important to update the schedule in Kronos if there is a permanent schedule change. Double check your scale percentage and make sure it's 100%. 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. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. 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. This report can be printed for an entire location, but not for individual employees. Main Menu > Administration > Setup Data Manager. Select your printer, page orientation, and number of copies. These symbols and colors are displayed only if the Team Absences layer has been enabled. Printing differs whether you're using the desktop or web app. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. Should you need help with these items, please contact your employers HR/payroll department directly. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. 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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. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. or open shifts. For example, a mandatory skill or certification. 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. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. The values used in the Decision Table are all case sensitive. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. endstream
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Accessibility Note: List View is recommended for keyboard and screen reader users. 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. Select a report and click Select. You cannot unpost schedule dates in the past. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Managers with access to reporting must have the preselected report included in their report profile to use this functionality. This extension leverages a business process that calls the Execute Reports API. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. Toggles all-day unavailable preferences on and off. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. 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. 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. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. 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). 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. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. "YA$W"y$? PrintSchedule_Variables decision table parameter information. Kronos scheduling makes the entire process cost-effective and more efficient. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. 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