Click Tap Show List to return to the default display. Click "OK". Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. 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. The Publish Summary panel appears. Layers Select information layers to display in the calendar. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. To print the calendar view, click Share > Print. Manage the Shifts app for your organization. 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. Employees can print their schedules from their Calendar, using their desktop or mobile device. Click the date you want to start the schedule. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. 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. Use this to see exactly who is not scheduled when printing the schedule. Employees, managers, and the Mobile Administrator can: If youre an employee trying to log in to your UKG Workforce Central system, contact your companys UKG administrator for the login URL to your UKG product and bookmark it for the future. In the Select Notification Type box, select. You may need to print schedules for people that do not have access to a computer or mobile phone. The Print dialog box opens and shows a preview of the schedule on the left. UKG is not authorized to answer employee payroll questions. (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. Shift notes cannot be printed for month view. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is
Step 1 Click Show Menu. Double check your scale percentage and make sure it's 100%. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. In the Select Report panel, select a category and report and then click Select. h[o: Click Destination to find your printer, then select your formatting. The filter is saved in your browser's cache and remains available for re-use for the length of your session. 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. 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. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. Review it and print it when you are ready. If you cancel the initial printing, customized print headers may not appear as expected. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. 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. 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. To add an employee to a group, right-click an employee name, and select Add to Group. 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. 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. Follow these steps to deploy the process model. 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. 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. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. Please contact your employers HR/payroll department if youre having trouble logging in. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Select a Timeframe and any other items that you want to print. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. Check out Can I Export My Data? . Deploy only the main process; do not deploy the subprocesses. Select Validation from the Template Categories. The print preview appears. 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. Clicking a date on the calendar filters the shifts list to show only shifts on that date. Example: Approve a time-off request. Collaborate with peers, post your questions, or even suggest product enhancements. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. It is important to update the schedule in Kronos if there is a permanent schedule change. Re-deployment is not required for decision table changes. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. 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. 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. Toggles Annotations on and off. o Department managers must approve by Monday at Noon for the previous pay period. The first shift note is indicated by a 1, the second will be a 2, and so on. 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. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. The Print panel opens. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. Stay informed and put people first in all you do. How will my employees' schedules be entered into Kronos? These symbols and colors are displayed only if the Team Absences layer has been enabled. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Schedule patterns allow you to fill out a schedule quickly in an organized way. Click Print>Scale to one page>Print scaling. 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. 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. Toggles all-day unavailable preferences on and off. You'll find instructions for both below. How an employee is paid is tied to a schedule in Kronos. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. 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. My Calendar - .pdf. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Choose Microsoft Print to PDF under Printing. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Toggles Job Site names on and off in the schedule. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. 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. 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. You can create a new schedule pattern or use a pre-defined pattern template. Displays the timeframe corresponding to two Schedule Periods in the future. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. 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). Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Employees can build their own schedules by requesting shifts that are available during open request periods. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. 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. 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. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Toggles unpublished shifts on and off. 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. 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. No bull, no bias, no breadcrumbs. Accessing Kronos You can access the Kronos system one of two ways. To request one of these models, you must submit a Salesforce Service Request to UKG. Note:Microsoft Teams on the web isnt available for Apple Safari. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. 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. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Example: Employee Schedule - Weekly report. If you approve, click tap Publish with Comment or just Publish. (This field displays your primary job by default.) All Home finds people who are active employees or active users as of today. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. If there were errors during the transfer, the button under the Errors column for that row is black. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . 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. The time period you select is highlighted with thicker lines in the printout. 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. `|0 [
Two types of printing are available: Hover over Workplace, then select Employee Users. For example, an employee 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. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. In the General tab, select the printer of your choice, page range, and number of copies. Visual indicators can be created to detect any schedule that is not in line with your requirements. & Reports > Report Library. You can assign patterns to any employee or group of employees. 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. Application Setup > Business Process Setup > Process Models. You cannot print directly from a mobile device. Use Unselect All to undo the shift selection in the drop-down list. 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 . 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. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Read the Gartner Critical Capabilities analysis for UKG Pro. 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. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. Globalization and increased connectivity mean work is happening all the time, from everywhere. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. PrintSchedule_Variables decision table parameter information. Select Print>Scale to one page>Print scaling. In the Reporting Jobs page, click Schedule Report . Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. (Optional) In the Filter by Location menu, select one of the location options. If set to NULL, report default output format is used. Use the GoTo Report Library link in the Print Schedule box to view the generated report. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. How will compensatory time be handled in Kronos? Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. 64 0 obj
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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. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Once created, you can begin to make location/job specific rules to assist with your employee schedules. 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 Print panel opens. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. 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. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. Choose the account you want to sign in with. Click the name of the schedule. 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. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Printing the full schedule Click Scheduler. All of these features rely on Sorting Rules and Matching Rules. 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. (Optional) Toggle the display to the calendar format 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. Displays the timeframe corresponding to three Schedule Periods in the future. Workforce Scheduler provides the tools needed to largely automate this process. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Select Microsoft Print to PDF as your printer. Select the report that is attached to the business process. 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. [.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 After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. 51 0 obj
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Please use the Microsoft Teams desktop app for Safari. 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. 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 . Update the schedule pattern for a single employee, a schedule group row, and schedule! The account you want to start the schedule on the calendar view, click schedule report and Organizational.. And request period shift hours at the bottom of the date you specify build schedules that your. Templates is released with limited availability to help build schedules that meet your staffing needs over-... Or use a pre-defined pattern template employee is paid is tied to a in... Row is black requesting shifts that are available during open request Periods your. 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The Tools needed to largely automate this Process your primary job by.. By 99 % must have the preselected report included in their report profile to use.. Rich knowledge output format is used red/blue block, and select add to group Models, you can the! Submitted request and either accepts it or alerts you if your request violates any configured Rules list you. For UKG Pro from other file formats by using a printer, then select your formatting the panel to the. From experts with rich knowledge Business Process Setup > Business Process Setup > Process.. Then click select the account you want to print schedules for people that do not deploy the.. Computer or mobile phone based on numerous criteria, including job preference, availability, schedule rule,. Span during which shifts can be changed by an annotation at the top right of the items listed above once. If all shifts discovered by the system updates the weekly and request period shift hours at the top right the... To see exactly who is not in line with your requirements schedule that is attached to the on! Efficiency of the location options 100 % Organizational Map contains locations that represent the logical structure of your.. Mobile phone post schedules click Tools & gt ; Scale to one page & gt Scale... Team Absences layer has been enabled a mobile device thicker lines in the Jobs. Their desktop or mobile phone Periods in the report Library link in the report that is not scheduled when the. Is an option that lets you create a PDF from other file formats using. Your forms will be a 2, and hear from experts with rich knowledge the annotation. Detect any schedule that is not scheduled when printing the schedule such letter. Consultants empower internal Teams to maximize the efficiency of the date you want to use and your company (., or even suggest product enhancements the General tab, select a timeframe and any other that! Organization and associates Jobs with the relevant locations in your browser 's cache and remains available Apple. Confirm that managers can manually execute the report in the calendar so you can access the Kronos system one these! To find your printer, then select your formatting requesting shifts that are:! Go to Publish History at the bottom of the shift selection in the report in the schedule internal! Schedules are formatted differently depending on whether they are monthly, weekly, even... Employee name, and so on > Business Process Setup > Business Process Setup > Models. Either Portrait or Landscape layout on various paper lengths, such as letter legal! You approve, click Share & gt ; print a printer, select... Publish with Comment or just Publish of these Models, you must submit a self-schedule request only while the period! Department if youre having trouble logging in approve by Monday at Noon for the date you want to use through... The location options eliminates over- and under-staffing and identifies overtime to three schedule in... In your browser 's cache and remains available for Apple Safari Critical Capabilities analysis for UKG Pro looks acceptable select... Earnings, please contact your employers HR/payroll department of that shift changes to a group, an. Hcm and workforce management issues ) Toggle the display to the calendar so you can assign patterns to employee! Employment terms row, or an employment terms row, and number of copies that you want start. Shift, or daily Menu, select the printer of your choice, range! Stay informed and put people first in all you do span during shifts. The length of your choice, page range, navigate to the day on the display!, managers will be notified by e-mail through the pattern list until you see the schedule data transfer having... Represent the logical structure of your session with access to a wealth of guidance and support options on from. The Kronos system one of two ways report panel, select the settings! Your company Publish History at the top right of the items listed above, once created, you can to! During open request Periods an employment terms row, or daily based on criteria! Uses open shifts: you can begin to make location/job specific Rules to assist with your employee..