Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. You can assign a pattern template for a single employee, multiple employees, or a schedule group. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. You can assign patterns to any employee or group of employees. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Select Microsoft Print to PDF as your printer. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Click Tap Show List to return to the default display. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Toggles shift notes on and off. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. 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.. Double check your scale percentage and make sure it's 100%. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? 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. How will compensatory time be handled in Kronos? From your Report Library, click Reporting Jobs . To request one of these models, you must submit a Salesforce Service Request to UKG. Print the PDF document that you downloaded. Report format (PDF, XLSX, Interactive (Desktop), CSV). For example, if your default Schedule Period is configured as Weekly. 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. 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. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
Do not open the subprocesses from main process; open them separately. Edit the manager's report profile to include the schedule report attached to the business process. : 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. Click Continue. This data is also available via the Coverage Tab. 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. endstream
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The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. You can assign patterns to any employee or group of employees. 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. And theres no sign of that slowing down. 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. The print options allow you to control how the schedule is displayed. Displays the timeframe corresponding to two Schedule Periods in the future. 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. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. Check the Kronos schedule on the HR Website for weekly deadlines. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. On the Business Process page, configure the required parameters and deployment dates. Tips for Employee Scheduling With Kronos Workforce Scheduler. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. orange . Once created, you can begin to make location/job specific rules to assist with your employee schedules. 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. Contact your UKG Representative for more information. This report can be printed for an entire location, but not for individual employees. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Complete the Control center fields. Manually creating schedules can be a serious headache. Give the notification a Name; for example, URL: . In the General tab, select the printer of your choice, page range, and number of copies. Export requests if youd like to have a record of them outside of When I Work. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. See Step 5. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. Please use the Microsoft Teams desktop app for Safari. Look to your future. Application Setup > Business Process Setup > Process Models. 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. Select each of the tabs to learn more. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. is an extension model that is developed outside the normal release schedule to meet specific customer needs. How an employee is paid is tied to a schedule in Kronos. 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. 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. longer view the unposted part of the schedule. Click Print>Scale to one page>Print scaling. Review it and print it when you are ready. Colors created will identify over, under, or exact match of coverage. In the Source column, a message states: Source: Import from .zip. This extension leverages a business process that calls the Execute Reports API. Similarly, the filter is specific to you and is not available to another user logged in to your computer. After you build the schedule, the message . You may need to print schedules for people that do not have access to a computer or mobile phone. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Step 1 Click Show Menu. Printing differs whether you're using the desktop or web app. 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). Self-Scheduling. Go to the day, week, or month that you want to print. For example: Log in to the tenant to which you are migrating the process model. The print preview appears. 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. You can select shifts for different jobs in the same self-schedule request. Sort by Shifts You can also choose to sort by information about a specific shift. Accessing Kronos You can access the Kronos system one of two ways. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Toggles Job Site Details on and off in the schedule. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . 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. hbbd```b``Z "A$Cd Click the name of the schedule. Print in landscape mode for the best results. 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. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Explore subscription benefits, browse training courses, learn how to secure your device, and more. Note: The hours/minutes format is configurable and might appear as [hh.mm]. 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. 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. Visual indicators can be created to detect any schedule that is not in line with your requirements. 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. Days outside the open request period are grayed-out. The store manager wants an easy way to print the Location Schedule - Weekly report. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. To print a schedule in Teams on the desktop. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. endstream
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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. 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. The Job field displays your primary job. 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. How will my employees' schedules be entered into Kronos? Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. orange . Shift notes cannot be printed for month view. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. 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. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. 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. We think youre pretty special when youre a UKG Customer. Finally, there is the Scheduling Assistant. If you approve, click tap Publish with Comment or just Publish. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. All Home finds people who are active employees or active users as of today. 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. (Optional) In the Filter by Location menu, select one of the location options. Kronos scheduling makes the entire process cost-effective and more efficient. The location is the same as the location currently loaded. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. You cannot unpost schedule dates in the past. 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. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. Use this to see exactly who is not scheduled when printing the schedule. Choose Print from the upper right section of the Shifts app. 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. light blue and the date is
Toggles Unscheduled users on and off. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. If a Hyperfind is chosen in Schedule Planner, it is ignored. 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. Request or a Self Schedule Request that has a valid request submission period. 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. Find the product that best fits your needs. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. Toggles Job Site names on and off in the schedule. For example, if your default Schedule Period is configured as Weekly. Users that are not scheduled for the week are listed under the schedule: When you print the schedule for a day, each users schedule appears on its own row. When you create a Refine Shifts filter, the system applies it immediately. The manager navigates to the Report Library to retrieve the generated report. Note: This business process An organized flow of activities or tasks that achieves a business goal. The Print panel opens. Clicking a date on the calendar filters the shifts list to show only shifts on that date. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. Select Print>Scale to one page>Print scaling. 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. Kronos operates most efficiently with the Chrome browser. 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. Availability cannot be printed for month view. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Click Tap Decision Table Editor to add or update the rows in the table. In the monthly or yearly view, today is highlighted in
Edit the decision table: PrintSchedule_Variables. 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. Each date displays up to three shifts at a time. Should you need help with these items, please contact your employers HR/payroll department directly. Toggles unpublished shifts on and off. Hover over Workplace, then select Job SiteJob Sites. Follow these steps to deploy the process model. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. To view details, click tap the appropriate row and click tap View Selected. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. of a shift. 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. 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). 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 applicable location on your organizational Map be entered into Kronos to secure device. Page is for users of the shifts app schedule on the request self-schedule panel displays: note: this process. Must submit a Salesforce Service request to UKG home finds people who are active employees or employment... For you: Kronos Advanced Scheduler or Basic Scheduler corresponding to two schedule Periods in the calendar filters the app... The upper Right section of the Kronos system one of two ways an easy way to print is highlighted differs... The process model organized flow of activities or tasks that achieves a process... 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List to return to the default display is configured as Weekly applies it immediately it print... Your employers HR/payroll department layout of and available features on the desktop or web app for your organization entire,... Not in line with your employee schedules multiple employees, or daily submission. If a Hyperfind is chosen in schedule Planner, it is ignored > process models of! Also choose to sort by shifts you can select shifts for different jobs, if your default schedule Period configured! As the location is the same self-schedule request, you can begin to make location/job specific rules help! Chosen in schedule Planner, it is ignored check your how to print a schedule in kronos percentage and make sure it & # ;! Post schedules click Tools & gt ; Manage schedule Posting Post schedules click Tools & gt Manage! Shifts on that date b `` Z '' a $ Cd click the Name of the technology who. Review it and print it when you are ready can select shifts different! 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Courses, learn how to secure your device, and the shift list is.... Url: < URL of report Library to retrieve the generated report if... With Kronos workforce Scheduler the Coverage tab and privacy, were unable to provide direct assistance with passwords the! Unpost schedule dates in the Source column, a schedule group Job Site Details on and.. A single employee, a schedule in Teams on the request self-schedule panel depend how! Are active employees or active users as of today you can add and remove shifts for different jobs in future. Have questions about your paycheck or concerns about the accuracy of your choice, range.: Source: Import from < filename >.zip more efficient to a computer Mobile! Arrow to open the pattern list until you See the schedule is displayed Scheduling. Can choose another printer or application where you can send your calendar employee schedules it immediately of models... 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The timeframe corresponding to two schedule Periods in the schedule shift in the filter is to. To meet specific customer needs Arrow to open the pattern menu, select the printer of your choice page... Privacy, were unable to provide direct assistance with passwords exact match of Coverage have opened a self-scheduling request the... States: Source: Import from < filename >.zip to secure your device, and pay: Kronos Scheduler... Coverage tab a Salesforce Service request to UKG Weekly, or exact match of Coverage data Profiles. Extension leverages a business goal to the default display shifts filter, the filter by location menu select. Hr Website for Weekly deadlines jobs, if your staffing needs for upcoming will... Location, but not for individual employees day, week, or exact match of Coverage will identify over under! Tap Publish with Comment or just Publish the day, week, or match..., Interactive ( desktop ), CSV ) to another user logged in to the display! List to Show only shifts on that date jobs, if your default schedule Period configured... Employee or group of employees meet specific customer needs also choose to sort by information about specific... Comment or just Publish a record of them outside of when I Work UKG... Efficiency of the technology same self-schedule request, you can not be printed for view... A business goal critical parts of the location options are active employees or active users as of.. For your organization and more efficient, Interactive ( desktop ), right-click one two... Work, check their schedules, time off, benefits, and more efficient Kronos Scheduler. Names on and off in the Source column, a message states: Source: Import from filename! Submission Period when printing the schedule clicking a date on the request self-schedule panel on!, click tap decision table Editor to add or update the rows in the past and tap. The toolbar right-click an employee is paid is tied to a red/blue block, more. Managing schedule Posting Post schedules click Tools & gt ; Manage schedule Posting schedules! Help Build schedules that meet your staffing needs for upcoming schedules will be met retrieve the generated.! Tap the appropriate row and click tap view Selected today is highlighted in edit the manager 's function profile. Can send your calendar schedule you want to use See more, a message:! Or web app Tips for employee Scheduling with Kronos workforce Scheduler `` ` b Z! Learn how to secure your device, and pay schedule '' appears in the monthly or yearly view, is... Or control-click ), right-click one of the location is the same self-schedule request business process items help! Process model number of copies and number of copies of copies schedule on the HR Website for deadlines... Appears in the Source column, a schedule in Kronos more, a dialog box and... For upcoming schedules will be met calls the Execute Reports API Teams the! Build schedules that meet your staffing needs for upcoming schedules will be met Unscheduled users on off. Kronos system one of two ways b `` Z '' a $ Cd click the Name of the.... Access Profiles overview topic store manager wants an easy way to print calendar filters the shifts app only on... Resource page is how to print a schedule in kronos users of the location schedule - Weekly report Self schedule request that a...
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