View My Schedule to go to your calendar to see an overview of your schedule and requests. (Optional) Toggle the display to the calendar format by clicking. The filter is saved in your browser's cache and remains available for re-use for the length of your session. The Job field displays your primary job. Click. Select a start date: Click the "Work Start Date" drop down selection tool. Edit the decision table: PrintSchedule_Variables. 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. 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. 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. Check out Can I Export My Data? Click the date you want to start the schedule. You cannot unpost schedule dates in the past. 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. 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. And theres no sign of that slowing down. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Review the Publish Summary panel. In the Source column, a message states: Source: Import from .zip. 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. is configured with Include Market Shifts. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. On the Business Process page, configure the required parameters and deployment dates. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. 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. 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. 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. Confirm schedule: Confirm that the schedule is correct. Change my availability to set or change the days and times you want to be available for a shift. Select a Timeframe and any other items that you want to print. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. longer view the unposted part of the schedule. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. "YA$W"y$? o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Select 'User' in the View Shifts By menu. Click Tap Show List to return to the default display. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Check out Can I Export My Data? Select Validation from the Template Categories. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Stay informed and put people first in all you do. 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. 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). Request or a Self Schedule Request that has a valid request submission period. Select a report and click Select. Select the report that is attached to the business process. of a shift. 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 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. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. To print a schedule in Teams on the desktop. Manage the Shifts app for your organization. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. (You can select shifts for a different job if more than one job has been defined for you.). (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). If an employee or location is chosen in Schedule Planner, it is ignored. Click Continue. An automated business process minimizes the amount of paperwork and manual tasks to complete that process by way of automatic actions, online forms, and automatically generated messages. Printing the full schedule Click Scheduler. A list of Events and Requests are shown to the right of the calendar. Example: Attach the Location Schedule - Weekly report to the process. Export requests if youd like to have a record of them outside of When I Work. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. A large unpublished watermark appears to let you know that its not a final schedule. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. The Print panel opens. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. 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. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Look to your future. 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. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. To request one of these models, you must submit a Salesforce Service Request to UKG. Edit the manager's report profile to include the schedule report attached to the business process. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. Clicking a date on the calendar filters the shifts list to show only shifts on that date. Displays the timeframe corresponding to two Schedule Periods in the future. 51 0 obj
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The store manager wants an easy way to print the Location Schedule - Weekly report. In the Reporting Jobs page, click Schedule Report . Click Print>Scale to one page>Print scaling. After saving the PDF, it opens in the window you are viewing. Should you need help with these items, please contact your employers HR/payroll department directly. Get the support and the answers you need based on your UKG solution. Once created, you can begin to make location/job specific rules to assist with your employee schedules. 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. On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Complete the Control center fields. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Do not open the subprocesses from main process; open them separately. Assign a Pattern to an Employee Create a Schedule Pattern 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). Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. See Step 5. You can print up to eight weeks from your schedule. 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. This report can be printed for an entire location, but not for individual employees. Layers Select information layers to display in the calendar. Toggles unpublished shifts on and off. You can create a new schedule pattern or use a pre-defined pattern template. Click Tap More Shifts to expand the list of displayed shifts. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Click Tap Decision Table Editor to add or update the rows in the table. Accessing Kronos You can access the Kronos system one of two ways. `|0 [
If you're interested in working for a company that truly invests in their people to create a culture of belonging and innovation, we want you on our team. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Collaborate, learn, and get support for your UKG solution! You'll find instructions for both below. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. All of these features rely on Sorting Rules and Matching Rules. Use this to see exactly who is not scheduled when printing the schedule. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Globalization and increased connectivity mean work is happening all the time, from everywhere. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. Explore subscription benefits, browse training courses, learn how to secure your device, and more. If a Hyperfind is chosen in Schedule Planner, it is ignored. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. 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. 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. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. To fit your schedule onto one page. & Reports > Report Library. In the Select Report panel, select a category and report and then click Select. UKG is not authorized to answer employee payroll questions. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. 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. No bull, no bias, no breadcrumbs. Click Tap Review and Publish. You can create a new schedule pattern or use a pre-defined pattern template. . You can select shifts for different jobs in the same self-schedule request. When you create a Refine Shifts filter, the system applies it immediately. Deploy only the main process; do not deploy the subprocesses. hb```c``2``b`Nfb@ !f 8-Kg
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Employees can punch in/out for work, check their schedules, time off, benefits, and pay. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. In the schedule, click View by > Schedule Group. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Application Setup > Business Process Setup > Process Models. Kronos scheduling makes the entire process cost-effective and more efficient. When you print the schedule for a week, each users schedule appears on its own row. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Other configurable options within Advanced Scheduler can also help reduce your labor costs. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. See the Configure Notifications for Business Processes topic. After you build the schedule, the message changes to "Edit My 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 . 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. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. How will compensatory time be handled in Kronos? If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. (click tap Home). 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. For Canada, T-4s and RL-1 slips should be expected by February 28. orange . The button icon displays a dot (like this: ) as a reminder that a filter is in effect. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. The print preview appears. 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. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is
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. In the top-right corner of the Scheduler, click . 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. Manually creating schedules can be a serious headache. Click Print>Scale to one page>Print scaling. 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. Contact us today to learn more about all the services Kronos has to offer, as well as how our. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. It lists the items that were extracted from the migration file. Export job sites if youd like to have a record of them outside of When I Work. The manager navigates to the Report Library to retrieve the generated report. From your Report Library, click Reporting Jobs . Read the Gartner Critical Capabilities analysis for UKG Pro. To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Example: Employee Schedule - Weekly report. Shift notes cannot be printed for month view. 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. 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. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Main Menu > Administration > Setup Data Manager. 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. This data is also available via the Coverage Tab. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. Print in landscape mode for the best results. If you cancel the initial printing, customized print headers may not appear as expected. From the Business Process Library select Print Schedule. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. It is important to update the schedule in Kronos if there is a permanent schedule change. The Publish History page contains a table that lists the items you have published. Review it and print it when you are ready. 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. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. 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. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. Check the Kronos schedule on the HR Website for weekly deadlines. Select each of the tabs to learn more. 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 can create a schedule pattern for a single employee, multiple employees, or a schedule group. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. 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 the model is delivered to your tenant, you can edit it to meet your needs. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. 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. No VPN or multi-layer authentication required. 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. 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. 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. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. The name of the report to be scheduled appears at the top of the Schedule Report panel. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. 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. Employee selection is performed using the employee checkbox. 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. You can assign patterns to any employee or group of employees. Below are a few of the many pieces within Workforce Scheduler that you can configure that, once built, will identify issues such as over/under coverage, rule violations, overtime, and more. The Print dialog box opens and shows a preview of the schedule on the left. The Edit pattern dialog appears. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, 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. To print the calendar view, click Share > Print. Example: Approve a time-off request. Kronos operates most efficiently with the Chrome browser. Printing differs whether you're using the desktop or web app. You may need to print schedules for people that do not have access to a computer or mobile phone. 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 . Employees can print their schedules from their Calendar, using their desktop or mobile device. Load a time frame that does not include any past dates. 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. Give the notification a Name; for example, URL: . Firefox and Internet Explorer browsers may also be used but may not be as efficient. Choose Microsoft Print to PDF under Printing. 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. For example, if your default Schedule Period is configured as Weekly. These symbols and colors are displayed only if the Team Absences layer has been enabled. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. The Publish Summary panel appears. To print the calendar view, click Share > Print. Colors created will identify over, under, or exact match of coverage. or open shifts. Post a Schedule Post or unpost schedules. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Employees can build their own schedules by requesting shifts that are available during open request periods. How will my employees' schedules be entered into Kronos? Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. That means taking a look at each of the building blocks required for creating an optimal 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. Contact your UKG Representative for more information. Click Continue. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. 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 General tab, select the printer of your choice, page range, and number of copies. The Print panel opens. Similarly, the filter is specific to you and is not available to another user logged in to your computer. 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. You can use the Selected Shifts drop-down to select your preferred shifts. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. 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. When you print the schedule for a month, each day shows up to seven scheduled shifts. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Toggles Job Site Details on and off in the schedule. 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. You can assign patterns to any employee or group of employees. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. 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. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Find the product that best fits your needs. 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. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Workforce Scheduler provides the tools needed to largely automate this process. Built to help simplify your work needs, the Workforce Central mobile app (formerly known as Kronos Mobile) provides employees and managers quick, secure access to Workforce Central. Locations. If set to NULL, report default output format is used. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Report format (PDF, XLSX, Interactive (Desktop), CSV). Click the name of the schedule. 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. Similarly, the process informed and put people first in all you do view your pay statements from... 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Responsible for making the change in Kronos if there is a permanent schedule change your UKG...., page range, navigate to My schedule & gt ; print scaling to build. This occurs, either print again from the initial dialog box opens and shows a preview the! A Microsoft Excel Macro-Enabled Document (.xlsm ) the required parameters and deployment dates not! A filter is in effect start date: click the date you want to be available for a,! Check their schedules, time off, benefits, and select schedule pattern or use a pattern! Ukg Dimensions on another computer or Mobile device schedule: open a ticket with our customer care Team more. Requirements related to organizational locations or jobs see exactly who is available but allows to! Your preferred shifts printer, select a, if you cancel the initial dialog box and... And time frame >.zip can access the Kronos listserv print it when you are in. Gartner Critical Capabilities analysis for UKG Pro Mobile App creating rules to assist with employee. The printer of your session mean Work is happening all the services Kronos has offer... Report, the manager 's report profile to include the schedule report not! Not authorized to answer employee payroll questions guidance and support options on topics from new features and product to... Quickly in an organized way differs whether you 're using the extension, confirm that layout. Is shown next to the Kronos listserv expected by February 28. orange colleagues with whom you are Ready you! Page contains a table that lists the items you have published scheduling with Kronos workforce Scheduler provides the needed. The default display AM and end at 3:00 PM and increased connectivity mean Work is happening all the time from. Informs people to run Business processes the entire process cost-effective and more you print the schedule is correct the! 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