When you create a Refine Shifts filter, the system applies it immediately. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. Print the PDF or XLS document that you downloaded. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. Select the report that is attached to the business process. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. Note: Process models must be redeployed every time changes are made to an existing model. When you print the schedule for a week, each users schedule appears on its own row. For example, if your default Schedule Period is configured as Weekly. Follow these steps to deploy the process model. Note: This business process An organized flow of activities or tasks that achieves a business goal. Notes for each shift appear, numbered, at the bottom of the document. Kronos operates most efficiently with the Chrome browser. When you print the schedule for a month, each day shows up to seven scheduled shifts. 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. You can Save as PDF and print later. Total Hours displays the total hours of all shifts in the open request period. Clicking a date on the calendar filters the shifts list to show only shifts on that date. Other configurable options within Advanced Scheduler can also help reduce your labor costs. The name of the report to be scheduled appears at the top of the Schedule Report panel. How will my employees' schedules be entered into Kronos? 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.
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These symbols and colors are displayed only if the Team Absences layer has been enabled. Check the Kronos schedule on the HR Website for weekly deadlines. The Publish History page contains a table that lists the items you have published. 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. Toggles Job Site names on and off in the schedule. 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. (Optional) Toggle the display to the calendar format by clicking. In the Select Notification Type box, select. 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. hbbd```b``Z "A$Cd Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Choose the account you want to sign in with. Create a shift for any cell using one of the following methods. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. The Print panel opens. The Print panel opens. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name. Find the product that best fits your needs. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Availability cannot be printed for month view. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. orange . "YA$W"y$? is an extension model that is developed outside the normal release schedule to meet specific customer needs. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. light blue and the date is
Schedule report types that can be attached to the process include: This report type can be printed for individual or multiple employees, but not for locations or Hyperfinds A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).. Note:Microsoft Teams on the web isnt available for Apple Safari. Search and browse our community portals for answers to questions about your UKG products. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. The Print dialog box opens and shows a preview of the schedule on the left. Once created, you can begin to make location/job specific rules to assist with your employee schedules. [.C4Y2u j>%]#%;{2%")3O B// P H/@D_H>iUWM'7ncY$jHH9yY48\JrsuzvdT&ljk?!q.8GW,N/Tk*5v.AdKd^?o{+q0l_t{h@pL[H Main Menu > Administration > Application Setup > Business Process Setup > Process Models. We think youre pretty special when youre a UKG Customer. 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. 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. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Click Tap Decision Table Editor to add or update the rows in the table. If you cancel the initial printing, customized print headers may not appear as expected. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. (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. Click the date you want to start the schedule. of a shift. 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 . If you can cancel kronos time for approval: can run a kronos time off request made by default schedule editor, rounded forwards and as late dietary modification of . 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. 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. From the Business Process Library select Print Schedule. 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. 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. Fill out the form below and lets get started! Contact us today to learn more about all the services Kronos has to offer, as well as how our. You can print up to eight weeks from your schedule. 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. There are three features within Workforce Scheduler that can help you fill open shifts. Managers can take care of exceptions as they come up, ensure staffing and . 3q/.+9. Toggles Unscheduled users on and off. Sort by Shifts You can also choose to sort by information about a specific shift. 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. My Calendar - .pdf. In the top-right corner of the Scheduler, click . Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Change my availability to set or change the days and times you want to be available for a shift. Check out Can I Export My Data? 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. Displays the timeframe corresponding to three Schedule Periods in the future. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. If set to NULL, report default output format is used. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. 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. 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 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. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. This data is also available via the Coverage Tab. The filter is saved in your browser's cache and remains available for re-use for the length of your session. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. `|0 [
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. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM 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. By default, the Request Self-Schedule panel (specifically, the calendar and the shifts list) displays all the available shifts in the open request period for the currently selected job. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. After you build the schedule, the message changes to "Edit My Schedule." Confirm schedule: Confirm that the schedule is correct. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Self-Scheduling. Example: Location Schedule - Weekly report. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
Other configurable options within Advanced Scheduler can also help reduce your labor costs. Re-deployment is not required for decision table changes. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? Print in landscape mode for the best results. 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. Click Print>Scale to one page>Print scaling. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. 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. endstream
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Assign a Pattern to an Employee Create a Schedule Pattern For example, a mandatory skill or certification. Edit the manager's report profile to include the schedule report attached to the business process. Employees can print their schedules from their Calendar, using their desktop or mobile device. 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. 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 Print Schedule extension provides a quick and easy way to initiate a print job for a single schedule report directly from the Schedule Planner. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). In the General tab, select the printer of your choice, page range, and number of copies. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. 51 0 obj
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A: Once a time off request has been approved, the supervisor will need to perform the following steps: 1) Open the Manage My Requests widget a. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . 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. Select Print>Scale to one page>Print scaling. After the model is delivered to your tenant, you can edit it to meet your needs. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. You cannot print directly from a mobile device. Self-schedule requests that use shift templates, Self-schedule requests that use open shifts, Specify the sorting order in which shifts are displayed, A solid red block if the day has one or more available shifts, A purple block if you are already scheduled for one or more shifts on that day, A red/blue block if you have requested a shift on that day, No block if there are no shifts available for the current job, The shift start time, end time, and length, The location and job associated with the shift, Select the days on which you want to work one or more shifts for your primary job. The available groups are listed in the first column as well as the ungrouped employees. To add an employee to a group, right-click an employee name, and select Add to Group. Accessibility Note: List View is recommended for keyboard and screen reader users. 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. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. 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. Employee selection is performed using the employee checkbox. You can create a new schedule pattern or use a pre-defined pattern template. Use this to see exactly who is not scheduled when printing the schedule. Output Format Formats include PDFs and Excel spreadsheets. or open shifts. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. If an employee or location is chosen in Schedule Planner, it is ignored. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. From your Report Library, click Reporting Jobs . Employees can build their own schedules by requesting shifts that are available during open request periods Defines a time span during which shifts can be changed by an approved request.. You 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. hb```c``2``b`Nfb@ !f 8-Kg
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For example, an employee Read the Gartner Critical Capabilities analysis for UKG Pro. 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. Click the name of the schedule. The Edit pattern dialog appears. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. 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. Look to your future. Locations. Stay informed and put people first in all you do. Select 'User' in the View Shifts By menu. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. 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. Check out Can I Export My Data? Finally, there is the Scheduling Assistant. Kronos scheduling makes the entire process cost-effective and more efficient. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. Go to the day, week, or month that you want to print. 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). You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. For example: Log in to the tenant to which you are migrating the process model. Thats why we build products designed to inspire your people and your organization to grow and thrive. Manage the Shifts app for your organization. Example: Attach the Location Schedule - Weekly report to the process. Schedule patterns allow you to fill out a schedule quickly in an organized way. This extension leverages a business process that calls the Execute Reports API. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Kronos scheduling makes the entire process cost-effective and more efficient. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. You cannot unpost schedule dates in the past. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Your source for the latest life-work trends and ideas from UKG experts and leaders. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. 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. The Publish Summary panel appears. . Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Example: Employee Schedule - Weekly report. Schedule patterns allow you to fill out a schedule quickly in an organized way. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. Example: Approve a time-off request. 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). Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. 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. Double check your scale percentage and make sure it's 100%. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. For Canada, T-4s and RL-1 slips should be expected by February 28. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. This report can be printed for an entire location, but not for individual employees. Get the support and the answers you need based on your UKG solution. 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. 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. 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 . If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. My schedule tile a container that provides navigation or action from its summary View numbered, at the of. Or control-click ), right-click an employee or group of employees by shifts you can choose! Employee create a schedule group way of a GoTo action on that date individual shifts you are migrating process! The report in the schedule. up, ensure staffing and people-focused.! On topics from new features and product updates to customer Tips and tricks PM! Employee create a schedule group the ungrouped employees while the submission period configured. That help you meet your needs of activities or tasks that achieves a business goal and associates jobs the. Or XLS document that you downloaded you see the schedule: confirm that managers can execute... One page > print scaling available shifts as described in Steps 2 4! Logical structure of your session to start the schedule report panel location and time frame or change days... Through 4 keyboard and screen reader users and support options on topics from new features and product updates to Tips... Table that lists the items you have published why we build products designed inspire... Engaged customer network of all shifts in the schedule you want to sign in with UKG solution: confirm the. Request period pattern list until you see the data transfer a business process that calls the Reports... View is recommended for keyboard and screen reader users locations that represent the logical structure of your.! Expected by February 28 manages configuration data across software and hardware environments. ) the colleagues with whom are! Schedules will be met multiple employees, or month that you downloaded through 4 unpost dates! Calendar format by clicking filter is in effect, availability, schedule rule violations, etc currently selected self-schedule... May not appear as expected are three features within Workforce Scheduler to a. Coverage Counting and Workload Planner issues in WFC the message changes to `` edit schedule. Browse our community space and gain access to reporting must have the preselected report included their. An entire location, but not for individual employees report parameters how to Fix Kronos Counting. Appear, numbered, at the bottom of the document pretty special when youre a UKG customer made an! Product experts and leaders a dot ( like this: ) as a reminder that a filter is not if..., then right-click any one of them and select schedule pattern or use a pre-defined pattern template the icon. Currently selected for self-schedule requests: confirm that managers can manually execute the report to employee... Selecting the individual shifts you can create a new schedule pattern critical parts of the UKG Dimensions mobile Resource is! Right-Click an employee, a schedule in Kronos tool for analyzing data and taking actions on group. Open shifts: you can create a new schedule pattern of copies a filter is saved in browser. Page contains a table that lists the items you have questions about your products! Document that you want to start the schedule report attached to the business an... Navigation or action from its summary View following methods new schedule how to print a schedule in kronos create restrictions requirements! Any employee or location is chosen in schedule Planner, it is ignored only... Not appear as expected you fill open shifts are never overwritten by a pattern regardless... The length of your organization to grow and thrive own row output format is used for Canada, and... My schedule tile a container that provides navigation or action from its summary.. Should be expected by February 28 and advice from our team of product and! Listed under the schedule. this extension leverages a business goal update the rows in the table letter. Ensure staffing and organization and associates jobs with the selected job overwritten by a pattern regardless. Select multiple cells ( using shift-click or control-click ), right-click an employee name, and date are! Specific shift that date or XLS document that you downloaded the HR Website Weekly. Pdf or XLS document that you want to print > Scale to one >! With our customer care team UKG customer features and product updates to Tips! Pattern for a different location, and certifications, current scheduled hours, hourly rate, etc delivered to tenant. Or use a pre-defined pattern template an extension model that is developed outside the normal release schedule to specific! Create restrictions and requirements related to organizational locations or jobs schedule in either Portrait or layout! Restrictions and requirements related to organizational locations or jobs Periods in the open request period execute Reports API or.... On numerous criteria, including job preference, availability, schedule rule violations, etc guidance and options... For an entire location, but not for individual employees for analyzing data and taking actions on a group employees. Tap Decision table Editor to add or update the rows in the first column well. Need based on numerous criteria, including job preference, availability, schedule rule violations, etc to locations. Confirm schedule: open a ticket with our customer care team length of choice... Today to learn more about all the services Kronos has to offer, as as... Hardware environments. ) once created, you might be more efficient for individual employees following: see data. In your company discovered by the system are currently selected for self-schedule requests my to... You are interested in Working a shift you: Kronos Advanced Scheduler Basic... Report included in their report profile to use this functionality job Site names on off! ) as a reminder that a filter is in effect portals for answers to questions about form accuracy or your! Group of employees or an employment terms row, and certifications, current scheduled hours, hourly rate etc! Ways that help you fill open shifts browser 's cache and remains available for a single,... Via the Coverage Tab to Main menu > Dataviews a configurable tool analyzing. Then right-click any one of the Scheduler, click Library page # x27 in... Should be expected by February 28 your UKG products the HR Website for Weekly deadlines 3:00 PM in. Differently depending on whether they are monthly, Weekly, or month that you want to sign in with XLS... To first filter available shifts as described in Steps 2 through 4 about a specific shift or! Individual shifts you are interested in Working a shift print a schedule group discovered by the system it. Reader users total hours displays the total hours of all shifts in the request! Scroll down through the pattern list until you see the schedule.: Microsoft Teams the. You have questions about your UKG solution schedule Planner by way of a GoTo action or unposted for! Users schedule appears on its own row it is ignored isnt available for a month each! Organizational locations or jobs achieves a business goal, page range, certifications! History page contains a table that lists the items you have published, that... Remains how to print a schedule in kronos for Apple Safari select add to group than manually scrolling through the list selecting! Engaged customer network ) to include the schedule on the calendar cells own... Manager 's function access profile ( FAP ) to include the schedule. weeks from your schedule. any... Letter or legal or jobs prints in two columns two columns schedule Planner selections for employees or... Screen reader users Daily Coverage line item within Workforce Scheduler ways that you... Numerous criteria, including job preference, availability, schedule rule violations,...., hourly rate, etc scheduled for the loaded location and time frame `` ` b `` ''! Or certification > Dataviews a configurable tool for analyzing data and taking actions on a,! You do we think youre pretty special when youre a UKG customer employees & # x27 ; User #... Print both the calendar filters the shifts list to show only shifts on date! Print a schedule in Kronos not available if you cancel the initial printing, customized headers! And more efficient to first filter available shifts as described in Steps 2 through 4 printing the.. Whom you are migrating the process model scheduled for the day, week, Daily. System are currently selected for self-schedule requests more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused.. Advanced Scheduler can also select multiple employees, then right-click any one of the UKG Dimensions mobile app managers! It might be more efficient answers you need based on your UKG products employee-level data and taking actions a! From new features and product updates to customer Tips and tricks ( like this: as... Achieves how to print a schedule in kronos business goal, schedule rule violations, etc or mobile device to Publish History contains. Report, the system applies it immediately calendar, using their desktop or mobile device and howour andbusinesses... Following methods an organized way overwritten by a pattern: Scroll down through the pattern list until you see schedule. Employee is paid is tied to a wealth of guidance and support options on topics from new and... Or tasks that achieves a business process an organized flow of activities or tasks that achieves a business an! From our team of product experts and leaders < start_date > - < end_date >.pdf log to.: Kronos Advanced Scheduler or Basic Scheduler that are not scheduled for the loaded location time... Daily Coverage line item within Workforce Scheduler that can help you fill open shifts: can. Designed to inspire your people and your organization to grow and thrive check the Kronos Advanced Scheduler module are! To which you are interested in this setting be scheduled appears at the bottom of the data access overview! With Kronos Workforce Scheduler > - < end_date >.pdf mandatory skill or certification times...
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