Read the Gartner Critical Capabilities analysis for UKG Pro. 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. Kronos scheduling makes the entire process cost-effective and more efficient. 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). Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. Review it and print it when you are ready. Check out Can I Export My Data? In the Reporting Jobs page, click Schedule Report . How will compensatory time be handled in Kronos? The first shift note is indicated by a 1, the second will be a 2, and so on. In the monthly or yearly view, today is highlighted in 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. 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. It lists the items that were extracted from the migration file. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Self-Scheduling. The Print panel opens. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. Below are some configurable options that are applied by the generator when producing a schedule. Example: Employee Schedule - Weekly report. Displays the timeframe corresponding to three Schedule Periods in the future. 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. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. hbbd```b``Z "A$Cd The Print panel opens. Kronos scheduling makes the entire process cost-effective and more efficient. Availability cannot be printed for month view. 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. It is important to update the schedule in Kronos if there is a permanent schedule change. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Availability Employees can create (via the employee self-service system) an availability template, where they define times they prefer to work and when they will be unavailable to work. In the Select Report panel, select a category and report and then click Select. Note: The hours/minutes format is configurable and might appear as [hh.mm]. The Priority Scheduling Engine (PSE) identifies open shifts based on schedules created by the scheduler generator and automatically assigns that shift to the most eligible employee who is available. You can assign patterns to any employee or group of employees. Use this to see exactly who is not scheduled when printing the schedule. Accessibility Note: List View is recommended for keyboard and screen reader users. Choose the account you want to sign in with. From the Business Process Library select Print Schedule. Forgot your password or need help resetting your credentials? Staffing Matrix Configuring this feature allows the system to match weighted volumes to staffing settings, then generates the workload requirement, essentially adjusting your staffing requirements. (Optional) Toggle the display to the calendar format by clicking. Tap. Example: Attach the Location Schedule - Weekly report to the process. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. Edit the manager's report profile to include the schedule report attached to the business process. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Deploy only the main process; do not deploy the subprocesses. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. 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. 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 . Collaborate with peers, post your questions, or even suggest product enhancements. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. That means taking a look at each of the building blocks required for creating an optimal schedule. Double check your scale percentage and make sure it's 100%. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. 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. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. 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.. 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). Find the product that best fits your needs. Use the GoTo Report Library link in the Print Schedule box to view the generated report. 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. Change my availability to set or change the days and times you want to be available for a shift. NPAWorks Training Video Series How-to Print Your Schedule NPAWorks 823 subscribers Subscribe 4K views 8 years ago Enjoy 2 weeks of live TV, on us Stream more, watch easier, and spend less with. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . You can select shifts for different jobs in the same self-schedule request. 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. 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. Choose Microsoft Print to PDF under Printing. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. 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. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. 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. 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. 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. . (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is "YA$W"y$? If a Hyperfind is chosen in Schedule Planner, it is ignored. or changing your availability. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. 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. Select a Timeframe and any other items that you want to print. If set to NULL, report default output format is used. h[o: o Department managers must approve by Monday at Noon for the previous pay period. How will my employees' schedules be entered into Kronos? Toggles Unscheduled users on and off. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. You can assign patterns to any employee or group of employees. Printing the full schedule Click Scheduler. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. endstream endobj startxref Accessing Kronos You can access the Kronos system one of two ways. In the Source column, a message states: Source: Import from .zip. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Employees can print their schedules from their Calendar, using their desktop or mobile device. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Look to your future. 64 0 obj <>stream Select Microsoft Print to PDF as your printer. 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 the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. (Optional) In the Filter by Location menu, select one of the location options. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. Toggles Job Site names on and off in the schedule. orange . The Job field displays your primary job. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. 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. 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. You cannot print directly from a mobile device. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). or open shifts. The Request Self-Schedule panel displays in a calendar all open shifts available for your primary job for the current period that is open for self-schedule requests. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. Toggles all-day unavailable preferences on and off. This report can be printed for an entire location, but not for individual employees. Notes for each shift appear, numbered, at the bottom of the document. (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. Select Print>Scale to one page>Print scaling. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Click "OK". 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. Get the support and the answers you need based on your UKG solution. Toggles unpublished shifts on and off. `|0 [ You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. You can use the Selected Shifts drop-down to select your preferred shifts. 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).. To print the calendar view, click Share > Print. 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 PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. The print options allow you to control how the schedule is displayed. Follow these steps to deploy the process model. Should you need help with these items, please contact your employers HR/payroll department directly. orange . To print a schedule in Teams on the desktop. Sort by Employees You can choose to sort by information about your employees. (click tap Home). 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. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. Click Tap More Shifts to expand the list of displayed shifts. 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. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. You cannot unpost schedule dates in the past. 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. Select a start date: Click the "Work Start Date" drop down selection tool. After you build the schedule, the message changes to "Edit My Schedule." You can create a schedule pattern for a single employee, multiple employees, or a schedule group. 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. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. Example: Location Schedule - Weekly report. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Go to the day, week, or month that you want to print. The Print dialog box opens and shows a preview of the schedule on the left. Click Destination to find your printer, then select your formatting. 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. To your computer tips for employee scheduling with Kronos Workforce Scheduler to set or change the and! One of two ways Department directly can choose to sort by information about your employees Menu, select a and... 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