"YA$W"y$? 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. Colors created will identify over, under, or exact match of coverage. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. Double check your scale percentage and make sure it's 100%. Follow these steps to deploy the process model. To view details, click tap the appropriate row and click tap View Selected. Read the Gartner Critical Capabilities analysis for UKG Pro. 0
View My Schedule to go to your calendar to see an overview of your schedule and requests. is an extension model that is developed outside the normal release schedule to meet specific customer needs. For example, a mandatory skill or certification. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. How an employee is paid is tied to a schedule in Kronos. orange . 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. To print the calendar view, click Share > Print. Firefox and Internet Explorer browsers may also be used but may not be as efficient. 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. 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. Check the Kronos schedule on the HR Website for weekly deadlines. hbbd```b``Z "A$Cd 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. For more information on how to get started on the app or to encourage your employer to enable it for your company, please contact your HR/payroll department. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Other configurable options within Advanced Scheduler can also help reduce your labor costs. 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. Select a report and click Select. Employees can build their own schedules by requesting shifts that are available during open request periods. Assign a Pattern to an Employee Create a Schedule Pattern The values used in the Decision Table are all case sensitive. 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. Use this to see exactly who is not scheduled when printing the schedule. When you print the schedule for a week, each users schedule appears on its own row. In the selected report panel, enter the applicable report parameters. 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. To print the calendar view, click Share > Print. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Review it and print it when you are ready. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Two types of printing are available: Hover over Workplace, then select Employee Users. In the Source column, a message states: Source: Import from .zip. Note: Process models must be redeployed every time changes are made to an existing model. When you print the schedule for a month, each day shows up to seven scheduled shifts. Access the Main Menu > Dataviews & Reports > Report Library. Notes for each shift appear, numbered, at the bottom of the document. 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. You can print up to eight weeks from your schedule. or open shifts. Days outside the open request period are grayed-out. Globalization and increased connectivity mean work is happening all the time, from everywhere. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Export requests if youd like to have a record of them outside of When I Work. Click. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Tips for Employee Scheduling With Kronos Workforce Scheduler. Select your printer, page orientation, and number of copies. 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. The location is the same as the location currently loaded. A large unpublished watermark appears to let you know that its not a final schedule. You can assign a pattern template for a single employee, multiple employees, or a schedule group. Sort by Shifts You can also choose to sort by information about a specific shift. 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. 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. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. 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. Re-deployment is not required for decision table changes. 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 . Click Print>Scale to one page>Print scaling. 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. In the monthly or yearly view, today is highlighted in
Click Continue. Kronos operates most efficiently with the Chrome browser. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Manually creating schedules can be a serious headache. UKG is not authorized to answer employee payroll questions. 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. 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. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Managers can take care of exceptions as they come up, ensure staffing and . 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. 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. You can use the Selected Shifts drop-down to select your preferred shifts. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Toggles unpublished shifts on and off. Select the report that is attached to the business process. Accessibility Note: List View is recommended for keyboard and screen reader users. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Select a start date: Click the "Work Start Date" drop down selection tool. Other configurable options within Advanced Scheduler can also help reduce your labor costs. (You can select shifts for a different job if more than one job has been defined for you.). The Print panel opens. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Select Validation from the Template Categories. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is
When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Go to the day, week, or month that you want to print. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Stay informed and put people first in all you do. endstream
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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. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Access the Main Menu > Dataviews & Reports > Report Library. 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. If an employee or location is chosen in Schedule Planner, it is ignored. If you approve, click tap Publish with Comment or just Publish. 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. Accessing Kronos You can access the Kronos system one of two ways. This report can be printed for an entire location, but not for individual employees. 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. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. 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. Give the notification a Name; for example, URL: . If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. 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. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. Click Continue. 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. A list of Events and Requests are shown to the right of the calendar. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Example: Employee Schedule - Weekly report. Should you need help with these items, please contact your employers HR/payroll department directly. The second feature is the Call List. 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).. The Print panel opens. Manage the Shifts app for your organization. `|0 [
Double check your scale percentage and make sure it's 100%. & Reports > Report Library. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions No bull, no bias, no breadcrumbs. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. 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.. 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. 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. It lists the items that were extracted from the migration file. Employees, managers, and the Mobile Administrator can: Kronos SaaShr, Inc., a UKG Company (NMLS ID#1698726) provides money transmission services on behalf of UKG Inc. customers and in connection with certain UKG products. Click the name of the schedule. The Edit pattern dialog appears. hb```c``2``b`Nfb@ !f 8-Kg
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Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Go to the day, week, or month that you want to print. The Publish Summary panel appears. You may need to print schedules for people that do not have access to a computer or mobile phone. Click the date you want to start the schedule. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Click Tap More Shifts to expand the list of displayed shifts. The filter is saved in your browser's cache and remains available for re-use for the length of your session. See the Configure Notifications for Business Processes topic. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. 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 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. Toggles OpenShifts at the top of the schedule on and off. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. The store manager wants an easy way to print the Location Schedule - Weekly report. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. 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. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Choose Print from the upper right section of the Shifts app. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. Choose the account you want to sign in with. Sort by Employees You can choose to sort by information about your employees. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. How will compensatory time be handled in Kronos? Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. Export requests if youd like to have a record of them outside of When I Work. Quick post posts the loaded time frame and loaded location. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. Hover over Workplace, then select Job SiteJob Sites. Choose Microsoft Print toPDF in the General tab. 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 . Request or a Self Schedule Request that has a valid request submission period. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. Edit the manager's report profile to include the schedule report attached to the business process. 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. 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. Print the PDF document that you downloaded. 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. No VPN or multi-layer authentication required. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Note: The hours/minutes format is configurable and might appear as [hh.mm]. orange . Use Unselect All to undo the shift selection in the drop-down list. Choose the location to save your file as a pdf and click Print. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. In the General tab, select the printer of your choice, page range, and number of copies. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . 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. Displays the timeframe corresponding to three Schedule Periods in the future. Filter options vary based on how your organization has configured self-schedule requests, but these options can include the ability to: The system automatically saves the filter settings you specify when you click tap Apply on the Refine Shifts panel. The first shift note is indicated by a 1, the second will be a 2, and so on. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Printing the full schedule Click Scheduler. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . Example: Approve a time-off request. 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. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. You cannot unpost schedule dates in the past. Select Microsoft Print to PDF as your printer. Get the support and the answers you need based on your UKG solution. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. 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. 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. 64 0 obj
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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. 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. Click Tap Decision Table Editor to add or update the rows in the table. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. 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. Please use the Microsoft Teams desktop app for Safari. You can assign patterns to any employee or group of employees. In the top-right corner of the Scheduler, click . Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. You can assign patterns to any employee or group of employees. Select Print>Scale to one page>Print scaling. To submit a self-schedule request for one or more shifts, you can either: The shifts summary appears at the bottom of the Request Self-Schedule panel. 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. 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. 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. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. light blue and the date is
The manager navigates to the Report Library to retrieve the generated report. Shifts are displayed in a list organized by date in ascending order. Check out Can I Export My Data? The name of the report to be scheduled appears at the top of the Schedule Report panel. Click Print>Scale to one page>Print scaling. Make the changes needed, and then review and submit the request as usual. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. 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. 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. That means taking a look at each of the building blocks required for creating an optimal schedule. Choose Microsoft Print to PDF under Printing. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. If set to NULL, report default output format is used. 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 a schedule in Teams on the desktop. %%EOF
Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Total Hours displays the total hours of all shifts in the open request period. The decision table contains two columns dt_input and dt_output. You can create a new schedule pattern or use a pre-defined pattern template. Look to your future. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
Contact your UKG Representative for more information. Employee selection is performed using the employee checkbox. Confirm schedule: Confirm that the schedule is correct. Note: This business process An organized flow of activities or tasks that achieves a business goal. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. . 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. You can select shifts for different jobs in the same self-schedule request. From your Report Library, click Reporting Jobs . For example: Log in to the tenant to which you are migrating the process model. 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). After saving the PDF, it opens in the window you are viewing. 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. 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