Report format (PDF, XLSX, Interactive (Desktop), CSV). 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. endstream
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Select a start date: Click the "Work Start Date" drop down selection tool. 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. Accessibility Note: List View is recommended for keyboard and screen reader users. The Job field displays your primary job. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. 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 UKG Pro Mobile App gives you control over job-related actions that are personal to you. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. You can assign patterns to any employee or group of employees. 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. Click Tap More Shifts to expand the list of displayed shifts. Shifts are displayed in a list organized by date in ascending order. 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. Tips for Employee Scheduling With Kronos Workforce Scheduler. Finally, there is the Scheduling Assistant. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. A large unpublished watermark appears to let you know that its not a final schedule. Select a Timeframe and any other items that you want to print. 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
For Canada, T-4s and RL-1 slips should be expected by February 28. Please use the Microsoft Teams desktop app for Safari. After saving the PDF, it opens in the window you are viewing. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. 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. : Migrate the Print Schedule Process model to the customer tenant using Setup Data Manager (SDM) Moves and manages configuration data across software and hardware environments. 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. 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. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. Check out Can I Export My Data? light blue and the date is
Check out Can I Export My Data? Select the report that is attached to the business process. The Print panel opens. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. 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 . To print a schedule in Teams on the desktop. Choose Microsoft Print to PDF under Printing. 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. (click tap Home). Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . Select a Timeframe and any other items that you want to print. Print the PDF document that you downloaded. 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. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Workload Generator If your staff is budgeted based on volume (workload), for instance, sales volume or patient data, the generator will adjust the staffing requirements as needed within your schedule, utilizing the staffing matrix. Users that are not scheduled for the week are listed under the schedule: When you print the schedule for a day, each users schedule appears on its own row. 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. 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. Choose Microsoft Print toPDF in the General tab. 40 0 obj
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Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. `|0 [
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. You cannot print directly from a mobile device. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Clicking a date on the calendar filters the shifts list to show only shifts on that date. Stay informed and put people first in all you do. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Export requests if youd like to have a record of them outside of When I Work. In the selected report panel, enter the applicable report parameters. Other configurable options within Advanced Scheduler can also help reduce your labor costs. 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. Re-deployment is not required for decision table changes. Colors created will identify over, under, or exact match of coverage. Employee selection is performed using the employee checkbox. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Print in landscape mode for the best results. Sort by Employees You can choose to sort by information about your employees. On the Business Process page, configure the required parameters and deployment dates. UKG is not authorized to answer employee payroll questions. 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. 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. In the monthly or yearly view, today is highlighted in
Click the date you want to start the schedule. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. It lists the items that were extracted from the migration file. 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 Publish Summary panel appears. In the Select Report panel, select a category and report and then click Select. Check the Kronos schedule on the HR Website for weekly deadlines. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. 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. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. 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. [.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 The print options allow you to control how the schedule is displayed. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. Toggles Job Site names on and off in the 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. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. 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. If a Hyperfind is chosen in Schedule Planner, it is ignored. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions After you build the schedule, the message . 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. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is
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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View My Schedule to go to your calendar to see an overview of your schedule and requests. Review it and print it when you are ready. 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. closes. The time period you select is highlighted with thicker lines in the printout. Manually creating schedules can be a serious headache. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. The Publish History page contains a table that lists the items you have published. Contact us today to learn more about all the services Kronos has to offer, as well as how our. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. (Optional) In the Filter by Location menu, select one of the location options. of a shift. & Reports > Report Library. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Step 1 Click Show Menu. Load a time frame that does not include any past dates. Select each of the tabs to learn more. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. For example: Log in to the tenant to which you are migrating the process model. Deploy only the main process; do not deploy the subprocesses. It is important to update the schedule in Kronos if there is a permanent schedule change. "YA$W"y$? Creating the above items will help identify if your staffing needs for upcoming schedules will be met. Click Tap Show List to return to the default display. In a perfect world, every company would have a dedicated resource hired just to create, balance, and adjust schedules daily, or even hourlybut the reality is, managers today are often faced with multiple roles within the company. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Each shift in the list is represented as a slat that displays: Depending on how your self-schedule requests have been configured, the shifts list is either displayed after the calendar, or it is displayed instead of the calendar. Quick post posts the loaded time frame and loaded location. Print the PDF or XLS document that you downloaded. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Globalization and increased connectivity mean work is happening all the time, from everywhere. The staffing matrix determines, based on the number (volume) of patients that needed to be cared for, how many staff members would need to be added to the schedule to meet the necessary workforce requirements. Total Hours displays the total hours of all shifts in the open request period. Self-Scheduling. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. Forgot your password or need help resetting your credentials? hbbd```b``Z "A$Cd 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. Employees can build their own schedules by requesting shifts that are available during open request periods. Explore subscription benefits, browse training courses, learn how to secure your device, and more. 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 . Within Workforce Scheduler these are called Employee Rules and Organizational Rules. 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. Thats why we build products designed to inspire your people and your organization to grow and thrive. 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. 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. Select the Run Report. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. 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). This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. 0
From your Report Library, click Reporting Jobs . The second feature is the Call List. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. Post a Schedule Post or unpost schedules. 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. Your source for the latest life-work trends and ideas from UKG experts and leaders. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. In the Select Notification Type box, select. Read the Gartner Critical Capabilities analysis for UKG Pro. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. Toggles all-day unavailable preferences on and off. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. 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. No VPN or multi-layer authentication required. Example: Location Schedule - Weekly report. See Step 5. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. 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 filter is saved in your browser's cache and remains available for re-use for the length of your session. 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. endstream
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Note: The hours/minutes format is configurable and might appear as [hh.mm]. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. You cannot unpost schedule dates in the past. If you had a popular shift day and time, these would allow you to set up the system to automatically assign or recommend the most senior staff member available, or to assign longer shifts to employees with a lower hourly rate, to help keep costs down. 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. 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. Rules and Organizational Rules I Work request self-schedule panel displays: Note: self-schedule. 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