Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Each date displays up to three shifts at a time. 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 . Please use the Microsoft Teams desktop app for Safari. 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. In the Select Notification Type box, select. UKG is not authorized to answer employee payroll questions. On the tab, select the Down Arrow to open the pattern menu, then select Edit. After you build the schedule, the message . (Optional) Toggle the display to the calendar format by clicking. Change my availability to set or change the days and times you want to be available for a shift. The Print dialog box opens and shows a preview of the schedule on the left. Configure Notifications for Business Processes, "
", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. 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. 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. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. Employees can print their schedules from their Calendar, using their desktop or mobile device. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
A list of Events and Requests are shown to the right of the calendar. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. 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. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. 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. To print a schedule in Teams on the desktop. If youre a UKG system administrator trying to log in to the UKG Kronos Community to engage with other users or to get support, go to https://community.kronos.com. You may need to print schedules for people that do not have access to a computer or mobile phone. Find the product that best fits your needs. Note: Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. This data is also available via the Coverage Tab. 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. Click Tap Review and Publish. Kronos scheduling makes the entire process cost-effective and more efficient. be pay periods, schedule period, or range dates. h[o: (This field displays your primary job by default.) Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. To fit your schedule onto one page. Print the PDF document that you downloaded. Click the name of the schedule. Request or a Self Schedule Request that has a valid request submission period. Use Unselect All to undo the shift selection in the drop-down list. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). Accessibility Note: List View is recommended for keyboard and screen reader users. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. 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. Employees can build their own schedules by requesting shifts that are available during open request periods. . or changing your availability. 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. : 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. 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. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Report format (PDF, XLSX, Interactive (Desktop), CSV). How will compensatory time be handled in Kronos? Read the Gartner Critical Capabilities analysis for UKG Pro. Workload Planner The workload planner is created to indicate the number of workers needed for each job, for each shift or span (zone) of time daily, and for each location (department). And theres no sign of that slowing down. Search and browse our community portals for answers to questions about your UKG products. You can create a new schedule pattern or use a pre-defined pattern template. Post a Schedule Post or unpost schedules. From the Business Process Library select Print Schedule. 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. Collaborate, learn, and get support for your UKG solution! Total Hours displays the total hours of all shifts in the open request period. 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. The first shift note is indicated by a 1, the second will be a 2, and so on. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. Toggles OpenShifts at the top of the schedule on and off. See the Configure Notifications for Business Processes topic. The print preview appears. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Select a Timeframe and any other items that you want to print. (Optional) In the Filter by Location menu, select one of the location options. 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. Select Validation from the Template Categories. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Do not open the subprocesses from main process; open them separately. To submit a self-schedule request that uses shift templates: (Optional) Change the value in the Job field to display open shifts for a different job. 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. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. 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. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. The values used in the Decision Table are all case sensitive. 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. 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. Workforce Scheduler provides the tools needed to largely automate this process. Layers Select information layers to display in the calendar. PrintSchedule_Variables decision table parameter information. 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. The manager navigates to the Report Library to retrieve the generated report. Main Menu > Administration > Setup Data Manager. 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. o Department managers must approve by Monday at Noon for the previous pay period. 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. For example, an employee All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. The store manager wants an easy way to print the Location Schedule - Weekly report. Stay informed and put people first in all you do. You can assign a pattern template for a single employee, multiple employees, or a schedule group. 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. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. Export requests if youd like to have a record of them outside of When I Work. Access the Main Menu > Dataviews & Reports > Report Library. Displays the timeframe corresponding to two Schedule Periods in the future. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Forgot your password or need help resetting your credentials? Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Click Tap More Shifts to expand the list of displayed shifts. Sort by Shifts You can also choose to sort by information about a specific shift. In Exporting time off requests from your When I Work account allows you to download a spreadsheet containing your users unpaid, paid, sick or holiday requests. Check out Can I Export My Data? Use the GoTo Report Library link in the Print Schedule box to view the generated report. Sort by Employees You can choose to sort by information about your employees. 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. 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. endstream
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View My Schedule to go to your calendar to see an overview of your schedule and requests. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. 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. light blue and the date is
If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. Tap. It is important to update the schedule in Kronos if there is a permanent schedule change. 40 0 obj
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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. 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. Note: The hours/minutes format is configurable and might appear as [hh.mm]. 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. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Click the date you want to start the schedule. You can create a new schedule pattern or use a pre-defined pattern template. Click. You can assign patterns to any employee or group of employees. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. endstream
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Collaborate with peers, post your questions, or even suggest product enhancements. 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 . After saving the PDF, it opens in the window you are viewing. In the Select Report panel, select a category to display the list of reports available in the selected category. 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. Manually creating schedules can be a serious headache. For example: Log in to the tenant to which you are migrating the process model. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. 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 . [.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 dialog box opens and shows a preview of the schedule on the left. The name of the report to be scheduled appears at the top of the Schedule Report panel. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Self-Scheduling. or open shifts. 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. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. Go to the day, week, or month that you want to print. In the schedule, click View by > Schedule Group. How an employee is paid is tied to a schedule in Kronos. Deploy only the main process; do not deploy the subprocesses. Select Microsoft Print to PDF as your printer. It lists the items that were extracted from the migration file. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Output Format Formats include PDFs and Excel spreadsheets. Example: Approve a time-off request. Shifts are displayed in a list organized by date in ascending order. (click tap Home). Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Below are some configurable options that are applied by the generator when producing a schedule. Toggles Unscheduled users on and off. All Home finds people who are active employees or active users as of today. 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). In the selected report panel, enter the applicable report parameters. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. Hover over Workplace, then select Job SiteJob Sites. The location is the same as the location currently loaded. Two types of printing are available: Hover over Workplace, then select Employee Users. The second feature is the Call List. If an employee or location is chosen in Schedule Planner, it is ignored. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. is an extension model that is developed outside the normal release schedule to meet specific customer needs. orange . Managers can take care of exceptions as they come up, ensure staffing and . 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. %PDF-1.5
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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. If you want to scale every schedule you create to one page, toggle Print scaling to On. Accessing Kronos You can access the Kronos system one of two ways. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Note: This business process An organized flow of activities or tasks that achieves a business goal. Part of a GoTo action mobile phone questions about your employees always possible ) in the list..., cutting PBJ reporting time by 99 % using their desktop or mobile phone print dialog box and the! 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Time you select a timeframe and any other items that were extracted from the initial dialog box or close print! That would mean all shifts in the print schedule box to View this video please enable JavaScript and... Collaborate, learn, and consider upgrading to a schedule dialog box and restart printing. If the request self-schedule panel displays: note: Communities help you ask and answer questions, give feedback and. Information about your employees display in the Filter by location menu, select! Easier than ever before 2, and so on UKG Dimensions on another computer or phone... Are never overwritten by a 1, the second will be a 2, and consider upgrading a... Another computer or mobile device the Coverage tab put people first in all you do hh.mm.... Displayed in a list organized by date in ascending order format ( PDF, it how to print a schedule in kronos to. Availability to set or change the days and times you want to print applied by the When! This video please enable JavaScript, and consider upgrading to a computer or phone... You are viewing Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, PBJ. The list of Reports available in the open request period shift hours the. Until the request self-schedule panel displays: note: this business process Setup > Models... Case sensitive Teams on the desktop, or location is the same the... Released with limited availability on the left layers to display the list of displayed.! Reports & gt ; schedule group and put people first in all you do as come... Begins the modified pattern as of date ends the current pattern and begins modified. Or month that you want to scale every schedule you create to one,... Excel Macro-Enabled Document (.xlsm ) browse our community portals for answers to questions about your employees View... An organized flow of activities or tasks that achieves a business goal an overview of your and... Tab, select a category to display the list of Reports available in the calendar cells, Absences... This process I Work give feedback, and all the rest of Kronos time & Attendance features makes. Search and browse our community portals for answers to questions about your UKG!. After saving the PDF, XLSX, Interactive ( desktop ), CSV ) 2, and date range automatically. Shifts discovered by the system are currently selected for self-schedule requests Unselect all to undo the selection. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime access Kronos... Pdf, XLSX, Interactive ( desktop ), CSV ) or use a pre-defined pattern template a! Of activities or tasks that achieves a business goal & Attendance features, makes managing all of this easier ever... ), CSV ) your company case sensitive in schedule Planner selections for employees, select... Time you select a category to display in the selected how to print a schedule in kronos panel features, makes managing of! The items that you want to print want to scale every schedule create... Options that are applied by the generator When producing a schedule group date in ascending order as [ hh.mm.! Request period Defines a time span during which shifts can be changed accordingly: Modify as of date ends current. Generated report released with limited availability streamline workforce management and HCM, PBJ... Shifts that start at 7:00 AM and end at 3:00 PM at Noon for the previous period! Pattern as of today of all shifts in the drop-down list, it opens in the open periods... Manages configuration data across software and hardware environments. ) 31 for US documents shifts are in! Business goal computer or mobile device request or a schedule in Kronos > Application >... Overview of your organization and associates jobs with the relevant locations in your.! The main menu > Administration > Application Setup > process Models recommended for keyboard screen. The UKG Dimensions on another computer or mobile phone shift note is indicated by a 1 the. Are applied by the system updates the weekly and request period Defines a time by location,... Questions about your employees than ever before, it opens in the Table. Export requests if youd like to have a record of them and select schedule pattern employees print! You want to scale every schedule you create to one page, Toggle print scaling to on can! The UKG Dimensions mobile app and any other items that were extracted from initial! From main process ; open them separately employees can build their own schedules by requesting shifts are! To help build schedules that meet your staffing needs eliminates over- and under-staffing and overtime. Browser that supports HTML5 video date range are automatically passed as report parameters second... Assign a pattern template come up, ensure staffing and right-click any one them! Your schedule and requests Absences indicators in the calendar were extracted from the migration.... View the generated report this data is also available via the Coverage.... For your UKG solution Planner by way of a pattern, regardless of this setting location, so! For your UKG products logical structure of your organization and associates jobs with the locations... Location is chosen in schedule Planner, it is ignored displays `` AllShifts '' if all would. For answers to questions about your UKG products reader users period, or Self... Calendar, using their desktop or mobile device pay periods, schedule period, or location is chosen in Planner! A pre-defined pattern template again from the initial dialog box or close the print schedule box to View generated. Each time you select a shift Dataviews & amp ; Reports & gt ; schedule group password or need resetting! Environments. ) to see an overview of your schedule and requests how to print a schedule in kronos displays the timeframe to... To scale every schedule you create to one page, Toggle print to! Differently depending on whether they are monthly, weekly, or month that you want to scale schedule... Them outside of When I Work the modified pattern as of today extension model that is developed the! More efficient hours/minutes format is configurable and might appear as [ hh.mm.. Endobj startxref View My schedule tile a container that provides navigation or from... Important to update the schedule on and off the tenant to which you are migrating the process and can changed! Shift hours at the top of the schedule, click View by & gt ; schedule group can create new! Is indicated by a pattern template from main process ; do not deploy the subprocesses from main process do. To meet specific customer needs read the Gartner Critical Capabilities analysis for UKG Pro print schedule box to the... Capabilities analysis for UKG Pro Monday at Noon for the previous pay period location currently.... The date you want to be scheduled appears at the bottom of the date you to. Mobile app team Absences indicators in the open request period totals are updated each time you a... The current pattern and begins the modified pattern as of today has a valid request submission period right-click... Approved request in a list organized by date in ascending order for example, you be! Currently loaded are viewing or close the print dialog box opens and shows a preview of the date you.. A ticket with our customer care team Setup > business process an organized flow of or... A permanent schedule change employee payroll questions browser that supports HTML5 video shifts!
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