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Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Locations. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. If a Hyperfind is chosen in Schedule Planner, it is ignored. Click Destination to find your printer, then select your formatting. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. 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. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. After the model is delivered to your tenant, you can edit it to meet your needs. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. Give the notification a Name; for example, URL: . 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. After you build the schedule, the message changes to "Edit My 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. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Toggles all-day unavailable preferences on and off. You cannot unpost schedule dates in the past. 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. 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. 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. The Job field displays your primary job. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. 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. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Fill out the form below and lets get started! 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. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . The second feature is the Call List. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. 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. 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. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Total Hours displays the total hours of all shifts in the open request period. In the General tab, select the printer of your choice, page range, and number of copies. All of these features rely on Sorting Rules and Matching Rules. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. 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. Re-deployment is not required for decision table changes. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Select your printer, page orientation, and number of copies. 3q/.+9. Click Continue. The number of open shifts (displayed in square brackets to the right of the Open Shift label) includes Shift Market shifts if the open shift request subtype Classifications of schedule requests from employees. 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. That means taking a look at each of the building blocks required for creating an optimal schedule. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. The print options allow you to control how the schedule is displayed. You can create a new schedule pattern or use a pre-defined pattern template. Tap. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? In the Select Report panel, select a category to display the list of reports available in the selected category. 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. o Department managers must approve by Monday at Noon for the previous pay period. 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. Printing the full schedule Click Scheduler. For Canada, T-4s and RL-1 slips should be expected by February 28. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Example: Attach the Location Schedule - Weekly report to the process. Kronos scheduling makes the entire process cost-effective and more efficient. 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. Select Print>Scale to one page>Print scaling. If there were errors during the transfer, the button under the Errors column for that row is black. 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. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. You can assign patterns to any employee or group of employees. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. [.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 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. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). 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. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Shifts are displayed in a list organized by date in ascending order. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
How will compensatory time be handled in Kronos? (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). You can assign a pattern template for a single employee, multiple employees, or a schedule group. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). For example, if your default Schedule Period is configured as Weekly. Kronos scheduling makes the entire process cost-effective and more efficient. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. In the selected report panel, enter the applicable report parameters. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. The time period you select is highlighted with thicker lines in the printout. Select Microsoft Print to PDF as your printer. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Displays the timeframe corresponding to two Schedule Periods in the future. Your source for the latest life-work trends and ideas from UKG experts and leaders. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. Check the Kronos schedule on the HR Website for weekly deadlines. In the top-right corner of the Scheduler, click . Change my availability to set or change the days and times you want to be available for a shift. 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. Toggles Annotations on and off. 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. h[o: Individual totals are displayed for each week in the request period (, (Optional) Review your self-schedule request by referring to the calendar, or by clicking. Toggles Unscheduled users on and off. 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. For example, an employee Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. 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. 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. The first shift note is indicated by a 1, the second will be a 2, and so on. Click Print>Scale to one page>Print scaling. Application Setup > Business Process Setup > Process Models. Follow these steps to deploy the process model. To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. 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. 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. 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. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. 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. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. To print a schedule in Teams on the desktop. : 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. Click Tap More Shifts to expand the list of displayed shifts. Tips for Employee Scheduling With Kronos Workforce Scheduler. You can use the Selected Shifts drop-down to select your preferred shifts. 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. 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. Schedule patterns allow you to fill out a schedule quickly in an organized way. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. This extension leverages a business process that calls the Execute Reports API. 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. Select 'User' in the View Shifts By menu. This report can be printed for an entire location, but not for individual employees. The Print dialog box opens and shows a preview of the schedule on the left. Click Continue. Print the PDF document that you downloaded. From the Business Process Library select Print Schedule. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. These symbols and colors are displayed only if the Team Absences layer has been enabled. Check out Can I Export My Data? Choose Microsoft Print toPDF in the General tab. Select the report that is attached to the business process. 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. Colors created will identify over, under, or exact match of coverage. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is
Days outside the open request period are grayed-out. Toggles OpenShifts at the top of the schedule on and off. In the Reporting Jobs page, click Schedule Report . 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. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. 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. Check out Can I Export My Data? You can print up to eight weeks from your schedule. Review the Publish Summary panel. For example, a mandatory skill or certification. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. 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). (Optional) Toggle the display to the calendar format by clicking. Displays the timeframe corresponding to three Schedule Periods in the future. In the top-right corner of the Scheduler, click, To change the schedules appearance, modify the, To add additional notes for your users, type a message in. Print the PDF or XLS document that you downloaded. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Choose the account you want to sign in with. 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. The decision table contains two columns dt_input and dt_output. 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. 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. longer view the unposted part of the schedule. In the Select Notification Type box, select. The time period you select is highlighted with thicker lines in the printout. closes. Contact your UKG Representative for more information. 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. 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. Go to the day, week, or month that you want to print. Load a time frame that does not include any past dates. (You can select shifts for a different job if more than one job has been defined for you.). Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. If an employee or location is chosen in Schedule Planner, it is ignored. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. The Print dialog box opens and shows a preview of the schedule on the left. 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. Read the Gartner Critical Capabilities analysis for UKG Pro. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. 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