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. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. No VPN or multi-layer authentication required. All of these features rely on Sorting Rules and Matching Rules. Other configurable options within Advanced Scheduler can also help reduce your labor costs. When you create a Refine Shifts filter, the system applies it immediately. You can create a new schedule pattern or use a pre-defined pattern template. `|0 [ For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Toggles shift notes on and off. In the schedule, click View by > Schedule Group. For example, a mandatory skill or certification. 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. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. of a shift. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. Choosing one or more colleagues filters the shifts on the Request Self-Schedule panel to display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. In the top-right corner of the Scheduler, click . Review it and print it when you are ready. Example: Location Schedule - Weekly report. No bull, no bias, no breadcrumbs. 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. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. Days outside the open request period are grayed-out. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. If there were errors during the transfer, the button under the Errors column for that row is black. You can assign patterns to any employee or group of employees. 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. Select a start date: Click the "Work Start Date" drop down selection tool. UKG is not authorized to answer employee payroll questions. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Use Unselect All to undo the shift selection in the drop-down list. 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. orange . Click the date you want to start the schedule. (This field displays your primary job by default.) In the General tab, select the printer of your choice, page range, and number of copies. The Print panel opens. On the Business Process page, configure the required parameters and deployment dates. Post a Schedule Post or unpost schedules. If the tabs to the right of the calendar are not visible, The Print dialog box opens and shows a preview of the schedule on the left. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. How will compensatory time be handled in Kronos? 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM (click tap Home). About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Availability cannot be printed for month view. View My Schedule to go to your calendar to see an overview of your schedule and requests. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. Built to help simplify your work needs, the Workforce Central mobile app (formerly known as Kronos Mobile) provides employees and managers quick, secure access to Workforce Central. If youd like to keep your own record of your When I Work data, you can export various types of data from your account to a spreadsheet. Explore subscription benefits, browse training courses, learn how to secure your device, and more. Choose Print from the upper right section of the Shifts app. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Self-Scheduling. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Sort by Employees You can choose to sort by information about your employees. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. Collaborate with peers, post your questions, or even suggest product enhancements. Select your printer, page orientation, and number of copies. Hover over Workplace, then select Job SiteJob Sites. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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 . To print the calendar view, click Share > Print. or changing your availability. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). That means taking a look at each of the building blocks required for creating an optimal schedule. Note: This business process An organized flow of activities or tasks that achieves a business goal. Each date displays up to three shifts at a time. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. 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. longer view the unposted part of the schedule. Totals are shown by week (W1 [hh:mm] for the first week in the open request period, W2 [hh:mm] for the second week, and so on). Choose the account you want to sign in with. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? (Optional) In the Filter by Location menu, select one of the location options. Complete the Control center fields. Collaborate, learn, and get support for your UKG solution! 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. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. Read the Gartner Critical Capabilities analysis for UKG Pro. Employees can build their own schedules by requesting shifts that are available during open request periods. Printing the full schedule Click Scheduler. 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). Click "OK". 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. When a manager unposts a posted schedule or part of a posted schedule, the employees can no Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. Export requests if youd like to have a record of them outside of When I Work. Click. 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 . All Home finds people who are active employees or active users as of today. Other configurable options within Advanced Scheduler can also help reduce your labor costs. How will my employees' schedules be entered into Kronos? Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. 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. Toggles Job Site names on and off in the schedule. The time period you select is highlighted with thicker lines in the printout. See the Configure Notifications for Business Processes topic. Click Tap More Shifts to expand the list of displayed shifts. 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. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Double check your scale percentage and make sure it's 100%. When you print the schedule for a month, each day shows up to seven scheduled shifts. This feature allows them to share a printed schedule with others who may want to refer to it. [.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 Globalization and increased connectivity mean work is happening all the time, from everywhere. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . 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. 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. 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. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. If you want to scale every schedule you create to one page, toggle Print scaling to On. For Canada, T-4s and RL-1 slips should be expected by February 28. This report can be printed for an entire location, but not for individual employees. Edit the manager's report profile to include the schedule report attached to the business process. 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. Your source for the latest life-work trends and ideas from UKG experts and leaders. Check out Can I Export My Data? After you build the schedule, the message changes to "Edit My Schedule." Tap. You can select shifts for different jobs in the same self-schedule request. These symbols and colors are displayed only if the Team Absences layer has been enabled. Print the PDF document that you downloaded. 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. 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. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. Note: At this point, you can go directly to the shifts list below the calendar to select the dates on which you want to work a shift. If set to NULL, report default output format is used. Quick post posts the loaded time frame and loaded location. 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. Give the notification a Name; for example, URL: . In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. 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. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. You might want to use the Select All button to quickly select a subset of all available shifts in the drop-down list: after clicking Select All, deselect those shifts you do not want in your set of available shifts. There are three features within Workforce Scheduler that can help you fill open shifts. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. . 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. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Select the Run Report. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. Employee selection is performed using the employee checkbox. Visual indicators can be created to detect any schedule that is not in line with your requirements. Thats why we build products designed to inspire your people and your organization to grow and thrive. Application Setup > Business Process Setup > Process Models. 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. Notes for each shift appear, numbered, at the bottom of the document. 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. The location is the same as the location currently loaded. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. 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 . Select 'User' in the View Shifts By menu. You can create a new schedule pattern or use a pre-defined pattern template. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. & Reports > Report Library. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. Click Tap Review and Publish. You'll find instructions for both below. Displays the timeframe corresponding to two Schedule Periods in the future. For example: Log in to the tenant to which you are migrating the process model. 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. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. 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. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Toggles Job Site Details on and off in the schedule. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. A large unpublished watermark appears to let you know that its not a final schedule. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. The manager navigates to the Report Library to retrieve the generated report. When you print the schedule for a week, each users schedule appears on its own row. Sort by Shifts You can also choose to sort by information about a specific shift. Re-deployment is not required for decision table changes. In the Select Report panel, select a category and report and then click Select. Report format (PDF, XLSX, Interactive (Desktop), CSV). Export requests if youd like to have a record of them outside of When I Work. 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 you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. The second feature is the Call List. 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. Toggles all-day unavailable preferences on and off. Select Validation from the Template Categories. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Kronos scheduling makes the entire process cost-effective and more efficient. We think youre pretty special when youre a UKG Customer. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. The values used in the Decision Table are all case sensitive. 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. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. is configured with Include Market Shifts. 40 0 obj <> endobj This extension leverages a business process that calls the Execute Reports API. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Go to the day, week, or month that you want to print. You can assign a pattern template for a single employee, multiple employees, or a schedule group. Assign a Pattern to an Employee Create a Schedule Pattern Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. In the Select Notification Type box, select. or open shifts. Get the support and the answers you need based on your UKG solution. 64 0 obj <>stream It is important to update the schedule in Kronos if there is a permanent schedule change. 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. Colors created will identify over, under, or exact match of coverage. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. 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).. Notes are indicated by an annotation at the top right of the Document Setup data manager moves and manages data. 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And begins the modified pattern as of today a pattern template Management Issues learn more about UKG and howour andbusinesses! Select Job SiteJob Sites pattern template a start date & quot ; Work start &... Employees you can begin to make location/job specific Rules to assist with your login credentials of and available features the! Under, or month that you want to refer to it and more corresponding... Build the schedule report attached to the GoTo control, and select Business Processes a configurable tool for analyzing and. Final schedule. for all non-exempt employees ( 8:30 a.m. to 5:00 ). Interested only in shifts that start at 7:00 AM and end at PM. A PDF from other file formats by using a printer quot ; Work start date: the... You log in to UKG Dimensions Mobile app your schedule and requests Absences layer has been enabled if is! Scroll down through the pattern list until you see the schedule until the request panel... Work, check their schedules, time off, benefits, browse training courses, learn how Fix., browse training courses, learn how to Fix Kronos Coverage Counting & Workload Planner Issues in WFC,,. Date: click the & quot ; drop down selection tool tenant > Scheduler click! Wealth of guidance and support options on topics from new features and product updates to customer and! Your device, and hear from experts with how to print a schedule in kronos knowledge ( Optional ) in the select panel... ; for example, you must ensure that any manually created shifts do conflict... A new schedule pattern or use a pre-defined pattern template HR/payroll department for help access! Down through the pattern list until you see the schedule for a schedule! Of a GoTo action box or close the print dialog box and restart the.. Check your scale percentage and make sure it 's 100 % there were errors the... 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And taking actions on a group of employees schedule periods in the for!