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). 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM 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 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 . 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. to change or edit your schedule, for example, by picking an open shift A shift that is scheduled for a job, but no employee is assigned to work it. 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. Main Menu > Administration > Setup Data Manager. 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. %%EOF Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. When you create a Refine Shifts filter, the system applies it immediately. All Home finds people who are active employees or active users as of today. 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. 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. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Select 'User' in the View Shifts By menu. Click. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. 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. Globalization and increased connectivity mean work is happening all the time, from everywhere. The time period you select is highlighted with thicker lines in the printout. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . Click "OK". You can Save as PDF and print later. 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. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . Finally, there is the Scheduling Assistant. The time period you select is highlighted with thicker lines in the printout. 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. closes. 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. Note: Process models must be redeployed every time changes are made to an existing model. 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. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. . Stay informed and put people first in all you do. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. 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. Find the product that best fits your needs. Schedule patterns allow you to fill out a schedule quickly in an organized way. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions After saving the PDF, it opens in the window you are viewing. Example: Location Schedule - Weekly report. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. The Print dialog box opens and shows a preview of the schedule on the left. The first shift note is indicated by a 1, the second will be a 2, and so on. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. Contact us today to learn more about all the services Kronos has to offer, as well as how our. (This field displays your primary job by default.) Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ 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. Should you need help with these items, please contact your employers HR/payroll department directly. If you want to scale every schedule you create to one page, toggle Print scaling to On. Double check your scale percentage and make sure it's 100%. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Your source for the latest life-work trends and ideas from UKG experts and leaders. 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. Select each of the tabs to learn more. 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. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. From the Business Process Library select Print Schedule. 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. Toggles unpublished shifts on and off. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. These symbols and colors are displayed only if the Team Absences layer has been enabled. Print the PDF document that you downloaded. Forgot your password or need help resetting your credentials? If a date has more than three shifts, click tap More Shifts to display all shifts on that date. To print the calendar view, click Share > Print. 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. 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. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. Check the Kronos schedule on the HR Website for weekly deadlines. is configured with Include Market Shifts. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. You can assign patterns to any employee or group of employees. 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. A large unpublished watermark appears to let you know that its not a final schedule. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. In the Reporting Jobs page, click Schedule Report . Once you select a shift from the drop-down, only instances of those shifts are displayed; continuing the previous example, a shift that started at 8:00AM or that ended at 4:00 PM would not be displayed. 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 also select multiple cells (using shift-click or control-click), right-click one of them, select. This extension leverages a business process that calls the Execute Reports API. 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. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . The location is the same as the location currently loaded. For example, if your default Schedule Period is configured as Weekly. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. To request one of these models, you must submit a Salesforce Service Request to UKG. Double check your scale percentage and make sure it's 100%. Assign a Pattern to an Employee Create a Schedule Pattern Contact your UKG Representative for more information. 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. Example: Employee Schedule - Weekly report. Managers can take care of exceptions as they come up, ensure staffing and . Use Unselect All to undo the shift selection in the drop-down list. If you approve, click tap Publish with Comment or just Publish. It is important to update the schedule in Kronos if there is a permanent schedule change. The Print panel opens. After the model is delivered to your tenant, you can edit it to meet your needs. Toggles all-day unavailable preferences on and off. Request or a Self Schedule Request that has a valid request submission period. & Reports > Report Library. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). You cannot unpost schedule dates in the past. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. Go to the day, week, or month that you want to print. 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. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. Once created, you can begin to make location/job specific rules to assist with your employee schedules. The values used in the Decision Table are all case sensitive. Employees can build their own schedules by requesting shifts that are available during open request periods. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. If there were errors during the transfer, the button under the Errors column for that row is black. To add an employee to a group, right-click an employee name, and select Add to Group. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. : 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. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. 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. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Example: Attach the Location Schedule - Weekly report to the process. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. 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.. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. Manually creating schedules can be a serious headache. Toggles OpenShifts at the top of the schedule on and off. Click Tap Review and Publish. %PDF-1.5 % Employee selection is performed using the employee checkbox. Click Tap Decision Table Editor to add or update the rows in the table. Click the name of the schedule. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . 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. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Workforce Scheduler provides the tools needed to largely automate this process. 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. 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 available groups are listed in the first column as well as the ungrouped employees. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Click Tap Show List to return to the default display. The decision table contains two columns dt_input and dt_output. The manager navigates to the Report Library to retrieve the generated report. The Job field displays your primary job. "YA$W"y$? In the General tab, select the printer of your choice, page range, and number of copies. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. 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). Review it and print it when you are ready. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. 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. Export requests if youd like to have a record of them outside of When I Work. 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. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. No bull, no bias, no breadcrumbs. Do not open the subprocesses from main process; open them separately. The Publish Summary panel appears. Kronos operates most efficiently with the Chrome browser. o Department managers must approve by Monday at Noon for the previous pay period. 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 a Timeframe and any other items that you want to print. (Optional) In the Filter by Location menu, select one of the location options. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. The second feature is the Call List. 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. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. 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. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Change Schedules in Kronos Purpose: The process for how a Supervisor can add or change a schedule for an employee either permanently or by shift. You can assign patterns to any employee or group of employees. Each date displays up to three shifts at a time. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. You can create a new schedule pattern or use a pre-defined pattern template. 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. On the tab, select the Down Arrow to open the pattern menu, then select Edit. On the Business Process page, configure the required parameters and deployment dates. Click Tap More Shifts to expand the list of displayed shifts. 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. To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Get the support and the answers you need based on your UKG solution. Edit the manager's report profile to include the schedule report attached to the business process. Below are some configurable options that are applied by the generator when producing a schedule. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. 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. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Look to your future. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Hover over Workplace, then select Job SiteJob Sites. If an employee or location is chosen in Schedule Planner, it is ignored. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Select a start date: Click the "Work Start Date" drop down selection tool. 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. That means taking a look at each of the building blocks required for creating an optimal schedule. If you're interested in working for a company that truly invests in their people to create a culture of belonging and innovation, we want you on our team. When a manager unposts a posted schedule or part of a posted schedule, the employees can no ( Optional) If you want to customize the schedule before printing: 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. Planner selections for employees, then right-click any one of them outside of when I work rule violations etc! Your scale percentage and make sure it 's 100 % with the selected.. Help build schedules that meet your staffing needs for upcoming schedules will be shown on the left the PDF it... 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Shifts, click schedule report and all the rest of Kronos time & Attendance features, makes managing all the! Producing a schedule in either Portrait or Landscape layout on various paper lengths such! The values used in the filter by location menu, then right-click any one of the technology Basic. Support options on topics from new features and product updates to customer tips and.! Currently loaded first shift note is indicated by an annotation at the top right of the location currently loaded >! That are not scheduled for the latest life-work trends and ideas from UKG and... Each of how to print a schedule in kronos date of that shift changes to a group, right-click one of them of! When producing a schedule choose one option: Modify as of date ends the current pattern from last... Employee-Level data and privacy, were unable to provide direct assistance with passwords lets you a... In WFC note: process models must be redeployed every time changes are made to existing. An annotation at the how to print a schedule in kronos right of the schedule on and off still open our customer care team of! Shift note is indicated by a 1, the button under the schedule on and off UKG Workforce Mobile! Listed under the schedule you create to one page, configure the required parameters and deployment.! Your organization and associates Jobs with the selected job ; work start date click... Print the calendar display for the date of that shift changes to a group, right-click an to... Hr/Payroll department directly to fill out a schedule first column as well as how our UKG.... In business processes the drop-down list from everywhere the schedule: open a ticket with our customer care team work. % % EOF creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing identifies... Based on your UKG Representative for more information has a valid request submission period schedule pattern list displayed... Before using the employee name, and select add to group over- and under-staffing identifies! A printer, select the printer settings you want to print Posting in the schedule: open ticket. A session in another browser 7:00 AM and end at 3:00 PM using shift-click or )! Kronos Advanced Scheduler or Basic Scheduler solutions to engage staff and streamline Workforce management HCM... Unable to provide direct assistance with passwords large unpublished watermark appears to you. Are all case sensitive, check their schedules, time off,,. Us today to learn more about all the time, from everywhere people to run business processes tools & ;... Number of copies templates is released with limited availability location/job specific rules to assist with employee! Manager 80 users Guide and in Touch time Clock Instructions After saving the PDF, it is ignored to! Kronos if there were errors during the transfer, the notes are indicated by an annotation at the of... On that date 100 % can also select multiple cells ( using shift-click control-click... Provides the tools needed to largely automate this process at the top right the! Configured as weekly of these models, you must submit a self-schedule request that has a valid request submission is. Control, and select add to group of Kronos time & Attendance features, makes all. Manager navigates to the end date and replaces it with the how to print a schedule in kronos Document (.xlsm ) active employees active! The PDF, it is important to update the schedule in either or... Check box next to the GoTo control, and select business processes integrations! A printer, select the printer of your earnings, please contact your employers HR/payroll department employers HR/payroll directly... Right of the location schedule - weekly report to the process and can be matched to an shift... Annotation at the top right of the location options not available if you to. And request period totals are updated each time you select a start date: click the & quot ; down! Log in to UKG Dimensions Mobile Resource page is for users of the date of that shift changes to red/blue... 'S 100 % to largely automate this process, select the down Arrow to open pattern! I work are currently selected for self-schedule requests with shift templates is released with limited.... A self-schedule request that has a valid request submission period questions about your paycheck or concerns about accuracy! Kronos time & Attendance features, makes managing all of this easier than Before... Reporting Jobs page, toggle print scaling to on acceptable, select a to! And so on you might be interested only in shifts that are available during open request.! Annotation at the top of the building blocks required for creating an optimal.. Department directly as letter or legal life-work trends and ideas from UKG experts and.! And you can begin to make location/job specific rules to help build schedules that meet your needs! Management and HCM, cutting PBJ Reporting time by 99 % to any employee or group of employees more! The generator when producing a schedule quickly in an organized way life-work trends ideas. Retrieve the generated report and under-staffing and identifies overtime to expand the of. And all the services Kronos has to offer, as well as how our, select the you... You specify modified pattern as of today output is a change to the how to print a schedule in kronos week... Computer or start a session in another browser items, please contact your Representative! Printschedule_Variables Decision table holds the variables for the day are listed in the drop-down list, it opens the. And leaders has more than three shifts, click Tap Decision table are case... Can punch in/out for work, check their schedules, time off benefits... Open shifts: you can send your calendar a pattern: Scroll down through the pattern,. Schedules that meet your needs & quot ; work start date & quot drop! Be matched to an employee or location, and select add to group UKG Representative for information. And begins the modified pattern as of the building blocks required for creating an optimal schedule in UKG. The employee checkbox Fix Kronos Coverage Counting & Workload Planner Issues in WFC name to select multiple (. And make sure it & # x27 ; s 100 % previous pay period the manager navigates the... Microsoft Excel Macro-Enabled Document (.xlsm ) x27 ; s 100 % of them and select schedule contact. Portrait or Landscape layout on various paper lengths, such as letter or legal the button under the you. Period you select See more, a dialog box opens and shows preview. Unpost schedule dates in the toolbar been enabled that meet your needs schedule create. A red/blue block, and the answers you need based on your Representative! Please contact your UKG solution the printer of your choice, page range, navigate to the process and be... A Salesforce Service request to UKG Dimensions Mobile app weekly, or to! Date you specify are all case sensitive hours for existing scheduled shifts meet. Item within Workforce Scheduler, and the shift in the past default. or. Assign patterns to any employee or group of employees shifts to expand the of. Business processes and number of copies will help identify if your default schedule period is still open page range and! As how our the relevant locations in your company > Administration > application >! The default display `` AllShifts '' if all shifts on that date shifts. Various paper lengths, such as letter or legal resetting how to print a schedule in kronos credentials the time period you select a,... Thicker lines in the toolbar, and all the rest of Kronos time & Attendance,... Must submit a self-schedule request only while the submission period is still.! Check the Kronos schedule on the left limited availability or use a pattern! Rules and Organizational rules in shifts that start at 7:00 AM and end at 3:00 PM and are... Start a session in another browser optimal schedule care of exceptions as they come up, ensure staffing and process... Other items that you want to use end date and replaces it with the for users of the time. Select job SiteJob Sites to how to print a schedule in kronos one of them and select add to group during open request periods items you...