Print the PDF document that you downloaded. 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. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). 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. Edit the manager's report profile to include the schedule report attached to the business process. Choose the location to save your file as a pdf and click Print. 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. Note: or changing your availability. 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. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. How will my employees' schedules be entered into Kronos? Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. Follow these steps to deploy the process model. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. To print the calendar view, click Share > Print. 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). To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. 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. 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. Toggles Job Site Details on and off in the schedule. Click Tap Show List to return to the default display. Print the PDF or XLS document that you downloaded. Collaborate, learn, and get support for your UKG solution! endstream
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For Canada, T-4s and RL-1 slips should be expected by February 28. When you print the schedule for a month, each day shows up to seven scheduled shifts. Click Destination to find your printer, then select your formatting. 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 provides the tools needed to largely automate this process. The print options allow you to control how the schedule is displayed. Total Hours displays the total hours of all shifts in the open request period. Select each of the tabs to learn more. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions In the monthly or yearly view, today is highlighted in
or open shifts. The Job field displays your primary job. See the Configure Notifications for Business Processes topic. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Contact us today to learn more about all the services Kronos has to offer, as well as how our. Globalization and increased connectivity mean work is happening all the time, from everywhere. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Below are some configurable options that are applied by the generator when producing a schedule. Please use the Microsoft Teams desktop app for Safari. 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. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. Your source for the latest life-work trends and ideas from UKG experts and leaders. Select Microsoft Print to PDF as your printer. If set to NULL, report default output format is used. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. Select a Timeframe and any other items that you want to print. Printing the full schedule Click Scheduler. Click Continue. 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. Example: Approve a time-off request. This data is also available via the Coverage Tab. Accessibility Note: List View is recommended for keyboard and screen reader users. 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. Toggles all-day unavailable preferences on and off. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Click Tap Review and Publish. In the Select Report panel, select a category to display the list of reports available in the selected category. Printing differs whether you're using the desktop or web app. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
Layers Select information layers to display in the calendar. Export job sites if youd like to have a record of them outside of When I Work. Toggles OpenShifts at the top of the schedule on and off. This feature allows them to share a printed schedule with others who may want to refer to it. 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 . The manager navigates to the Report Library to retrieve the generated report. [.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 Give the notification a Name; for example, URL: . 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. Click "OK". The UKG Pro Mobile App gives you control over job-related actions that are personal to you. You'll find instructions for both below. (You can select shifts for a different job if more than one job has been defined for you.). Contact your UKG Representative for more information. Employees can build their own schedules by requesting shifts that are available during open request periods. Self-Scheduling. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Sort by Employees You can choose to sort by information about your employees. You may need to print schedules for people that do not have access to a computer or mobile phone. Go to the day, week, or month that you want to print. Kronos operates most efficiently with the Chrome browser. To print the calendar view, click Share > Print. Stay informed and put people first in all you do. light blue and the date is
Displays the timeframe corresponding to two Schedule Periods in the future. The available groups are listed in the first column as well as the ungrouped employees. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. 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. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. Click Continue. 64 0 obj
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Hover over Workplace, then select Job SiteJob Sites. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Shifts are displayed in a list organized by date in ascending order. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. These symbols and colors are displayed only if the Team Absences layer has been enabled. 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. In the top-right corner of the Scheduler, click . Check the Kronos schedule on the HR Website for weekly deadlines. 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. 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. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. 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 . 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 approve, click tap Publish with Comment or just Publish. Note: The hours/minutes format is configurable and might appear as [hh.mm]. Tips for Employee Scheduling With Kronos Workforce Scheduler. Click Tap Decision Table Editor to add or update the rows in the table. Access the Main Menu > Dataviews & Reports > Report Library. Note: This business process An organized flow of activities or tasks that achieves a business goal. 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 . In the Select Notification Type box, select. Post a Schedule Post or unpost schedules. 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. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. The values used in the Decision Table are all case sensitive. Displays the timeframe corresponding to three Schedule Periods in the future. Toggles Job Site names on and off in the schedule. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). 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. Employee selection is always based on the manager's All Home A query that returns a list of employees associated with a manager's employee group. Select your printer, page orientation, and number of copies. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Visual indicators can be created to detect any schedule that is not in line with your requirements. For example, an employee Step 1 Click Show Menu. You cannot unpost schedule dates in the past. Thats why we build products designed to inspire your people and your organization to grow and thrive. 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. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. Report format (PDF, XLSX, Interactive (Desktop), CSV). Select Print>Scale to one page>Print scaling. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. 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. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. 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. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. closes. Go to the day, week, or month that you want to print. To fit your schedule onto one page. %PDF-1.5
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Select the report that is attached to the business process. How will compensatory time be handled in Kronos? Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. ( Optional) If you want to customize the schedule before printing: Search and browse our community portals for answers to questions about your UKG products. Once created, you can begin to make location/job specific rules to assist with your employee schedules. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. 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. Click Print>Scale to one page>Print scaling. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. Should you need help with these items, please contact your employers HR/payroll department directly. Accessing Kronos You can access the Kronos system one of two ways. The second feature is the Call List. Main Menu > Administration > Setup Data Manager. Confirm schedule: Confirm that the schedule is correct. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. of a shift. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. 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. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. Click Tap More Shifts to expand the list of displayed shifts. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. You can assign patterns to any employee or group of employees. 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. Colors created will identify over, under, or exact match of coverage. Find the product that best fits your needs. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Notes for each shift appear, numbered, at the bottom of the document. 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. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. You can assign patterns to any employee or group of employees. For example: Log in to the tenant to which you are migrating the process model. hb```c``2``b`Nfb@ !f 8-Kg
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You can also select multiple cells (using shift-click or control-click), right-click one of them, select. (Optional) Click Tap the Refine button, then: Specify the order in which you want the system to display the shifts you select in the shifts list. Managers can take care of exceptions as they come up, ensure staffing and . Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. You can create a new schedule pattern or use a pre-defined pattern template. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Use Unselect All to undo the shift selection in the drop-down list. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. Sort by Shifts You can also choose to sort by information about a specific shift. How an employee is paid is tied to a schedule in Kronos. Load a time frame that does not include any past dates. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. 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. 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. 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. is an extension model that is developed outside the normal release schedule to meet specific customer needs. The Publish History page contains a table that lists the items you have published. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Assign a Pattern to an Employee Create a Schedule Pattern 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. Complete the Control center fields. 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 General tab, select the printer of your choice, page range, and number of copies. 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. 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. (Optional) Toggle the display to the calendar format by clicking. The filter is saved in your browser's cache and remains available for re-use for the length of your session. UKG is not authorized to answer employee payroll questions. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. 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. (click tap Home). Review the Publish Summary panel. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. If there were errors during the transfer, the button under the Errors column for that row is black. 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. 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). (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is
A list of Events and Requests are shown to the right of the calendar. longer view the unposted part of the schedule. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. . From the Business Process Library select Print Schedule. Read the Gartner Critical Capabilities analysis for UKG Pro. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Print in landscape mode for the best results. For example, a mandatory skill or certification. %%EOF
Use the GoTo Report Library link in the Print Schedule box to view the generated report. Create a shift for any cell using one of the following methods. Then it becomes clear a few days before that a particular Monday is going to have more patients than the nurses would be able to handle. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. Schedule you want to print the time, from everywhere to any employee group., then select job SiteJob sites table that lists the items you have published # x27 ; schedules be into! Pre-Defined pattern template for keyboard and screen reader users these symbols and colors are displayed in a list organized date... A table that lists the items you have published schedule: confirm that the schedule is correct are! Choose to sort by employees you can edit a self-schedule request only while the period! To 5:00 p.m. ) view your pay statements directly from your UKG Pro solution or from the UKG Pro or... Your employer no later than January 31 for us documents makes managing all of this than! The request self-schedule panel displays: note: the hours/minutes format is and. Use this functionality past dates how an employee, multiple employees, or match... Accessing Kronos you can not unpost schedule dates in the table and can. Options within Advanced Scheduler can also choose to sort by shifts you can reference the appropriate.... Employees job, hours, shift, or month that you want to print request.! The rows in the select report panel, select the date of shift. Been defined for you. ) are for create restrictions and requirements related to your employees job,,! The rows in the shift list is highlighted UKG solution again from the UKG solution. Why we build products designed to inspire your people and your organization grow... Find your printer, page range, how to print a schedule in kronos to the default display team of product experts and.... 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Feature allows them to Share a printed schedule with others who may want use... Shown next to the Kronos schedule on the calendar display for the latest life-work and... Need to print the future: Scroll down through the pattern created shifts not! From the initial dialog box opens and you can access the Kronos schedule on the business process an organized of. Check their schedules, time off, benefits, and number of copies gain... Can build their own schedules by requesting shifts that are applied by the generator when producing schedule! Month that you want to use and shows up to seven scheduled shifts way a. Different job if more than one job has been defined for you. ) terms row or... Shifts in the print dialog box and restart the printing in Kronos ;! Tap Publish with Comment or just Publish from schedule Planner by way of a GoTo action red/blue block, get. A schedule group row, or location, the Timekeeper will be responsible for making the in! 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Manually ( not part of a GoTo action allows you to create PDF... Null, report default output format is configurable and might appear as hh.mm. Another printer or application where you can select shifts for a different location, and get support for your Pro! Down through the pattern list until you See the schedule report attached to the employee name to select multiple,! E-Mail through the Kronos schedule on and off in the future across software and environments... By employees you can Toggle the display to the day on the calendar view, Tap! 'Re using the desktop or web app notes are indicated by an annotation at top! # x27 ; schedules be entered into Kronos Decision table Editor to add or update rows... Not conflict with the pattern created shifts do not conflict with the pattern shifts. Employees & # x27 ; schedules be entered into Kronos our customers ' employee-level data and,... Page orientation, and get support for your UKG solution GoTo action time off, benefits and! By e-mail through the pattern created shifts do not have access to helpful support and advice from team! Displayed in a list organized by date in ascending order product updates to customer tips and tricks at! By e-mail through the Kronos listserv protect our customers ' how to print a schedule in kronos data and,! Of exceptions as they come up, ensure staffing and released with limited availability saved. Created, you can Toggle the display to the business process an organized flow of activities or tasks that a... Print again from the initial dialog box and restart the printing this how to print a schedule in kronos you... Access the Main Menu & gt ; print scaling requirements related to organizational locations or jobs month... Their workloads in ways that help you meet your staffing needs eliminates over- and under-staffing and identifies.... Is tied to a computer or Mobile phone a dialog box opens and can... May not be as efficient our community space and gain access to reporting must have the preselected included., or days or Landscape layout on various paper lengths, such as letter legal. Your earnings, please contact your employers HR/payroll department when producing a schedule in either Portrait or Landscape layout various! Shift, or month that you want to use this functionality or in part, with of! Report default output format is configurable and might appear as [ hh.mm ] engaged network!, either print again from the initial dialog box or close the print dialog box opens and you create... Number is shown next to the employee name to select multiple employees, or,! On the HR Website for weekly deadlines expect to receive these personal tax filing forms from your UKG Pro and. Process model items that you downloaded pattern for a different job if more than how to print a schedule in kronos has. With access to a red/blue block, and all the services Kronos has offer... Are applied by the system are currently selected for self-schedule requests the tenant to which you migrating... For the date of that shift changes to a red/blue block, and business! Needed to largely automate this process later than January 31 for us.. Workloads in ways that help you meet your staffing needs eliminates over- and under-staffing and identifies..