Sort by Employees You can choose to sort by information about your employees. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Manually creating schedules can be a serious headache. 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. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . is an extension model that is developed outside the normal release schedule to meet specific customer needs. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. The print options allow you to control how the schedule is displayed. 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. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. To fit your schedule onto one page. Check out Can I Export My Data? Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Main Menu > Administration > Setup Data Manager. When a manager unposts a posted schedule or part of a posted schedule, the employees can no Locations. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. Search and browse our community portals for answers to questions about your UKG products. Edit the manager's report profile to include the schedule report attached to the business process. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. 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. From your Report Library, click Reporting Jobs . 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. 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. The Print dialog box opens and shows a preview of the schedule on the left. The location is the same as the location currently loaded. In the selected report panel, enter the applicable report parameters. Toggles unpublished shifts on and off. The available groups are listed in the first column as well as the ungrouped employees. In the top-right corner of the Scheduler, click . Choose the location to save your file as a pdf and click Print. Each date displays up to three shifts at a time. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Select a Timeframe and any other items that you want to print. Collaborate with peers, post your questions, or even suggest product enhancements. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. 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 . 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). When you print the schedule for a week, each users schedule appears on its own row. Days outside the open request period are grayed-out. Accessing Kronos You can access the Kronos system one of two ways. The manager navigates to the Report Library to retrieve the generated report. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. (Optional) Toggle the display to the calendar format by clicking. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. o Department managers must approve by Monday at Noon for the previous pay period. Select the report that is attached to the business process. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. Using an employees availability helps to avoid work interruptions and other problems down the road; it shows them that their needs matter and helps you foster a lot more happiness and productivity among your workforce. Check out Can I Export My Data? Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. "YA$W"y$? To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. 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. Layers Select information layers to display in the calendar. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. 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. The values used in the Decision Table are all case sensitive. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. 51 0 obj <>/Filter/FlateDecode/ID[<5A8903F6FFE849438F1606E2582B6AC3>]/Index[40 25]/Info 39 0 R/Length 75/Prev 394058/Root 41 0 R/Size 65/Type/XRef/W[1 3 1]>>stream Click the name of the schedule. You can assign patterns to any employee or group of employees. The time period you select is highlighted with thicker lines in the printout. Complete the Control center fields. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. Find the product that best fits your needs. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. We think youre pretty special when youre a UKG Customer. Click Print>Scale to one page>Print scaling. The Job field displays your primary job. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Accessibility Note: List View is recommended for keyboard and screen reader users. 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. You can use the Selected Shifts drop-down to select your preferred shifts. Employee selection is performed using the employee checkbox. 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. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. (You can select shifts for a different job if more than one job has been defined for you.). Managers with access to reporting must have the preselected report included in their report profile to use this functionality. After you build the schedule, the message changes to "Edit My Schedule." 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. Quick post posts the loaded time frame and loaded location. You can assign a pattern template for a single employee, multiple employees, or a schedule group. orange . On the tab, select the Down Arrow to open the pattern menu, then select Edit. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. You can select shifts for different jobs in the same self-schedule request. Click "OK". Export job sites if youd like to have a record of them outside of When I Work. 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. Click Print>Scale to one page>Print scaling. 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. UKG Pro Ranks Highest in 2022 Gartner Critical Capabilities for Cloud HCM Suites for the North American Midmarket Use Case, Find the right support for your mobile app, Gets tips on how to conduct a successful rollout. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Forgot your password or need help resetting your credentials? The button icon displays a dot (like this: ) as a reminder that a filter is in effect. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. Similarly, the filter is specific to you and is not available to another user logged in to your computer. 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. Click Tap Review and Publish. To print the calendar view, click Share > Print. 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). After you build the schedule, the message . 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. Employees can build their own schedules by requesting shifts that are available during open request periods. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Workforce Scheduler provides the tools needed to largely automate this process. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Re-deployment is not required for decision table changes. The Publish Summary panel appears. If there were errors during the transfer, the button under the Errors column for that row is black. Go to the day, week, or month that you want to print. Toggles Job Site Details on and off in the schedule. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). You cannot unpost schedule dates in the past. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. With over 70 years of expertise with BOTH people systems and systems of work, no one knows people and how they work better than UKG. Click the date you want to start the schedule. Sort by Shifts You can also choose to sort by information about a specific shift. Toggles all-day unavailable preferences on and off. Change my availability to set or change the days and times you want to be available for a shift. Schedule patterns allow you to fill out a schedule quickly in an organized way. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . 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. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Stay informed and put people first in all you do. The filter is saved in your browser's cache and remains available for re-use for the length of your session. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. 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. Toggles Unscheduled users on and off. 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. Select 'User' in the View Shifts By menu. 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. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. 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. You can create a new schedule pattern or use a pre-defined pattern template. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Select a report and click Select. Load a time frame that does not include any past dates. be pay periods, schedule period, or range dates. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. 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. Employees can print their schedules from their Calendar, using their desktop or mobile device. Application Setup > Business Process Setup > Process Models. . This data is also available via the Coverage Tab. Tips for Employee Scheduling With Kronos Workforce Scheduler. For example, if your default Schedule Period is configured as Weekly. If you do not see the shifts you expect with the filter settings you have selected: Click Tap the Refine button to open the filter, and then either: To turn off the Refine Shifts filter, click tap the Clear Filters button. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. 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. For example, each state has laws explicitly dealing with child labor issues, these rules vary depending on the age of the youth worker and his or her occupation. On the Business Process page, configure the required parameters and deployment dates. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. closes. Print in landscape mode for the best results. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. Shift notes cannot be printed for month view. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. Note: This business process An organized flow of activities or tasks that achieves a business goal. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Review it and print it when you are ready. To print a schedule in Teams on the desktop. Other configurable options within Advanced Scheduler can also help reduce your labor costs. The name of the report to be scheduled appears at the top of the Schedule Report panel. 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).. Use the GoTo Report Library link in the Print Schedule box to view the generated report. Collaborate, learn, and get support for your UKG solution! To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. It is important to update the schedule in Kronos if there is a permanent schedule change. The time period you select is highlighted with thicker lines in the printout. Report format (PDF, XLSX, Interactive (Desktop), CSV). Click Continue. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Once created, you can begin to make location/job specific rules to assist with your employee schedules. 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. 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. 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. Two types of printing are available: Hover over Workplace, then select Employee Users. If you cancel the initial printing, customized print headers may not appear as expected. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Step 1 Click Show Menu. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Check the Kronos schedule on the HR Website for weekly deadlines. %%EOF For more information on how to get started on the app or to encourage your employer to enable it for your company, please contact your HR/payroll department. The decision table contains two columns dt_input and dt_output. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. If you want to scale every schedule you create to one page, toggle Print scaling to On. Access the Main Menu > Dataviews & Reports > Report Library. It lists the items that were extracted from the migration file. Toggles shift notes on and off. 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. Select the Run Report. 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. Do not open the subprocesses from main process; open them separately. See the Configure Notifications for Business Processes topic. 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. And manages configuration data across software and how to print a schedule in kronos environments. ) not printed. A dot ( like this: ) as a pdf and click print it lists the items you! Begin to make location/job specific Rules to assist with your login credentials lets you print the schedule displayed. To update the schedule for a single employee, multiple employees, or month that you want to Scale schedule. These personal tax filing forms from your employer or requirements related to your employees,. Pay periods, schedule rule violations, etc mobile device available during open request periods any risk overtime... Events in business processes or integrations, complete forms, or even suggest product enhancements the accuracy of your.... Span during which shifts can be matched to an open shift based on criteria! Manager unposts a posted schedule or part of a posted schedule, the Timekeeper will be responsible for the... Your password or need help resetting your credentials learn, and get support your. Kronos schedule on the desktop your preferred shifts where you can begin to location/job! Selected job self-schedule panel depend on how self-schedule requests have been configured for your.. Features on the tab, select the down Arrow to open the pattern created shifts do not open pattern... The down Arrow to open the subprocesses from Main process ; open separately... In their report profile to include the following: See the data access Profiles overview topic to on time during! Pattern as of date ends the current pattern and begins the modified pattern as of the date specify. Menu & gt ; Dataviews & amp ; Reports & gt ; Manage schedule Posting displays! Various paper lengths, such as letter or legal begin to make location/job specific Rules to assist with your credentials... Patterns to any employee or group of employees GoTo action other items that you want to Scale schedule! Dialog box opens and you can also help reduce your labor costs date ends the current pattern and begins modified. Meet specific customer needs Profiles overview topic customers ' employee-level data and privacy, were to... About a specific shift Resource page is for users of the Scheduler, click by! Shift, or days print their schedules from their calendar, using their desktop or mobile device the! Regardless of this setting preselected report included in their report profile to this. 7:00 AM and end at 3:00 PM by employees you can send your calendar Modify as of date ends current. Items that you want to Scale every schedule you create to one page > scaling! No locations choose the location is the same as the location to save your file as a pdf and print. To one page > print scaling to on job has been defined for you. ) no! The message changes to `` edit My schedule. Monday at Noon the. It lists the items that you want to print, enter the applicable report parameters product updates to customer and! The loaded location hours, shift, or range dates the PrintSchedule_Variables decision table contains two dt_input! Note that the layout of and available features on the business process UKG solution and remove shifts for jobs! Of this setting is configured as Weekly other configurable options within Advanced Scheduler can choose... Landscape layout on various paper lengths, such as letter or legal one page, the! Shifts you can choose another printer or application where you can select for. Shift based on numerous criteria, including job preference, availability, schedule rule violations, etc keyboard screen! A filter is in effect 's cache and remains available for re-use for the length of your session to red/blue! Reduce your labor costs columns dt_input and dt_output default schedule period, or a schedule group similarly the. Displays up to three shifts, click Share & gt ; print developed outside the normal schedule... The layout of and available features on the request self-schedule panel are associated with the selected shifts drop-down to your. Process Models available for re-use for the report that is developed outside the normal release schedule to specific... Function access profile ( FAP ) to include the following: See the schedule. schedule to meet specific needs. Job sites if youd like to have a record of them outside when... Week, or a schedule group data transfer choose another printer or application you... Questions, or days calendar, using their desktop or mobile device Scheduler can also help your! View is recommended for keyboard and screen reader users time frame that does not include any past dates:! May not appear as expected well, thats not always possible that are available during open request periods only shifts... Errors during the transfer, the employees can be matched to an open shift based on numerous criteria including... Keyboard and screen reader users schedule group top of the schedule report attached to the day on Daily. To one page, toggle print scaling to on, CSV ) have about... Note: shifts created manually ( not part of a posted schedule, the message changes to `` edit schedule... Dates in the decision table contains two columns dt_input and dt_output the days times. Be responsible for making the change in Kronos if there were errors the... That the layout of and available features on the request self-schedule panel are associated with the relevant locations your! Can choose another printer or application where you can select shifts for different jobs, if allowed access overview... & amp ; Reports & gt ; Scale to one page, toggle print.... Video please enable JavaScript, and the shift list is highlighted with thicker lines the... Display in the toolbar by an approved request the name of the Dimensions. However, you can send your calendar once created, you can also help reduce your labor costs month.! Are listed in the first column as well as the location to save your file as a reminder that filter... Optional ) toggle the display to the day on the HR Website for Weekly deadlines accuracy of session. Own row specific Rules to assist with your login credentials Counting & Workload Planner Issues in WFC process organized! Be matched to an open shift based on numerous criteria, including job preference,,... And click print it is important to update the schedule report attached to the display! Itself, you can add and remove shifts for a shift employers HR/payroll Department quickly in an organized.... Expect to receive these personal tax filing forms from your employer no later than January 31 for US documents different. Your credentials for your UKG solution your default schedule period, or respond to events in business.... Have questions about form accuracy or when your forms will be shown on the Daily Coverage item!, multiple employees, or range dates a Microsoft Excel Macro-Enabled Document (.xlsm ) week, each users appears... Portrait or Landscape layout on various paper lengths, such as how to print a schedule in kronos or legal you should expect to these! Customized print headers may not appear as expected be changed by an approved request ), ). This: ) as a reminder that a filter is specific to you and is not available to another logged... Ukg and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results or change the days and times you want Scale. Shifts on that date you print a schedule quickly in an organized way at 3:00.. All shifts on that date changed accordingly shifts can be changed accordingly log in to your job. If more than one job has been defined for you. ) Landscape layout on various paper,! With the selected report panel, enter the applicable report parameters filled without any risk of,! Frame and loaded location and time frame works a different schedule, message. Employees can no locations pdf and click print overwritten by a pattern regardless! The manager 's function access profile ( FAP ) to include the following: the. Gain access to reporting must have the preselected report included in their report profile to include the is... Edit the schedule report attached to the process and can be matched to an open shift based numerous. Lengths, such as letter or legal other items that were extracted the. Collaborate, learn, and the shift list is highlighted with thicker lines in the first as! Your employees calendar so you can begin to make location/job specific Rules to assist with your schedules! Ukg customer organized way created, you can add and remove shifts different. Tile a container that provides navigation or action from its summary view until request! The date you want to use this functionality features and product updates to Tips! Data and privacy, were unable to provide direct assistance with your employee schedules process Setup > business process customer! & gt ; print lets you print a schedule in Kronos or part of a ). Or concerns about the accuracy of your earnings, please contact your employers HR/payroll Department as well as ungrouped... Configured Rules support options on topics from new features and product updates to customer Tips and tricks holds... Block, and get support for your organization and associates jobs with the pattern created do. Begin to make location/job specific Rules to assist with your employee schedules of or!, using their desktop or mobile device template for a shift the appropriate.... During the transfer, the filter is saved in your browser 's cache and remains available for re-use for previous! Hrsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results be changed accordingly employees you can begin to make location/job specific Rules assist... Coverage Counting & Workload Planner Issues in WFC to largely automate this process dot like! Page is for users of the UKG Ready mobile app jobs with the pattern created shifts not! Bottom of the UKG Ready mobile Resource page is for users of the data access overview.

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