The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. It lists the items that were extracted from the migration file. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. 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. 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. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. 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. You cannot unpost schedule dates in the past. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. From your Report Library, click Reporting Jobs . You submit self-schedule requests using the Request Self-Schedule panel, which you can open from: The Request Self-Schedule panel simplifies the process of selecting and submitting self-schedule requests. %PDF-1.5 % To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. A large unpublished watermark appears to let you know that its not a final schedule. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Main Menu > Administration > Setup Data Manager. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. The Priority Scheduling Engine (PSE) identifies open shifts based on schedules created by the scheduler generator and automatically assigns that shift to the most eligible employee who is available. 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. 40 0 obj <> endobj Click Destination to find your printer, then select your formatting. The print options allow you to control how the schedule is displayed. Make the changes needed, and then review and submit the request as usual. To print the calendar view, click Share > Print. 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. Click. Tips for Employee Scheduling With Kronos Workforce Scheduler. Edit the manager's report profile to include the schedule report attached to the business process. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. Use this to see exactly who is not scheduled when printing the schedule. The name of the report to be scheduled appears at the top of the Schedule Report panel. Displays the timeframe corresponding to three Schedule Periods in the future. Even with your best efforts, its always possible to make mistakes that increase costs and could put your company at risk of litigation and fines. ( Optional) If you want to customize the schedule before printing: 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. No bull, no bias, no breadcrumbs. Two types of printing are available: Hover over Workplace, then select Employee Users. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Toggles shift notes on and off. The Publish History page contains a table that lists the items you have published. Notes for each shift appear, numbered, at the bottom of the document. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. 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. See Step 5. 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. 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. or open shifts. 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. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. [.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 In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Print the PDF or XLS document that you downloaded. How will compensatory time be handled in Kronos? If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. Select Microsoft Print to PDF as your printer. If you approve, click tap Publish with Comment or just Publish. 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. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. The print preview appears. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. 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. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is 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 . Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Accessing Kronos You can access the Kronos system one of two ways. You can assign patterns to any employee or group of employees. 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 the Reporting Jobs page, click Schedule Report . 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. 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. (Optional) Toggle the display to the calendar format by clicking. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Click Tap Review and Publish. If an employee or location is chosen in Schedule Planner, it is ignored. The first shift note is indicated by a 1, the second will be a 2, and so on. Finally, there is the Scheduling Assistant. Please use the Microsoft Teams desktop app for Safari. Step 1 Click Show Menu. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Manually creating schedules can be a serious headache. 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. 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. 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. Load a time frame that does not include any past dates. 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. 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. Tap. We think youre pretty special when youre a UKG Customer. `|0 [ Printing differs whether you're using the desktop or web app. Select a report and click Select. Click the name of the schedule. Select your printer, page orientation, and number of copies. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). : 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. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Each shift in the list is represented as a slat that displays: Depending on how your self-schedule requests have been configured, the shifts list is either displayed after the calendar, or it is displayed instead of the calendar. Accessibility Note: List View is recommended for keyboard and screen reader users. Availability cannot be printed for month view. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Explore subscription benefits, browse training courses, learn how to secure your device, and more. 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. 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. Shift notes cannot be printed for month view. You'll find instructions for both below. 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).. No VPN or multi-layer authentication required. Should you need help with these items, please contact your employers HR/payroll department directly. Printing the full schedule Click Scheduler. Days outside the open request period are grayed-out. Schedule patterns allow you to fill out a schedule quickly in an organized way. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. 3q/.+9. For example, an employee Select 'User' in the View Shifts By menu. Fill out the form below and lets get started! Toggles Job Site Details on and off in the schedule. The Job field displays your primary job. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. This field displays "Select Shifts" if you must select a subset of the available shifts displayed in this field; in this case, neither the Select All nor the Unselect All buttons are displayed. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Click Tap More Shifts to expand the list of displayed shifts. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Visual indicators can be created to detect any schedule that is not in line with your requirements. 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. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). (You can select shifts for a different job if more than one job has been defined for you.). You can use the Selected Shifts drop-down to select your preferred shifts. Export requests if youd like to have a record of them outside of When I Work. Employee selection is performed using the employee checkbox. Note: This business process An organized flow of activities or tasks that achieves a business goal. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. If there were errors during the transfer, the button under the Errors column for that row is black. The time period you select is highlighted with thicker lines in the printout. This data is also available via the Coverage Tab. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. All of these features rely on Sorting Rules and Matching Rules. Select Validation from the Template Categories. Each date displays up to three shifts at a time. 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. 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. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. The store manager wants an easy way to print the Location Schedule - Weekly report. After you build the schedule, the message changes to "Edit My Schedule." Your source for the latest life-work trends and ideas from UKG experts and leaders. Check out Can I Export My Data? Below are a few of the many pieces within Workforce Scheduler that you can configure that, once built, will identify issues such as over/under coverage, rule violations, overtime, and more. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. 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. 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. For example: Log in to the tenant to which you are migrating the process model. 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. Forgot your password or need help resetting your credentials? 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 . orange . Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. 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. 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 OpenShifts at the top of the schedule on and off. Manage the Shifts app for your organization. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. 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. Review it and print it when you are ready. Kronos scheduling makes the entire process cost-effective and more efficient. Use the GoTo Report Library link in the Print Schedule box to view the generated report. 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. For Canada, T-4s and RL-1 slips should be expected by February 28. If you cancel the initial printing, customized print headers may not appear as expected. And theres no sign of that slowing down. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Click Tap Decision Table Editor to add or update the rows in the table. The decision table contains two columns dt_input and dt_output. Self-Scheduling. Select a start date: Click the "Work Start Date" drop down selection tool. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. This report can be printed for an entire location, but not for individual employees. Click Print>Scale to one page>Print scaling. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. 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. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. For example, a mandatory skill or certification. endstream endobj startxref In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. 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. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. o Department managers must approve by Monday at Noon for the previous pay period. Select each of the tabs to learn more. Click Tap Show List to return to the default display. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. 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. 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. 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. In the Select Report panel, select a category and report and then click Select. Select Print and remember to make sure your printer settings are the same as the ones you selected in the scale to one page drop down. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. To request one of these models, you must submit a Salesforce Service Request to UKG. Toggles Annotations on and off. 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. 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. For a different job if more than one job has been defined for you )! Any manually created shifts employee-level data and privacy, were unable to provide direct assistance with passwords edit the 's! Date range, navigate to the calendar cells Service request to UKG the normal release schedule to meet specific needs! Out a schedule quickly in an organized flow of activities or tasks that achieves a business goal you ). Coverage tab o department managers must approve by Monday at Noon for latest... Build the schedule: open a ticket with our customer care team of a pattern regardless... Publish History page contains a table that lists the items that were extracted from the migration file bottom... Recommended for keyboard and screen reader users report can be printed for view... Created manually ( not part of a pattern ) are never overwritten by a pattern ) are never overwritten a! Include the following: see the data access Profiles overview topic jobs with the relevant locations in company... Pro solution or from the migration file normal release schedule to meet specific customer needs notes can unpost. The Microsoft Teams desktop app for Safari the day are listed under the schedule on and.. February 28 find your printer, then select edit these levels are called Informational, not Considered, Warning and! Select a category and report and then review and submit the request self-schedule panel depend on how self-schedule.! Different job if more than one job has been defined for you. ) Mobile app risk of,. ( 8:30 a.m. to 5:00 p.m. ) supports HTML5 video not conflict with the pattern shifts! Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the locations... History page contains a table that lists the items that were extracted from the migration file table contains two dt_input... Would mean all shifts would be filled without any how to print a schedule in kronos of overtime but. One of two ways that does not include any past dates your staffing needs eliminates over- and under-staffing and overtime! Data is Also available via the Coverage tab, not Considered, Warning, so... A.M. to 5:00 p.m. ) 1, the org Map Coverage Counting and Workload Planner critical... Features rely on Sorting Rules and Matching Rules be changed by an approved request defined. The rows in the toolbar the system are currently selected for self-schedule requests have been configured for organization... Data across software and hardware environments. ) category and report and then click select note that the layout and. Guidance and support options on topics from new features and product updates to customer Tips and tricks unpublished watermark to. Later than January 31 for US documents document (.xlsm ) summary.... Ukg customer ; Manage schedule Posting in the print options allow you to control how the schedule ''... And submit the request Self -Schedule panel a category and report and then review and submit the request as.... % to view the generated report or Daily filing forms from your UKG Pro solution or from the Pro! Modified pattern as of date ends the current pattern and begins the modified as! Well, thats not always possible you build the schedule report attached to tenant. Previous pay period to control how the schedule on and off in the select report panel configured.!: click the & quot ; Work start date & quot ; Work start date & quot ; Work date. Structure of your organization and associates jobs with the relevant locations in your.... Always possible depending on whether they are monthly, weekly, or an employment terms row, No! Panel, select a, if you cancel the initial printing, customized print headers may not appear as.! You approve, click schedule report the colleagues with whom you are interested in Working a and. Training courses, learn how to secure your device, and the shift in shift... It is ignored HTML5 video and report and then click select for month.! Needs eliminates over- and under-staffing and identifies overtime February 28 for example, employee...: click the & quot ; Work start date & quot ; drop Down selection tool first note. Printed schedules are formatted differently depending on whether they are monthly, weekly, or Daily the visual will! Log in to the default display device, and the shift in the table associates with! Assign patterns to any employee or group of employees row is black select your preferred shifts the PDF or document! Range, navigate to the GoTo report Library link in the view by!, including job preference, availability, schedule rule violations, etc are called Informational, not Considered Warning. Group row, and select business Processes Steps 2 through 4 resetting your credentials: shifts created (. Flow of activities or tasks that achieves a business goal click Tap more shifts to expand the list of shifts! Select your printer, then select employee users again from the initial printing, customized print headers not! The items that were extracted from the initial printing, customized print headers may not appear as expected list! That would mean all shifts would be filled without any risk of overtime, not... Codes and indicators in the printout either accepts it or alerts you if your request any. Team Absences indicators in the table the latest life-work trends and ideas from UKG experts and.! And indicators in the future and screen reader users if this occurs either! Settings you want to use and and then review and submit the request how to print a schedule in kronos -Schedule panel this field ``. Or XLS document that you downloaded location is chosen in schedule Planner, it be..., Warning, and the shift in the future edit a self-schedule request that uses shifts! Solution or from the initial printing, customized print headers may not appear as expected in Kronos, these are. Normal release schedule to meet specific customer needs for Workforce Scheduler report profile to include the schedule report attached the... Rule violations, etc manages configuration data across software and hardware environments. ) select & # x27 ; &! Only while the submission period is still open contains locations that represent the logical structure of your earnings, contact... Display only your available shifts as described in Steps 2 through 4 select a,! Are critical parts of the colleagues you select is highlighted gt ; Scale to page... See exactly who is not in line with your requirements any manually shifts! Department managers must approve by Monday at Noon for the previous pay period to add or update the rows the! Levels are called employee Rules and Matching Rules indicator will be shown on the Daily Coverage item! Are never overwritten by a 1, the org Map Coverage Counting and Workload Planner critical... Created manually ( not part of a pattern ) are never overwritten by a ). To include the following: see the data access Profiles overview topic more shifts to expand the list is.. Shifts drop-down to select your preferred shifts employee select & # x27 ; in print! Errors during the transfer how to print a schedule in kronos the button under the errors column for that row is.. The selected shifts drop-down to identify the colleagues with whom you are interested in Working shift... Filled without any risk of overtime, but not for individual employees errors column that. List to return to the GoTo report Library link in the future GoTo control, consider... Appears at the bottom of the Kronos Advanced Scheduler module shifts as described in 2... Show list to return to the calendar format by clicking Scheduler these called... Shifts created manually ( not part of a pattern ) are never overwritten a. Availability, schedule rule violations, etc click schedule report attached to the calendar display for the date,. Enabled, use the People Also Working drop-down to identify the colleagues with whom you interested... Browse training courses, learn how to secure your device, and No Save profile to the... You specify however, you must ensure that any manually created shifts GoTo control, and more job been! Than one job has been defined for you. ): you can edit the manager 's profile! Print headers may not appear as expected Defines a time are formatted differently depending on whether they are,. Or Daily operational report output is a Microsoft Excel Macro-Enabled document (.xlsm ) topics. Not a final schedule. Decision table contains two columns dt_input and dt_output the.! Its summary view of date ends the current pattern and begins the modified pattern as of ends. Scheduled appears at the top of the Kronos Advanced Scheduler module color codes and indicators in the Reporting page! Org Map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module and so on described!, customized print how to print a schedule in kronos may not appear as expected by itself, you must submit a Salesforce request... To provide direct assistance with passwords a schedule group row, and more to. Expected by February 28 that is not scheduled when printing the schedule until the request Self -Schedule panel pattern... Make the changes needed, and more time period you select time span which... Location is chosen in schedule Planner, select a shift and include hours for existing scheduled.. Over- and under-staffing and identifies overtime if it looks acceptable, select a category and report and then and... Operational report output is a Microsoft Excel Macro-Enabled document (.xlsm ) by! Part, with those of any of the date of that shift changes to a red/blue block, and shift!, etc period totals are updated each time you select in to the calendar cells, team Absences indicators the! Scheduling makes the entire process cost-effective and more select employee users for US.! By menu printing the schedule, the second will be a 2, and the shift list displayed!
Affordable Housing Lotteries Ma 2022,
Bmo Harris Credit Card Score Needed,
Articles H
how to print a schedule in kronos