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. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. 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. After you build the schedule, the message . This data is also available via the Coverage Tab. How will my employees' schedules be entered into Kronos? Schedule patterns allow you to fill out a schedule quickly in an organized way. The second feature is the Call List. Confirm schedule: Confirm that the schedule is correct. Select Validation from the Template Categories. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Select Print>Scale to one page>Print scaling. Do not open the subprocesses from main process; open them separately. To print the calendar view, click Share > Print. Should you need help with these items, please contact your employers HR/payroll department directly. In the top-right corner of the Scheduler, click . Days outside the open request period are grayed-out. Select a Timeframe and any other items that you want to print. Check out Can I Export My Data? After you build the schedule, the message changes to "Edit My Schedule." 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. Accessing Kronos You can access the Kronos system one of two ways. For example, a mandatory skill or certification. Export requests if youd like to have a record of them outside of When I Work. (click tap Home). The print options allow you to control how the schedule is displayed. The time period you select is highlighted with thicker lines in the printout. Main Menu > Administration > Setup Data Manager. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. We think youre pretty special when youre a UKG Customer. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. 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). Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Click Tap Decision Table Editor to add or update the rows in the table. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. 64 0 obj
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To fit your schedule onto one page. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. Toggles Job Site Details on and off in the schedule. 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. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. %%EOF
All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. Shifts are displayed in a list organized by date in ascending order. Step 1 Click Show Menu. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. From the Business Process Library select Print Schedule. Re-deployment is not required for decision table changes. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
Choose Microsoft Print toPDF in the General tab. Access the Main Menu > Dataviews & Reports > Report Library. You can create a new schedule pattern or use a pre-defined pattern template. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Get the support and the answers you need based on your UKG solution. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Click Destination to find your printer, then select your formatting. Double check your scale percentage and make sure it's 100%. 51 0 obj
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The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. In the Select Notification Type box, select. Schedule patterns allow you to fill out a schedule quickly in an organized way. Click Print>Scale to one page>Print scaling. 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. Review it and print it when you are ready.
Kronos operates most efficiently with the Chrome browser. Managers can take care of exceptions as they come up, ensure staffing and . Built to help simplify your work needs, the Workforce Central mobile app (formerly known as Kronos Mobile) provides employees and managers quick, secure access to Workforce Central. Click Tap Review and Publish. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. 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. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. 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. Please use the Microsoft Teams desktop app for Safari. Check out Can I Export My Data? Click "OK". Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Print in landscape mode for the best results. You'll find instructions for both below. Globalization and increased connectivity mean work is happening all the time, from everywhere. Contact your UKG Representative for more information. 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. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. 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. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. Fill out the form below and lets get started! 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. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Select a start date: Click the "Work Start Date" drop down selection tool. Explore subscription benefits, browse training courses, learn how to secure your device, and more. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Thats why we build products designed to inspire your people and your organization to grow and thrive. 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. A large unpublished watermark appears to let you know that its not a final schedule. Colors created will identify over, under, or exact match of coverage. Check the Kronos schedule on the HR Website for weekly deadlines. Users that are not scheduled for the week are listed under the schedule: When you print the schedule for a day, each users schedule appears on its own row. 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. Self-Scheduling. Employees can build their own schedules by requesting shifts that are available during open request periods. 40 0 obj
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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. That means taking a look at each of the building blocks required for creating an optimal schedule. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. 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. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. 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. 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 . 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. `|0 [
UKG is not authorized to answer employee payroll questions. or changing your availability. The Job field displays your primary job. Go to the day, week, or month that you want to print. The Print dialog box opens and shows a preview of the schedule on the left. After saving the PDF, it opens in the window you are viewing. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? You cannot unpost schedule dates in the past. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. 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.. 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. My Calendar - .pdf. From the Manage My Schedule tile, you can: Click Tap any of the icons displayed on the tile, which could include: Click Tap View My Schedule to go to your calendar to see an overview of your schedule and requests. You cannot print directly from a mobile device. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Select a Timeframe and any other items that you want to print. 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. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. 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. Select a report and click Select. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. 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. 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). For Canada, T-4s and RL-1 slips should be expected by February 28. A list of Events and Requests are shown to the right of the calendar. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. 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. Search and browse our community portals for answers to questions about your UKG products. Toggles unpublished shifts on and off. 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. o Department managers must approve by Monday at Noon for the previous pay period. 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. Sort by Employees You can choose to sort by information about your employees. If you approve, click tap Publish with Comment or just Publish. In the Select Report panel, select a category and report and then click Select. Locations. Select Microsoft Print to PDF as your printer. There are three features within Workforce Scheduler that can help you fill open shifts. You can select shifts for different jobs in the same self-schedule request. ( Optional) If you want to customize the schedule before printing: You can use the Selected Shifts drop-down to select your preferred shifts. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. 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. Load a time frame that does not include any past dates. To get started: Note: Your organization determines which self-schedule types are available; if only one type is available, it is selected automatically and you can start the procedure with the next step. Quick post posts the loaded time frame and loaded location. Collaborate, learn, and get support for your UKG solution! Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Review the Publish Summary panel. Displays the timeframe corresponding to two Schedule Periods in the future. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. You can assign patterns to any employee or group of employees. Toggles Annotations on and off. In the General tab, select the printer of your choice, page range, and number of copies. You can assign patterns to any employee or group of employees. The filter is saved in your browser's cache and remains available for re-use for the length of your session. The store manager wants an easy way to print the Location Schedule - Weekly report. 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 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. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Toggles shift notes on and off. Employees, managers, and the Mobile Administrator can: Kronos SaaShr, Inc., a UKG Company (NMLS ID#1698726) provides money transmission services on behalf of UKG Inc. customers and in connection with certain UKG products. The Edit pattern dialog appears. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. The values used in the Decision Table are all case sensitive. Toggles Unscheduled users on and off. The manager navigates to the Report Library to retrieve the generated report. 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. Notes for each shift appear, numbered, at the bottom of the document. All of these features rely on Sorting Rules and Matching Rules. 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Scale percentage and make sure it & # x27 ; schedules be entered into Kronos direct assistance with passwords and... And requirements related to your employees must approve by Monday at Noon for the previous pay period expectations.