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. Toggles Job Site Details on and off in the schedule. Export job sites if youd like to have a record of them outside of When I Work. Availability cannot be printed for month view. For example, if your default Schedule Period is configured as Weekly. Go to the day, week, or month that you want to print. Each date displays up to three shifts at a time. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Choose Print from the upper right section of the Shifts app. Click Continue. Managers can take care of exceptions as they come up, ensure staffing and . Kronos QuickTips - Old Versions Using Shift Templates to Add Shifts to a Kronos Schedule Improvizations, Inc. 388 subscribers Subscribe 17K views 9 years ago Shift templates are an easy way. If there were errors during the transfer, the button under the Errors column for that row is black. Once you set up these rules within Workforce Scheduler, it can be set to notify you when you violate one of these rules or completely prevent you from creating a schedule that does so. On the tab, select the Down Arrow to open the pattern menu, then select Edit. In the Source column, a message states: Source: Import from .zip. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login 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 shift lengths, and whether or not over-coverage is allowed. The Print panel opens. 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 enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. When a manager unposts a posted schedule or part of a posted schedule, the employees can no Click Tap Decision Table Editor to add or update the rows in the table. 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. 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. Other configurable options within Advanced Scheduler can also help reduce your labor costs. `|0 [ Below are some configurable options that are applied by the generator when producing a schedule. Step 1 Click Show Menu. Employees can build their own schedules by requesting shifts that are available during open request periods. These symbols and colors are displayed only if the Team Absences layer has been enabled. Self-Scheduling. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. 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. 0 Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. The values used in the Decision Table are all case sensitive. You can assign patterns to any employee or group of employees. 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. 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. 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. Toggles OpenShifts at the top of the schedule on and off. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. 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. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. [.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 The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. is configured with Include Market Shifts. 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. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. Note: This business process An organized flow of activities or tasks that achieves a business goal. Get the support and the answers you need based on your UKG solution. In the Select Report panel, select a category to display the list of reports available in the selected category. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. For example, a mandatory skill or certification. Collaborate with peers, post your questions, or even suggest product enhancements. The Publish Summary panel appears. 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. (Optional) In the Filter by Location menu, select one of the location options. Read the Gartner Critical Capabilities analysis for UKG Pro. Load a time frame that does not include any past dates. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. Print the PDF document that you downloaded. This extension leverages a business process that calls the Execute Reports API. 40 0 obj <> endobj And theres no sign of that slowing down. Main Menu > Administration > Setup Data Manager. 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. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. endstream endobj 41 0 obj <> endobj 42 0 obj <> endobj 43 0 obj <>stream We think youre pretty special when youre a UKG Customer. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). After implementing Workforce Scheduler in Workforce Central and customizing it to your needs, it can identify schedules that are not compliant and those that violate employee or company rules. Quick post posts the loaded time frame and loaded location. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. closes. 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. Output Format Formats include PDFs and Excel spreadsheets. All Home finds people who are active employees or active users as of today. 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. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. Look to your future. . (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. How will compensatory time be handled in Kronos? The first shift note is indicated by a 1, the second will be a 2, and so on. 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. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. If an employee or location is chosen in Schedule Planner, it is ignored. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. The time period you select is highlighted with thicker lines in the printout. Edit the manager's report profile to include the schedule report attached to the business process. 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. 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. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. is an extension model that is developed outside the normal release schedule to meet specific customer needs. 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. Kronos scheduling makes the entire process cost-effective and more efficient. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Make the changes needed, and then review and submit the request as usual. 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 . From the Business Process Library select Print Schedule. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. 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. (This field displays your primary job by default.) 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. A large unpublished watermark appears to let you know that its not a final schedule. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. 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