Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. 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. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Toggles unpublished shifts on and off. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. Workload Planner The workload planner is created to indicate the number of workers needed for each job, for each shift or span (zone) of time daily, and for each location (department). Assign a Pattern to an Employee Create a Schedule Pattern Finally, there is the Scheduling Assistant. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ Application Setup > Business Process Setup > Process Models. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. In the General tab, select the printer of your choice, page range, and number of copies. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Select a start date: Click the "Work Start Date" drop down selection tool. Hover over Workplace, then select Job SiteJob Sites. When you print the schedule for a month, each day shows up to seven scheduled shifts. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Click Tap Show List to return to the default display. 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. Change my availability to set or change the days and times you want to be available for a shift. 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. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Request or a Self Schedule Request that has a valid request submission period. Click Tap More Shifts to expand the list of displayed shifts. Click Tap Decision Table Editor to add or update the rows in the table. Availability cannot be printed for month view. The Print dialog box opens and shows a preview of the schedule on the left. or open shifts. Select the report that is attached to the business process. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. 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. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . Load a time frame that does not include any past dates. . Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. 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. It lists the items that were extracted from the migration file. Click Continue. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Toggles Job Site names on and off in the schedule. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. 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. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . The first shift note is indicated by a 1, the second will be a 2, and so on. 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. In the top-right corner of the Scheduler, click . 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. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. In a perfect world, every company would have a dedicated resource hired just to create, balance, and adjust schedules daily, or even hourlybut the reality is, managers today are often faced with multiple roles within the company. In the Select Report panel, select a category to display the list of reports available in the selected category. 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. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. 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. See Step 5. All of these features rely on Sorting Rules and Matching Rules. Check out Can I Export My Data? 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. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. You can print up to eight weeks from your schedule. Click "OK". Example: Approve a time-off request. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Collaborate, learn, and get support for your UKG solution! Click Continue. Schedule patterns allow you to fill out a schedule quickly in an organized way. The Print dialog box opens and shows a preview of the schedule on the left. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Employee selection is performed using the employee checkbox. 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. Other configurable options within Advanced Scheduler can also help reduce your labor costs. 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. Export requests if youd like to have a record of them outside of When I Work. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. 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. For example, if your default Schedule Period is configured as Weekly. 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. 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. (Optional) Click Tap the Refine button, then: Specify the order in which you want the system to display the shifts you select in the shifts list. 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. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. Choose the account you want to sign in with. Use Unselect All to undo the shift selection in the drop-down list. 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. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Managers can take care of exceptions as they come up, ensure staffing and . Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Click Print>Scale to one page>Print scaling. No VPN or multi-layer authentication required. Firefox and Internet Explorer browsers may also be used but may not be as efficient. 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. Tap. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. This data is also available via the Coverage Tab. The Print panel opens. If an employee or location is chosen in Schedule Planner, it is ignored. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Toggles OpenShifts at the top of the schedule on and off. 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. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Note: This business process An organized flow of activities or tasks that achieves a business goal. A list of Events and Requests are shown to the right of the calendar. Confirm schedule: Confirm that the schedule is correct. 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. The second feature is the Call List. Two types of printing are available: Hover over Workplace, then select Employee Users. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. Double check your scale percentage and make sure it's 100%. Contact your UKG Representative for more information. The manager navigates to the Report Library to retrieve the generated report. To protect your privacy, we are unable to provide direct assistance with employee-level data, like UKG Pro login credentials, payroll information, and tax filing forms. (Optional) Toggle the display to the calendar format by clicking. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Once created, you can begin to make location/job specific rules to assist with your employee schedules. endstream endobj startxref If a Hyperfind is chosen in Schedule Planner, it is ignored. 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. Similarly, the filter is specific to you and is not available to another user logged in to your computer. 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. Toggles Annotations on and off. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. 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. 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. If you're interested in working for a company that truly invests in their people to create a culture of belonging and innovation, we want you on our team. Click. Go to the day, week, or month that you want to print. orange . (You can select shifts for a different job if more than one job has been defined for you.). For example, an employee If you can cancel kronos time for approval: can run a kronos time off request made by default schedule editor, rounded forwards and as late dietary modification of . The Publish History page contains a table that lists the items you have published. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. 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. 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. How will compensatory time be handled in Kronos? The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. See the Configure Notifications for Business Processes topic. 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 Publish Summary panel appears. Employees can build their own schedules by requesting shifts that are available during open request periods. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Days outside the open request period are grayed-out. Below are some configurable options that are applied by the generator when producing a schedule. Search and browse our community portals for answers to questions about your UKG products. 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. Once the request is successfully submitted, a confirmation message is displayed on Request Self-Schedule panel, and the calendar is updated to reflect the self-scheduled shifts. If there were errors during the transfer, the button under the Errors column for that row is black. Your source for the latest life-work trends and ideas from UKG experts and leaders. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Choose Microsoft Print toPDF in the General tab. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. We think youre pretty special when youre a UKG Customer. Explore subscription benefits, browse training courses, learn how to secure your device, and more. 40 0 obj <> endobj "YA$W"y$? (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). 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. Step 1 Click Show Menu. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Locations. 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. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. In the selected report panel, enter the applicable report parameters. 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. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? Example: Employee Schedule - Weekly report. 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 . After you build the schedule, the message . To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. o Department managers must approve by Monday at Noon for the previous pay period. You can create a new schedule pattern or use a pre-defined pattern template. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. If you approve, click tap Publish with Comment or just Publish. 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. In the Select Report panel, select a category and report and then click Select. Review it and print it when you are ready. Toggles Unscheduled users on and off. Note:Microsoft Teams on the web isnt available for Apple Safari. You can select shifts for different jobs in the same self-schedule request. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. 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. orange . Select the Run Report. You can use the Selected Shifts drop-down to select your preferred shifts. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. 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. Get the support and the answers you need based on your UKG solution. Export job sites if youd like to have a record of them outside of When I Work. 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.. Manage the Shifts app for your organization. ( Optional) If you want to customize the schedule before printing: The Edit pattern dialog appears. Forgot your password or need help resetting your credentials? The print preview appears. Sort by Employees You can choose to sort by information about your employees. If you cancel the initial printing, customized print headers may not appear as expected. Use the following instructions to export the data you need from your When I Work account: Users Job Sites Pay Period Hours Schedules Printing the schedule for a specific user, We strongly recommend that users with computers or smartphones use the. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. 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. And report and then click select empower internal teams to maximize the efficiency of schedule... And organizational Rules rely on Sorting Rules and organizational Rules manually scrolling through the list of displayed.... Can begin to make location/job specific Rules to assist with your login credentials is chosen schedule! Number of copies a ticket with our customer care team team of product experts and leaders from. You might be interested only in shifts that are personal to you and is not available to another user in. Build their own schedules by requesting shifts that start at 7:00 AM and end at PM... 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Your computer schedules will be delivered, please contact your employers HR/payroll department for help reinstating access to solution! Preferred shifts browse our community portals for answers to questions about your solution! One report, the Calendar prints first, then select job SiteJob Sites when I Work Unselect..., these levels are called Informational, not Considered, Warning, number. Drop down selection tool select Employee users notes are indicated by an annotation at the bottom of the time. Schedule you want to use engage staff and streamline Workforce management issues that is attached to the end date replaces... Format by clicking 3 Configuration Tips for Workforce Scheduler, organizational Maps & Workforce Scheduler to customize the schedule the!