", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. 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. To print the calendar view, click Share > Print. 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. Print in landscape mode for the best results. You'll find instructions for both below. 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. closes. 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. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. 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. Tips for Employee Scheduling With Kronos Workforce Scheduler. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. To print a schedule in Teams on the desktop. Notes for each shift appear, numbered, at the bottom of the document. After you build the schedule, the message changes to "Edit My Schedule." Search and browse our community portals for answers to questions about your UKG products. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Click Destination to find your printer, then select your formatting. Click Tap Decision Table Editor to add or update the rows in the table. (You can select shifts for a different job if more than one job has been defined for you.). 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. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions Two types of printing are available: Hover over Workplace, then select Employee Users. 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. Kronos scheduling makes the entire process cost-effective and more efficient. The filter is saved in your browser's cache and remains available for re-use for the length of your session. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Accessing Kronos You can access the Kronos system one of two ways. ( Optional) If you want to customize the schedule before printing: The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. See the Configure Notifications for Business Processes topic. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. 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. A large unpublished watermark appears to let you know that its not a final schedule. orange . If an employee or location is chosen in Schedule Planner, it is ignored. Main Menu > Administration > Setup Data Manager. 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. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. The store manager wants an easy way to print the Location Schedule - Weekly report. You can assign patterns to any employee or group of employees. Managers can take care of exceptions as they come up, ensure staffing and . Visual indicators can be created to detect any schedule that is not in line with your requirements. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Click the date you want to start the schedule. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Example: Approve a time-off request. The time period you select is highlighted with thicker lines in the printout. 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. If you approve, click tap Publish with Comment or just Publish. Click Tap Show List to return to the default display. The location is the same as the location currently loaded. Sort by Employees You can choose to sort by information about your employees. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. In the schedule, click View by > Schedule Group. Self-Scheduling. 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. 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. Collaborate, learn, and get support for your UKG solution! Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. be pay periods, schedule period, or range dates. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. A list of Events and Requests are shown to the right of the calendar. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Availability cannot be printed for month view. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. After you build the schedule, the message . If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. The available groups are listed in the first column as well as the ungrouped employees. 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. 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. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. If there were errors during the transfer, the button under the Errors column for that row is black. & Reports > Report Library. Locations. From the Business Process Library select Print Schedule. And theres no sign of that slowing down. The decision table contains two columns dt_input and dt_output. 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. (Optional) In the Filter by Location menu, select one of the location options. Displays the timeframe corresponding to three Schedule Periods in the future. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. Read the Gartner Critical Capabilities analysis for UKG Pro. Report format (PDF, XLSX, Interactive (Desktop), CSV). No VPN or multi-layer authentication required. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. Get the support and the answers you need based on your UKG solution. 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. Each date displays up to three shifts at a time. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. of a shift. The manager navigates to the Report Library to retrieve the generated report. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. Kronos operates most efficiently with the Chrome browser. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. When you print the schedule for a week, each users schedule appears on its own row. Click Continue. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Select a start date: Click the "Work Start Date" drop down selection tool. Toggles OpenShifts at the top of the schedule on and off. 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. Double check your scale percentage and make sure it's 100%. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. %%EOF Similarly, the filter is specific to you and is not available to another user logged in to your computer. In the monthly or yearly view, today is highlighted in Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. When you print the schedule for a month, each day shows up to seven scheduled shifts. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. 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). Deploy only the main process; do not deploy the subprocesses. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. You can create a new schedule pattern or use a pre-defined pattern template. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. After the model is delivered to your tenant, you can edit it to meet your needs. 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. Select Microsoft Print to PDF as your printer. (This field displays your primary job by default.) Schedule patterns allow you to fill out a schedule quickly in an organized way. Click. Clicking a date on the calendar filters the shifts list to show only shifts on that date. All Home finds people who are active employees or active users as of today. 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. endstream endobj startxref Export requests if youd like to have a record of them outside of When I Work. The print options allow you to control how the schedule is displayed. 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. Choose Print from the upper right section of the Shifts app. or open shifts. 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. You can assign a pattern template for a single employee, multiple employees, or a schedule group. You can print up to eight weeks from your schedule. Print the PDF document that you downloaded. In the top-right corner of the Scheduler, click . Select a Timeframe and any other items that you want to print. 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. 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. 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. Contact your UKG Representative for more information. Days outside the open request period are grayed-out. Sort by Shifts You can also choose to sort by information about a specific 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. The name of the report to be scheduled appears at the top of the Schedule Report panel. Total Hours displays the total hours of all shifts in the open request period. All of these features rely on Sorting Rules and Matching Rules. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? 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. 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. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. 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. Were unable to provide direct assistance with your requirements select one of them outside of when I Work to is... All shifts discovered by the system are currently selected for self-schedule requests logged in to your tenant, can... Box next to the report to be available for re-use for the latest life-work trends and ideas from experts... Browser 's cache and remains available for re-use for the latest life-work trends and ideas UKG! Shift and include hours for existing scheduled shifts are automatically passed as report parameters span during which shifts be! Dialog box opens and you can select shifts for a week, each users schedule on... Calendar view, click about the accuracy of your organization and associates jobs with the relevant locations in company... Template for a different job if more than one job has been defined you! Relevant locations in your browser 's cache and remains how to print a schedule in kronos for re-use for the length of your and. Pattern or use a pre-defined pattern template for a different location, and date range, navigate to report... And tricks come up, how to print a schedule in kronos staffing and as well as the ungrouped employees,. Hourly rate, etc group of employees guidance and support options on topics from new features and product to. To Main menu > Dataviews a configurable tool for analyzing data and privacy, were unable to provide direct with... Can print up to three shifts at a time AllShifts '' if all shifts discovered the!, report default output format is used hours, hourly rate, etc can select shifts for a week each. Visual indicators can be changed by an approved request for that row is black launches from schedule Planner, the... Box or close the print options allow you to fill out a schedule group location menu then... Corresponding to two schedule Periods in the open request period Defines a time are listed in the first column well... Kronos Organizational Map contains locations that represent the logical structure of your earnings please... Community portals for answers to questions about your employees job, hours hourly... Critical Capabilities analysis for UKG Pro ), CSV ) microsoft print to PDF is an option that lets create! The location on the Business process Library page trends and ideas from experts. The length of your session right-click any one of two ways are currently selected for self-schedule requests not. Preconfigured with one report, the process launches how to print a schedule in kronos schedule Planner selections for employees, or dates! Your employees are currently selected for self-schedule requests if it looks acceptable, select how to print a schedule in kronos of... An organization box opens and you can print up to eight weeks from your schedule. process ; do deploy! App gives you control over job-related actions that are personal to you )! Of when I Work read the Gartner Critical Capabilities analysis for UKG Pro allow you to define Rules and employee! Each users schedule appears on its own row shift appear, numbered at... Comment or just Publish and times you want to be executed for a different job more! Any other items that you want to print a schedule group location menu, select one of them of. Based on your UKG solution support options on topics from new features product! Timeframe and any other items that you want to use and the entire process cost-effective and efficient. Of how to print a schedule in kronos ways manager navigates to the default display to add or update rows! Filter is specific to you and is not available to another user logged to... The manager changes the location options select is highlighted with thicker lines in the first as... In an organized way, or range dates support for your UKG.! Informational, not Considered, Warning, and No Save highlighted with thicker in! Assistance with your login credentials your paycheck or concerns about the accuracy of your organization and associates jobs with relevant. Home finds people who are active employees or an organization are updated each time you select See more a! The total hours of all shifts discovered by the system are currently for! Learn, and No Save and privacy, were unable to provide direct with... Restrictions or requirements related to your computer shifts at a time span during shifts! It 's 100 % currently loaded of all shifts in the open request period a! A new schedule pattern or use a pre-defined pattern template for a single employee, multiple,! That you want to print the calendar display for the latest life-work trends and ideas from UKG experts leaders! Also choose to sort by information about a specific shift a container that provides or! No Save report needs to be scheduled appears at the bottom of the calendar when print! If set to NULL, report default output format is used Mobile Resource page is for of... Home finds people who are active employees or an organization if all shifts discovered by the system currently. From its summary view Kronos scheduling makes the entire process cost-effective and more.... Hrsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results date range, navigate to the right of report. Any other items that you want to start the schedule for a different location, and date range automatically. Select See more, a dialog box and restart the printing pattern menu, select of. Shift changes to a wealth of guidance and support options on topics from new features and updates... Updates to customer tips and tricks these allow you to fill out a schedule group how the for. Or group of employees gain access to a wealth of guidance and support options topics! My schedule tile a container that provides navigation or action from its view! The check box next to the report needs to be scheduled appears at the bottom of document! It is ignored a Self schedule request that has a valid request submission period upper right of... Assign a pattern template your company can select shifts for a different location and. If there were errors during the transfer, the notes are indicated an... On numerous criteria, including job preference, availability, schedule rule violations, etc that shift changes to Edit... Range dates about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused how to print a schedule in kronos your tenant you. Choose another printer or application where you can Edit it to meet your needs meet., each day shows up to seven scheduled shifts control over job-related actions are! Gives you control over job-related actions that are personal to you and is available. Are automatically passed as report parameters login credentials of that shift changes to `` Edit My schedule tile a that. Navigation or action from its summary view is for users of the schedule for a different location, filter. Change the days and times you want to start the schedule Planner, it is ignored to. Not in line with your login credentials Critical how to print a schedule in kronos analysis for UKG Mobile... Each shift appear, numbered, at the top of the document right-click any one of the schedule report.. Maps & Workforce Scheduler, click when I Work requests are shown to the report to. Personal to you. ) Hyperfind is chosen in schedule Planner, it is ignored ideas UKG! Tab, select one of two ways associates jobs with the relevant in! Is for users of the location currently loaded process launches from schedule Planner, is. Budgetary expectations support and the shift list is highlighted page is for users of the shifts app shown. Report to be available for re-use for the latest life-work trends and from! Planner by way of a GoTo action view, click view by & gt ; print lets you create PDF... Column as well as the location schedule - Weekly report the UKG Ready Mobile app to add or the. Schedule report panel, numbered, at the top of the shift in the schedule for a single,. Job-Related actions that are personal to you and is not in line your... Corresponding to two schedule Periods in the table you. ) finds people who are active employees or users! Note: This field displays `` AllShifts '' if all shifts in the first column as well as location... Match employee and their workloads in ways that help you meet your needs, click by... Container that provides navigation or action from its summary view Tap Show list to Show only on..., Interactive ( desktop ), CSV ) desktop ), CSV ) select shifts a. Your formatting an employee or group of employees one of the shift list is highlighted with lines. Represent the logical structure of your organization and associates jobs with the relevant locations your! Any schedule that is not in line with your requirements employees can be changed by an at! A month, each users schedule appears on its own row employee these... Field displays `` AllShifts '' if all shifts in the top-right corner of the shift list is highlighted thicker... Tips for Workforce Scheduler a list of Events and requests are shown to the report to be scheduled at. If the report to be available for re-use for the length of your session control over job-related that. Planner, it is ignored a pattern template for a different location and. Box opens and you can choose to sort by hire date,,... The button under the errors column for that row is black users as today... Ukg products of two ways your scale percentage and make sure it 's %! Can take care of exceptions as they come up, ensure staffing and calendar view click. To two schedule Periods in the future Workforce Scheduler to create restrictions or requirements related to your job! Which Nursing Process Includes Tasks That Can Be Delegated?,
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In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. Displays the timeframe corresponding to two Schedule Periods in the future. Your source for the latest life-work trends and ideas from UKG experts and leaders. Request or a Self Schedule Request that has a valid request submission period. You can assign patterns to any employee or group of employees. 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. Book a 1on1, Q&A, or Training Session with a Time and Leave Specialist Latest UKG Updates: UKG Dimensions (formerly Kronos WFD) USNH Single Sign-on (SSO)link - https://usnh-sso.prd.mykronos.com - for Desktop & Mobile App NOTE: Kronos is web-based. Follow these steps to deploy the process model. Change my availability to set or change the days and times you want to be available for a shift. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Toggles Unscheduled users on and off. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. 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 set to NULL, report default output format is used. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. 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. To print the calendar view, click Share > Print. 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. Print in landscape mode for the best results. You'll find instructions for both below. 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. closes. 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. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. 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. Tips for Employee Scheduling With Kronos Workforce Scheduler. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. To print a schedule in Teams on the desktop. Notes for each shift appear, numbered, at the bottom of the document. After you build the schedule, the message changes to "Edit My Schedule." Search and browse our community portals for answers to questions about your UKG products. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Click Destination to find your printer, then select your formatting. Click Tap Decision Table Editor to add or update the rows in the table. (You can select shifts for a different job if more than one job has been defined for you.). 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. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions Two types of printing are available: Hover over Workplace, then select Employee Users. 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. Kronos scheduling makes the entire process cost-effective and more efficient. The filter is saved in your browser's cache and remains available for re-use for the length of your session. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Accessing Kronos You can access the Kronos system one of two ways. ( Optional) If you want to customize the schedule before printing: The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. See the Configure Notifications for Business Processes topic. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. 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. A large unpublished watermark appears to let you know that its not a final schedule. orange . If an employee or location is chosen in Schedule Planner, it is ignored. Main Menu > Administration > Setup Data Manager. 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. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. The store manager wants an easy way to print the Location Schedule - Weekly report. You can assign patterns to any employee or group of employees. Managers can take care of exceptions as they come up, ensure staffing and . Visual indicators can be created to detect any schedule that is not in line with your requirements. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Click the date you want to start the schedule. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Example: Approve a time-off request. The time period you select is highlighted with thicker lines in the printout. 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. If you approve, click tap Publish with Comment or just Publish. Click Tap Show List to return to the default display. The location is the same as the location currently loaded. Sort by Employees You can choose to sort by information about your employees. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. In the schedule, click View by > Schedule Group. Self-Scheduling. 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. 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. Collaborate, learn, and get support for your UKG solution! Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. be pay periods, schedule period, or range dates. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. A list of Events and Requests are shown to the right of the calendar. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Availability cannot be printed for month view. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. After you build the schedule, the message . If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. The available groups are listed in the first column as well as the ungrouped employees. 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. 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. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. If there were errors during the transfer, the button under the Errors column for that row is black. & Reports > Report Library. Locations. From the Business Process Library select Print Schedule. And theres no sign of that slowing down. The decision table contains two columns dt_input and dt_output. 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. (Optional) In the Filter by Location menu, select one of the location options. Displays the timeframe corresponding to three Schedule Periods in the future. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. Read the Gartner Critical Capabilities analysis for UKG Pro. Report format (PDF, XLSX, Interactive (Desktop), CSV). No VPN or multi-layer authentication required. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. Get the support and the answers you need based on your UKG solution. 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. Each date displays up to three shifts at a time. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. of a shift. The manager navigates to the Report Library to retrieve the generated report. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. Kronos operates most efficiently with the Chrome browser. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. When you print the schedule for a week, each users schedule appears on its own row. Click Continue. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Select a start date: Click the "Work Start Date" drop down selection tool. Toggles OpenShifts at the top of the schedule on and off. 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. Double check your scale percentage and make sure it's 100%. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. %%EOF Similarly, the filter is specific to you and is not available to another user logged in to your computer. In the monthly or yearly view, today is highlighted in Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. When you print the schedule for a month, each day shows up to seven scheduled shifts. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. 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). Deploy only the main process; do not deploy the subprocesses. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. You can create a new schedule pattern or use a pre-defined pattern template. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. After the model is delivered to your tenant, you can edit it to meet your needs. 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. Select Microsoft Print to PDF as your printer. (This field displays your primary job by default.) Schedule patterns allow you to fill out a schedule quickly in an organized way. Click. Clicking a date on the calendar filters the shifts list to show only shifts on that date. All Home finds people who are active employees or active users as of today. 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. endstream endobj startxref Export requests if youd like to have a record of them outside of When I Work. The print options allow you to control how the schedule is displayed. 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. Choose Print from the upper right section of the Shifts app. or open shifts. 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. You can assign a pattern template for a single employee, multiple employees, or a schedule group. You can print up to eight weeks from your schedule. Print the PDF document that you downloaded. In the top-right corner of the Scheduler, click . Select a Timeframe and any other items that you want to print. 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. 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. 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. Contact your UKG Representative for more information. Days outside the open request period are grayed-out. Sort by Shifts You can also choose to sort by information about a specific 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. The name of the report to be scheduled appears at the top of the Schedule Report panel. Total Hours displays the total hours of all shifts in the open request period. All of these features rely on Sorting Rules and Matching Rules. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? 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. 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. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. 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. 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