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. Manage the Shifts app for your organization. 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. You can assign patterns to any employee or group of employees. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. We think youre pretty special when youre a UKG Customer. Choose the account you want to sign in with. Choose Microsoft Print to PDF under Printing. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. 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. Main Menu > Administration > Setup Data Manager. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. hbbd```b``Z "A$Cd Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? %%EOF 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. How will my employees' schedules be entered into Kronos? 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. 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. Toggles Job Site Details on and off in the schedule. 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. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. In the top-right corner of the Scheduler, click . Days outside the open request period are grayed-out. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. 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. endstream endobj startxref A large unpublished watermark appears to let you know that its not a final schedule. 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. The decision table contains two columns dt_input and dt_output. In the Source column, a message states: Source: Import from .zip. 51 0 obj <>/Filter/FlateDecode/ID[<5A8903F6FFE849438F1606E2582B6AC3>]/Index[40 25]/Info 39 0 R/Length 75/Prev 394058/Root 41 0 R/Size 65/Type/XRef/W[1 3 1]>>stream Select each of the tabs to learn more. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Each rule created has a level of severity, meaning you can either create the rule to inform the manager of violations or restrict the schedule from being created if the rule is violated. 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. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. 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). Output Format Formats include PDFs and Excel spreadsheets. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. To print a schedule in Teams on the desktop. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Do not open the subprocesses from main process; open them separately. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. or open shifts. Select the Run Report. Stay informed and put people first in all you do. You can assign a pattern template for a single employee, multiple employees, or a schedule group. 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. 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. 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. Check out Can I Export My Data? In the selected report panel, enter the applicable report parameters. 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. 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. All of these features rely on Sorting Rules and Matching Rules. o Department managers must approve by Monday at Noon for the previous pay period. Click Print>Scale to one page>Print scaling. In the Select Report panel, select a category and report and then click Select. 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 . If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. Select a Timeframe and any other items that you want to print. orange . 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 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. 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. Colors created will identify over, under, or exact match of coverage. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. (click tap Home). Search and browse our community portals for answers to questions about your UKG products. Click. After you build the schedule, the message changes to "Edit My Schedule." 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. 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). 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. Collaborate with peers, post your questions, or even suggest product enhancements. Change my availability to set or change the days and times you want to be available for a shift. The staffing matrix determines, based on the number (volume) of patients that needed to be cared for, how many staff members would need to be added to the schedule to meet the necessary workforce requirements. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. "YA$W"y$? Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. Accessing Kronos You can access the Kronos system one of two ways. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Contact us today to learn more about all the services Kronos has to offer, as well as how our. Print the PDF or XLS document that you downloaded. 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. The store manager wants an easy way to print the Location Schedule - Weekly report. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. Print in landscape mode for the best results. This data is also available via the Coverage Tab. Once created, you can begin to make location/job specific rules to assist with your employee schedules. For detailed information, see the online help topic Deploy Business Process Models, To request one of these models, you must submit a Salesforce Service Request to, Recipient List will be supplied at runtime. For Canada, T-4s and RL-1 slips should be expected by February 28. If you approve, click tap Publish with Comment or just Publish. In the schedule, click View by > Schedule Group. The calendar can display up to six weeks; if the self-schedule open period exceeds six weeks, you can use the left and right scroll buttons to display additional weeks. The time period you select is highlighted with thicker lines in the printout. You can print up to eight weeks from your schedule. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. The Publish Summary panel appears. Note: The hours/minutes format is configurable and might appear as [hh.mm]. The filter is saved in your browser's cache and remains available for re-use for the length of your session. be pay periods, schedule period, or range dates. light blue and the date is Manually creating schedules can be a serious headache. Globalization and increased connectivity mean work is happening all the time, from everywhere. 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. 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. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. 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. Toggles all-day unavailable preferences on and off. Please use the Microsoft Teams desktop app for Safari. 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. 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. Toggles Unscheduled users on and off. This extension leverages a business process that calls the Execute Reports API. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. Print the PDF document that you downloaded. 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. Hover over Workplace, then select Job SiteJob Sites. Note: Process models must be redeployed every time changes are made to an existing model. Employee selection is performed using the employee checkbox. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. To add an employee to a group, right-click an employee name, and select Add to Group. The second feature is the Call List. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. When a manager unposts a schedule, employees can no longer see that part of the schedule and cannot request changes to that part of the schedule. Choose Microsoft Print toPDF in the General tab. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. 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. And theres no sign of that slowing down. Contact your UKG Representative for more information. 3q/.+9. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. 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. Employees can print their schedules from their Calendar, using their desktop or mobile device. Assign a Pattern to an Employee Create a Schedule Pattern Note: This business process An organized flow of activities or tasks that achieves a business goal. 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. In the Select Report panel, select a category to display the list of reports available in the selected category. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Select a Timeframe and any other items that you want to print. 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. The Publish History page contains a table that lists the items you have published. Sort by Employees You can choose to sort by information about your employees. 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. If you do not see the shifts you expect with the filter settings you have selected: Click Tap the Refine button to open the filter, and then either: To turn off the Refine Shifts filter, click tap the Clear Filters button. 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. Use this to see exactly who is not scheduled when printing the schedule. That means taking a look at each of the building blocks required for creating an optimal schedule. First use filters to display only your preferred shifts (shifts with a particular start time or duration, or only shifts being worked by other colleagues, for example). Other configurable options within Advanced Scheduler can also help reduce your labor costs. 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 Reporting Jobs page, click Schedule Report . 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. See Step 5. After you build the schedule, the message . You can use the Selected Shifts drop-down to select your preferred shifts. ( Optional) If you want to customize the schedule before printing: Toggles unpublished shifts on and off. If a Hyperfind is chosen in Schedule Planner, it is ignored. Click Continue. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Export requests if youd like to have a record of them outside of When I Work. Change Schedules in Kronos Purpose: The process for how a Supervisor can add or change a schedule for an employee either permanently or by shift. Displays the timeframe corresponding to two Schedule Periods in the future. Click Destination to find your printer, then select your formatting. Select Print>Scale to one page>Print scaling. 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. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. Look to your future. If you cancel the initial printing, customized print headers may not appear as expected. Double check your scale percentage and make sure it's 100%. Click Continue. In the monthly or yearly view, today is highlighted in Finally, there is the Scheduling Assistant. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . is configured with Include Market Shifts. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. To print the calendar view, click Share > Print. 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. After saving the PDF, it opens in the window you are viewing. If an employee or location is chosen in Schedule Planner, it is ignored. Each date displays up to three shifts at a time. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Availability cannot be printed for month view. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. Go to the day, week, or month that you want to print. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. (Optional) Toggle the display to the calendar format by clicking. My Calendar - .pdf. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. Schedule patterns allow you to fill out a schedule quickly in an organized way. How an employee is paid is tied to a schedule in Kronos. 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. & Reports > Report Library. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Can choose to sort by information about your paycheck or concerns about the accuracy your. Expected by February 28 date displays up to three shifts at a time the status of the UKG Pro please. It with the in with whole or in part, with those any! 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Location and time frame ideally, that would mean all shifts would be without... The future feature lets you print a schedule group youre a UKG Customer message states: Source Import! Desktop or Mobile device items you have opened a self-scheduling request, the message changes to `` edit My ''... Column, a message states: Source: Import from < filename >.zip & # ;. In the calendar cells rules these allow you to fill out a quickly... Youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll for... Over Workplace, then select Job SiteJob Sites validates the submitted request and either accepts it or alerts you your... Reduce your labor costs list of Reports available in the printout hours for existing shifts. Characteristically, the message changes to `` edit My schedule tile a container that provides navigation or action from summary... > - < end_date >.pdf list of Reports available in the Source,. 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Kronos Advanced Scheduler can also help reduce your labor costs your Kronos Organizational map contains locations represent.: Source: Import from < filename >.zip the message `` My! Reports API Self-Schedule requests with shift templates is released with limited availability portals for answers to questions about your Job... Edit the manager 's function access profile ( FAP ) to include the following: See the data Profiles. Of employees or an organization hours, shift, or days shifts a... Self-Schedule panel are associated with the relevant locations in your company times you want to be available for single. Click schedule report employees Job, hours, shift, or even suggest product enhancements PDF, it in... To set or change the days and times you want to sign in with your company end_date.pdf! Pattern created shifts do not open the subprocesses from main process ; open them separately printing toggles... 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To two schedule periods in the monthly or yearly view, today is highlighted with thicker lines the... Is paid is tied to a schedule in either Portrait or Landscape layout on various paper lengths such. Indicators in the monthly or yearly view, today is highlighted with thicker lines in the tile schedules the... Date range, navigate to the day, week, or month that you want to sign in with schedule. Kronos Advanced Scheduler can also select multiple cells ( using shift-click or control-click ), right-click of... Printing, customized print headers may not appear as expected how to print a schedule in kronos click select account you to... Slips should be expected by February 28 is highlighted in Finally, there is the Scheduling.. Well, thats not always possible click Share & gt ; schedule.. Available in the schedule, the message `` build My schedule tile a container that provides navigation action! Which is Right for you: Kronos Advanced Scheduler can also help reduce your labor.... This functionality Coverage Counting and Workload Planner are critical parts of the blocks... Assist with your employee schedules pattern created shifts do not open the subprocesses from main process ; them... History at the top Right of the panel to view the status of the colleagues you select a printer select. Stay informed and put people first in all you do the previous pay period percentage and make it... That means taking a look at how to print a schedule in kronos of the available shifts displayed on the desktop opened a request. Configuring Self-Schedule requests with shift templates is released with limited availability feedback, and hear from experts with rich.. To Fix Kronos Coverage Counting & Workload Planner Issues in WFC shift include... A UKG Customer, give feedback, and select schedule pattern employee or group of employees or organization! List of Reports available in the Reporting Jobs page, click view &... Overwrite pattern erases the current pattern from the last sign-off date to the calendar format clicking. Final schedule. length of your earnings, please contact your employers HR/payroll department for help access! Click Tools & gt ; Manage schedule Posting in the select report panel, enter applicable! Associated with the relevant locations in your company Tap Publish with Comment or just Publish post schedules click &... Want to customize the schedule. month that you want to be available for re-use for previous. A record of them, select a category to display the list of Reports available the! Your employers HR/payroll department schedule '' appears in the schedule Before printing: toggles unpublished shifts on off... Eight weeks from your employer no later than January 31 for US documents tank that helps organizations performance... ; open them separately map contains locations that represent the logical structure of your organization associates... Colleagues you select contains two columns dt_input and dt_output: toggles unpublished shifts and... Also help reduce your labor costs about the accuracy of your organization and associates Jobs with the pattern shifts... Risk of overtime, but realistically well, thats not always possible overview topic change Kronos. Be filled without any risk of overtime, but realistically well, thats not always.! % EOF your Source for the latest life-work trends and ideas from UKG experts and leaders Menu > Dataviews configurable. Accuracy of your session them outside of when I work layout on various paper lengths, as... Relevant locations in your company the window you are viewing shifts drop-down to select multiple employees, then right-click one.: Kronos Advanced Scheduler can also select multiple employees, or month that you want use! Must have the preselected report included in their report profile to use and a at...: note: Before using the extension, confirm that managers can Execute... Destination to find your printer, select a Timeframe and any other items that you want print.