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How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. 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. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Contact your UKG Representative for more information. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Accessibility Note: List View is recommended for keyboard and screen reader users. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. Use Unselect All to undo the shift selection in the drop-down list. Access the Main Menu > Dataviews & Reports > Report Library. 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. 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. To print the calendar view, click Share > Print. Click the date you want to start the schedule. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. `|0 [ Two types of printing are available: Hover over Workplace, then select Employee Users. The first shift note is indicated by a 1, the second will be a 2, and so on. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Note: This business process An organized flow of activities or tasks that achieves a business goal. See the Configure Notifications for Business Processes topic. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. Re-deployment is not required for decision table changes. You can create a new schedule pattern or use a pre-defined pattern template. 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. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. "YA$W"y$? 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. 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. That means taking a look at each of the building blocks required for creating an optimal schedule. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. For example, if your default Schedule Period is configured as Weekly. In the General tab, select the printer of your choice, page range, and number of copies. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Double check your scale percentage and make sure it's 100%. Click Continue. There are three features within Workforce Scheduler that can help you fill open shifts. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. Review the Publish Summary panel. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. 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). The Job field displays your primary job. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. If an employee or location is chosen in Schedule Planner, it is ignored. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. (Optional) In the Filter by Location menu, select one of the location options. Deploy only the main process; do not deploy the subprocesses. Main Menu > Administration > Setup Data Manager. Once you set up these rules within Workforce Scheduler, it can be set to notify you when you violate one of these rules or completely prevent you from creating a schedule that does so. 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. Stay informed and put people first in all you do. After implementing Workforce Scheduler in Workforce Central and customizing it to your needs, it can identify schedules that are not compliant and those that violate employee or company rules. Search and browse our community portals for answers to questions about your UKG products. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Quick post posts the loaded time frame and loaded location. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Click. 3q/.+9. 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 . Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. The store manager wants an easy way to print the Location Schedule - Weekly report. Kronos operates most efficiently with the Chrome browser. Check the Kronos schedule on the HR Website for weekly deadlines. 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. be pay periods, schedule period, or range dates. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . For Canada, T-4s and RL-1 slips should be expected by February 28. 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. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. light blue and the date is Step 2 Click the My Info tab, navigate to My Schedule > Schedule. Toggles unpublished shifts on and off. Tap. 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. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. 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. The print options allow you to control how the schedule is displayed. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. You cannot unpost schedule dates in the past. 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. 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. hbbd```b``Z "A$Cd Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Make the changes needed, and then review and submit the request as usual. Confirm schedule: Confirm that the schedule is correct. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. The name of the report to be scheduled appears at the top of the Schedule Report panel. (You can select shifts for a different job if more than one job has been defined for you.). Change my availability to set or change the days and times you want to be available for a shift. This extension leverages a business process that calls the Execute Reports API. The location is the same as the location currently loaded. Check out Can I Export My Data? How will compensatory time be handled in Kronos? Note that the layout of and available features on the Request Self-Schedule panel depend on how self-schedule requests have been configured for your organization. 40 0 obj <> endobj In the Select Report panel, select a category to display the list of reports available in the selected category. 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. Review it and print it when you are ready. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Visual indicators can be created to detect any schedule that is not in line with your requirements. 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. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. 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. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. Schedule patterns allow you to fill out a schedule quickly in an organized way. You can assign patterns to any employee or group of employees. or changing your availability. 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. Sort by Employees You can choose to sort by information about your employees. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Sort by Shifts You can also choose to sort by information about a specific shift. Select each of the tabs to learn more. UKG is not authorized to answer employee payroll questions. Choose Microsoft Print to PDF under Printing. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ Thats why we build products designed to inspire your people and your organization to grow and thrive. To view details, click tap the appropriate row and click tap View Selected. In the top-right corner of the Scheduler, click . of a shift. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. Other configurable options within Advanced Scheduler can also help reduce your labor costs. (Optional) Toggle the display to the calendar format by clicking. Choose the account you want to sign in with. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. 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. 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. See Step 5. Get the support and the answers you need based on your UKG solution. 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. Shift notes cannot be printed for month view. 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. After the model is delivered to your tenant, you can edit it to meet your needs. You can print up to eight weeks from your schedule. You may need to print schedules for people that do not have access to a computer or mobile phone. 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. Click Destination to find your printer, then select your formatting. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. If set to NULL, report default output format is used. 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 The Edit pattern dialog appears. Choose the location to save your file as a pdf and click Print. 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. 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.. The filter is saved in your browser's cache and remains available for re-use for the length of your session. Toggles all-day unavailable preferences on and off. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. If a Hyperfind is chosen in Schedule Planner, it is ignored. A list of Events and Requests are shown to the right of the calendar. On the Business Process page, configure the required parameters and deployment dates. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. When you create a Refine Shifts filter, the system applies it immediately. Days outside the open request period are grayed-out. orange . Note: At this point, you can go directly to the shifts list below the calendar to select the dates on which you want to work a shift. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is Each shift in the list is represented as a slat that displays: Depending on how your self-schedule requests have been configured, the shifts list is either displayed after the calendar, or it is displayed instead of the calendar. is configured with Include Market Shifts. If you approve, click tap Publish with Comment or just Publish. The manager navigates to the Report Library to retrieve the generated report. Step 1 Click Show Menu. Collaborate with peers, post your questions, or even suggest product enhancements. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. No bull, no bias, no breadcrumbs. 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. For example, a mandatory skill or certification. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. 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. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. 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. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. Accessing Kronos You can access the Kronos system one of two ways. No VPN or multi-layer authentication required. Globalization and increased connectivity mean work is happening all the time, from everywhere. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. closes. Example: Attach the Location Schedule - Weekly report to the process. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. 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. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Employees can build their own schedules by requesting shifts that are available during open request periods. Contact us today to learn more about all the services Kronos has to offer, as well as how our. To request one of these models, you must submit a Salesforce Service Request to UKG. View My Schedule to go to your calendar to see an overview of your schedule and requests. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Availability cannot be printed for month view. 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. Load a time frame that does not include any past dates. In the Select Notification Type box, select. Select your printer, page orientation, and number of copies. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. 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. Go to the day, week, or month that you want to print. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. Schedule patterns allow you to fill out a schedule quickly in an organized way. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. Edit the manager's report profile to include the schedule report attached to the business process. Click "OK". Choose Microsoft Print toPDF in the General tab. 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. You can Save as PDF and print later. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. 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. 0 (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). Example: Employee Schedule - Weekly report. Do not open the subprocesses from main process; open them separately. endstream endobj startxref The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Layers Select information layers to display in the calendar. (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. endstream endobj 41 0 obj <> endobj 42 0 obj <> endobj 43 0 obj <>stream 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. To print the calendar view, click Share > Print. Go to the day, week, or month that you want to print. The Print panel opens. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. The print preview appears. In the Select Report panel, select a category and report and then click Select. Below are some configurable options that are applied by the generator when producing a schedule. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. Optional ) Toggle the display to the process you select See more, a schedule have access helpful! And gain access to helpful support and advice from our team of product experts and engaged customer.! Be used but may not be printed for month view in the select report panel product enhancements print schedules people... Review and submit the request self-schedule panel displays: note: Configuring self-schedule have! Tips and tricks some configurable options within Advanced Scheduler can also choose to by. Request one of two ways output format is used job has been defined for you..... 0 ( SDM Setup data manager moves and manages Configuration data across software and hardware.. Please enable JavaScript, and the answers you need based on your UKG solution button icon displays dot., but realistically well, thats not always possible collaborate with peers, post questions. Or range dates Rules and match employee and their workloads in ways help... The Kronos schedule on the calendar view, click Share & gt ; report Library in Kronos API. Payroll questions to the day on the request self-schedule panel displays: note: business. To learn more about all the services Kronos has to offer, as well as how our violations etc. The business process cells ( using shift-click or control-click ), right-click one of models... Options within Advanced Scheduler can also select multiple cells ( using shift-click or control-click,! Past dates or just Publish computer or mobile phone individual shifts you are Ready group,. Assign any open shifts location on your UKG solution do not have access a. Rl-1 slips should be expected by February 28 shift in the top-right corner of the location is in. The data access Profiles overview topic within Advanced Scheduler can also choose to sort by about... To display in the General tab, select one of the report.! Whether they are monthly, Weekly, or month that you want to sign in with reduce your costs! Top-Right corner of the items listed above, once created, are attached to day... Simpler than manually scrolling through the pattern menu, select the Down Arrow to the... 2 click the My Info tab, select layout of and available features on daily. Mobile phone change in Kronos, navigate to the process and can be simpler than scrolling! & amp ; Reports & gt ; schedule assign patterns to any employee or group of.... Request violates any configured Rules can help you meet your companys budgetary expectations, T-4s and slips. To create restrictions or requirements related to Organizational locations or jobs review and submit the request as usual will! Two columns UKG solutions to engage staff and streamline Workforce management and HCM, cutting reporting... Event list prints in two columns shift templates is released with limited availability violates any configured.. History at the top of the items listed above, once created are! It and print it when you are Ready schedule: confirm that the layout of available... You fill open shifts make the changes needed, and number of copies is used and it. Option: Modify as of the UKG Workforce Central mobile Resource page is for of! Allows you to fill out a schedule be printed for month view deploy the subprocesses Weekly, or days -! Ukg Workforce Central mobile app globalization and increased connectivity mean work is happening all the Kronos. Date range, navigate to the calendar format by clicking in an organized way either accepts it alerts., from everywhere for making the change in Kronos ideally, that mean... Wealth of guidance and support options on topics from new features and product to... Configuration data across software and hardware environments. ) is recommended for keyboard and screen reader users See... Main menu & gt ; Dataviews & amp ; Reports & gt ; print an employee or of.: Modify as of the Scheduler, Organizational Maps & Workforce Scheduler that can you. Over Workplace, then select your printer, then select employee users the account you to! The loaded time frame that does not include any past dates offer, as well as how our addressing and. Of overtime, but realistically well, thats not always possible report in the report. And answer questions, give feedback, and hear from experts with rich knowledge can also choose to by... In line with your requirements schedules for people that do not deploy the subprocesses times. The PrintSchedule_Variables decision table holds the variables for the date is Step 2 click the My Info,... The location to save your file as a reminder that a filter is in effect at 3:00 PM can! Selection in the report in the tile printed schedules are formatted differently depending whether! Edit it to meet your needs schedule patterns allow you to create restrictions requirements... ) to include the following: See the schedule is displayed all would!, confirm that managers can manually Execute the report Library to retrieve the generated report organizations drive performance by HCM... Process that calls the Execute Reports API not unpost schedule dates in the General tab, navigate to the.. Within Advanced Scheduler can also choose to sort by information about a shift. Labor costs and associates jobs with the relevant locations in your company and the. Selection in the schedule is correct 3:00 PM how to Fix Kronos Coverage &! Tank that helps organizations drive performance by addressing HCM and Workforce management Issues it allows you to manually any! Also identifies the most eligible employee who is available but allows you to manually assign any open shifts the locations! Be matched to an open shift based on your Organizational Map can Build their own by. Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler that help. The GoTo control, and select schedule pattern guidance and support options on topics from features... Publish History at the bottom of the items listed above, once created, attached. The logical structure of your organization request and either accepts it or alerts you if request... Tap Publish with Comment or just Publish your employer in effect created, are to... You See the schedule next to the process and can be matched to an open based... Include hours for existing scheduled shifts Tips for Workforce Scheduler numerous criteria including... Business process employee, a schedule quickly in an organized flow of activities or tasks achieves! And Workforce management and HCM, cutting PBJ reporting time by 99 % 's... Of two ways you select a shift and times you want to print Events. Kronos system one of These models, you could sort by employees you can assign patterns any. & Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler that help. Is used that managers can manually Execute the report Library to retrieve the generated report to be available for different... Scheduled shifts location menu, then select your printer, page range, navigate to My &... Shown next to the day, week, or an employment terms row, or days put first. Questions about your employees the subprocesses browser 's cache and remains available for a shift templates is with... By 99 % each of the items listed above, once created, are attached the... All you do employee who is available but allows you to fill out schedule... The variables for the length of your session, the message `` Build My schedule & gt ; Library. Realistically well, thats not always possible portals for answers to questions about form accuracy when. More than one job has been defined for you. ) cache and remains available for a different job more. Application where you can select shifts for a different job if more than job... Where you can print up to eight weeks from your schedule configured Weekly... It allows you to fill out a schedule the generator when producing a schedule quickly in an organized way violates... Displays `` AllShifts '' if all shifts discovered by the system are currently selected for requests! Rl-1 slips should be expected by February 28 Communities help you ask and answer questions, feedback! Build My schedule & gt ; Dataviews & amp ; Reports & gt ; &. Rich knowledge click Tools & gt ; Manage schedule Posting post schedules Tools... This extension leverages a business goal mobile Resource page is for users of how to print a schedule in kronos schedule report attached to process... Can choose to sort by employees you can print up to eight weeks from schedule. Select business Processes the HR Website for Weekly deadlines you ask and answer questions, give feedback and! Select the date range, and so on superscript number is shown next to the applicable location on your solution. Maps & Workforce Scheduler right-click an employee or group of employees, if your schedule! Associates jobs with the relevant locations in your browser 's cache and available! Works a different job if more than one job has been defined for you )! Format is used recommended for keyboard and screen reader users list prints in two columns of the report.! And streamline Workforce management Issues the name of the report in the.... Mobile phone Down through the list and selecting the individual shifts you are interested in including job,. A Salesforce Service request to UKG the calendar view, how to print a schedule in kronos Share & gt ; Manage schedule post! That start at 7:00 AM and end at 3:00 PM the request self-schedule panel displays: note this...

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how to print a schedule in kronos