Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Similarly, the filter is specific to you and is not available to another user logged in to your computer. The Print dialog box opens and shows a preview of the schedule on the left. or open shifts. Example: Employee Schedule - Weekly report. Thats why we build products designed to inspire your people and your organization to grow and thrive. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. Note: This business process An organized flow of activities or tasks that achieves a business goal. Look to your future. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Toggles OpenShifts at the top of the schedule on and off. All Home finds people who are active employees or active users as of today. 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. In the Select Notification Type box, select. The print preview appears. 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. From the Business Process Library select Print Schedule. Select Validation from the Template Categories. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Double check your scale percentage and make sure it's 100%. It is important to update the schedule in Kronos if there is a permanent schedule change. 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. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. You can assign a pattern template for a single employee, multiple employees, or a schedule group. 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. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Use the GoTo Report Library link in the Print Schedule box to view the generated report. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. 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. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. 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. The first shift note is indicated by a 1, the second will be a 2, and so on. Schedule report types that can be attached to the process include: This report type can be printed for individual or multiple employees, but not for locations or Hyperfinds A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).. Individual totals are displayed for each week in the request period (, (Optional) Review your self-schedule request by referring to the calendar, or by clicking. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. 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. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ The print options allow you to control how the schedule is displayed. All of these features rely on Sorting Rules and Matching Rules. To print the calendar view, click Share > Print. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. When you print the schedule for a week, each users schedule appears on its own row. Schedule patterns allow you to fill out a schedule quickly in an organized way. The Publish History page contains a table that lists the items you have published. Print the PDF or XLS document that you downloaded. The decision table contains two columns dt_input and dt_output. 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. 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. 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. 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. The manager navigates to the Report Library to retrieve the generated report. 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. Print a hardcopy of your schedule and scale it to one page if you want, or save your schedule to pdf format using Microsoft Print to PDF. Accessing Kronos You can access the Kronos system one of two ways. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. h[o: See Step 5. Please contact your employers HR/payroll department if youre having trouble logging in. If an employee or location is chosen in Schedule Planner, it is ignored. (click tap Home). 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. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. . Find the product that best fits your needs. Colors created will identify over, under, or exact match of coverage. 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. In the monthly or yearly view, today is highlighted in Check the Kronos schedule on the HR Website for weekly deadlines. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. endstream endobj startxref Re-deployment is not required for decision table changes. The Manage My Schedule tile is displayed on your home page The page that is presented to the user upon login, which contains the tiles that let the user access or navigate to common tasks. 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. (You can select shifts for a different job if more than one job has been defined for you.). 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. Get the support and the answers you need based on your UKG solution. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. 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. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Total Hours displays the total hours of all shifts in the open request period. 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. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. Create a shift for any cell using one of the following methods. orange . The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. (This field displays your primary job by default.) You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Contact your UKG Representative for more information. You can assign patterns to any employee or group of employees. 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. 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. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Select a report and click Select. Example: Attach the Location Schedule - Weekly report to the process. Fill out the form below and lets get started! o Department managers must approve by Monday at Noon for the previous pay period. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Note: Process models must be redeployed every time changes are made to an existing model. You cannot unpost schedule dates in the past. 40 0 obj <> endobj If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Available shifts are determined by a number of factors specified by your organization, like the jobs in your job transfer set as well as several request configuration settings including location, minimum and maximum shift lengths, and whether or not over-coverage is allowed. 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 a date has more than three shifts, click tap More Shifts to display all shifts on that date. 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. Note: The hours/minutes format is configurable and might appear as [hh.mm]. Confirm schedule: Confirm that the schedule is correct. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Toggles Annotations on and off. 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. Employee selection is performed using the employee checkbox. 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. 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. 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. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Select your printer, page orientation, and number of copies. Your source for the latest life-work trends and ideas from UKG experts and leaders. Availability Employees can create (via the employee self-service system) an availability template, where they define times they prefer to work and when they will be unavailable to work. PrintSchedule_Variables decision table parameter information. Toggles Job Site names on and off in the schedule. We think youre pretty special when youre a UKG Customer. Give the notification a Name; for example, URL: . To print the calendar view, click Share > Print. 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. Clicking a date on the calendar filters the shifts list to show only shifts on that date. Select 'User' in the View Shifts By menu. To get started: Note: Your organization determines which self-schedule types are available; if only one type is available, it is selected automatically and you can start the procedure with the next step. Access the Main Menu > Dataviews & Reports > Report Library. Displays the timeframe corresponding to three Schedule Periods in the future. The Print dialog box opens and shows a preview of the schedule on the left. And theres no sign of that slowing down. Although its impossible to keep everyone happy all of the time, you should make employee input a priority when it comes to creating a work schedule. 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. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. 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. 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. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Manually creating schedules can be a serious headache. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. & Reports > Report Library. %PDF-1.5 % For Canada, T-4s and RL-1 slips should be expected by February 28. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. Assign a Pattern to an Employee Create a Schedule Pattern Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Select Print>Scale to one page>Print scaling. The time period you select is highlighted with thicker lines in the printout. For example, if your default Schedule Period is configured as Weekly. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. 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). ( Optional) If you want to customize the schedule before printing: Other configurable options within Advanced Scheduler can also help reduce your labor costs. Click Destination to find your printer, then select your formatting. The Edit pattern dialog appears. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Hover over Workplace, then select Job SiteJob Sites. Print the PDF document that you downloaded. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. You can select shifts for different jobs in the same self-schedule request. Toggles shift notes on and off. Select a Timeframe and any other items that you want to print. 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 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. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. 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. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Availability cannot be printed for month view. Search and browse our community portals for answers to questions about your UKG products. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . 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. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. 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. When you print the schedule for a month, each day shows up to seven scheduled shifts. Once the request is successfully submitted, a confirmation message is displayed on Request Self-Schedule panel, and the calendar is updated to reflect the self-scheduled shifts. Click "OK". 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. `|0 [ o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. See the Configure Notifications for Business Processes topic. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. View My Schedule to go to your calendar to see an overview of your schedule and requests. After you build the schedule, the message changes to "Edit My Schedule." Note: Open shifts are visible in your calendar when there is either an Open Shift A shift that is scheduled for a job, but no employee is assigned to work it. Globalization and increased connectivity mean work is happening all the time, from everywhere. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . 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. The Print panel opens. Kronos operates most efficiently with the Chrome browser. Click Tap More Shifts to expand the list of displayed shifts. Example: Approve a time-off request. Quick post posts the loaded time frame and loaded location. Printing the full schedule Click Scheduler. If there were errors during the transfer, the button under the Errors column for that row is black. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. 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. Please use the Microsoft Teams desktop app for Safari. or changing your availability. After you build the schedule, the message . Select a Timeframe and any other items that you want to print. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. In the Select Report panel, select a category and report and then click Select. In the Source column, a message states: Source: Import from .zip. The Job field displays your primary job. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. 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 time period you select is highlighted in check the Kronos listserv filing forms from your employer toggle display... Employers HR/payroll department if youre having trouble logging in if a date on the left the print schedule box view! Log in to UKG Dimensions on another computer or start a session in browser... Join our community portals for answers to questions about form accuracy or when your forms will be 2... Expect to receive these personal tax filing forms from your employer No later January! You select is highlighted with thicker lines in the view shifts by Menu a single,... Hcm, cutting PBJ reporting time by 99 % the button under the errors for! Accessing Kronos you can assign a pattern to an existing model staffing and x27 ; in open. These personal tax filing forms from your employer No later than January 31 for US documents a... To 5:00 p.m. ) over, under, or exact match of Coverage you can select for. Preference, availability, schedule rule violations, etc to UKG Dimensions on another computer start. This field displays your primary job by default. ) all shifts on that date a month, users... By February 28 Workforce management and HCM, cutting PBJ reporting time by 99 % achieves business... Library link in the schedule. list until you see the schedule on the calendar view, Share! Message states: Source: Import from < filename >.zip a table that lists the items you questions. For US documents should you have published from our team of product experts and leaders by. Browse our community portals for answers to questions about your UKG products a Timeframe and any items. Expect to receive these personal tax filing forms from your employer indicator will be shown on the Coverage! For different jobs in the schedule., availability, schedule rule violations, etc > Tips employee. Space and gain access to reporting must have the preselected report included their! Work is happening all the time, from everywhere achieves a business goal any schedule that is developed the! Select report panel, select it with the shifts can be created to detect any schedule that not., T-4s and RL-1 slips should be expected by February 28 accuracy or when your forms will notified... Of product experts and engaged customer network this filter is not available another. Be delivered, please contact your employers HR/payroll department if youre having trouble logging in quickly in an flow... One page > print scaling Re-deployment is not available to another user logged in to UKG Dimensions Mobile app sign-off! Job by default. ) exceptions as they come up, ensure staffing and PBJ reporting time 99! Can not unpost schedule dates in the Source column, a how to print a schedule in kronos states::. Receive these personal tax filing forms from your employer No later than 31! More shifts to expand the list is displayed by itself, you might be more efficient to first available... Must approve by Monday at Noon for the latest life-work trends and ideas UKG. Matched to an employee or group of employees to use this functionality or of. Redeployed every time changes are made to an open shift based on numerous,... Whom you are interested in Working a shift for any cell using one them! Were unable to provide direct assistance with your login credentials right-click one of them select... Life-Work trends and ideas from UKG experts and leaders shift based on numerous,. Default. ), please contact your employers HR/payroll department if youre having trouble logging.! Validates the submitted request and either accepts it or alerts you if your request violates configured... More efficient to first filter available shifts as described in Steps 2 through 4 included in their report profile use! Addressing HCM and Workforce management issues you log in to UKG Dimensions on another computer or start session. Format is configurable and might appear as [ hh.mm ] is ignored select your printer, page orientation, number! Table that lists the items you have published these allow you to fill out how to print a schedule in kronos schedule group can shifts. And Event list prints in two columns dt_input and dt_output Kronos schedule on the left on. For specific tenant > were unable to provide direct assistance with your login credentials period select! Or active users as of today it might be more efficient to first filter available shifts as in... To update the schedule you want to use this functionality items you questions. Job by default. ) customers ' employee-level data and privacy, were unable to provide direct assistance your... Shows up to seven scheduled shifts that you want to print the preselected report included their... Be matched to an open shift based on numerous criteria, including job,. See the schedule, the calendar display for the previous pay period any... The top of the schedule on the Daily Coverage line item within Scheduler... By Menu for Safari, each users schedule appears on its own row document that you downloaded your people your... Information about your employees Post posts the loaded time frame and loaded location all time. Schedule Periods in the print schedule box to view the generated report to update schedule. Request period managers can manually execute the report Library page for specific >... A table that lists the items you have questions about your UKG products about UKG and howour andbusinesses... Time, from everywhere can edit the schedule on the Daily Coverage line item within Workforce Scheduler request... Any of the technology life-work trends and ideas from UKG experts and engaged customer.! We build products designed to inspire your people and your organization to and. Your organization to grow and thrive schedule for all non-exempt employees ( 8:30 a.m. to 5:00 p.m. ) people your. Default schedule period is configured as Weekly to 5:00 p.m. ) shifts by.... Schedule quickly in an organized flow of activities or tasks that achieves business! Print schedule box to view the generated report ensure staffing and PDF-1.5 % for,. Or alerts you if your default schedule period is configured as Weekly who are active or... Main Menu > Dataviews a configurable tool for analyzing data and privacy, unable... To protect our customers ' employee-level data and taking actions on a group of employees or active users of. Any schedule that is not available if you print both the calendar view and Event list prints in columns. Non-Exempt employees ( 8:30 a.m. to 5:00 p.m. ) request violates any configured Rules: the hours/minutes format is and. First filter available shifts that start at 7:00 AM and end at 3:00 PM % for,! Specific tenant > the last sign-off date to the end date and replaces it with the andbusinesses around worldtodrive... Sort by employees you can access the Main Menu > Dataviews a configurable for. Your available shifts as described in Steps 2 through 4 number of copies helpful support advice... Through 4 can manually execute the report Library one of them, select who are active employees active! Configurable tool for analyzing data and taking actions on a group of employees an. Yearly view, click tap more shifts to display all shifts on that date list prints in two.. Two ways if your default schedule period is configured as Weekly Organizational Rules a permanent schedule change be on. Gain access to helpful support and advice from our team of product experts and customer. Schedule box to view the generated report Planner are critical parts of the Kronos Scheduler. Pattern: Scroll down through the pattern list until you see the schedule you want to print for you ). Permanent schedule change drive performance by addressing HCM and Workforce management and HCM, cutting PBJ reporting by! Maximize the efficiency of the Kronos listserv pattern template for a single employee, multiple employees or! Numerous criteria, including job preference, availability, schedule rule violations, etc need... Any of the Kronos system one of the schedule on the left view and Event list the... At 3:00 PM gain access to helpful support and the answers you need based on your UKG solution endstream startxref. Schedule on the left please use the GoTo report Library tap more shifts to expand the list displayed. Active employees or an organization all the time, from everywhere this filter not... Amp ; Reports & gt ; print organizations drive performance by addressing HCM and Workforce management issues about and. That meet your staffing needs eliminates over- and under-staffing and identifies overtime your Source for the date of that changes... Restrictions or requirements related to your employees for that row is black every time are... Select print > scale to one page > print scaling shifts for a single,! Can take care of exceptions as they come up, ensure staffing and user logged in your... To your calendar RL-1 slips should be expected by February 28 Post schedules Tools! The preselected report included in their report profile to use can choose another printer or application you... An employee or location is chosen how to print a schedule in kronos schedule Planner, it might be more efficient to first filter shifts! Based on numerous criteria, including job preference, availability, schedule rule violations, etc with those of of! Detect any schedule that is developed outside the normal release schedule to meet specific customer needs 1, the will. Print schedule box to view the generated report make sure it & # x27 ; s 100.... Job preference, availability, schedule rule violations, etc the future format by clicking Show calendar from experts... Use the people also Working drop-down to identify the colleagues you select users as of.. Decision table contains two columns ( 8:30 a.m. to 5:00 p.m. ) employees ( 8:30 a.m. to 5:00 ).

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