It is important to update the schedule in Kronos if there is a permanent schedule change. The second feature is the Call List. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Fill out the form below and lets get started! Note: This business process An organized flow of activities or tasks that achieves a business goal. Note: The hours/minutes format is configurable and might appear as [hh.mm]. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM When you print the schedule for a week, each users schedule appears on its own row. Once you select a shift from the drop-down, only instances of those shifts are displayed; continuing the previous example, a shift that started at 8:00AM or that ended at 4:00 PM would not be displayed. Select a Timeframe and any other items that you want to print. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. is configured with Include Market Shifts. Make the changes needed, and then review and submit the request as usual. Click Continue. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Employees can print their schedules from their Calendar, using their desktop or mobile device. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Find the product that best fits your needs. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. Select Validation from the Template Categories. You cannot print directly from a mobile device. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. %PDF-1.5
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Choose Microsoft Print toPDF in the General tab. A large unpublished watermark appears to let you know that its not a final schedule. 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. In the schedule, click View by > Schedule Group. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Edit the decision table: PrintSchedule_Variables. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. longer view the unposted part of the schedule. Should you need help with these items, please contact your employers HR/payroll department directly. (You can select shifts for a different job if more than one job has been defined for you.). With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Printing the full schedule Click Scheduler. Click. 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. Note: 40 0 obj
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& Reports > Report Library. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. of a shift. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Stay informed and put people first in all you do. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. The Print panel opens. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. . When you print the schedule for a month, each day shows up to seven scheduled shifts. Click Tap Decision Table Editor to add or update the rows in the table. You can assign patterns to any employee or group of employees. If you approve, click tap Publish with Comment or just Publish. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. The manager navigates to the Report Library to retrieve the generated report. Click the date you want to start the schedule. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. Self-Scheduling. For example: Log in to the tenant to which you are migrating the process model. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. The Job field displays your primary job. Report format (PDF, XLSX, Interactive (Desktop), CSV). Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. Printing differs whether you're using the desktop or web app. Note:Microsoft Teams on the web isnt available for Apple Safari. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Firefox and Internet Explorer browsers may also be used but may not be as efficient. In the Source column, a message states: Source: Import from .zip. Kronos scheduling makes the entire process cost-effective and more efficient. UKG is not authorized to answer employee payroll questions. or open shifts. If a Hyperfind is chosen in Schedule Planner, it is ignored. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. 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. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. 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. The Print panel opens. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. And theres no sign of that slowing down. Click Continue. h[o: Displays the timeframe corresponding to two Schedule Periods in the future. 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. 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. The print preview appears. 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 . Click Tap More Shifts to expand the list of displayed shifts. 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. 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. 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. Print the PDF or XLS document that you downloaded. Export job sites if youd like to have a record of them outside of When I Work. Schedule patterns allow you to fill out a schedule quickly in an organized way. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. Example: Location Schedule - Weekly report. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. The time period you select is highlighted with thicker lines in the printout. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Select Print>Scale to one page>Print scaling. Select a Timeframe and any other items that you want to print. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. hbbd```b``Z "A$Cd 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. In the Reporting Jobs page, click Schedule Report . Click Tap Review and Publish. 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. Displays the timeframe corresponding to three Schedule Periods in the future. 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. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. 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. 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. 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. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. Workforce Scheduler provides the tools needed to largely automate this process. 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. 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. For Canada, T-4s and RL-1 slips should be expected by February 28. Thats why we build products designed to inspire your people and your organization to grow and thrive. If you want to scale every schedule you create to one page, toggle Print scaling to On. To request one of these models, you must submit a Salesforce Service Request to UKG. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. The decision table contains two columns dt_input and dt_output. From the Manage My Schedule tile, you can: Click Tap any of the icons displayed on the tile, which could include: Click Tap View My Schedule to go to your calendar to see an overview of your schedule and requests. Deploy only the main process; do not deploy the subprocesses. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Use Unselect All to undo the shift selection in the drop-down list. Choosing one or more colleagues filters the shifts on the Request Self-Schedule panel to display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Select your printer, page orientation, and number of copies. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. "YA$W"y$? Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. 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. 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. 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. Go to the day, week, or month that you want to print. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Select each of the tabs to learn more. You can assign patterns to any employee or group of employees. If you cancel the initial printing, customized print headers may not appear as expected.
After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Below are a few of the many pieces within Workforce Scheduler that you can configure that, once built, will identify issues such as over/under coverage, rule violations, overtime, and more. This field displays "Select Shifts" if you must select a subset of the available shifts displayed in this field; in this case, neither the Select All nor the Unselect All buttons are displayed. 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. 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. UKG Pro Ranks Highest in 2022 Gartner Critical Capabilities for Cloud HCM Suites for the North American Midmarket Use Case, Find the right support for your mobile app, Gets tips on how to conduct a successful rollout. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. 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. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Toggles shift notes on and off. After the model is delivered to your tenant, you can edit it to meet your needs. We think youre pretty special when youre a UKG Customer. Forgot your password or need help resetting your credentials? Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. 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. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. 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. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. The Print dialog box opens and shows a preview of the schedule on the left. 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. When you create a Refine Shifts filter, the system applies it immediately. Quick post posts the loaded time frame and loaded location. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. 64 0 obj
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The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. [.C4Y2u j>%]#%;{2%")3O B// P H/@D_H>iUWM'7ncY$jHH9yY48\JrsuzvdT&ljk?!q.8GW,N/Tk*5v.AdKd^?o{+q0l_t{h@pL[H The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. Example: Attach the Location Schedule - Weekly report to the process. Click Tap Show List to return to the default display. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. Manually creating schedules can be a serious headache. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Collaborate, learn, and get support for your UKG solution! How will compensatory time be handled in Kronos? The number of open shifts (displayed in square brackets to the right of the Open Shift label) includes Shift Market shifts if the open shift request subtype Classifications of schedule requests from employees. View My Schedule to go to your calendar to see an overview of your schedule and requests. 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. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. 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. 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. Select the Run Report. 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. 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. Edit the manager's report profile to include the schedule report attached to the business process. Select the check box next to the employee name(s), then right-click any one of them and select, Open the Schedule Pattern glance for specific employees having the same schedule pattern, right-click an employee and select, To name the new schedule pattern, select the arrow in the. Read the Gartner Critical Capabilities analysis for UKG Pro. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Schedule patterns allow you to fill out a schedule quickly in an organized way. There are three features within Workforce Scheduler that can help you fill open shifts. hb```c``2``b`Nfb@ !f 8-Kg
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