And theres no sign of that slowing down. `|0 [ 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. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Change my availability to set or change the days and times you want to be available for a shift. 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. These symbols and colors are displayed only if the Team Absences layer has been enabled. After you build the schedule, the message changes to "Edit My Schedule." To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. 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. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. [.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 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 create a schedule pattern for a single employee, multiple employees, or a schedule group. In the Source column, a message states: Source: Import from .zip. 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. Assign a Pattern to an Employee Create a Schedule Pattern The print preview appears. In the Reporting Jobs page, click Schedule Report . Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. The available groups are listed in the first column as well as the ungrouped employees. See Step 5. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. 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. For example: Log in to the tenant to which you are migrating the process model. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. Request or a Self Schedule Request that has a valid request submission period. Click Tap More Shifts to expand the list of displayed shifts. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. Kronos operates most efficiently with the Chrome browser. Please use the Microsoft Teams desktop app for Safari. The first shift note is indicated by a 1, the second will be a 2, and so on. 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. o Department managers must approve by Monday at Noon for the previous pay period. 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. Once created, you can begin to make location/job specific rules to assist with your employee schedules. How will compensatory time be handled in Kronos? 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. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. See the Configure Notifications for Business Processes topic. Note:Microsoft Teams on the web isnt available for Apple Safari. 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. To request one of these models, you must submit a Salesforce Service Request to UKG. 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. Thats why we build products designed to inspire your people and your organization to grow and thrive. %PDF-1.5 % Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. The Edit pattern dialog appears. 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. Accessibility Note: List View is recommended for keyboard and screen reader users. 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 a pattern: Scroll down through the pattern list until you see the schedule you want to use. 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. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. In the top-right corner of the Scheduler, click . (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). be pay periods, schedule period, or range dates. Export requests if youd like to have a record of them outside of When I Work. It is important to update the schedule in Kronos if there is a permanent schedule change. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). For example, a mandatory skill or certification. You can Save as PDF and print later. Note: This business process An organized flow of activities or tasks that achieves a business goal. Click Tap Review and Publish. Go to the day, week, or month that you want to print. Example: Attach the Location Schedule - Weekly report to the process. 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 . However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. Manually creating schedules can be a serious headache. Output Format Formats include PDFs and Excel spreadsheets. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. A list of Events and Requests are shown to the right of the calendar. 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. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. No bull, no bias, no breadcrumbs. Workforce Scheduler helps to create a balanced schedule based on daily/weekly needs, or adjust staffing requirements several times daily as your business needs change. We think youre pretty special when youre a UKG Customer. Toggles Job Site names on and off in the schedule. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Collaborate, learn, and get support for your UKG solution! When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Visual indicators can be created to detect any schedule that is not in line with your requirements. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Days outside the open request period are grayed-out. Finally, there is the Scheduling Assistant. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Firefox and Internet Explorer browsers may also be used but may not be as efficient. Complete the Control center fields. 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. Report format (PDF, XLSX, Interactive (Desktop), CSV). In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Example: Location Schedule - Weekly report. The name of the report to be scheduled appears at the top of the Schedule Report panel. No VPN or multi-layer authentication required. 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 PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. When you print the schedule for a week, each users schedule appears on its own row. is an extension model that is developed outside the normal release schedule to meet specific customer needs. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Click the name of the schedule. Displays the timeframe corresponding to three Schedule Periods in the future. If you approve, click tap Publish with Comment or just Publish. 40 0 obj <> endobj If a Hyperfind is chosen in Schedule Planner, it is ignored. 0 Total Hours displays the total hours of all shifts in the open request period. Click Print>Scale to one page>Print scaling. Access the Main Menu > Dataviews & Reports > Report Library. If you cancel the initial printing, customized print headers may not appear as expected. h[o: Toggles OpenShifts at the top of the schedule on and off. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. Find the product that best fits your needs. The Job field displays your primary job. In the selected report panel, enter the applicable report parameters. Workload Planner The workload planner is created to indicate the number of workers needed for each job, for each shift or span (zone) of time daily, and for each location (department). 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. On the Business Process page, configure the required parameters and deployment dates. 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). In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. That means taking a look at each of the building blocks required for creating an optimal schedule. 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. 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. 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. After saving the PDF, it opens in the window you are viewing. Read the Gartner Critical Capabilities analysis for UKG Pro. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. To view details, click tap the appropriate row and click tap View Selected. Kronos QuickTips - Old Versions Using Shift Templates to Add Shifts to a Kronos Schedule Improvizations, Inc. 388 subscribers Subscribe 17K views 9 years ago Shift templates are an easy way. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Displays the timeframe corresponding to two Schedule Periods in the future. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. 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. After you build the schedule, the message . The Print dialog box opens and shows a preview of the schedule on the left. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. 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. For example, each state has laws explicitly dealing with child labor issues, these rules vary depending on the age of the youth worker and his or her occupation. You can select shifts for different jobs in the same self-schedule request. Manage the Shifts app for your organization. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Look to your future. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . 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. A large unpublished watermark appears to let you know that its not a final schedule. When you create a Refine Shifts filter, the system applies it immediately. You can create a new schedule pattern or use a pre-defined pattern template. Choose the account you want to sign in with. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. This data is also available via the Coverage Tab. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. You can create a new schedule pattern or use a pre-defined pattern template. If there were errors during the transfer, the button under the Errors column for that row is black. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Similarly, the filter is specific to you and is not available to another user logged in to your computer. 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 Print dialog box opens and shows a preview of the schedule on the left. 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. 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. (click tap Home). 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. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. 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. Do not open the subprocesses from main process; open them separately. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. Print the PDF or XLS document that you downloaded. Double check your scale percentage and make sure it's 100%. 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. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Print the PDF document that you downloaded. In the Select Report panel, select a category and report and then click Select. 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. Search and browse our community portals for answers to questions about your UKG products. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. 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. Choose Print from the upper right section of the Shifts app. Make the changes needed, and then review and submit the request as usual. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. 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. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. You can assign patterns to any employee or group of employees. Notes for each shift appear, numbered, at the bottom of the document. 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. Explore subscription benefits, browse training courses, learn how to secure your device, and more. The second feature is the Call List. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. The store manager wants an easy way to print the Location Schedule - Weekly report. The Publish History page contains a table that lists the items you have published. UKG is not authorized to answer employee payroll questions. Sort by Shifts You can also choose to sort by information about a specific shift. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. 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. 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. My Calendar - .pdf. Click Tap Decision Table Editor to add or update the rows in the table. Select the report that is attached to the business process. The decision table contains two columns dt_input and dt_output. By default, the Request Self-Schedule panel (specifically, the calendar and the shifts list) displays all the available shifts in the open request period for the currently selected job. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. Click Print>Scale to one page>Print scaling. 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. 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). Stay informed and put people first in all you do. 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. Listed under the errors column for that row is black numbered, the. Appears at the top of the Scheduler, click pattern template by at. 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