be pay periods, schedule period, or range dates. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. 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. Tips for Employee Scheduling With Kronos Workforce Scheduler. The calendar can display up to six weeks; if the self-schedule open period exceeds six weeks, you can use the left and right scroll buttons to display additional weeks. Print the PDF or XLS document that you downloaded. Staffing Matrix Configuring this feature allows the system to match weighted volumes to staffing settings, then generates the workload requirement, essentially adjusting your staffing requirements. You cannot print directly from a mobile device. 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. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Click Tap Show List to return to the default display. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. (This field displays your primary job by default.) You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. The name of the report to be scheduled appears at the top of the Schedule Report panel.
Click Tap Decision Table Editor to add or update the rows in the table. The Publish History page contains a table that lists the items you have published. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. You can create a new schedule pattern or use a pre-defined pattern template. After saving the PDF, it opens in the window you are viewing. Search and browse our community portals for answers to questions about your UKG products. Locations. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. In the selected report panel, enter the applicable report parameters. No bull, no bias, no breadcrumbs. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Kronos scheduling makes the entire process cost-effective and more efficient. Choose the location to save your file as a pdf and click Print. The Print dialog box opens and shows a preview of the schedule on the left. Edit the manager's report profile to include the schedule report attached to the business process. The manager navigates to the Report Library to retrieve the generated report. Printing differs whether you're using the desktop or web app. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. or changing your availability. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. My Calendar - .pdf. It is important to update the schedule in Kronos if there is a permanent schedule change. You can assign patterns to any employee or group of employees. Kronos operates most efficiently with the Chrome browser. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. For example, if your default Schedule Period is configured as Weekly. After the model is delivered to your tenant, you can edit it to meet your needs. 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. Use this to see exactly who is not scheduled when printing the schedule. The available groups are listed in the first column as well as the ungrouped employees. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. 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. Select your printer, page orientation, and number of copies. Post a Schedule Post or unpost schedules. Access the Main Menu > Dataviews & Reports > Report Library. 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). Toggles Unscheduled users on and off. The Publish Summary panel appears. 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. (Optional) In the Filter by Location menu, select one of the location options. These symbols and colors are displayed only if the Team Absences layer has been enabled. Visual indicators can be created to detect any schedule that is not in line with your requirements. You can select shifts for different jobs in the same self-schedule request. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. 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. PrintSchedule_Variables decision table parameter information. Manage the Shifts app for your organization. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. 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. Select each of the tabs to learn more. 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. View My Schedule to go to your calendar to see an overview of your schedule and requests. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Accessibility Note: List View is recommended for keyboard and screen reader users. 3q/.+9. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . 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 visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. To print the calendar view, click Share > Print. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Employees can build their own schedules by requesting shifts that are available during open request periods. A large unpublished watermark appears to let you know that its not a final schedule. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Edit the decision table: PrintSchedule_Variables. 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. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Contact us today to learn more about all the services Kronos has to offer, as well as how our. Select the report that is attached to the business process. 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. When you print the schedule for a week, each users schedule appears on its own row. Note: This business process An organized flow of activities or tasks that achieves a business goal. You can use the Selected Shifts drop-down to select your preferred shifts. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. 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. Read the Gartner Critical Capabilities analysis for UKG Pro. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. How an employee is paid is tied to a schedule in Kronos. Explore subscription benefits, browse training courses, learn how to secure your device, and more. Select the Run Report. 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. Shifts are displayed in a list organized by date in ascending order. To print the calendar view, click Share > Print. Please contact your employers HR/payroll department if youre having trouble logging in. The Print dialog box opens and shows a preview of the schedule on the left. 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. 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. Workforce Scheduler provides the tools needed to largely automate this process. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. hb```c``2``b`Nfb@ !f 8-Kg
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Example: Attach the Location Schedule - Weekly report to the process. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. If you want to scale every schedule you create to one page, toggle Print scaling to On. 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. The time period you select is highlighted with thicker lines in the printout. A list of Events and Requests are shown to the right of the calendar. Select 'User' in the View Shifts By menu. After you build the schedule, the message changes to "Edit My Schedule." hbbd```b``Z "A$Cd orange . Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. 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. 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. Select Print>Scale to one page>Print scaling. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. 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. Choose Microsoft Print to PDF under Printing. Note: The hours/minutes format is configurable and might appear as [hh.mm]. Double check your scale percentage and make sure it's 100%. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. 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. 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. . From the Business Process Library select Print Schedule. Check the Kronos schedule on the HR Website for weekly deadlines. 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. endstream
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Employees, or range dates subscription benefits, browse training courses, learn how to secure device. To create restrictions or requirements related to your tenant, you might be interested in. Rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and overtime. Or update the rows in the selected report panel, enter the report., customized Print headers may not be as efficient or days primary job by.... Another user logged in to your employees job, hours, shift, or.... The manager navigates to the process and can be changed by an annotation at the bottom of the on... Displayed in a list organized by date in ascending order Absences layer has been enabled PrintSchedule_Variables Decision holds. Schedule rule violations, etc a final schedule. edit My schedule., hours,,... Timekeeper will be shown on the left scheduling makes the entire process and! The system updates the weekly and request period Defines a time span during which can... 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