Click the date you want to start the schedule. 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. A large unpublished watermark appears to let you know that its not a final schedule. 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).. Edit the manager's report profile to include the schedule report attached to the business process. You may need to print schedules for people that do not have access to a computer or mobile phone. Click "OK". If you can cancel kronos time for approval: can run a kronos time off request made by default schedule editor, rounded forwards and as late dietary modification of . For Canada, T-4s and RL-1 slips should be expected by February 28. Print in landscape mode for the best results. It lists the items that were extracted from the migration file. Collaborate, learn, and get support for your UKG solution! Schedule patterns allow you to fill out a schedule quickly in an organized way. Kronos operates most efficiently with the Chrome browser. 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. 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. Locations. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Select a start date: Click the "Work Start Date" drop down selection tool. Please use the Microsoft Teams desktop app for Safari. Note: Process models must be redeployed every time changes are made to an existing model. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ View My Schedule to go to your calendar to see an overview of your schedule and requests. 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. Stay informed and put people first in all you do. All Home finds people who are active employees or active users as of today. Finally, there is the Scheduling Assistant. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. 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. Click Tap Review and Publish. In the Reporting Jobs page, click Schedule Report . After the model is delivered to your tenant, you can edit it to meet your needs. Select each of the tabs to learn more. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. 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. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. The available groups are listed in the first column as well as the ungrouped employees. Create a shift for any cell using one of the following methods. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. The Print dialog box opens and shows a preview of the schedule on the left. 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. You can assign patterns to any employee or group of employees. After you build the schedule, the message changes to "Edit My Schedule." Tap. orange . 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. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. To print a schedule in Teams on the desktop. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . Total Hours displays the total hours of all shifts in the open request period. 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. 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 Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Follow these steps to deploy the process model. 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. %PDF-1.5 % 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. 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. Accessibility Note: List View is recommended for keyboard and screen reader users. When you create a Refine Shifts filter, the system applies it immediately. After saving the PDF, it opens in the window you are viewing. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. be pay periods, schedule period, or range dates. For example, a mandatory skill or certification. Post a Schedule Post or unpost schedules. Export requests if youd like to have a record of them outside of When I Work. Click Destination to find your printer, then select your formatting. For example: Log in to the tenant to which you are migrating the process model. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. 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. 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. 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. You edit a self-schedule request on the Request Self-Schedule panel, which you can open from either the Manage My Schedule tile or from My Calendar. 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. In the Select Report panel, select a category and report and then click Select. Other configurable options within Advanced Scheduler can also help reduce your labor costs. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. Self-Scheduling. & Reports > Report Library. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Please contact your employers HR/payroll department if youre having trouble logging in. Employees can print their schedules from their Calendar, using their desktop or mobile device. You can print up to eight weeks from your schedule. 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. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Click the name of the schedule. A list of Events and Requests are shown to the right of the calendar. Double check your scale percentage and make sure it's 100%. Toggles shift notes on and off. 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. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. If an employee or location is chosen in Schedule Planner, it is ignored. The name of the report to be scheduled appears at the top of the Schedule Report panel. Note:Microsoft Teams on the web isnt available for Apple Safari. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions Firefox and Internet Explorer browsers may also be used but may not be as efficient. To print the calendar view, click Share > Print. 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. You can create a new schedule pattern or use a pre-defined pattern template. Kronos scheduling makes the entire process cost-effective and more efficient. 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. 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. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. 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. Select your printer, page orientation, and number of copies. You can assign patterns to any employee or group of employees. Globalization and increased connectivity mean work is happening all the time, from everywhere. When a manager unposts a posted schedule or part of a posted schedule, the employees can no When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Choose Microsoft Print to PDF under Printing. 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. 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. 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. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. If you want to scale every schedule you create to one page, toggle Print scaling to On. light blue and the date is Visual indicators can be created to detect any schedule that is not in line with your requirements. Managers can take care of exceptions as they come up, ensure staffing and . Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. orange . "YA$W"y$? Use this to see exactly who is not scheduled when printing the schedule. Give the notification a Name; for example, URL: . Check out Can I Export My Data? To submit a self-schedule request that uses open shifts: You can edit a self-schedule request only while the submission period is still open. 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. 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. Colors created will identify over, under, or exact match of coverage. No VPN or multi-layer authentication required. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Hover over Workplace, then select Job SiteJob Sites. [.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 Kronos scheduling makes the entire process cost-effective and more efficient. Choose Print from the upper right section of the Shifts app. How will my employees' schedules be entered into Kronos? Do not open the subprocesses from main process; open them separately. Make the changes needed, and then review and submit the request as usual. 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. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. Select a Timeframe and any other items that you want to print. The store manager wants an easy way to print the Location Schedule - Weekly report. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. Tips for Employee Scheduling With Kronos Workforce Scheduler. 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. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. For example, if your default Schedule Period is configured as Weekly. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. 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. Select a Timeframe and any other items that you want to print. 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. : Migrate the Print Schedule Process model to the customer tenant using Setup Data Manager (SDM) Moves and manages configuration data across software and hardware environments. Confirm schedule: Confirm that the schedule is correct. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. All of these features rely on Sorting Rules and Matching Rules. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. Each rule created has a level of severity, meaning you can either create the rule to inform the manager of violations or restrict the schedule from being created if the rule is violated. You cannot unpost schedule dates in the past. 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. The Print dialog box opens and shows a preview of the schedule on the left. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . If you cancel the initial printing, customized print headers may not appear as expected. Search and browse our community portals for answers to questions about your UKG products. 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. 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. 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. 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. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Change my availability to set or change the days and times you want to be available for a shift. PrintSchedule_Variables decision table parameter information. 3q/.+9. Sort by Employees You can choose to sort by information about your employees. Click Tap More Shifts to expand the list of displayed shifts. This report can be printed for an entire location, but not for individual employees. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). Schedules, time off, benefits, and get support for your UKG products then select job Sites. Calendar so you can create a shift for any cell using one of the calendar if an employee or of... People that do not have access to helpful support and advice from our team of product experts and engaged network. Scaling to on Microsoft Teams on the left to sort by employees you can create Refine. Expand the list of Events and requests are shown to the GoTo control and. They come up, ensure staffing and row, and get support for your organization can execute... 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