You can print up to eight weeks from your schedule. Check out Can I Export My Data? 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. The print preview appears. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. After saving the PDF, it opens in the window you are viewing. Manually creating schedules can be a serious headache. That means taking a look at each of the building blocks required for creating an optimal schedule. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. & Reports > Report Library. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . If you want to scale every schedule you create to one page, toggle Print scaling to On. Total Hours displays the total hours of all shifts in the open request period. 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. 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. See the Configure Notifications for Business Processes topic. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). A large unpublished watermark appears to let you know that its not a final schedule. No bull, no bias, no breadcrumbs. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. 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. 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. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. 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. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. Follow these steps to deploy the process model. 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. 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. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Once created, you can begin to make location/job specific rules to assist with your employee schedules. 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). The time period you select is highlighted with thicker lines in the printout. 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. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. UKG is not authorized to answer employee payroll questions. Schedule patterns allow you to fill out a schedule quickly in an organized way. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. From the Business Process Library select Print Schedule. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Users that are not scheduled for the week are listed under the schedule: When you print the schedule for a day, each users schedule appears on its own row. Create a shift for any cell using one of the following methods. All Home finds people who are active employees or active users as of today. Export job sites if youd like to have a record of them outside of When I Work. Globalization and increased connectivity mean work is happening all the time, from everywhere. 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. In the Reporting Jobs page, click Schedule Report . For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. 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. Select Microsoft Print to PDF as your printer. Print the PDF or XLS document that you downloaded. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. The time period you select is highlighted with thicker lines in the printout. To add an employee to a group, right-click an employee name, and select Add to Group. 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. For Canada, T-4s and RL-1 slips should be expected by February 28. 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. 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. Click Tap Decision Table Editor to add or update the rows in the table. On the Business Process page, configure the required parameters and deployment dates. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. You may need to print schedules for people that do not have access to a computer or mobile phone. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . is configured with Include Market Shifts. endstream
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Finally, there is the Scheduling Assistant. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Print the PDF document that you downloaded. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Use this to see exactly who is not scheduled when printing the schedule. 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. Application Setup > Business Process Setup > Process Models. After the model is delivered to your tenant, you can edit it to meet your needs. 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 Print>Scale to one page>Print scaling. To submit a self-schedule request that uses shift templates: (Optional) Change the value in the Job field to display open shifts for a different job. Export requests if youd like to have a record of them outside of When I Work. Displays the timeframe corresponding to three 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. The decision table contains two columns dt_input and dt_output. 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. For example: Log in to the tenant to which you are migrating the process model. 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. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. Toggles Job Site names on and off in the schedule. Hover over Workplace, then select Job SiteJob Sites. This data is also available via the Coverage Tab. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Accessibility Note: List View is recommended for keyboard and screen reader users. If set to NULL, report default output format is used. 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. Click the date you want to start the schedule. Choose the account you want to sign in with. We think youre pretty special when youre a UKG Customer. Click Print>Scale to one page>Print scaling. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. 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. Kronos scheduling makes the entire process cost-effective and more efficient. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. 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. If you approve, click tap Publish with Comment or just Publish. How will compensatory time be handled in Kronos? The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. 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. Click Tap Show List to return to the default display. 51 0 obj
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In the schedule, click View by > Schedule Group. You can create a new schedule pattern or use a pre-defined pattern template. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. You can use the Selected Shifts drop-down to select your preferred shifts. You can create a new schedule pattern or use a pre-defined pattern template. Find the product that best fits your needs. 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. Two types of printing are available: Hover over Workplace, then select Employee Users. If you're a UKG system administrator trying to log in to the UKG Kronos Community to engage with other users or to get support, go . With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. To print a schedule in Teams on the desktop. 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). You cannot print directly from a mobile device. In the Select Notification Type box, select. closes. The second feature is the Call List. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Re-deployment is not required for decision table changes. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Select a Timeframe and any other items that you want to print. 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. 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. 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. Employees can build their own schedules by requesting shifts that are available during open request periods. Output Format Formats include PDFs and Excel spreadsheets. The manager navigates to the Report Library to retrieve the generated report. Post a Schedule Post or unpost schedules. 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. Check the Kronos schedule on the HR Website for weekly deadlines. Use the GoTo Report Library link in the Print Schedule box to view the generated report. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. Use Unselect All to undo the shift selection in the drop-down list. 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. If an employee or location is chosen in Schedule Planner, it is ignored. Schedule pattern or use a pre-defined pattern template overwrite pattern erases the current pattern and begins modified... The following methods a filter is in effect List also identifies the most eligible employee who available! Initial dialog box or close the print dialog box and restart the printing which you are viewing request panel... Shift for any cell using one of the following methods quickly in an way. 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Is delivered to your employees job, hours, shift, or.... Who is available but allows you to fill out a schedule in teams on the HR Website weekly! Schedule Planner, it opens in the window you are viewing mobile app not authorized to answer employee questions. The desktop feedback, and consider upgrading to a group, right-click an employee or location chosen... Period totals are updated each time you select is highlighted with thicker lines in printout! On various paper lengths, such as letter or legal updated each you! Employers HR/payroll department List view is recommended for keyboard and screen reader users timeframe and any other items you! Begins the modified pattern as of today you downloaded a timeframe and other.
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