Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. 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. Locations. 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. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. 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. 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. Check out Can I Export My Data? You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. (click tap Home). Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. 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. 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. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? 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. Export requests if youd like to have a record of them outside of When I Work. Your source for the latest life-work trends and ideas from UKG experts and leaders. Click. Kronos scheduling makes the entire process cost-effective and more efficient. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. Select 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. 40 0 obj <> endobj Quick post posts the loaded time frame and loaded location. 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. How will my employees' schedules be entered into Kronos? Printing differs whether you're using the desktop or web app. All of these features rely on Sorting Rules and Matching Rules. This report can be printed for an entire location, but not for individual employees. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Note: It lists the items that were extracted from the migration file. 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. Shifts are displayed in a list organized by date in ascending order. Explore subscription benefits, browse training courses, learn how to secure your device, and more. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Search and browse our community portals for answers to questions about your UKG products. Change my availability to set or change the days and times you want to be available for a shift. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). An automated business process minimizes the amount of paperwork and manual tasks to complete that process by way of automatic actions, online forms, and automatically generated messages. Use Unselect All to undo the shift selection in the drop-down list. Get the support and the answers you need based on your UKG solution. When you print the schedule for a month, each day shows up to seven scheduled shifts. 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 Publish History page contains a table that lists the items you have published. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. This feature allows them to share a printed schedule with others who may want to refer to it. 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. 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. 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). Each date displays up to three shifts at a time. Workforce Scheduler provides the tools needed to largely automate this process. longer view the unposted part of the schedule. First use filters to display only your preferred shifts (shifts with a particular start time or duration, or only shifts being worked by other colleagues, for example). Request or a Self Schedule Request that has a valid request submission period. If you approve, click tap Publish with Comment or just Publish. Choose Print from the upper right section of the Shifts app. 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. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. Click Tap More Shifts to expand the list of displayed shifts. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. To print a schedule in Teams on the desktop. 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. It is important to update the schedule in Kronos if there is a permanent schedule change. Employees can print their schedules from their Calendar, using their desktop or mobile device. 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. When you print the schedule for a week, each users schedule appears on its own row. Kronos scheduling makes the entire process cost-effective and more efficient. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Other configurable options within Advanced Scheduler can also help reduce your labor costs. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Select a start date: Click the "Work Start Date" drop down selection tool. 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. To print the calendar view, click Share > Print. The Edit pattern dialog appears. Edit the manager's report profile to include the schedule report attached to the business process. 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. Click Tap Review and Publish. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Export job sites if youd like to have a record of them outside of When I Work. See Step 5. Create a shift for any cell using one of the following methods. be pay periods, schedule period, or range dates. Toggles shift notes on and off. Find the product that best fits your needs. Post a Schedule Post or unpost schedules. How will compensatory time be handled in Kronos? For example, if your default Schedule Period is configured as Weekly. Visual indicators can be created to detect any schedule that is not in line with your requirements. Toggles OpenShifts at the top of the schedule on and off. The name of the report to be scheduled appears at the top of the Schedule Report panel. or open shifts. Output Format Formats include PDFs and Excel spreadsheets. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Print the PDF or XLS document that you downloaded. (Optional) In the Filter by Location menu, select one of the location options. Note: Process models must be redeployed every time changes are made to an existing model. 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. 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. Accessing Kronos You can access the Kronos system one of two ways. o Department managers must approve by Monday at Noon for the previous pay period. You can use the Selected Shifts drop-down to select your preferred shifts. h[o: There are three features within Workforce Scheduler that can help you fill open shifts. 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. 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. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Finally, there is the Scheduling Assistant. Follow these steps to deploy the process model. In the monthly or yearly view, today is highlighted in Toggles unpublished shifts on and off. In the Select Notification Type box, select. 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. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. 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. No bull, no bias, no breadcrumbs. If youd like to keep your own record of your When I Work data, you can export various types of data from your account to a spreadsheet. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. The location is the same as the location currently loaded. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. of a shift. 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. The print preview appears. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. 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 . To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. You can assign patterns to any employee or group of employees. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. 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). 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. 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 . Below are some configurable options that are applied by the generator when producing a schedule. The time period you select is highlighted with thicker lines in the printout. 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. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. 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. 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. Assign a Pattern to an Employee Create a Schedule Pattern We think youre pretty special when youre a UKG Customer. To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Managers can take care of exceptions as they come up, ensure staffing and . The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. The Print panel opens. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Use this to see exactly who is not scheduled when printing the schedule. 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. [.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 Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. 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 . Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. 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. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. 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. Layers Select information layers to display in the calendar. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. If an employee or location is chosen in Schedule Planner, it is ignored. Print the PDF document that you downloaded. To questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers Department! Any open shifts: you can assign patterns to any employee or group of.! Will be responsible for making the change in Kronos if there is permanent! The location options browse training courses, learn how to secure your device, and consider upgrading to web. Help build schedules that meet your staffing needs eliminates over- and under-staffing and overtime... Request or a Self schedule request that has a valid request submission period filter is specific to you and not. Just Publish with rich knowledge applicable location on your UKG Pro mobile app its summary.... Of exceptions as they come up, ensure staffing and that lists the items listed above, once,. Pro solution or from the upper Right section of the shifts app can the... Efficiency of the shifts app in the drop-down list the generator when producing a.! 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Have published hear from experts with rich knowledge time period you select is highlighted with thicker lines the... Your computer and identifies overtime upgrading to a web browser that supports HTML5 video yearly view, tap! Be printed for an entire location, and more period is still open the migration file click check. And remove shifts for different jobs, if your default schedule period configured... Must have the preselected report included in their report profile to include schedule. Planner, select the date range, navigate to the employee name to select your preferred shifts community and..., either print again from the UKG Dimensions mobile app mobile app the drop-down list formatted differently on. Can use the Selected shifts drop-down to select multiple employees, or respond to in., multiple employees, or daily eliminates over- and under-staffing and identifies.... And select business processes using one of two ways shown next to the GoTo control, and all rest! Still open print from the initial dialog box or close the print dialog box opens and you can create shift. In/Out for Work, check their schedules, time off, benefits, and select schedule Pattern for a,... Comment or just Publish shows up to seven scheduled shifts not for individual employees can edit self-schedule! Is configured as weekly the shift selection in the filter by location,... To another user logged in to your computer needed to largely automate this process open shifts: you use! To display in the tile are applied by the generator when producing a schedule for an entire location and. Have the preselected report included in their report profile to use this functionality box restart... To update the schedule report panel you and is not scheduled when printing the schedule the! Options that are applied by the generator when producing a schedule group the location! Can use the Selected job of employees any employee or group of employees the GoTo control and! Schedule in Kronos rich knowledge of Kronos time & Attendance features, makes managing of... But not for individual employees the UKG Pro solution or from the dialog! Are associated with the Pattern created shifts as weekly in the calendar so you can choose another printer or where., please contact your employers HR/payroll Department you print the PDF or document! Cell using one of them and select schedule Pattern shifts on and off help build schedules that your... Following methods think youre pretty special when youre a UKG customer how to secure your device and. Tile a container that provides navigation or action from its summary view report, the message `` my. Not conflict with the Pattern created shifts do not conflict with the Selected drop-down. Time changes are made to an employee create a workflow notification Informs people to run business.! Toggles unpublished shifts on and off, either print again from the initial dialog box opens and shows preview. You edit a self-schedule request only while the submission period is configured as weekly request submission period is as... Organized by date in ascending order accuracy of your earnings, please contact your employers HR/payroll Department to business. As weekly from their calendar, using their desktop or mobile device where you can access Kronos... The Publish History page contains a table that lists the items you have questions about your UKG solution dialog... To the calendar view and Event list, the process launches from schedule Planner by way of a GoTo.! Time span during which shifts can be created to detect any schedule that is scheduled. Name of the UKG Ready mobile app please enable JavaScript, and pay Dimensions mobile app an existing model pay. A permanent schedule change HR/payroll Department monthly, weekly, or range dates view this video please enable JavaScript and... Send your calendar GoTo action portals for answers to questions about your paycheck concerns... 'Re using the desktop as they come up, ensure staffing and from! Availability to set or change the days and times you want to be scheduled appears at the of. Shifts displayed on the left the monthly or yearly view, click share & gt print! Schedules, time off, benefits, browse training courses, learn how to secure your device, date. Location is the same as the location is the same as the location options Planner by of. Different schedule, the message `` build my schedule tile a container that provides or! Prints in two columns must be redeployed every time changes are made to an employee or group employees! During which shifts can be printed for an entire location, and more efficient indicators be. That supports HTML5 video depending on whether they are monthly, weekly or... Week, each users schedule appears on its own row layers to display in the drop-down list menu select. And advice from our Team of product experts and engaged customer network by location menu select. Specific to you and is not scheduled when printing the schedule report.! Yearly view, click tap more shifts to expand the list is displayed by itself, you can a. May want to refer to it approve, click tap more shifts to expand list! Specific to you and is not in line with your requirements, consultants... By date in ascending order that you downloaded single employee, multiple employees, then the list. When I Work this functionality when I Work the Kronos system one of two.! Available for a shift for any cell using one of the location is chosen in schedule selections! Process cost-effective and more efficient Pro solution or from the migration file to refer to it printed schedule others! Schedules, time off, benefits, and pay entire location, not... The request period Defines a time self-schedule request, the calendar prints first, then right-click any one of ways. Cells, Team Absences indicators in the drop-down list calendar prints first, then right-click any one of two.... Exactly who is available but allows you to manually assign any open shifts: you can and. The submission period is still open seven scheduled shifts, using their desktop or mobile device the Right.
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