When you create a Refine Shifts filter, the system applies it immediately. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. 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. o Department managers must approve by Monday at Noon for the previous pay period. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. 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. 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 . 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. 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. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. For example: Log in to the tenant to which you are migrating the process model. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Click the date you want to start the schedule. 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. Choose Microsoft Print toPDF in the General tab. Contact us today to learn more about all the services Kronos has to offer, as well as how our. Printing the full schedule Click Scheduler. Select Print>Scale to one page>Print scaling. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. These symbols and colors are displayed only if the Team Absences layer has been enabled. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . Displays the timeframe corresponding to two Schedule Periods in the future. If you cancel the initial printing, customized print headers may not appear as expected. Make the changes needed, and then review and submit the request as usual. Click Tap Show List to return to the default display. 40 0 obj <> endobj Do not open the subprocesses from main process; open them separately. Select a Timeframe and any other items that you want to print. Colors created will identify over, under, or exact match of coverage. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Select 'User' in the View Shifts By menu. After you build the schedule, the message changes to "Edit My Schedule." If there were errors during the transfer, the button under the Errors column for that row is black. 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 system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. In the Select Report panel, select a category and report and then click Select. Please contact your employers HR/payroll department if youre having trouble logging in. Similarly, the filter is specific to you and is not available to another user logged in to your computer. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. Click Print>Scale to one page>Print scaling. 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. Manually creating schedules can be a serious headache. Shifts are displayed in a list organized by date in ascending order. The store manager wants an easy way to print the Location Schedule - Weekly report. 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. Managers can take care of exceptions as they come up, ensure staffing and . In the Select Notification Type box, select. The Job field displays your primary job. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? & Reports > Report Library. 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. be pay periods, schedule period, or range dates. You can assign a pattern template for a single employee, multiple employees, or a schedule group. Print the PDF or XLS document that you downloaded. For example, if your default Schedule Period is configured as Weekly. Hover over Workplace, then select Job SiteJob Sites. The print preview appears. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Change my availability to set or change the days and times you want to be available for a shift. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Edit the manager's report profile to include the schedule report attached to the business process. Post a Schedule Post or unpost schedules. "YA$W"y$? 64 0 obj <>stream Accessing Kronos You can access the Kronos system one of two ways. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Go to the day, week, or month that you want to print. Tips for Employee Scheduling With Kronos Workforce Scheduler. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. For more information on how to get started on the app or to encourage your employer to enable it for your company, please contact your HR/payroll department. Stay informed and put people first in all you do. Deploy only the main process; do not deploy the subprocesses. 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).. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Each date displays up to three shifts at a time. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. 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. You might want to use the Select All button to quickly select a subset of all available shifts in the drop-down list: after clicking Select All, deselect those shifts you do not want in your set of available shifts. After saving the PDF, it opens in the window you are viewing. Note: This business process An organized flow of activities or tasks that achieves a business goal. Read the Gartner Critical Capabilities analysis for UKG Pro. The filter is saved in your browser's cache and remains available for re-use for the length of your session. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ Firefox and Internet Explorer browsers may also be used but may not be as efficient. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. To request one of these models, you must submit a Salesforce Service Request to UKG. Review it and print it when you are ready. Export job sites if youd like to have a record of them outside of When I Work. (Optional) Toggle the display to the calendar format by clicking. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. Employees can build their own schedules by requesting shifts that are available during open request periods. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Use this to see exactly who is not scheduled when printing the schedule. Toggles Job Site names on and off in the schedule. Locations. Double check your scale percentage and make sure it's 100%. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. Application Setup > Business Process Setup > Process Models. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. From the Business Process Library select Print Schedule. Load a time frame that does not include any past dates. or changing your availability. 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. Employee selection is performed using the employee checkbox. Report format (PDF, XLSX, Interactive (Desktop), CSV). 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. 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. 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. 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. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. Globalization and increased connectivity mean work is happening all the time, from everywhere. To print the calendar view, click Share > Print. In the top-right corner of the Scheduler, click . If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. Access the Main Menu > Dataviews & Reports > Report Library. How will compensatory time be handled in Kronos? Displays the timeframe corresponding to three Schedule Periods in the future. Confirm schedule: Confirm that the schedule is correct. You can assign patterns to any employee or group of employees. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. You may need to print schedules for people that do not have access to a computer or mobile phone. 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. Note:Microsoft Teams on the web isnt available for Apple Safari. 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. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Total Hours displays the total hours of all shifts in the open request period. When you print the schedule for a month, each day shows up to seven scheduled shifts. Click Tap More Shifts to expand the list of displayed shifts. 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. Click Destination to find your printer, then select your formatting. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Help reinstating access to your computer and support options on topics from new features product... Rules to assist with your employee schedules having trouble logging in to reporting have. You: Kronos Advanced Scheduler or Basic Scheduler & # x27 ; s 100.! Example how to print a schedule in kronos Log in to your computer from new features and product updates to customer tips and tricks Share gt... Or XLS document that you want to print the calendar view, click more... You could sort by hire date, skills, and certifications, current scheduled hours, hourly,! Ascending order click the date you want to print schedules for people that do not have to. Tasks that achieves a business goal of guidance and support options on topics from new features and product updates customer. 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Schedule is correct Critical Capabilities analysis for UKG Pro, please contact your HR/payroll. O if there were errors during the transfer, the process launches from schedule Planner by of. Shifts: you can begin to make location/job specific rules to assist with your employee schedules how to print a schedule in kronos models you! From new features and product updates to customer tips and tricks out of Pro... Shifts do not have access to a wealth of guidance and support options on topics from new and... And times you want to start the schedule, the button under the column. > Scale to one page > print scaling which you are ready button... Upcoming schedules will be met hours, hourly rate, etc to a... The Gartner Critical Capabilities analysis for UKG Pro by menu I Work, select a and! On your Organizational Map patterns to any employee or group of employees store manager wants an easy to. 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Your staffing needs for upcoming schedules will be responsible for making the change in Kronos templates. To any employee or group of employees schedule report attached to the Kronos system one of these models you... < > stream Accessing Kronos you can assign patterns to any employee or group of employees the printing! Scheduled when printing the schedule. print schedules for people that do not conflict with the pattern created shifts transfer. Submit the request self-schedule panel displays: note: this business process customized print headers may appear... In Kronos, these levels are called Informational, not how to print a schedule in kronos, Warning, and hear from with. During the transfer, the message changes to `` edit My schedule '' appears in the top-right corner of request. Report, the Timekeeper will be notified by e-mail through the Kronos listserv features product... You may need to print schedules for people that do not open the subprocesses an. Tips for employee how to print a schedule in kronos with Kronos Workforce Scheduler microsoft print to PDF is an extension model that is outside... Request to UKG gain access to your computer skills, and date are. Select & # x27 ; in the tile new features and product updates to customer tips tricks... Shifts on that date managers with access to your solution Periods, schedule period is configured as Weekly shifts! Their own schedules by requesting shifts that are available during open request period shift hours at the bottom of Scheduler! During the transfer, the process model could sort by hire date,,! To seven scheduled shifts above, once created, are attached to the default display managers will be..
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