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. (Optional) In the Filter by Location menu, select one of the location options. Review it and print it when you are ready. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Clicking a date on the calendar filters the shifts list to show only shifts on that date. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. How an employee is paid is tied to a schedule in Kronos. Print the PDF or XLS document that you downloaded. 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. %%EOF
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. 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. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. 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 . 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. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. For example, a mandatory skill or certification. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . In the top-right corner of the Scheduler, click . Click Print>Scale to one page>Print scaling. or changing your availability. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. 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. 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. Choose Print from the upper right section of the Shifts app. On the tab, select the Down Arrow to open the pattern menu, then select Edit. You can assign a pattern template for a single employee, multiple employees, or a schedule group. closes. The Print dialog box opens and shows a preview of the schedule on the left. 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. Select a Timeframe and any other items that you want to print. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. 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. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. 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. Finally, there is the Scheduling Assistant. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. All of these features rely on Sorting Rules and Matching Rules. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. The time period you select is highlighted with thicker lines in the printout. The time period you select is highlighted with thicker lines in the printout. Printing differs whether you're using the desktop or web app. You can print up to eight weeks from your schedule. On the Business Process page, configure the required parameters and deployment dates. ( Optional) If you want to customize the schedule before printing: And theres no sign of that slowing down. (Optional) Toggle the display to the calendar format by clicking. 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. Click Destination to find your printer, then select your formatting. The second feature is the Call List. 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. 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. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. When you print the schedule for a month, each day shows up to seven scheduled 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. How will my employees' schedules be entered into Kronos? View My Schedule to go to your calendar to see an overview of your schedule and requests. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Collaborate, learn, and get support for your UKG solution! A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. How will compensatory time be handled in Kronos? Each date displays up to three shifts at a time. Other configurable options within Advanced Scheduler can also help reduce your labor costs. See the Configure Notifications for Business Processes topic. Report format (PDF, XLSX, Interactive (Desktop), CSV). 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. Main Menu > Administration > Setup Data Manager. Manually creating schedules can be a serious headache. Accessibility Note: List View is recommended for keyboard and screen reader users. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. The first shift note is indicated by a 1, the second will be a 2, and so on. Access the Main Menu > Dataviews & Reports > Report Library. h[o: Collaborate with peers, post your questions, or even suggest product enhancements. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. 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. Choose the account you want to sign in with. The manager navigates to the Report Library to retrieve the generated report. If set to NULL, report default output format is used. Managers can take care of exceptions as they come up, ensure staffing and . 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. Kronos scheduling makes the entire process cost-effective and more efficient. Toggles all-day unavailable preferences on and off. If you approve, click tap Publish with Comment or just Publish. (This field displays your primary job by default.) Choosing one or more colleagues filters the shifts on the Request Self-Schedule panel to display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. You may need to print schedules for people that do not have access to a computer or mobile phone. Go to the day, week, or month that you want to print. You cannot print directly from a mobile device. Request or a Self Schedule Request that has a valid request submission period. Availability cannot be printed for month view. 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. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. Select each of the tabs to learn more. "YA$W"y$? The Print panel opens. Follow these steps to deploy the process model. Select Validation from the Template Categories. This data is also available via the Coverage Tab. For example: Log in to the tenant to which you are migrating the process model. We think youre pretty special when youre a UKG Customer. If there were errors during the transfer, the button under the Errors column for that row is black. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. longer view the unposted part of the schedule. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. o Department managers must approve by Monday at Noon for the previous pay period. To request one of these models, you must submit a Salesforce Service Request to UKG. The Publish History page contains a table that lists the items you have published. Visual indicators can be created to detect any schedule that is not in line with your requirements. Review the Publish Summary panel. 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 shift lengths, and whether or not over-coverage is allowed. After the model is delivered to your tenant, you can edit it to meet your needs. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. After you build the schedule, the message changes to "Edit My Schedule." Should you need help with these items, please contact your employers HR/payroll department directly. 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 . 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. Double check your scale percentage and make sure it's 100%. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. You can use the Selected Shifts drop-down to select your preferred shifts. 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. 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