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. %%EOF
Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. is configured with Include Market Shifts. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. Edit the decision table: PrintSchedule_Variables. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Choose the location to save your file as a pdf and click Print. 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. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. 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. h[o: Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Below are some configurable options that are applied by the generator when producing a schedule. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. (click tap Home). To fit your schedule onto one page. Go to the day, week, or month that you want to print. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Employees, managers, and the Mobile Administrator can: If youre an employee trying to log in to your UKG Workforce Central system, contact your companys UKG administrator for the login URL to your UKG product and bookmark it for the future. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. In the Reporting Jobs page, click Schedule Report . See Step 5. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Example: Location Schedule - Weekly report. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. The manager navigates to the Report Library to retrieve the generated report. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Forgot your password or need help resetting your credentials? In the Source column, a message states: Source: Import from .zip. And theres no sign of that slowing 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. 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. Access the Main Menu > Dataviews & Reports > Report Library. 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). If there were errors during the transfer, the button under the Errors column for that row is black. 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. Thats why we build products designed to inspire your people and your organization to grow and thrive. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Review the Publish Summary panel. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. If an employee or location is chosen in Schedule Planner, it is ignored. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. The Edit pattern dialog appears. 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. 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. 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. 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. 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. Choose Print from the upper right section of the Shifts app. You may need to print schedules for people that do not have access to a computer or mobile phone. 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. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. Stay informed and put people first in all you do. Sort by Employees You can choose to sort by information about your employees. 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. You can assign patterns to any employee or group of employees. o Department managers must approve by Monday at Noon for the previous pay period. or open shifts. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. 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. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. In the selected report panel, enter the applicable report parameters. Toggles all-day unavailable preferences on and off. "YA$W"y$? Click Continue. The time period you select is highlighted with thicker lines in the printout. 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. 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. (Optional) Click Tap the Refine button, then: Specify the order in which you want the system to display the shifts you select in the shifts list. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Search and browse our community portals for answers to questions about your UKG products. `|0 [
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. You submit self-schedule requests using the Request Self-Schedule panel, which you can open from: The Request Self-Schedule panel simplifies the process of selecting and submitting self-schedule requests. 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 . Note that the layout of and available features on the Request Self-Schedule panel depend on how self-schedule requests have been configured for your organization. For example, if your default Schedule Period is configured as Weekly. 51 0 obj
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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. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? Click "OK". 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. Managers can take care of exceptions as they come up, ensure staffing and . The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. 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. Double check your scale percentage and make sure it's 100%. Collaborate, learn, and get support for your UKG solution! Toggles Job Site names on and off in the schedule. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. These symbols and colors are displayed only if the Team Absences layer has been enabled. In the Select Report panel, select a category to display the list of reports available in the selected category. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Note:Microsoft Teams on the web isnt available for Apple Safari. Manage the Shifts app for your organization. If set to NULL, report default output format is used. Request or a Self Schedule Request that has a valid request submission period. Self-Scheduling. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. The filter is saved in your browser's cache and remains available for re-use for the length of your session. 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. 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). Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . (Optional) Toggle the display to the calendar format by clicking. Choose Microsoft Print toPDF in the General tab. Each date displays up to three shifts at a time. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. light blue and the date is
It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Printing the full schedule Click Scheduler. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. For example, an employee Select a report and click Select. To print a schedule in Teams on the desktop. 40 0 obj
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(SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). 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. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. When you create a Refine Shifts filter, the system applies it immediately. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Toggles OpenShifts at the top of the schedule on and off. It lists the items that were extracted from the migration file. Double check your scale percentage and make sure it's 100%. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. orange . 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. All Home finds people who are active employees or active users as of today. 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. The name of the report to be scheduled appears at the top of the Schedule Report panel. 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. For example: Log in to the tenant to which you are migrating the process model. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Employee selection is performed using the employee checkbox. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. The print options allow you to control how the schedule is displayed. 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. If a Hyperfind is chosen in Schedule Planner, it is ignored. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM 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. Arthur Darvill Guardians Of The Galaxy,
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