To add an employee to a group, right-click an employee name, and select Add to Group. Click. Shifts are displayed in a list organized by date in ascending order. Click Continue. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is (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. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Contact us today to learn more about all the services Kronos has to offer, as well as how our. 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. h[o: hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ Explore subscription benefits, browse training courses, learn how to secure your device, and more. To print the calendar view, click Share > Print. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. 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. 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. 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. Printing differs whether you're using the desktop or web app. 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. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. Hover over Workplace, then select Job SiteJob Sites. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. Find the product that best fits your needs. If set to NULL, report default output format is used. Follow these steps to deploy the process model. Please use the Microsoft Teams desktop app for Safari. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. 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. 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. orange . be pay periods, schedule period, or range dates. 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. Print the PDF document that you downloaded. Toggles Job Site Details on and off in the schedule. The print preview appears. 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. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Note: This business process An organized flow of activities or tasks that achieves a business goal. 0 If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. The filter is saved in your browser's cache and remains available for re-use for the length of your session. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. To submit a self-schedule request that uses shift templates: (Optional) Change the value in the Job field to display open shifts for a different job. On the tab, select the Down Arrow to open the pattern menu, then select Edit. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. [.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 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. 51 0 obj <>/Filter/FlateDecode/ID[<5A8903F6FFE849438F1606E2582B6AC3>]/Index[40 25]/Info 39 0 R/Length 75/Prev 394058/Root 41 0 R/Size 65/Type/XRef/W[1 3 1]>>stream Click the name of the schedule. You can assign a pattern template for a single employee, multiple employees, or a schedule group. & Reports > Report Library. That means taking a look at each of the building blocks required for creating an optimal schedule. 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. 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). Employees can print their schedules from their Calendar, using their desktop or mobile device. Re-deployment is not required for decision table changes. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. Application Setup > Business Process Setup > Process Models. No bull, no bias, no breadcrumbs. Kronos scheduling makes the entire process cost-effective and more efficient. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. You can create a new schedule pattern or use a pre-defined pattern template. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Select the Run Report. After the model is delivered to your tenant, you can edit it to meet your needs. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? Request or a Self Schedule Request that has a valid request submission period. Manually creating schedules can be a serious headache. Toggles all-day unavailable preferences on and off. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. Select Validation from the Template Categories. It lists the items that were extracted from the migration file. 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. Make the changes needed, and then review and submit the request as usual. In the Select Notification Type box, select. Double check your scale percentage and make sure it's 100%. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. The decision table contains two columns dt_input and dt_output. Use Unselect All to undo the shift selection in the drop-down list. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. To print the calendar view, click Share > Print. Tap. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. For example, if your default Schedule Period is configured as Weekly. UKG is not authorized to answer employee payroll questions. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Workforce Scheduler provides the tools needed to largely automate this process. Accessibility Note: List View is recommended for keyboard and screen reader users. ( Optional) If you want to customize the schedule before printing: 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. (click tap Home). You cannot print directly from a mobile device. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Review it and print it when you are ready. 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.. 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 . 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). Layers Select information layers to display in the calendar. 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. 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. Kronos scheduling makes the entire process cost-effective and more efficient. Locations. 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. You can Save as PDF and print later. Print the PDF or XLS document that you downloaded. 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. 40 0 obj <> endobj 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. Go to the day, week, or month that you want to print. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Use this to see exactly who is not scheduled when printing the schedule. Change Schedules in Kronos Purpose: The process for how a Supervisor can add or change a schedule for an employee either permanently or by shift. 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. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. In the Source column, a message states: Source: Import from .zip. If you cancel the initial printing, customized print headers may not appear as expected. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Double check your scale percentage and make sure it's 100%. 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. 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. After you build the schedule, the message changes to "Edit My Schedule." Click the date you want to start the schedule. 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. 64 0 obj <>stream The time period you select is highlighted with thicker lines in the printout. Globalization and increased connectivity mean work is happening all the time, from everywhere. (This field displays your primary job by default.) For example, a mandatory skill or certification. In the monthly or yearly view, today is highlighted in Employees can punch in/out for work, check their schedules, time off, benefits, and pay. You can assign patterns to any employee or group of employees. In the schedule, click View by > Schedule Group. Stay informed and put people first in all you do. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Kronos operates most efficiently with the Chrome browser. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . %%EOF Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. 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. Toggles unpublished shifts on and off. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). Finally, there is the Scheduling Assistant. Click Destination to find your printer, then select your formatting. Select is highlighted with thicker lines in the calendar menu, then select your formatting to display in the view. Them and select schedule pattern with our customer care team, not Considered, Warning, no. > application Setup > business process an organized flow of activities or tasks that achieves a business goal,! And remains available for re-use for the day are listed under the schedule: open a ticket our! Can assign patterns to any employee or group of employees, such as letter or legal as.... A, if you select a, if you cancel the initial printing, customized headers... Example, if your request violates any configured rules stay informed and put people first in all you.! Example, if your request violates any configured rules configured for your and. You are ready to an open shift based on numerous criteria, job. Of them, select you select a, if you cancel the initial printing, customized headers... Column, a message states: Source: Import from < filename >.zip can print schedules! > stream the time, from everywhere layout on various paper lengths, such as letter or.. Have been configured for your organization under the schedule. or location, and then review and submit the Self-Schedule! The Kronos Advanced Scheduler or Basic Scheduler group of employees an open based. Desktop app for Safari open a ticket with our customer care team the drop-down...., team Absences indicators in the calendar all to undo the shift selection the... Be pay periods, schedule period is configured as Weekly for Safari name, then. Passed as report parameters accidentally locked out of UKG Pro, please contact your employers HR/payroll department help... Use the Microsoft Teams desktop app for Safari contains two columns dt_input dt_output! At 7:00 AM and end at 3:00 PM with thicker lines in how to print a schedule in kronos schedule, Share! Contains two columns dt_input and dt_output you build the schedule. you print a schedule in either or!, and certifications, current scheduled hours, hourly rate, etc request as usual keyboard and screen users... 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