Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. 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. The Print panel opens. Staffing Matrix Configuring this feature allows the system to match weighted volumes to staffing settings, then generates the workload requirement, essentially adjusting your staffing requirements. Print in landscape mode for the best results. When creating a schedule you often have to consider specific requirements and are limited by certain restrictionsfor example, you may need an employee with a certain skill scheduled at all times, or may have a minor who cant work after 7:00 PM. Give the notification a Name; for example, URL: . 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. Select Validation from the Template Categories. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. 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. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. Should you need help with these items, please contact your employers HR/payroll department directly. Thats why we build products designed to inspire your people and your organization to grow and thrive. If set to NULL, report default output format is used. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. If you approve, click tap Publish with Comment or just Publish. The name of the report to be scheduled appears at the top of the Schedule Report panel. Step 1 Click Show Menu. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. You cannot print directly from a mobile device. Click the date you want to start the schedule. 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. Double check your scale percentage and make sure it's 100%. 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. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. Select Microsoft Print to PDF as your printer. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). 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. Select a Timeframe and any other items that you want to print. longer view the unposted part of the schedule. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Note:Microsoft Teams on the web isnt available for Apple Safari. Two types of printing are available: Hover over Workplace, then select Employee Users. Accessing Kronos You can access the Kronos system one of two ways. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. Once you select a shift from the drop-down, only instances of those shifts are displayed; continuing the previous example, a shift that started at 8:00AM or that ended at 4:00 PM would not be displayed. Double check your scale percentage and make sure it's 100%. Stay informed and put people first in all you do. Edit the decision table: PrintSchedule_Variables. 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. Displays the timeframe corresponding to three Schedule Periods in the future. Schedule patterns allow you to fill out a schedule quickly in an organized way. After you build the schedule, the message changes to "Edit My Schedule." hbbd```b``Z "A$Cd 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. Confirm schedule: Confirm that the schedule is correct. Select each of the tabs to learn more. Click Tap More Shifts to expand the list of displayed shifts. 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. To add an employee to a group, right-click an employee name, and select Add to Group. Toggles Annotations on and off. Click Continue. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. Visual indicators can be created to detect any schedule that is not in line with your requirements. Toggles Job Site names on and off in the schedule. A list of Events and Requests are shown to the right of the calendar. See Step 5. 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. 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. Click Print>Scale to one page>Print scaling. 40 0 obj
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Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. It lists the items that were extracted from the migration file. The second feature is the Call List. Go to the day, week, or month that you want to print. Collaborate with peers, post your questions, or even suggest product enhancements. 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. Manage the Shifts app for your organization. Locations. 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. Note: Process models must be redeployed every time changes are made to an existing model. 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. Finally, there is the Scheduling Assistant. A request can fail it encompasses too many hours, or if shift in the request is no longer available, is already covered, or improperly overlaps with another shift, for example. 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. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. You cannot unpost schedule dates in the past. Request or a Self Schedule Request that has a valid request submission period. In the top-right corner of the Scheduler, click . closes. 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. You can use the Selected Shifts drop-down to select your preferred shifts. The time period you select is highlighted with thicker lines in the printout. See the Configure Notifications for Business Processes topic. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. Print the PDF or XLS document that you downloaded. Notes for each shift appear, numbered, at the bottom of the document. . 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. Collaborate, learn, and get support for your UKG solution! Select a start date: Click the "Work Start Date" drop down selection tool. 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. Select 'User' in the View Shifts By menu. 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. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Look to your future. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. From the Business Process Library select Print Schedule. 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. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Click Tap Decision Table Editor to add or update the rows in the table. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. And theres no sign of that slowing down. The Print panel opens. You can create a new schedule pattern or use a pre-defined pattern template. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. 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).. is configured with Include Market Shifts. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. To print a schedule in Teams on the desktop. For example, if your default Schedule Period is configured as Weekly. (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. All Home finds people who are active employees or active users as of today. Make the changes needed, and then review and submit the request as usual. How will compensatory time be handled in Kronos? for more information Exporting shift requests from your When I Work account allows you to download a spreadsheet containing your users swap and drop requests. The available groups are listed in the first column as well as the ungrouped employees. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. 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. & Reports > Report Library. 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. Self-Scheduling. (Optional) In the Filter by Location menu, select one of the location options. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Employees, managers, and the Mobile Administrator can: If youre an employee trying to log in to your UKG Ready system, contact your companys UKG administrator for the login URL to your UKG product and bookmark it for the future. To print the calendar view, click Share > Print. Displays the timeframe corresponding to two Schedule Periods in the future. You'll find instructions for both below. Toggles Unscheduled users on and off. All of these features rely on Sorting Rules and Matching Rules. To fit your schedule onto one page. Quick post posts the loaded time frame and loaded location. 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. 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. Each shift in the list is represented as a slat that displays: Depending on how your self-schedule requests have been configured, the shifts list is either displayed after the calendar, or it is displayed instead of the calendar. 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. 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. Note: The hours/minutes format is configurable and might appear as [hh.mm]. Tap. 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. orange . It is important to update the schedule in Kronos if there is a permanent schedule change. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. 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). Deploy only the main process; do not deploy the subprocesses. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM 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. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. Other configurable options within Advanced Scheduler can also help reduce your labor costs. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. If you cancel the initial printing, customized print headers may not appear as expected. In the Select Report panel, select a category to display the list of reports available in the selected category. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. Employee selection is performed using the employee checkbox. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Please use the Microsoft Teams desktop app for Safari. 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. This data is also available via the Coverage Tab. 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. 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. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. 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. 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. Access the Main Menu > Dataviews & Reports > Report Library. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is
We think youre pretty special when youre a UKG Customer. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. `|0 [
To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Read the Gartner Critical Capabilities analysis for UKG Pro. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions 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. Colors created will identify over, under, or exact match of coverage. The manager navigates to the Report Library to retrieve the generated report. Similarly, the filter is specific to you and is not available to another user logged in to your computer. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. %%EOF
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Structure of your organization to grow and thrive Teams desktop app for.!