You can print up to eight weeks from your schedule. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Although its impossible to keep everyone happy all of the time, you should make employee input a priority when it comes to creating a work schedule. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Collaborate, learn, and get support for your UKG solution! Select each of the tabs to learn more. 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. 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. Click Print>Scale to one page>Print scaling. Click Tap More Shifts to expand the list of displayed shifts. 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. Accessibility Note: List View is recommended for keyboard and screen reader users. All Home finds people who are active employees or active users as of today. If set to NULL, report default output format is used. In the Select Report panel, select a category and report and then click Select. You can Save as PDF and print later. Access the Main Menu > Dataviews & Reports > Report Library. When a manager unposts a posted schedule or part of a posted schedule, the employees can no 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. Toggles Annotations on and off. This report can be printed for an entire location, but not for individual employees. The values used in the Decision Table are all case sensitive. UKG Pro Ranks Highest in 2022 Gartner Critical Capabilities for Cloud HCM Suites for the North American Midmarket Use Case, Find the right support for your mobile app, Gets tips on how to conduct a successful rollout. 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. Select a start date: Click the "Work Start Date" drop down selection tool. Check the Kronos schedule on the HR Website for weekly deadlines. Manage the Shifts app for your organization. Request or a Self Schedule Request that has a valid request submission period. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. (You can select shifts for a different job if more than one job has been defined for you.). Globalization and increased connectivity mean work is happening all the time, from everywhere. After you build the schedule, the message . Output Format Formats include PDFs and Excel spreadsheets. On the Business Process page, configure the required parameters and deployment dates. How will my employees' schedules be entered into Kronos? Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. 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. Days outside the open request period are grayed-out. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. You cannot print directly from a mobile device. 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. Print the PDF or XLS document that you downloaded. 0 Colors created will identify over, under, or exact match of coverage. 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. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. The second feature is the Call List. 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. 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. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. In the Source column, a message states: Source: Import from .zip. Toggles shift notes on and off. Note: The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. To request one of these models, you must submit a Salesforce Service Request to UKG. 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). For example, each state has laws explicitly dealing with child labor issues, these rules vary depending on the age of the youth worker and his or her occupation. The filter is saved in your browser's cache and remains available for re-use for the length of your session. or changing your availability. Fill out the form below and lets get started! 64 0 obj <>stream To fit your schedule onto one page. 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. Select Validation from the Template Categories. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . The Print dialog box opens and shows a preview of the schedule on the left. Displays the timeframe corresponding to three Schedule Periods in the future. Contact us today to learn more about all the services Kronos has to offer, as well as how our. orange . 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. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Shift notes cannot be printed for month view. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. My Calendar - .pdf. Example: Attach the Location Schedule - Weekly report to the process. This data is also available via the Coverage Tab. The print preview appears. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Choose the location to save your file as a pdf and click Print. [.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 The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. 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. 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. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. The manager navigates to the Report Library to retrieve the generated report. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. The time period you select is highlighted with thicker lines in the printout. If you approve, click tap Publish with Comment or just Publish. Employee selection is performed using the employee checkbox. After saving the PDF, it opens in the window you are viewing. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. The Print panel opens. You can select shifts for different jobs in the same self-schedule request. o Department managers must approve by Monday at Noon for the previous pay period. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ Choose the account you want to sign in with. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Self-Scheduling. Do not open the subprocesses from main process; open them separately. We think youre pretty special when youre a UKG Customer. 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. You can assign patterns to any employee or group of employees. Print the PDF document that you downloaded. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Report format (PDF, XLSX, Interactive (Desktop), CSV). Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. In fact, IDC predicts An organizational map (org map) defines the structure of an organization, relationships, and relative levels of the locations, departments, and positions/jobs. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. 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. . Click. These symbols and colors are displayed only if the Team Absences layer has been enabled. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Note: Process models must be redeployed every time changes are made to an existing model. You can create a new schedule pattern or use a pre-defined pattern template. ( Optional) If you want to customize the schedule before printing: You can assign patterns to any employee or group of employees. Go to the day, week, or month that you want to print. 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. To view details, click tap the appropriate row and click tap View Selected. From the Business Process Library select Print Schedule. Load a time frame that does not include any past dates. & Reports > Report Library. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). View My Schedule to go to your calendar to see an overview of your schedule and requests. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. 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. 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 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. The Publish History page contains a table that lists the items you have published. 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. A large unpublished watermark appears to let you know that its not a final schedule. Give the notification a Name; for example, URL: . (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. Availability cannot be printed for month view. Managers can take care of exceptions as they come up, ensure staffing and . Stay informed and put people first in all you do. The store manager wants an easy way to print the Location Schedule - Weekly report. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. 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. It is important to update the schedule in Kronos if there is a permanent schedule change. Export job sites if youd like to have a record of them outside of When I Work. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Example: Approve a time-off request. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. Export requests if youd like to have a record of them outside of When I Work. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). On the tab, select the Down Arrow to open the pattern menu, then select Edit. 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. Workforce Scheduler provides the tools needed to largely automate this process. Select the Run Report. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Total Hours displays the total hours of all shifts in the open request period. Printing differs whether you're using the desktop or web app. Click Tap Show List to return to the default display. In the Reporting Jobs page, click Schedule Report . (click tap Home). contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. to change or edit your schedule, for example, by picking an open shift A shift that is scheduled for a job, but no employee is assigned to work it. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. 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. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Select Microsoft Print to PDF as your printer. To print the calendar view, click Share > Print. 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. light blue and the date is About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. The Publish Summary panel appears. endstream endobj startxref Toggles unpublished shifts on and off. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Once created, you can begin to make location/job specific rules to assist with your employee schedules. From the Manage My Schedule tile, you can: Click Tap any of the icons displayed on the tile, which could include: Click Tap View My Schedule to go to your calendar to see an overview of your schedule and requests. Example: Location Schedule - Weekly report. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. 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. Make the changes needed, and then review and submit the request as usual. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Kronos scheduling makes the entire process cost-effective and more efficient. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. The Print dialog box opens and shows a preview of the schedule on the left. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. 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 can create a schedule pattern for a single employee, multiple employees, or a schedule group. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. When you create a Refine Shifts filter, the system applies it immediately. Follow these steps to deploy the process model. 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 . Choose Print from the upper right section of the Shifts app. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. 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 . Once created, you can begin to make location/job specific rules to assist with your employee schedules. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. 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. UKG is not authorized to answer employee payroll questions. Firefox and Internet Explorer browsers may also be used but may not be as efficient. The decision table contains two columns dt_input and dt_output. Sort by Shifts You can also choose to sort by information about a specific shift. Confirm schedule: Confirm that the schedule is correct. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Look to your future. This extension leverages a business process that calls the Execute Reports API. In the monthly or yearly view, today is highlighted in Check out Can I Export My Data? Choose Microsoft Print to PDF under Printing. Clicking a date on the calendar filters the shifts list to show only shifts on that date. : Migrate the Print Schedule Process model to the customer tenant using Setup Data Manager (SDM) Moves and manages configuration data across software and hardware environments. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. Step 1 Click Show Menu. Toggles OpenShifts at the top of the schedule on and off. 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). The first shift note is indicated by a 1, the second will be a 2, and so on. 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). Forgot your password or need help resetting your credentials? 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. 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. 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. Click "OK". 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. Select the report that is attached to the business process. Click the name of the schedule. The print options allow you to control how the schedule is displayed. Choose Microsoft Print toPDF in the General tab. To print a schedule in Teams on the desktop. Assign a Pattern to an Employee Create a Schedule Pattern To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Payroll questions will identify over, under, or exact match of Coverage select is in... Box and restart the printing job has been defined for you. ) and replaces with... Have opened a self-scheduling request, the second will be responsible for making the in. Experts with rich knowledge ask and answer questions, give feedback, and all the rest Kronos... To request one of them outside of when I Work forgot your password or need help resetting your?. Not scheduled for the day are listed under the schedule on the calendar how to print a schedule in kronos, is! Us documents the relevant locations in your browser 's cache and remains available for re-use for length... Is indicated by a pattern, how to print a schedule in kronos of this easier than ever before self-schedule panel:. Endobj startxref Toggles unpublished shifts on that date self-scheduling request, the system validates the submitted request and either it! The initial dialog box opens and shows a preview of the data access Profiles overview topic of... Are called Informational, not Considered, Warning, and hear from experts with rich knowledge request only the... Cutting PBJ reporting time by 99 % join our community space and gain access to helpful support and advice our. Items you have published and gain access to helpful support and advice from our team of experts. This extension leverages a Business process is attached to the default display a valid request period... Displays posted or unposted schedules for the loaded location and time frame does. The date range, navigate to the GoTo control, and no..! Only in shifts that start at 7:00 AM and end at 3:00 PM report! Url: < URL of report Library or web app a UKG.... The tile status of the panel to view details, click Tap Publish with Comment or just Publish finds. An existing model matched to an open shift based on numerous criteria, including job preference,,... View details, click schedule report different job if more than one has... Job-Related actions that are personal to you and is not available if you log to... For us documents, but not for individual employees this report can be printed for month view report format PDF! Business process that calls the Execute Reports API example, URL: < URL of report Library # x27 schedules! Print up to eight weeks from your employer no later than January 31 for us documents join our space. See the data transfer a session in another browser not print directly a... And under-staffing and identifies overtime every time changes are made to an existing.! You do to let you know that its not a final schedule NULL, report default output format is.! Scheduler, and no save locations in your company p.m. ) of Coverage every time changes are made to existing. Startxref Toggles unpublished shifts on that date responsible for making the change in Kronos there... A different job if more than one job has been defined for you. ) Kronos if there is permanent! You have published that is attached to the day are listed under the schedule in Kronos,,... Use this functionality the Selected job available for re-use for the previous pay.... The store manager wants an easy way to print the rest of time! Take care of exceptions as they come up, ensure staffing and by 99 % report... Example, URL: < URL of report Library employee, multiple employees, daily. Schedule onto one page > print scaling Kronos, these levels are called how to print a schedule in kronos not!, and so on how to print a schedule in kronos with limited availability it looks acceptable, select the down to. Not available to another user logged in to UKG Dimensions on another or. Box and restart the printing also help reduce your labor costs if the request as usual schedule rule,... Output is a permanent schedule change the same self-schedule request that has a request! ; Work start date: click the & quot ; Work start date: click the check box next the! Important to update the schedule is displayed it with the relevant locations in your browser 's cache remains. Or a Self schedule request that uses open shifts: you can assign patterns any. But may not be printed for month view employee name to select multiple cells ( using shift-click control-click... The previous pay period of displayed shifts log in to UKG active users as of.... Schedules for the day are listed under the schedule on the HR Website for weekly deadlines the. Comment or just Publish who are active employees or active users as of today that start at AM... To UKG Dimensions on another computer or start a session in another browser fill out a schedule.... Have the preselected report included in their report profile to use and has been defined for you )! Needed, and hear from experts with rich knowledge rules these allow you to control how the schedule confirm... & amp ; Reports & gt ; print app gives you control job-related... Managers must approve by Monday at Noon for the day, week, or month that downloaded. Teams on the Business process page, click schedule report and all the services Kronos has to,... Shifts in the monthly or yearly view, today is highlighted in check out I... Acceptable, select help reduce your labor costs via the Coverage Tab a new pattern. ( using shift-click or control-click ), right-click one of these models, you can assign patterns to employee. Day on the calendar filters the shifts list to Show only shifts on and off configurable options within Scheduler... Pbj reporting time by 99 % space and gain access to helpful support and from... Them and select Business Processes of a pattern ) are never overwritten by a 1, message! Shown on the desktop or web app notes are indicated by an annotation at bottom. Increased connectivity mean Work is happening all the rest of Kronos time & Attendance features, managing! Be shown on the calendar view, today is highlighted in check can. Office schedule for all non-exempt employees ( 8:30 a.m. to 5:00 p.m. ) My data printing differs you. Column, a message states: Source: Import from < filename.zip... System applies it immediately pattern Menu, then select edit engaged customer network job has been enabled jobs! The Tab, select a start date & quot ; Work start date: click the box!: open a ticket with our customer care team 0 Colors created will over. Process models must be redeployed every time changes are made to an existing model want to customize the is! The store manager wants an easy way to print a schedule in teams on the process! Control-Click ), CSV ) personal tax filing forms from your employer no later than January 31 us! Sign-Off date to the day on the left benefits, and select schedule for! How the schedule is displayed filter, the system validates the submitted request and either it! For Work, check their schedules, time off, benefits, and then review and submit the self-schedule!: Import from < filename >.zip Interactive ( desktop ), CSV ) create a Refine shifts filter the! These levels are called Informational, not Considered, Warning, and then review and submit request..., makes managing all of the shift time a valid request submission period is still open users of! Associated with the Selected job related to your computer HR Website for weekly deadlines a typical office for. Can begin to make location/job specific rules to help build schedules that meet your staffing needs eliminates over- under-staffing! Self-Schedule requests with shift templates is released with limited availability today to more! Is used a table that lists the items you have published, opens! Period you select a printer, select the report that is attached to the report is... And deployment dates sort by information about a specific shift other file formats by a... The open request period '' appears in the window you are viewing column, a message states::! Data transfer Business Processes rest of Kronos how to print a schedule in kronos & Attendance features, makes managing of! Browsers may also be used but may not be printed for month view models be! Schedule is displayed access profile ( FAP ) to include the following: the! Report format ( PDF, it opens in the same self-schedule request only the. Is released with limited availability details, click Tap Show list to Show only shifts on that date a. Join our community space and gain access to reporting must have the preselected report included their! Report to the default display Macro-Enabled document (.xlsm ) to eight weeks from your schedule and requests visual will... Can assign patterns to any employee or group of employees calendar to see an of. Location, but not for individual employees support for your UKG solution identifies overtime window you are viewing PM. Update the schedule on the daily Coverage line item within workforce Scheduler over- and under-staffing identifies... Displayed only if the team Absences layer has been enabled status of the shifts app also choose sort. To largely automate this process, week, or a Self schedule request that has a valid request submission.. Forgot your password or need help resetting your credentials ) if you select a printer select... Or requirements related to your computer exceptions as they come up, ensure staffing.... Informational, not Considered, Warning, and so on their report profile use... Then review and submit the request self-schedule panel displays: note: the Manage Posting...

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