Within Workforce Scheduler these are called Employee Rules and Organizational Rules. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Access the Main Menu > Dataviews & Reports > Report Library. How will my employees' schedules be entered into Kronos? Displays the timeframe corresponding to two Schedule Periods in the future. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. light blue and the date is
longer view the unposted part of the schedule. 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. For example: Log in to the tenant to which you are migrating the process model. Give the notification a Name; for example, URL: . From the Business Process Library select Print Schedule. 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. 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. The available groups are listed in the first column as well as the ungrouped employees. Locations. Please use the Microsoft Teams desktop app for Safari. Edit the decision table: PrintSchedule_Variables. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. You can Save as PDF and print later. Access the Main Menu > Dataviews & Reports > Report Library. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. is configured with Include Market 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. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. Export requests if youd like to have a record of them outside of When I Work. hbbd```b``Z "A$Cd Kronos operates most efficiently with the Chrome browser. This data is also available via the Coverage Tab. Select Microsoft Print to PDF as your printer. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. The print preview appears. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Click Print>Scale to one page>Print scaling. 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. In the monthly or yearly view, today is highlighted in
All of these features rely on Sorting Rules and Matching Rules. Select Print>Scale to one page>Print scaling. The Edit pattern dialog appears. The Publish History page contains a table that lists the items you have published. The print options allow you to control how the schedule is displayed. 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. orange . The location is the same as the location currently loaded. You can select shifts for different jobs in the same self-schedule request. Self-Scheduling. Printing differs whether you're using the desktop or web app. Choose Microsoft Print toPDF in the General tab. (Optional) Toggle the display to the calendar format by clicking. 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). 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. 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 . 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. We think youre pretty special when youre a UKG Customer. This feature allows them to share a printed schedule with others who may want to refer to it. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. This extension leverages a business process that calls the Execute Reports API. Check out Can I Export My Data? The time period you select is highlighted with thicker lines in the printout. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. 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). Review the Publish Summary panel. Select 'User' in the View Shifts By menu. The second feature is the Call List. 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. All Home finds people who are active employees or active users as of today. Select a start date: Click the "Work Start Date" drop down selection tool. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. Output Format Formats include PDFs and Excel spreadsheets. To print the calendar view, click Share > Print. 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. Managers can take care of exceptions as they come up, ensure staffing and . Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . Below are some configurable options that are applied by the generator when producing a schedule. 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. 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). Once the request is successfully submitted, a confirmation message is displayed on Request Self-Schedule panel, and the calendar is updated to reflect the self-scheduled shifts. 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 . 3q/.+9. Application Setup > Business Process Setup > Process Models. Double check your scale percentage and make sure it's 100%. Manually creating schedules can be a serious headache. Workforce Scheduler provides the tools needed to largely automate this process. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. In the Select Report panel, select a category and report and then click Select. Toggles Unscheduled users on and off. 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. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. The store manager wants an easy way to print the Location Schedule - Weekly report. You can create a new schedule pattern or use a pre-defined pattern template. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). 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. Get the support and the answers you need based on your UKG solution. Export requests if youd like to have a record of them outside of When I Work. Select each of the tabs to learn more. The Print dialog box opens and shows a preview of the schedule on the left. The Job field displays your primary job. To print the calendar view, click Share > Print.
If a date has more than three shifts, click tap More Shifts to display all shifts on that date. 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. Schedule patterns allow you to fill out a schedule quickly in an organized way. Note: This business process An organized flow of activities or tasks that achieves a business goal. closes. Double check your scale percentage and make sure it's 100%. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. Note: Other configurable options within Advanced Scheduler can also help reduce your labor costs. Tap. Choose the account you want to sign in with. Click Tap Show List to return to the default display. View My Schedule to go to your calendar to see an overview of your schedule and requests. (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. Click the date you want to start the schedule. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. 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. Review it and print it when you are ready. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. Print the PDF or XLS document that you downloaded. Main Menu > Administration > Setup Data Manager. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. For Canada, T-4s and RL-1 slips should be expected by February 28. 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. Toggles all-day unavailable preferences on and off. Toggles unpublished shifts on and off. 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