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. The Print panel opens. Change my availability to set or change the days and times you want to be available for a shift. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. You can create a new schedule pattern or use a pre-defined pattern template. Use Unselect All to undo the shift selection in the drop-down list.
Note: The hours/minutes format is configurable and might appear as [hh.mm]. 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. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. Choose Microsoft Print to PDF under Printing. The decision table contains two columns dt_input and dt_output. light blue and the date is
These symbols and colors are displayed only if the Team Absences layer has been enabled. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. 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. Choose the account you want to sign in with. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. 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. If you want to scale every schedule you create to one page, toggle Print scaling to On. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. On the tab, select the Down Arrow to open the pattern menu, then select Edit. A large unpublished watermark appears to let you know that its not a final schedule. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. 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). Export requests if youd like to have a record of them outside of When I Work. Select a report and click Select. In the General tab, select the printer of your choice, page range, and number of copies. is configured with Include Market Shifts. 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. Go to the day, week, or month that you want to print. Similarly, the filter is specific to you and is not available to another user logged in to your computer. (Optional) In the Filter by Location menu, select one of the location options. You'll find instructions for both below. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. If you cancel the initial printing, customized print headers may not appear as expected. Application Setup > Business Process Setup > Process Models. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Load a time frame that does not include any past dates. Toggles Annotations on and off. Toggles shift notes on and off. Finally, there is the Scheduling Assistant. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. Once created, you can begin to make location/job specific rules to assist with your employee schedules. 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. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. Click Tap More Shifts to expand the list of displayed shifts. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Please contact your employers HR/payroll department if youre having trouble logging in. The print options allow you to control how the schedule is displayed. Assign a Pattern to an Employee Create a Schedule Pattern To print the calendar view, click Share > Print. 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. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. 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. Double check your scale percentage and make sure it's 100%. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. In the schedule, click View by > Schedule Group. Click. 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. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. All Home finds people who are active employees or active users as of today. 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. When you print the schedule for a week, each users schedule appears on its own row. To view details, click tap the appropriate row and click tap View Selected. 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. Visual indicators can be created to detect any schedule that is not in line with your requirements. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. 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. Select the report that is attached to the business process. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. of a shift. A list of Events and Requests are shown to the right of the calendar. %PDF-1.5
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If there were errors during the transfer, the button under the Errors column for that row is black. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. That means taking a look at each of the building blocks required for creating an optimal schedule. When you print the schedule for a month, each day shows up to seven scheduled shifts. Clicking a date on the calendar filters the shifts list to show only shifts on that date. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. Locations. 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). Choose Print from the upper right section of the Shifts app. To print a schedule in Teams on the desktop. Print the PDF or XLS document that you downloaded. Print in landscape mode for the best results. 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. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . Toggles Job Site names on and off in the schedule. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Print the PDF document that you downloaded. 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. Shift notes cannot be printed for month view. Review the Publish Summary panel. Kronos operates most efficiently with the Chrome browser. 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. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. 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. Main Menu > Administration > Setup Data Manager. All of these features rely on Sorting Rules and Matching Rules. 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. Managers can take care of exceptions as they come up, ensure staffing and . 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. In the selected report panel, enter the applicable report parameters. 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 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. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. My Calendar - .pdf. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. This feature allows them to share a printed schedule with others who may want to refer to it. Each date displays up to three shifts at a time. Select Validation from the Template Categories. 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. Employees can build their own schedules by requesting shifts that are available during open request periods. Sort by Shifts You can also choose to sort by information about a specific shift. In the Source column, a message states: Source: Import from .zip. 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. When you create a Refine Shifts filter, the system applies it immediately. Use the GoTo Report Library link in the Print Schedule box to view the generated report. 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. There are several configurable options that allow for this: So, for example, a hospital may typically have 5 nurses on shift Monday mornings; this would be set within the Workload Planner. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Click Continue. 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. The Publish Summary panel appears. To request one of these models, you must submit a Salesforce Service Request to UKG. Shifts are displayed in a list organized by date in ascending order. 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. Access the Main Menu > Dataviews & Reports > Report Library. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Toggles OpenShifts at the top of the schedule on and off. For example: Log in to the tenant to which you are migrating the process model. 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. Total Hours displays the total hours of all shifts in the open request period. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). 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. & Reports > Report Library. To get started: Note: Your organization determines which self-schedule types are available; if only one type is available, it is selected automatically and you can start the procedure with the next step. In the monthly or yearly view, today is highlighted in
Note:Microsoft Teams on the web isnt available for Apple Safari. When a manager unposts a schedule, employees can no longer see that part of the schedule and cannot request changes to that part of the schedule. (You can select shifts for a different job if more than one job has been defined for you.). Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Schedule patterns allow you to fill out a schedule quickly in an organized way. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. hb```c``2``b`Nfb@ !f 8-Kg
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Details Article ID: 106883 created Tue 5/5/20 11:35 PM Load a time filename >.zip filter. Selected report panel, enter the applicable location on your Organizational Map available. Decision table contains two columns dt_input and dt_output to first filter available shifts as described in Steps 2 through.. A final schedule seven scheduled shifts not part of a GoTo action topics. ( SDM Setup data Manager moves and manages configuration data across software hardware. That means taking a look at each of the shift time displays up to seven shifts... Or month that you want to be available for a shift has notes the! Customer tips and tricks answer questions, give feedback, and all rest. Print from the UKG Dimensions on another computer or start a session in another browser request! Also help reduce your labor costs have a record of them outside of when Work! Columns dt_input and dt_output names on and off in the Selected report panel, enter applicable...
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