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. If an employee or location is chosen in Schedule Planner, it is ignored. 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. 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. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . 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. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. You may need to print schedules for people that do not have access to a computer or mobile phone. 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. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. 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. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Finally, there is the Scheduling Assistant. Step 4 Click a date on the calendar to quickly display that day's schedule information OR click Details under each scheduled shift to show additional information related to that assigned shift. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. (You can select shifts for a different job if more than one job has been defined for you.). The Print panel opens. When a manager unposts a posted schedule or part of a posted schedule, the employees can no
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 . Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Schedule patterns allow you to fill out a schedule quickly in an organized way. The Print dialog box opens and shows a preview of the schedule on the left. Once you set up these rules within Workforce Scheduler, it can be set to notify you when you violate one of these rules or completely prevent you from creating a schedule that does so. 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. 51 0 obj
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For example, a mandatory skill or certification. (Optional) Toggle the display to the calendar format by clicking. 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. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Select a Timeframe and any other items that you want to print. endstream
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You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Shifts are displayed in a list organized by date in ascending order. Export requests if youd like to have a record of them outside of When I Work. 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). o Department managers must approve by Monday at Noon for the previous pay period. 64 0 obj
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The Print panel opens. 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). PrintSchedule_Variables decision table parameter information. 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. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. Contact us today to learn more about all the services Kronos has to offer, as well as how our. You edit a self-schedule request on the Request Self-Schedule panel, which you can open from either the Manage My Schedule tile or from My Calendar. 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.
Schedule patterns allow you to fill out a schedule quickly in an organized way. You can print up to eight weeks from your schedule. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. 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. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). A large unpublished watermark appears to let you know that its not a final schedule. Employee selection is performed using the employee checkbox. Then it becomes clear a few days before that a particular Monday is going to have more patients than the nurses would be able to handle. Change my availability to set or change the days and times you want to be available for a shift. 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. We think youre pretty special when youre a UKG Customer. 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. Collaborate with peers, post your questions, or even suggest product enhancements. UKG is not authorized to answer employee payroll questions. Locations. "YA$W"y$? On the Business Process page, configure the required parameters and deployment dates. 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. Through the app, you can perform a number of tasks, such as searching your employee directory, viewing and printing current and historical pay statements, accessing pay insights, viewing tax forms, and more. If you want to scale every schedule you create to one page, toggle Print scaling to On. Double check your scale percentage and make sure it's 100%. Note:Microsoft Teams on the web isnt available for Apple Safari. Select Print>Scale to one page>Print scaling. Select the Run Report. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. From the Business Process Library select Print Schedule. In the monthly or yearly view, today is highlighted in
Sort by Shifts You can also choose to sort by information about a specific shift. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Hover over Workplace, then select Job SiteJob Sites. 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. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. In the General tab, select the printer of your choice, page range, and number of copies. Fill out the form below and lets get started! 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. 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. 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. orange . 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. Example: Attach the Location Schedule - Weekly report to the process. 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. 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. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Main Menu > Administration > Setup Data Manager. Get the support and the answers you need based on your UKG solution. Edit the decision table: PrintSchedule_Variables. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Employees can print their schedules from their Calendar, using their desktop or mobile device. The name of the report to be scheduled appears at the top of the Schedule Report panel. Click Tap Decision Table Editor to add or update the rows in the table. 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. Collaborate, learn, and get support for your UKG solution! On the tab, select the Down Arrow to open the pattern menu, then select Edit. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. My Calendar - .pdf. 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. Globalization and increased connectivity mean work is happening all the time, from everywhere. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. The Job field displays your primary job. 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 "OK". For example: Log in to the tenant to which you are migrating the process model. Days outside the open request period are grayed-out. Follow these steps to deploy the process model. Click Tap Show List to return to the default display. Search and browse our community portals for answers to questions about your UKG products. 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 . To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Check the Kronos schedule on the HR Website for weekly deadlines. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Go to the day, week, or month that you want to print. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. hb```c``2``b`Nfb@ !f 8-Kg
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Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. Edit the manager's report profile to include the schedule report attached to the business process. light blue and the date is
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