Book a 1on1, Q&A, or Training Session with a Time and Leave Specialist Latest UKG Updates: UKG Dimensions (formerly Kronos WFD) USNH Single Sign-on (SSO)link - https://usnh-sso.prd.mykronos.com - for Desktop & Mobile App NOTE: Kronos is web-based. For example, a mandatory skill or certification. If there were errors during the transfer, the button under the Errors column for that row is black. Each date displays up to three shifts at a time. Select Microsoft Print to PDF as your printer. Make the changes needed, and then review and submit the request as usual. You'll find instructions for both below. Check out Can I Export My Data? 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 . The Print panel opens. %%EOF
If youre an employee trying to log in to your UKG Dimensions system, contact your companys UKG administrator for the login URL to your UKG product and bookmark it for the future. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. 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. Self-Scheduling. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. The filter is saved in your browser's cache and remains available for re-use for the length of your session. Example: Location Schedule - Weekly report. o Department managers must approve by Monday at Noon for the previous pay period. 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 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. In the selected report panel, enter the applicable report parameters. 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. Clicking a date on the calendar filters the shifts list to show only shifts on that date. 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 . Read the Gartner Critical Capabilities analysis for UKG Pro. Application Setup > Business Process Setup > Process Models. 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. Select Print>Scale to one page>Print scaling. Toggles all-day unavailable preferences on and off. 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 more information Exporting shift requests from your When I Work account allows you to download a spreadsheet containing your users swap and drop requests. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. To fit your schedule onto one page. See Step 5. 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. 0
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. Load a time frame that does not include any past dates. 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. This report can be printed for an entire location, but not for individual employees. of a shift. Contact your UKG Representative for more information. Two types of printing are available: Hover over Workplace, then select Employee Users. & Reports > Report Library. Tap. h[o: Printing differs whether you're using the desktop or web app. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Note: This business process An organized flow of activities or tasks that achieves a business goal. 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. Give the notification a Name; for example, URL: . 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. 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. 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). 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. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. 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. Click Tap Review and Publish. be pay periods, schedule period, or range dates. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. 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. To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Go to the day, week, or month that you want to print. 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. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Output Format Formats include PDFs and Excel spreadsheets. 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. Click Continue. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. In the Source column, a message states: Source: Import from .zip. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. In the Select Notification Type box, select. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. That means taking a look at each of the building blocks required for creating an optimal schedule. Note: You can create a new schedule pattern or use a pre-defined pattern template. If a Hyperfind is chosen in Schedule Planner, it is ignored. Manage the Shifts app for your organization. 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. 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. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. The Print dialog box opens and shows a preview of the schedule on the left. There are three features within Workforce Scheduler that can help you fill open shifts. A large unpublished watermark appears to let you know that its not a final schedule. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. Select 'User' in the View Shifts By menu. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. Please use the Microsoft Teams desktop app for Safari. hb```c``2``b`Nfb@ !f 8-Kg
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Use Unselect All to undo the shift selection in the drop-down list. To add an employee to a group, right-click an employee name, and select Add to Group. Check the Kronos schedule on the HR Website for weekly deadlines. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . Your source for the latest life-work trends and ideas from UKG experts and leaders. 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. Choose the account you want to sign in with. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Other configurable options within Advanced Scheduler can also help reduce your labor costs. 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. Displays the timeframe corresponding to three Schedule Periods in the future. Complete the Control center fields. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. Click Tap Show List to return to the default display. These symbols and colors are displayed only if the Team Absences layer has been enabled. Click "OK". Printing the full schedule Click Scheduler. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Thats why we build products designed to inspire your people and your organization to grow and thrive. After saving the PDF, it opens in the window you are viewing. After you build the schedule, the message changes to "Edit My Schedule." Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. or open shifts. How will my employees' schedules be entered into Kronos? When a manager unposts a posted schedule or part of a posted schedule, the employees can no longer view the unposted part of the schedule. Access the Main Menu > Dataviews & Reports > Report Library. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. 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. 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. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. Toggles Unscheduled users on and off. 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. Toggles Job Site names on and off in the schedule. Kronos scheduling makes the entire process cost-effective and more efficient. Get the support and the answers you need based on your UKG solution. : 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. Select a report and click Select. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. NPAWorks Training Video Series How-to Print Your Schedule NPAWorks 823 subscribers Subscribe 4K views 8 years ago Enjoy 2 weeks of live TV, on us Stream more, watch easier, and spend less with. The second feature is the Call List. This data is also available via the Coverage Tab. Click Continue. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. Double check your scale percentage and make sure it's 100%. The time period you select is highlighted with thicker lines in the printout. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Accessibility Note: List View is recommended for keyboard and screen reader users. Example: Approve a time-off request. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. When you print the schedule for a month, each day shows up to seven scheduled shifts. 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. 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. If set to NULL, report default output format is used. In the Select Report panel, select a category and report and then click Select. 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. To print the calendar view, click Share > Print. Managers can take care of exceptions as they come up, ensure staffing and . 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. (Optional) In the Filter by Location menu, select one of the location options. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. Select each of the tabs to learn more. endstream
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(This field displays your primary job by default.) Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . All Home finds people who are active employees or active users as of today. Other configurable options within Advanced Scheduler can also help reduce your labor costs. ( Optional) If you want to customize the schedule before printing: Use the GoTo Report Library link in the Print Schedule box to view the generated report. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Tips for Employee Scheduling With Kronos Workforce Scheduler. My Calendar - .pdf. For more information on how to get started on the app or to encourage your employer to enable it for your company, please contact your HR/payroll department. Click Tap More Shifts to expand the list of displayed shifts. Look to your future. Review it and print it when you are ready. Select a Timeframe and any other items that you want to print. Change my availability to set or change the days and times you want to be available for a shift. If you approve, click tap Publish with Comment or just Publish. 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. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Choose Print from the upper right section of the Shifts app. You can create a new schedule pattern or use a pre-defined pattern template. This field displays "Select Shifts" if you must select a subset of the available shifts displayed in this field; in this case, neither the Select All nor the Unselect All buttons are displayed. Firefox and Internet Explorer browsers may also be used but may not be as efficient. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. `|0 [
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