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. 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. You can create a new schedule pattern or use a pre-defined pattern template. (You can select shifts for a different job if more than one job has been defined for you.). 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. From the Business Process Library select Print Schedule. 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. Click Tap Decision Table Editor to add or update the rows in the table. The decision table contains two columns dt_input and dt_output. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. 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 . If an employee or location is chosen in Schedule Planner, it is ignored. If you select See More, a dialog box opens and you can choose another printer or application where you can send your calendar. Availability cannot be printed for month view. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. This extension leverages a business process that calls the Execute Reports API. Accessing Kronos You can access the Kronos system one of two ways. Tips for Employee Scheduling With Kronos Workforce Scheduler. Make the changes needed, and then review and submit the request as usual. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. is configured with Include Market Shifts. See Step 5. Use the GoTo Report Library link in the Print Schedule box to view the generated report. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. You cannot print directly from a mobile device. of a shift. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. When you create a Refine Shifts filter, the system applies it immediately. You can Save as PDF and print later. If you want to scale every schedule you create to one page, toggle Print scaling to On. When a manager unposts a posted schedule or part of a posted schedule, the employees can no On the Business Process page, configure the required parameters and deployment dates. Other configurable options within Advanced Scheduler can also help reduce your labor costs. 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. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . 51 0 obj <>/Filter/FlateDecode/ID[<5A8903F6FFE849438F1606E2582B6AC3>]/Index[40 25]/Info 39 0 R/Length 75/Prev 394058/Root 41 0 R/Size 65/Type/XRef/W[1 3 1]>>stream (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. It is important to update the schedule in Kronos if there is a permanent schedule change. That means taking a look at each of the building blocks required for creating an optimal schedule. Double check your scale percentage and make sure it's 100%. Choose Microsoft Print toPDF in the General tab. Toggles Annotations on and off. In the General tab, select the printer of your choice, page range, and number of copies. or changing your availability. You can assign patterns to any employee or group of employees. Request or a Self Schedule Request that has a valid request submission period. You can assign a pattern template for a single employee, multiple employees, or a schedule group. Click Print>Scale to one page>Print scaling. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. 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. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. 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. The Job field displays your primary job. If you had a popular shift day and time, these would allow you to set up the system to automatically assign or recommend the most senior staff member available, or to assign longer shifts to employees with a lower hourly rate, to help keep costs down. 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. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. Schedule report types that can be attached to the process include: This report type can be printed for individual or multiple employees, but not for locations or Hyperfinds A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).. To fit your schedule onto one page. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. For example, if your default Schedule Period is configured as Weekly. Complete the Control center fields. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Toggles Job Site Details on and off in the schedule. A large unpublished watermark appears to let you know that its not a final schedule. 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. 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. Deploy only the main process; do not deploy the subprocesses. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with passwords. A list of Events and Requests are shown to the right of the calendar. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Note: The filter is saved in your browser's cache and remains available for re-use for the length of your session. Print the PDF or XLS document that you downloaded. Edit the decision table: PrintSchedule_Variables. hbbd```b``Z "A$Cd Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Click Continue. 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. 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. 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 time period you select is highlighted with thicker lines in the printout. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Toggles shift notes on and off. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. orange . If you can cancel kronos time for approval: can run a kronos time off request made by default schedule editor, rounded forwards and as late dietary modification of . Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. 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. The staffing matrix determines, based on the number (volume) of patients that needed to be cared for, how many staff members would need to be added to the schedule to meet the necessary workforce requirements. 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. Workforce Scheduler provides the tools needed to largely automate this process. `|0 [ And theres no sign of that slowing down. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. 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. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Click "OK". Select a Timeframe and any other items that you want to print. 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. is an extension model that is developed outside the normal release schedule to meet specific customer needs. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Check the Kronos schedule on the HR Website for weekly deadlines. The Publish Summary panel appears. Finally, there is the Scheduling Assistant. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. Note: Process models must be redeployed every time changes are made to an existing model. Do not open the subprocesses from main process; open them separately. Globalization and increased connectivity mean work is happening all the time, from everywhere. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. 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. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. Please use the Microsoft Teams desktop app for Safari. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. light blue and the date is 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. 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. 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. Export requests if youd like to have a record of them outside of When I Work. endstream endobj startxref (click tap Home). Click the date you want to start the schedule. Should you need help with these items, please contact your employers HR/payroll department directly. 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