In the schedule, click View by > Schedule Group. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Click. (click tap Home). When a manager unposts a posted schedule or part of a posted schedule, the employees can no
The Print panel opens. 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. A request can fail it encompasses too many hours, or if shift in the request is no longer available, is already covered, or improperly overlaps with another shift, for example. See the Configure Notifications for Business Processes topic. 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. 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. Click the date you want to start the schedule. Select the Run Report. Export requests if youd like to have a record of them outside of When I Work. Select a Timeframe and any other items that you want to print. (Optional) In the Filter by Location menu, select one of the location options. (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. (This field displays your primary job by default.) Review it and print it when you are ready. Toggles unpublished shifts on and off. UKG is not authorized to answer employee payroll questions. Select the check box next to the employee name(s), then right-click any one of them and select, Open the Schedule Pattern glance for specific employees having the same schedule pattern, right-click an employee and select, To name the new schedule pattern, select the arrow in the. Select 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. Find the product that best fits your needs. Fill out the form below and lets get started! Think tank that helps organizations drive performance by addressing HCM and workforce management issues. is an extension model that is developed outside the normal release schedule to meet specific customer needs. orange . Step 2 Click the My Info tab, navigate to My Schedule > Schedule. To view details, click tap the appropriate row and click tap View Selected. Select each of the tabs to learn more. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. Ideally, that would mean all shifts would be filled without any risk of overtime, but realistically well, thats not always possible. Click the name of the schedule. If you approve, click tap Publish with Comment or just Publish. Click Continue. Employees, managers, and the Mobile Administrator can: Kronos SaaShr, Inc., a UKG Company (NMLS ID#1698726) provides money transmission services on behalf of UKG Inc. customers and in connection with certain UKG products. Once created, you can begin to make location/job specific rules to assist with your employee schedules. You cannot unpost schedule dates in the past. Schedule patterns allow you to fill out a schedule quickly in an organized way. Days outside the open request period are grayed-out. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Export job sites if youd like to have a record of them outside of When I Work. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. The Publish Summary panel appears. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). It lists the items that were extracted from the migration file. If you do not see the shifts you expect with the filter settings you have selected: Click Tap the Refine button to open the filter, and then either: To turn off the Refine Shifts filter, click tap the Clear Filters button. 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. Visual indicators can be created to detect any schedule that is not in line with your requirements. [.C4Y2u j>%]#%;{2%")3O B// P H/@D_H>iUWM'7ncY$jHH9yY48\JrsuzvdT&ljk?!q.8GW,N/Tk*5v.AdKd^?o{+q0l_t{h@pL[H Make the changes needed, and then review and submit the request as usual. The print preview appears. 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. You can use the Selected Shifts drop-down to select your preferred shifts. 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. 3q/.+9. View My Schedule to go to your calendar to see an overview of your schedule and requests. In the Reporting Jobs page, click Schedule Report . 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. Collaborate with peers, post your questions, or even suggest product enhancements. 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. Toggles Job Site names on and off in the schedule. Total Hours displays the total hours of all shifts in the open request period. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Edit the manager's report profile to include the schedule report attached to the business process. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. 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. Tips for Employee Scheduling With Kronos Workforce Scheduler. If there were errors during the transfer, the button under the Errors column for that row is black. Select your printer, page orientation, and number of copies. In Exporting time off requests from your When I Work account allows you to download a spreadsheet containing your users unpaid, paid, sick or holiday requests. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. 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. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. 40 0 obj
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Please use the Microsoft Teams desktop app for Safari. 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. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. 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). It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. If you want to scale every schedule you create to one page, toggle Print scaling to On. 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. Choose Print from the upper right section of the Shifts app. Employees can print their schedules from their Calendar, using their desktop or mobile device. Post a Schedule Post or unpost schedules. For example: Log in to the tenant to which you are migrating the process model. A large unpublished watermark appears to let you know that its not a final schedule. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. This data is also available via the Coverage Tab. Access the Main Menu > Dataviews & Reports > Report Library. Step 1 Click Show Menu. Collaborate, learn, and get support for your UKG solution! hb```c``2``b`Nfb@ !f 8-Kg
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closes. 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. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Kronos operates most efficiently with the Chrome browser. Printing the full schedule Click Scheduler. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. Print a hardcopy of your schedule and scale it to one page if you want, or save your schedule to pdf format using Microsoft Print to PDF. You can print up to eight weeks from your schedule. PrintSchedule_Variables decision table parameter information. Output Format Formats include PDFs and Excel spreadsheets. Select a Timeframe and any other items that you want to print. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Quick post posts the loaded time frame and loaded location. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. 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. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Example: Location Schedule - Weekly report. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. 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. In the selected report panel, enter the applicable report parameters. 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 . 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. Click Tap Review and Publish. See Step 5. Click Tap More Shifts to expand the list of displayed shifts. 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. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Should you need help with these items, please contact your employers HR/payroll department directly.
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. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. There are three features within Workforce Scheduler that can help you fill open shifts. Self-Scheduling. Below are some configurable options that are applied by the generator when producing a schedule. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. Thats why we build products designed to inspire your people and your organization to grow and thrive. Notes for each shift appear, numbered, at the bottom of the document. 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. h[o: In the General tab, select the printer of your choice, page range, and number of copies. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. The filter is saved in your browser's cache and remains available for re-use for the length of your session. From the Business Process Library select Print Schedule. To print a schedule in Teams on the desktop. All Home finds people who are active employees or active users as of today. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. For example, if your default Schedule Period is configured as Weekly. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Click Print>Scale to one page>Print scaling. Confirm schedule: Confirm that the schedule is correct. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Example: Attach the Location Schedule - Weekly report to the process. Report format (PDF, XLSX, Interactive (Desktop), CSV). 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. 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). be pay periods, schedule period, or range dates. After the model is delivered to your tenant, you can edit it to meet your needs. A list of Events and Requests are shown to the right of the calendar. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Assign a Pattern to an Employee Create a Schedule Pattern You cannot print directly from a mobile device. 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. Double check your scale percentage and make sure it's 100%. Toggles Unscheduled users on and off. 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. Contact your UKG Representative for more information. Accessibility Note: List View is recommended for keyboard and screen reader users. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. Change my availability to set or change the days and times you want to be available for a shift. Follow these steps to deploy the process model. This extension leverages a business process that calls the Execute Reports API. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. endstream
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To print the calendar view, click Share > Print. %%EOF
Deploy only the main process; do not deploy the subprocesses. Give the notification a Name; for example, URL:
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