Contact your UKG Representative for more information. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Click. Output Format Formats include PDFs and Excel spreadsheets. Note: The hours/minutes format is configurable and might appear as [hh.mm]. To print a schedule in Teams on the desktop. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. 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. If a Hyperfind is chosen in Schedule Planner, it is ignored. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. PrintSchedule_Variables decision table parameter information. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Deploy only the main process; do not deploy the subprocesses. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Should you need help with these items, please contact your employers HR/payroll department directly. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. Click Continue. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Printing differs whether you're using the desktop or web app. After you build the schedule, the message changes to "Edit My Schedule." To print the calendar view, click Share > Print. To view details, click tap the appropriate row and click tap View Selected. 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. Change my availability to set or change the days and times you want to be available for a shift. In the monthly or yearly view, today is highlighted in Days outside the open request period are grayed-out. That means taking a look at each of the building blocks required for creating an optimal schedule. How will my employees' schedules be entered into Kronos? Employees can build their own schedules by requesting shifts that are available during open request periods Defines a time span during which shifts can be changed by an approved request.. Go to the day, week, or month that you want to print. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. The Publish Summary panel appears. Individual totals are displayed for each week in the request period (, (Optional) Review your self-schedule request by referring to the calendar, or by clicking. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Manage the Shifts app for your organization. Follow these steps to deploy the process model. Select each of the tabs to learn more. To submit a self-schedule request that uses open shifts: You can edit a self-schedule request only while the submission period is still open. Employee selection is performed using the employee checkbox. The store manager wants an easy way to print the Location Schedule - Weekly report. The Job field displays your primary job. How an employee is paid is tied to a schedule in Kronos. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. 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. 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 shift lengths, and whether or not over-coverage is allowed. 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. 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. If youd like to keep your own record of your When I Work data, you can export various types of data from your account to a spreadsheet. orange . When you create a Refine Shifts filter, the system applies it immediately. Complete the Control center fields. 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. Select a report and click Select. After the model is delivered to your tenant, you can edit it to meet your needs. Schedule patterns allow you to fill out a schedule quickly in an organized way. Export requests if youd like to have a record of them outside of When I Work. 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'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. Please contact your employers HR/payroll department if youre having trouble logging in. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Create a shift for any cell using one of the following methods. 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. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Check out Can I Export My Data? All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. 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. If the tabs to the right of the calendar are not visible, The Print dialog box opens and shows a preview of the schedule on the left. Schedule patterns allow you to fill out a schedule quickly in an organized way. Quick post posts the loaded time frame and loaded location. From the Business Process Library select Print Schedule. The print options allow you to control how the schedule is displayed. Click "OK". [.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 The Edit pattern dialog appears. Choose the account you want to sign in with. To print the calendar view, click Share > Print. Shift notes cannot be printed for month view. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. 64 0 obj <>stream Other configurable options within Advanced Scheduler can also help reduce your labor costs. To fit your schedule onto one page. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . Thats why we build products designed to inspire your people and your organization to grow and thrive. 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. (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. 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. 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. 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. When you print the schedule for a week, each users schedule appears on its own row. is configured with Include Market Shifts. 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. The Print panel opens. or changing your availability. In the schedule, click View by > Schedule Group. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. 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).. 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. : 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. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. You can Save as PDF and print later. 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. Edit pattern dialog appears you might be interested only in shifts that start at 7:00 AM and end 3:00. Format is configurable and might appear as [ hh.mm ] & Workload Issues. 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