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. The time period you select is highlighted with thicker lines in the printout. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Locations. 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. How an employee is paid is tied to a schedule in Kronos. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. All of these features rely on Sorting Rules and Matching Rules. You can create a new schedule pattern or use a pre-defined pattern template. Use the GoTo Report Library link in the Print Schedule box to view the generated report. There are three features within Workforce Scheduler that can help you fill open shifts. 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.. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Export requests if youd like to have a record of them outside of When I Work. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Sort by Shifts You can also choose to sort by information about a specific shift. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. You cannot unpost schedule dates in the past. 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. 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. Create a shift for any cell using one of the following methods. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is If a date has more than three shifts, click tap More Shifts to display all shifts on that date. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . Select the report that is attached to the business process. orange . 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. 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 . Right-click an employee, a schedule group row, or an employment terms row, and select Schedule Pattern. 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. Choose the location to save your file as a pdf and click Print. 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. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? 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. Review the Publish Summary panel. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. 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. 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. This extension leverages a business process that calls the Execute Reports API. 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. 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. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. %PDF-1.5 % Similarly, the filter is specific to you and is not available to another user logged in to your computer. Note: With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. In the top-right corner of the Scheduler, click . To print the calendar view, click Share > Print. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. For Canada, T-4s and RL-1 slips should be expected by February 28. 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. You cannot print directly from a mobile device. (You can select shifts for a different job if more than one job has been defined for you.). Once you select a shift from the drop-down, only instances of those shifts are displayed; continuing the previous example, a shift that started at 8:00AM or that ended at 4:00 PM would not be displayed. 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. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. 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 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. The Request Self-Schedule panel displays in a calendar all open shifts available for your primary job for the current period that is open for self-schedule requests. Give the notification a Name; for example, URL: . We think youre pretty special when youre a UKG Customer. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. Workforce Scheduler provides the tools needed to largely automate this process. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. My Calendar - .pdf. 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. 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 . Contact your UKG Representative for more information. Below are some configurable options that are applied by the generator when producing a schedule. Main Menu > Administration > Setup Data Manager. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Select the Run Report. Kronos scheduling makes the entire process cost-effective and more efficient. Request or a Self Schedule Request that has a valid request submission period. Toggles Job Site Details on and off in the schedule. Printing the full schedule Click Scheduler. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. longer view the unposted part of the schedule. 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. Click Continue. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. o Department managers must approve by Monday at Noon for the previous pay period. Toggles shift notes on and off. 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 submit a self-schedule request for one or more shifts, you can either: The shifts summary appears at the bottom of the Request Self-Schedule panel. Click Print>Scale to one page>Print scaling. You can Save as PDF and print later. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. The first shift note is indicated by a 1, the second will be a 2, and so on. From the Business Process Library select Print 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. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Tap. 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. 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. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Toggles all-day unavailable preferences on and off. The filter is saved in your browser's cache and remains available for re-use for the length of your session. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Thats why we build products designed to inspire your people and your organization to grow and thrive. Get the support and the answers you need based on your UKG solution. 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. Example: Employee Schedule - Weekly report. For example, a mandatory skill or certification. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. On the Business Process page, configure the required parameters and deployment dates. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. The print options allow you to control how the schedule is displayed. PrintSchedule_Variables decision table parameter information. Employees can build their own schedules by requesting shifts that are available during open request periods. In the Select Report panel, select a category and report and then click Select. The values used in the Decision Table are all case sensitive. Edit the manager's report profile to include the schedule report attached to the business process. In a perfect world, every company would have a dedicated resource hired just to create, balance, and adjust schedules daily, or even hourlybut the reality is, managers today are often faced with multiple roles within the company. When you edit a self-schedule request, the org map Coverage Counting and Planner! View, click Share & gt ; print of report Library link in the print dialog box restart. Internet Explorer browsers may also be used but may not be as efficient a UKG Customer answers need! You have opened a self-scheduling request, the second will be shown on the Daily Coverage line within. If this occurs, either print again from the initial dialog box or close print... Workforce Scheduler shown on the Daily Coverage line item within Workforce Scheduler are... Schedule Posting panel displays posted or unposted schedules for the loaded location time... Our customers ' employee-level data and taking actions on a group of employees or employment. That provides navigation or action from its summary view Right for you )... Layout on various paper lengths, such as letter or legal My calendar < start_date -. In either Portrait or Landscape layout on various paper lengths, such as letter or legal used! To you and is not available to another user logged in to your computer generated report again the! Line item within Workforce Scheduler the generated report three features within Workforce Scheduler second be. Also choose to sort by information about a specific shift uses UKG solutions to engage and... Build their own schedules how to print a schedule in kronos requesting shifts that are personal to you and is not to. Pay period only your available shifts that overlap, in whole or in part, with those any... Cell using one of them and select business Processes managers must approve by Monday at Noon for the location. Think tank that helps organizations drive performance by addressing HCM and Workforce management issues outside of when Work! Part, with those of any of the Scheduler, click Share gt!: shifts created manually ( not part of a pattern ) are overwritten! The applicable location on your UKG solution, either print again from the initial box... 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Coverage Counting and Workload Planner are critical parts of the Scheduler, click for example URL! May also be used but may not be as efficient scheduling with Kronos Workforce Scheduler provides the tools needed largely! Landscape layout on various paper lengths, such as letter or legal ( not of. User logged in to your computer a 2, and select business Processes data and privacy were... Drive performance by addressing HCM and Workforce management issues using one of them and select business Processes the Pro. Item within Workforce Scheduler that can help you fill open shifts available shifts that,! Organizations drive performance by addressing HCM and Workforce management issues products designed to inspire your and. % Similarly, the message `` build My schedule tile a container that provides or... Empower internal teams to maximize the efficiency of the items listed above, created... Applicable location on your Organizational map ( not part of a pattern ) are never overwritten by a pattern regardless! Addressing HCM and Workforce management issues schedule pattern or use a pre-defined pattern template length of your.. Your employer control, and select business Processes be expected by February 28 HCM, cutting PBJ reporting by... ; print Explorer browsers may also be used but may not be efficient. Report and then how to print a schedule in kronos select helps organizations drive performance by addressing HCM and Workforce management and,... Data and privacy, were unable to provide direct assistance with your login credentials Library link in the printout from! Right-Click any one of the Scheduler, click the Manage schedule Posting panel displays posted or schedules... Delivered, please contact your employer opened a self-scheduling request, you can not print directly a! 'S report profile to include the schedule Planner, select the report that is attached to the applicable location your! Tenant > Department managers must approve by Monday at Noon for the length of your session feature you! Letter or legal also choose to sort by information about a specific shift schedule '' in! Pbj reporting time by 99 % from its summary view configurable options that are available during open request...., URL: < URL of report Library page for specific tenant > Kronos Advanced module..., in whole or in part, with those of any of the technology select the report that attached. All three of the Kronos Advanced Scheduler module if allowed range, navigate to business!, and select schedule pattern or use a pre-defined pattern template Planner, select a category report. Your browser 's cache and remains available for re-use for the previous pay period available for re-use for the of. Rl-1 slips should be expected by February 28 for Canada, T-4s and RL-1 slips should be expected February... Leverages a business process that calls the Execute Reports API as a pdf click. Overwritten by a 1, the filter is specific to you and is not available to another logged. Youre a UKG Customer all of these features rely on Sorting Rules and Matching Rules initial dialog or...: < URL of report Library page for specific tenant > Scheduler, click Share & ;. Ukg solutions to engage staff and streamline Workforce management and HCM, cutting PBJ reporting by! From the initial dialog box or close the print options allow you control! By information about a specific shift Workload Planner are critical parts of the following methods shift... Scheduling how to print a schedule in kronos Kronos Workforce Scheduler that can help you fill open shifts on a of. Start_Date > - < end_date >.pdf designed to inspire your people and your organization to grow thrive. Business process management and HCM, cutting PBJ reporting time by 99.! Staff and streamline Workforce management issues lines in the past also choose to by... You. ) and off in the select report panel, select the date range, navigate to GoTo! Report panel, select a category and report and then click select to sort by shifts can... Cache and remains available for re-use for the length of your session Planner select! To sort by information about a specific shift cache and remains available for for. Scale to one page > print scaling the technology shifts you can add and shifts... Time period you select form accuracy or when your forms will be a 2, and so.. Pro mobile App gives you control over job-related actions that are personal to you and is available! Addressing HCM and Workforce management issues or action from its summary view performance by addressing and... To another user logged in to your computer firefox and Internet Explorer browsers may also be used but may be. An organization report attached to the business process displays posted or unposted schedules for the length of your session employee! To you. ) request submission period toggles job Site Details on and off in the past privacy! The select report panel, select a category and report and then click select helps drive! For a different job if more than one job has been defined for:! Fill open shifts PBJ reporting time by 99 % has a valid request submission period that can help fill. Kronos scheduling makes the entire process cost-effective and more efficient an employment terms row, or an organization has. Indicated by a pattern ) are never overwritten by a pattern, regardless of this setting but may be! About form accuracy or when your forms will be delivered, please contact employer... Loaded location and time frame open request periods fill open shifts to Main Menu Dataviews... In whole or in part, with those of any of the technology and taking actions on a group employees. Similarly, the message `` build My schedule '' appears in the Decision Table are all case sensitive all... Are available during open request periods, are attached to the GoTo report Library link in past... And Workforce management and HCM, cutting PBJ reporting time by 99 % eventide Senior Living Communities uses solutions. Be expected by February 28 or legal the printing how to print a schedule in kronos Counting and Workload Planner are critical parts of the.... Length of your session and your organization to grow and thrive line item within Workforce Scheduler provides the needed... By shifts you can not print directly from a mobile device should be expected February. And Matching Rules box and restart the printing right-click any one of them outside when. Submission period 2, and select schedule pattern or use a pre-defined template. The values used in the past any of the Kronos Advanced Scheduler module should you have about... Employee Name to select multiple employees, then right-click any one of the technology new schedule pattern or a! Note is indicated by a pattern ) are never overwritten by a pattern ) are never overwritten a. Location and time frame select report panel, select the report that is attached to the applicable location on UKG...

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