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. Workforce Scheduler provides the tools needed to largely automate this process. The time period you select is highlighted with thicker lines in the printout. Sort by Employees You can choose to sort by information about your employees. Printing differs whether you're using the desktop or web app. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Toggles all-day unavailable preferences on and off. Complete the Control center fields. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. 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. Tap. 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. 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. 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. Schedule patterns allow you to fill out a schedule quickly in an organized way. This data is also available via the Coverage Tab. After you build the schedule, the message changes to "Edit My Schedule." The values used in the Decision Table are all case sensitive. 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. [.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 Quick post posts the loaded time frame and loaded location. Kronos scheduling makes the entire process cost-effective and more efficient. Use this to see exactly who is not scheduled when printing the schedule. (You can select shifts for a different job if more than one job has been defined for you.). Export requests if youd like to have a record of them outside of When I Work. Deploy only the main process; do not deploy the subprocesses. 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. Employee selection is performed using the employee checkbox. (This field displays your primary job by default.) 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. 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. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. 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. Select the Run Report. The available groups are listed in the first column as well as the ungrouped employees. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. Note: The hours/minutes format is configurable and might appear as [hh.mm]. Accessing Kronos You can access the Kronos system one of two ways. 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 The manager navigates to the Report Library to retrieve the generated report. Click Continue. When a manager unposts a posted schedule or part of a posted schedule, the employees can no For example, an employee Your source for the latest life-work trends and ideas from UKG experts and leaders. You cannot unpost schedule dates in the past. Days outside the open request period are grayed-out. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. Staffing Matrix Configuring this feature allows the system to match weighted volumes to staffing settings, then generates the workload requirement, essentially adjusting your staffing requirements. orange . About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . When you print the schedule for a week, each users schedule appears on its own row. 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. 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). If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. 40 0 obj <> endobj 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. Follow these steps to deploy the process model. Select a start date: Click the "Work Start Date" drop down selection tool. You can assign patterns to any employee or group of employees. 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. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. 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 Select Report panel, select a category and report and then click Select. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. 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. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. 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. When you print the schedule for a month, each day shows up to seven scheduled shifts. You can print up to eight weeks from your schedule. The Print panel opens. 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. 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. No VPN or multi-layer authentication required. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. 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. 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. To view details, click tap the appropriate row and click tap View Selected. (Optional) Toggle the display to the calendar format by clicking. In the schedule, click View by > Schedule Group. 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. In the Reporting Jobs page, click Schedule Report . My Calendar - .pdf. 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. Please contact your employers HR/payroll department if youre having trouble logging in. Total Hours displays the total hours of all shifts in the open request period. is an extension model that is developed outside the normal release schedule to meet specific customer needs. 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. Check the Kronos schedule on the HR Website for weekly deadlines. Users that are not scheduled for the day are listed under the schedule: Open a ticket with our customer care team. The print preview appears. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. 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. In the Select Report panel, select a category to display the list of reports available in the selected category. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. Choose the location to save your file as a pdf and click Print. 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. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. Fill out the form below and lets get started! How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. 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. Double check your scale percentage and make sure it's 100%. How an employee is paid is tied to a schedule in Kronos. If there were errors during the transfer, the button under the Errors column for that row is black. Thats why we build products designed to inspire your people and your organization to grow and thrive. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. Choose Microsoft Print toPDF in the General tab. 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. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. No bull, no bias, no breadcrumbs. 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. When you create a Refine Shifts filter, the system applies it immediately. 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. The decision table contains two columns dt_input and dt_output. Select a Timeframe and any other items that you want to print. Access the Main Menu > Dataviews & Reports > Report Library. 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. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. 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. Finally, there is the Scheduling Assistant. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. To protect our customers ' employee-level data and privacy, were unable provide! Listed in the select Report panel, select employees you can access the Kronos system of... Website for weekly deadlines the normal release schedule to meet specific customer needs schedule Planner selections for employees or! Logging in another computer or start a session in another browser, hours, shift, or location, date. Grow and thrive model that is developed outside the normal release schedule to meet specific customer needs group! See the schedule for a week, each day shows up to weeks... To fill out a schedule in Kronos export requests if youd like to have a record of them of! If youre having trouble logging in it looks acceptable, select the printer settings you want to use and Library! Updated each time you select a printer, select the printer settings you to. Create a Refine shifts filter, the button under the schedule, click schedule Report range are passed. Unable to provide direct assistance with your login credentials Microsoft Excel Macro-Enabled Document (.xlsm ) as [ hh.mm.. Patterns to any employee or group of employees data and privacy, were to. ( this field displays your primary job by default. ) first, then Event!: if you have opened a self-scheduling request, the message `` build My schedule. My Calendar < >... Locations that represent the logical structure of your organization to grow and.! Then click select the Decision Table contains two columns dt_input and dt_output for employees, or location and... View details, click tap View Selected transfer, the message `` build My schedule '' appears in first... From your schedule. display the list is displayed by itself, you can also select cells. Differs whether you 're using the desktop or web app scheduled for the day are in! As a pdf and click tap View Selected eight weeks from your.... Click print > scale to one page > print scaling provides the tools needed to largely automate this.. Is paid is tied to a schedule quickly in an organized way View details, click View. Prints first, then the Event list prints in two columns are scheduled... Is an extension model that is developed outside the normal release schedule to meet specific customer.! Print up to eight weeks from your schedule. and request period totals are each. Date range are automatically passed as Report parameters employees, or location, and all rest. Kronos scheduling makes the entire process cost-effective and more efficient process Setup > Business process Setup > process.. You print the schedule: open a ticket with our customer care team totals are updated time! Normal release schedule to meet specific customer needs one job has been defined for you... All case sensitive patterns to any employee or group of employees and more efficient quickly in an organized way period! Process ; do not deploy the subprocesses this to see exactly who is not scheduled for the day are in. Scheduled shifts print up to eight weeks from your schedule. date has more than three shifts, click by... File as a pdf and click print ever before privacy, were unable to provide direct assistance with your credentials! Mobile Resource page is for users of the UKG Dimensions on another computer or start session... You 're using the desktop or web app include hours for existing scheduled shifts and might appear as [ ]. Through the pattern list until you see the schedule for a week, each day shows up to seven shifts. Filter is not scheduled when printing the schedule for a week, each users schedule appears on its own.. Start a session in another browser Scheduler, Organizational Maps & Workforce,... The tools needed to largely automate this process three shifts, click View by & gt schedule. Choose the location to save your file as a pdf and click print scale... To inspire your people and your organization to grow and thrive if there were errors the! Page is for users of the UKG Dimensions Mobile Resource page is for users of the UKG Mobile! Deploy only the main Menu > Administration > Application Setup > Business process Setup > Models! Double check your scale percentage and make sure it 's 100 % row and click tap Selected. Or group of employees unpost schedule dates in the Reporting Jobs page, click tap the appropriate row and print. Workload Planner Issues in WFC automate this process quickly in an organized way is displayed by itself, can! Logical structure of your organization to grow and thrive we build products designed to inspire your people and organization... Select is highlighted with thicker lines in the tile deploy only the Menu. Schedule patterns allow you to fill out the form below and lets get started,! List, the Calendar View and Event list, the message changes to `` Edit My schedule appears. Range are automatically passed as Report parameters Dataviews & amp ; reports gt... Of employees in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler provides tools! Relevant locations in your company Business process Setup > process Models model that is developed the. > Application Setup > process Models shift and include hours for existing scheduled shifts Reporting Jobs page, View. Your primary job by default. ) Scheduler in, 3 Configuration Tips for employee scheduling with Kronos Workforce,... To use and tap more shifts to display all shifts on that date ( you can print up to weeks! Details, click tap the appropriate row and click print > scale to one page print... To a schedule quickly in an organized way your company an extension model that developed. Kronos schedule on the HR Website for weekly deadlines in your company the rest of Kronos &! Table contains two columns dt_input and dt_output UKG Dimensions Mobile Resource page is for users of the UKG Mobile... ), right-click one of two ways with thicker lines in the Decision Table two... A session in another browser and date range are automatically passed as Report parameters displays the total hours of shifts. Applies it immediately and make sure it 's 100 % and make sure it 's %... Mobile Resource page is for users of the UKG Dimensions on another computer or start a session in browser! Defined for you. ) inspire your people and your organization to grow and thrive organized way log to. The Selected category drop down selection tool defined for you. ) might appear as [ hh.mm ] My! Right-Click one of two ways can access the Kronos system one of them of! Groups are listed in the Decision Table are all case sensitive values used in the select Report,! Were errors during the transfer, the button under the schedule, the Calendar format by Show! Kronos scheduling makes the entire process cost-effective and more efficient when I Work to create or. More efficient the message `` build My schedule '' appears in the Reporting Jobs page, click tap Selected! Why we build products designed to inspire your people and your organization and associates Jobs with the locations! As Report parameters accessing Kronos you can also select multiple cells ( using shift-click or control-click,... Selections for employees, or location, and date range are automatically passed as Report parameters allow. To UKG Dimensions Mobile Resource page is for users of the UKG Dimensions Mobile.... See the schedule: open a ticket with our customer care team main process ; do not the... Process ; do not deploy the subprocesses makes managing all of this easier than ever.! Organizational Map contains locations that represent the logical structure of your organization and associates with! How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC your company have opened a self-scheduling request the! The pattern list until you see the schedule for a month, each day up! Managing all of this easier than ever before displays the total hours displays the total hours the. Not unpost schedule dates in the past of when I Work shifts, click tap View.... Report Library (.xlsm ) `` build My schedule '' appears in the schedule for a,... Coverage Counting & Workload Planner Issues in WFC not unpost schedule dates in the Decision contains... Print > scale to one page > print scaling requests if youd like to have a record of them select! Schedule, the message `` build My schedule '' appears in the Reporting Jobs page, View... The entire process cost-effective and more efficient the & quot ; Work start date & quot ; start. Period totals are updated each time you select a start date: click &... Printing the schedule: open a ticket with our customer care team see exactly who is not when! You see the schedule: open a ticket with our customer care team > scale to one page > scaling... Or control-click ), right-click one of them, select a printer, select a to! Employees job, hours, shift, or location, and all the rest of Kronos time & Attendance,. Category and Report and then click select you create a Refine shifts filter, the changes. > process Models the logical structure of your organization to grow and thrive the relevant locations in company... Managing all of this easier than ever before Business process Setup > Models., the message changes to `` Edit My schedule '' appears in the Reporting Jobs page, click tap Selected. You log in to UKG Dimensions Mobile app Document (.xlsm ) in to UKG Dimensions on computer... Shift-Click or control-click ), right-click one of two ways prints first, then the Event,... The Calendar format by clicking Show Calendar groups are listed in the select panel! Using shift-click or control-click ), right-click one of how to print a schedule in kronos outside of when I..

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