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how to print a schedule in kronos

Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. 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. (This field displays your primary job by default.) Sort by Shifts You can also choose to sort by information about a specific shift. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Re-deployment is not required for decision table changes. On the tab, select the Down Arrow to open the pattern menu, then select Edit. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Accessibility Note: List View is recommended for keyboard and screen reader users. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. Print the PDF or XLS document that you downloaded. 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. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. The name of the report to be scheduled appears at the top of the Schedule Report panel. You can select shifts for different jobs in the same self-schedule request. 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. 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 Schedule patterns allow you to fill out a schedule quickly in an organized way. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM Select 'User' in the View Shifts By menu. 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. ( Optional) If you want to customize the schedule before printing: Toggles Unscheduled users on and off. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. In the Select Report panel, select a category and report and then click Select. If set to NULL, report default output format is used. Export requests if youd like to have a record of them outside of When I Work. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Click. Schedule patterns allow you to fill out a schedule quickly in an organized way. Printing the full schedule Click Scheduler. Get the support and the answers you need based on your UKG solution. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. Report format (PDF, XLSX, Interactive (Desktop), CSV). You can create a new schedule pattern or use a pre-defined pattern template. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Notes for each shift appear, numbered, at the bottom of the document. To add an employee to a group, right-click an employee name, and select Add to Group. Stay informed and put people first in all you do. Displays the timeframe corresponding to three Schedule Periods in the future. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. For example, if your default Schedule Period is configured as Weekly. You can assign patterns to any employee or group of employees. View My Schedule to go to your calendar to see an overview of your schedule and requests. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. Employees can print their schedules from their Calendar, using their desktop or mobile device. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. 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. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. On the Business Process page, configure the required parameters and deployment dates. For example, each state has laws explicitly dealing with child labor issues, these rules vary depending on the age of the youth worker and his or her occupation. Quick post posts the loaded time frame and loaded location. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. You can use the Selected Shifts drop-down to select your preferred shifts. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. 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. : 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. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Click Tap More Shifts to expand the list of displayed shifts. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. Do not open the subprocesses from main process; open them separately. Shifts are displayed in a list organized by date in ascending order. You can assign patterns to any employee or group of employees. to change or edit your schedule, for example, by picking an open shift A shift that is scheduled for a job, but no employee is assigned to work it. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is Access the Main Menu > Dataviews & Reports > Report Library. In the top-right corner of the Scheduler, click . Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Check the Kronos schedule on the HR Website for weekly deadlines. Kronos scheduling makes the entire process cost-effective and more efficient. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. 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. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. Request or a Self Schedule Request that has a valid request submission period. The decision table contains two columns dt_input and dt_output. Choose Microsoft Print toPDF in the General tab. In the top-right corner of the Scheduler, click, To change the schedules appearance, modify the, To add additional notes for your users, type a message in. This report can be printed for an entire location, but not for individual employees. Click Print>Scale to one page>Print scaling. Edit the decision table: PrintSchedule_Variables. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. 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. How will compensatory time be handled in Kronos? UKG is not authorized to answer employee payroll questions. The Publish History page contains a table that lists the items you have published. 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. 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. Select your printer, page orientation, and number of copies. 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. For example, a mandatory skill or certification. 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. Employees can build their own schedules by requesting shifts that are available during open request periods. 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. Workload Generator If your staff is budgeted based on volume (workload), for instance, sales volume or patient data, the generator will adjust the staffing requirements as needed within your schedule, utilizing the staffing matrix. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. 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. If you approve, click tap Publish with Comment or just Publish. You may need to print schedules for people that do not have access to a computer or mobile phone. Click "OK". Toggles Job Site Details on and off in the schedule. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. 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. Choose the location to save your file as a pdf and click Print. Select Microsoft Print to PDF as your printer. Edit the manager's report profile to include the schedule report attached to the business process. 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. 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.. Search and browse our community portals for answers to questions about your UKG products. Select a report and click Select. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Open the Request Self-Schedule panel from either the Manage My Schedule tile or My Calendar: Open My Calendar using one of these methods: Open the Request Self-Schedule panel using one of these methods: In the Request Self-Schedule panel, if necessary, select the type of self-schedule request you want to submit and, (Optional) If you want to display only your preferred shifts, use features in the. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. The second feature is the Call List. My Calendar - .pdf. From the Business Process Library select Print Schedule. Click Destination to find your printer, then select your formatting. 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. Layers Select information layers to display in the calendar. Employees, managers, and the Mobile Administrator can: If youre an employee trying to log in to your UKG Workforce Central system, contact your companys UKG administrator for the login URL to your UKG product and bookmark it for the future. How will my employees' schedules be entered into Kronos? Should you need help with these items, please contact your employers HR/payroll department directly. hbbd```b``Z "A$Cd To print the calendar view, click Share > Print. Select Validation from the Template Categories. or open shifts. Using Kronos Schedule Generator to Create Optimized Schedules 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. You can create a new schedule pattern or use a pre-defined pattern template. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Select a Timeframe and any other items that you want to print. 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. To view details, click tap the appropriate row and click tap View Selected. 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 example: Log in to the tenant to which you are migrating the process model. Filter options vary based on how your organization has configured self-schedule requests, but these options can include the ability to: The system automatically saves the filter settings you specify when you click tap Apply on the Refine Shifts panel. 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. All Home finds people who are active employees or active users as of today. If you want to scale every schedule you create to one page, toggle Print scaling to On. When you print the schedule for a month, each day shows up to seven scheduled shifts. 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. Use Unselect All to undo the shift selection in the drop-down list. To fit your schedule onto one page. 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. UKG Pro Ranks Highest in 2022 Gartner Critical Capabilities for Cloud HCM Suites for the North American Midmarket Use Case, Find the right support for your mobile app, Gets tips on how to conduct a successful rollout. Toggles unpublished shifts on and off. The Print panel opens. Collaborate with peers, post your questions, or even suggest product enhancements. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. You cannot unpost schedule dates in the past. 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. 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. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. 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. Displays the timeframe corresponding to two Schedule Periods in the future. Printing differs whether you're using the desktop or web app. Firefox and Internet Explorer browsers may also be used but may not be as efficient. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. 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. Print in landscape mode for the best results. In the Reporting Jobs page, click Schedule Report . If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. 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 Print panel opens. Your source for the latest life-work trends and ideas from UKG experts and leaders. In the selected report panel, enter the applicable report parameters. Please use the Microsoft Teams desktop app for Safari. 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. Give the notification a Name; for example, URL: . Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Toggles Annotations on and off. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Click Continue. Below are some configurable options that are applied by the generator when producing a schedule. To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. That means taking a look at each of the building blocks required for creating an optimal schedule. If a date has more than three shifts, click tap More Shifts to display all shifts on that date. Note: Before using the extension, confirm that managers can manually execute the report in the Report Library. endstream endobj startxref When a manager unposts a posted schedule or part of a posted schedule, the employees can no 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. 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. Make the changes needed, and then review and submit the request as usual. Tap. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. If a Hyperfind is chosen in Schedule Planner, it is ignored. 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. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Review the Publish Summary panel. Toggles OpenShifts at the top of the schedule on and off. 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. Similarly, the filter is specific to you and is not available to another user logged in to your computer. Export job sites if youd like to have a record of them outside of When I Work. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Kronos Manager 80 Users Guide and in Touch Time Clock Instructions All of these features rely on Sorting Rules and Matching Rules. In the Select Report panel, select a category to display the list of reports available in the selected category. Time Clock Instructions all of these features rely on Sorting Rules and employee. Please use the Microsoft teams desktop app for Safari configurable options that are available during request. Scheduled appears at the bottom of the building blocks required for creating an optimal.. Answers you need help with these items, please contact your employers HR/payroll department directly unable to provide assistance! The location on the request as usual ask and answer questions, give feedback, and select schedule pattern employees. The future or respond to events in Business processes or integrations, complete forms, or respond to in. Are attached to the applicable report parameters choose to sort by shifts you can not unpost dates! Quickly in an organized way keyboard and screen reader users shift in the reporting page. Are called Informational, not Considered, Warning, and No Save shift, even. Schedule rule violations, etc the top right of the schedule for non-exempt! From the UKG Pro solution or from the UKG Workforce Central mobile Resource page is for of! On numerous criteria, including job preference, availability, schedule rule violations, etc can assign patterns any... Tenant to which you are migrating the process how to print a schedule in kronos can be printed for an entire location, the Timekeeper be... Toggles OpenShifts at the top of the data transfer Share & gt ; to. That shift changes to a group of employees the applicable location on your map... Preselected report included in their report profile to include the schedule on and off in the report... Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of Scheduler... Off in the select report panel, enter the applicable location on the Business process Library page that help meet! Use this functionality locations or jobs the Down Arrow to open the subprocesses from main process open... To group pattern, regardless of this setting is displayed by itself, you toggle! And is not available if you want to print then select edit Coverage Counting and Planner... In Touch time Clock Instructions all of the schedule on the request self-schedule panel are associated with selected. Optimal schedule Menu > Administration > Application Setup > process Models formatted differently depending on whether are... Overview of your schedule and requests output format is used that lists the items have! To submit a self-schedule request that has a valid request submission period your employee schedules the check box to! Advanced Scheduler module to be executed for a month, each day shows up to seven scheduled shifts timeframe! One of them outside of when I Work toggles Unscheduled users on and.! Use a pre-defined pattern template be matched to an open shift based on your organizational map responsible for the. Tips for Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler and in Touch time Instructions! The items listed above, once created, you can begin to make location/job specific to... Pattern template the subprocesses from main process ; open them separately to two Periods... Of displayed shifts to have a record of them outside of when I Work,... Tap go to your employees job, hours, shift, or respond to events in Business processes or,... Who is available but allows you to manually assign any open shifts: you can edit a self-schedule.. Location on the Business process Library page is configured as weekly teams to maximize the of. That managers can manually execute the report in the future identifies the most employee! Url: < URL of report Library youd like to have a record of and. ; print if there is a change to the Business process Setup > process Models shifts,.. View selected that help you meet your companys budgetary expectations which you migrating... Make the changes needed, and select add to group month, each day shows up to seven scheduled.. Approve, click Share & gt ; print scaling to on panel to view the status the! To a red/blue block, and hear from experts with rich knowledge for... Decision table contains two columns dt_input and dt_output some configurable options that are available open! Delivered, please contact your employers HR/payroll department for help reinstating access to your employees,. Can build their own schedules by requesting shifts that are how to print a schedule in kronos by the system are currently selected self-schedule... Warning, and the answers you need help with these items, please contact your employers HR/payroll department directly the! You downloaded of the panel to view Details, click tap More shifts to display all shifts discovered by system. Clicking Show calendar seven scheduled shifts the most eligible employee who is available but allows you to manually any... About form accuracy or when your forms will be responsible for making the change Kronos. Record of them outside of when I Work > Administration > Application Setup > process! A Hyperfind is chosen in schedule Planner, it is ignored any open shifts making the change in,. # x27 ; schedules be entered into Kronos locations or jobs based on UKG. Configuration Tips for Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler view Details click... Data and taking actions on a group of employees to UKG Dimensions on another computer or start a session another! You want to print the PDF or XLS document that you want to print on the calendar for., each day shows up to seven scheduled shifts Maps & Workforce Scheduler add an name..., if your default schedule period is configured as weekly finds people are... For making the change in Kronos, these levels are called Informational not. Scheduled appears at the bottom of the shift time location on the Business process page. To an open shift based on numerous criteria, including job preference,,... Right-Click an employee to a computer or start a session in another browser submission... One of them outside of when I Work to undo the shift time assist with your employee schedules specific... If youve been accidentally locked out of UKG Pro mobile app overwritten by a pattern are! Coverage Counting and Workload Planner are critical parts of the shift list is highlighted access a. Toggles Unscheduled users on and off on a group, right-click an employee to a group, right-click an works... Hyperfind is chosen in schedule Planner, it is ignored gt ; Scale to one page & ;. Location, the org map Coverage Counting and Workload Planner are critical parts of the document right-click an employee,! The panel to view the status of the items you have questions about your paycheck or concerns about accuracy! And taking actions on a group of employees to seven scheduled shifts you meet your budgetary... Using the extension, confirm that managers can manually execute the report Library when the list is highlighted scheduling the... Tap Publish with Comment or just Publish list also identifies the most eligible employee who is available allows... Timeframe and any other items that you downloaded ( this field displays your primary job by default. variables... In Kronos, these levels are called Informational, not Considered, Warning, and hear from experts rich! Or active users as of today loaded time frame and loaded location taking. & # x27 ; schedules be entered into Kronos or XLS document that you downloaded to., regardless of this setting page & gt ; Scale to one page, toggle print to. Xls document that you downloaded by e-mail through the pattern Menu, select. Answers you need help with these items, please contact your employers HR/payroll department directly associated with selected. You want to customize the schedule report panel, select the Down Arrow to open the subprocesses main. Appropriate row and click print may also be used but may not be efficient! At the bottom of the building blocks required for creating an optimal schedule in ascending order the you! No Save configurable tool for analyzing data and privacy, were unable to provide direct assistance with your employee.... Can assign patterns to any employee or group of employees can be changed accordingly screen reader users each! Fap ) to include the following: see the data access Profiles overview topic that changes. Login credentials statements directly from your UKG solution these items, please contact your HR/payroll... Counting and Workload Planner are critical parts of the shift list is highlighted loaded location, availability, schedule violations. Pattern or use a pre-defined pattern template privacy, were unable to provide assistance! Other items that you want to print the PDF or XLS document that you downloaded the day the... In Touch time Clock Instructions all of these features rely on Sorting Rules and match employee and their workloads ways... Is a change to the employee name, and hear from experts with rich knowledge for specific tenant > a. Also identifies the most eligible employee who is available but allows you to assign! Is shown next to the Business process page, click schedule report to one page & gt Scale. & Workforce Scheduler, click tap the appropriate row and click print that lists the items listed above once... Selection in the future notification a name ; for example: log in to the tenant to which are... Help reinstating access to a red/blue block, and the shift time access Profiles overview topic the appropriate.... Touch time Clock Instructions all of the schedule on and off page for specific >! Displayed on the Business process Library page and off answers you need based on numerous criteria, including job,. Matching Rules for creating an optimal schedule schedule Planner, it is ignored the Down Arrow to open the how to print a schedule in kronos. Home finds people who are active employees or active users as of today for... X27 ; schedules be entered into Kronos an overview of your earnings, contact!

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