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Collaborate, learn, and get support for your UKG solution! If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. You can print up to eight weeks from your schedule. 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). In the Source column, a message states: Source: Import from .zip. (Optional) In the Filter by Location menu, select one of the location options. 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.) UKG is not authorized to answer employee payroll questions. 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 a manager unposts a posted schedule or part of a posted schedule, the employees can no
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. For Canada, T-4s and RL-1 slips should be expected by February 28. orange . It is important to update the schedule in Kronos if there is a permanent schedule change. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Click the name of the schedule. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. %PDF-1.5
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PrintSchedule_Variables decision table parameter information. 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. hb```c``2``b`Nfb@ !f 8-Kg
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Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Click. or open shifts. Toggles Annotations on and off. (click tap Home). In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. : 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. Post a Schedule Post or unpost schedules. Edit the decision table: PrintSchedule_Variables. 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. Note: Process models must be redeployed every time changes are made to an existing model. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. Click Print>Scale to one page>Print scaling. Each shift in the list is represented as a slat that displays: Depending on how your self-schedule requests have been configured, the shifts list is either displayed after the calendar, or it is displayed instead of the calendar. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Confirm schedule: Confirm that the schedule is correct. Select Microsoft Print to PDF as your printer. 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. 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. Search and browse our community portals for answers to questions about your UKG products. To view details, click tap the appropriate row and click tap View Selected. 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. Fill out the form below and lets get started! Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. No VPN or multi-layer authentication required. 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. Main Menu > Administration > Setup Data Manager. Output Format Formats include PDFs and Excel spreadsheets. 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. be pay periods, schedule period, or range dates. Review it and print it when you are ready. See Step 5. (Optional) Toggle the display to the calendar format by clicking. 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 Print panel opens. Access the Main Menu > Dataviews & Reports > Report Library. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Load a time frame that does not include any past dates. 64 0 obj
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"YA$W"y$? The available groups are listed in the first column as well as the ungrouped employees. The decision table contains two columns dt_input and dt_output. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Choose the account you want to sign in with. 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. Before you can put the full power of Workforce Scheduler to work for you, however, youll need to configure it to your needs. Example: Employee Schedule - Weekly report. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. 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). All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. 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. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions . No bull, no bias, no breadcrumbs. 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. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. Click Tap More Shifts to expand the list of displayed shifts. Select each of the tabs to learn more. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. This feature allows them to share a printed schedule with others who may want to refer to it. Click Destination to find your printer, then select your formatting. All Home finds people who are active employees or active users as of today. 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. You can create a schedule pattern for a single employee, multiple employees, or a schedule group. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. 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. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Find the product that best fits your needs. Example: Location Schedule - Weekly report. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. Notes for each shift appear, numbered, at the bottom of the document. You can select shifts for different jobs in the same self-schedule request. You cannot print directly from a mobile device. Locations. 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. Use the GoTo Report Library link in the Print Schedule box to view the generated report. 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. Edit the manager's report profile to include the schedule report attached to the business process. 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. 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. The values used in the Decision Table are all case sensitive. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. 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. Finally, there is the Scheduling Assistant. Thats why we build products designed to inspire your people and your organization to grow and thrive. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Kronos operates most efficiently with the Chrome browser. 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. is configured with Include Market Shifts. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. 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. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. If set to NULL, report default output format is used. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. Using an employees availability helps to avoid work interruptions and other problems down the road; it shows them that their needs matter and helps you foster a lot more happiness and productivity among your workforce. 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. Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. Please contact your employers HR/payroll department if youre having trouble logging in. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. Toggles unpublished shifts on and off. Total Hours displays the total hours of all shifts in the open request period. Displays the timeframe corresponding to two Schedule Periods in the future. In the selected report panel, enter the applicable report parameters. Double check your scale percentage and make sure it's 100%. Example: Attach the Location Schedule - Weekly report to the process. For example, if your default Schedule Period is configured as Weekly. You'll find instructions for both below. 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