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. 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. When a manager unposts a posted schedule or part of a posted schedule, the employees can no To fit your schedule onto one page. You'll find instructions for both below. 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. For example, an employee The print preview appears. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Load a time frame that does not include any past dates. 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. The Publish History page contains a table that lists the items you have published. Read the Gartner Critical Capabilities analysis for UKG Pro. This data is also available via the Coverage Tab. If set to NULL, report default output format is used. Edit the decision table: PrintSchedule_Variables. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Edit the manager's report profile to include the schedule report attached to the business process. We think youre pretty special when youre a UKG Customer. 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. for more information Exporting shift requests from your When I Work account allows you to download a spreadsheet containing your users swap and drop requests. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. is an extension model that is developed outside the normal release schedule to meet specific customer needs. 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. 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. Access the Main Menu > Dataviews & Reports > Report Library. 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. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Employee selection is performed using the employee checkbox. Step 1 Click Show Menu. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. 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. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Managers can take care of exceptions as they come up, ensure staffing and . Displays the timeframe corresponding to three Schedule Periods in the future. Days outside the open request period are grayed-out. In the Source column, a message states: Source: Import from .zip. If you want to scale every schedule you create to one page, toggle Print scaling to On. 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. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. Get the support and the answers you need based on your UKG solution. After saving the PDF, it opens in the window you are viewing. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. In the selected report panel, enter the applicable report parameters. 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 . Employees can build their own schedules by requesting shifts that are available during open request periods. No bull, no bias, no breadcrumbs. Click Tap Show List to return to the default display. 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. 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. 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. 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 options allow you to control how the schedule is displayed. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). To print the calendar view, click Share > Print. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. Toggles Unscheduled users on and off. Click Tap Decision Table Editor to add or update the rows in the table. 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. 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. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions Select Validation from the Template Categories. 40 0 obj <> endobj is configured with Include Market Shifts. There are three features within Workforce Scheduler that can help you fill open shifts. 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. 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. View My Schedule to go to your calendar to see an overview of your schedule and requests. Colors created will identify over, under, or exact match of coverage. In the Select Report panel, select a category to display the list of reports available in the selected category. If there were errors during the transfer, the button under the Errors column for that row is black. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is Review the Publish Summary panel. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. 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. Report format (PDF, XLSX, Interactive (Desktop), CSV). So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. The values used in the Decision Table are all case sensitive. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Toggles Job Site names on and off in the schedule. After the model is delivered to your tenant, you can edit it to meet your needs. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Main Menu > Administration > Setup Data Manager. "YA$W"y$? Go to the day, week, or month that you want to print. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. 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. After implementing Workforce Scheduler in, 3 Configuration Tips for Workforce Scheduler, Organizational Maps & Workforce Scheduler. 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. On the Business Process page, configure the required parameters and deployment dates. Toggles Job Site Details on and off in the schedule. To print the calendar view, click Share > 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. Shifts are displayed in a list organized by date in ascending order. In the schedule, click View by > Schedule Group. Note: This business process An organized flow of activities or tasks that achieves a business goal. 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. The Print panel opens. Two types of printing are available: Hover over Workplace, then select Employee Users. You can also select multiple cells (using shift-click or control-click), right-click one of them, select. 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. All Home finds people who are active employees or active users as of today. 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). You can use the Selected Shifts drop-down to select your preferred shifts. 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. Use this to see exactly who is not scheduled when printing the schedule. 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. 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. 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