Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. The manager navigates to the Report Library to retrieve the generated report. 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. For example, if your default Schedule Period is configured as Weekly. 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. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. In the Reporting Jobs page, click Schedule Report . 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. Click Continue. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. 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. 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. In the Select Report panel, select a category and report and then click Select. Days outside the open request period are grayed-out. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Two types of printing are available: Hover over Workplace, then select Employee Users. Use Unselect All to undo the shift selection in the drop-down list. Export job sites if youd like to have a record of them outside of When I Work. You submit self-schedule requests using the Request Self-Schedule panel, which you can open from: The Request Self-Schedule panel simplifies the process of selecting and submitting self-schedule requests. Printing the full schedule Click Scheduler. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . 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. You'll find instructions for both below. Your source for the latest life-work trends and ideas from UKG experts and leaders. 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). 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. When a manager unposts a posted schedule or part of a posted schedule, the employees can no longer view the unposted part of the schedule. Manually creating schedules can be a serious headache. 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. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Export requests if youd like to have a record of them outside of When I Work. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. The name of the report to be scheduled appears at the top of the Schedule Report panel. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. 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. If a Hyperfind is chosen in Schedule Planner, it is ignored. & Reports > Report Library. 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. 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. 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 . 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. hbbd```b``Z "A$Cd UKG is not authorized to answer employee payroll questions. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. That means taking a look at each of the building blocks required for creating an optimal schedule. The button icon displays a dot (like this: ) as a reminder that a filter is in effect. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. 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. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. is an extension model that is developed outside the normal release schedule to meet specific customer needs. 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. Note:Microsoft Teams on the web isnt available for Apple Safari. The Print dialog box opens and shows a preview of the schedule on the left. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is Toggles Job Site Details on and off in the schedule. 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. Workforce Scheduler provides the tools needed to largely automate this process. Select a start date: Click the "Work Start Date" drop down selection tool. If set to NULL, report default output format is used. Think tank that helps organizations drive performance by addressing HCM and workforce management issues. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. 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. You can assign patterns to any employee or group of employees. Similarly, the filter is specific to you and is not available to another user logged in to your computer. On the Business Process page, configure the required parameters and deployment dates. Click Tap Show List to return to the default display. Select the report that is attached to the business process. Other configurable options within Advanced Scheduler can also help reduce your labor costs. Note: This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. 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. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. Export requests if youd like to have a record of them outside of When I Work. 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. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. How will my employees' schedules be entered into Kronos? Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Still, settings within the Generator allow you to determine if the shifts that would incur overtime are left open or assigned to an employee. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. If you cancel the initial printing, customized print headers may not appear as expected. 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. 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. This data is also available via the Coverage Tab. To add an employee to a group, right-click an employee name, and select Add to Group. 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. Choose Print from the upper right section of the Shifts app. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. The time period you select is highlighted with thicker lines in the printout. After you build the schedule, the message . Complete the Control center fields. 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. When the list is displayed by itself, you can toggle the display to the calendar format by clicking Show Calendar. 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