A list of Events and Requests are shown to the right of the calendar. Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. %%EOF All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. For example, an employee o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. 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. View My Schedule to go to your calendar to see an overview of your schedule and requests. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. Select each of the tabs to learn more. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. For example, a mandatory skill or certification. The store manager wants an easy way to print the Location Schedule - Weekly report. : 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. Deploy only the main process; do not deploy the subprocesses. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. This data is also available via the Coverage Tab. Edit the decision table: PrintSchedule_Variables. The available groups are listed in the first column as well as the ungrouped employees. When a manager posts part of a schedule, employees can see the posted part of the schedule and can request changes to that part of the schedule. 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. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Select a Timeframe and any other items that you want to print. 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. In the Select Notification Type box, select. For Canada, T-4s and RL-1 slips should be expected by February 28. Toggles Job Site names on and off in the schedule. Toggles Annotations on and off. Re-deployment is not required for decision table changes. The filter is saved in your browser's cache and remains available for re-use for the length of your session. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. Click Tap Show List to return to the default display. If you had a popular shift day and time, these would allow you to set up the system to automatically assign or recommend the most senior staff member available, or to assign longer shifts to employees with a lower hourly rate, to help keep costs down. Select the report that is attached to the business process. Once created, you can begin to make location/job specific rules to assist with your employee schedules. When a manager unposts a posted schedule or part of a posted schedule, the employees can no Follow these steps to deploy the process model. Quick post posts the loaded time frame and loaded location. 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. 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. 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. %PDF-1.5 % 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. The print preview appears. If an employee or location is chosen in Schedule Planner, it is ignored. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. Note: Process models must be redeployed every time changes are made to an existing model. All of these features rely on Sorting Rules and Matching Rules. You can Save as PDF and print later. 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. Print the PDF document that you downloaded. Contact your UKG Representative for more information. 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. No bull, no bias, no breadcrumbs. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Collaborate, learn, and get support for your UKG solution! About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. Click the date you want to start the schedule. 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. When creating a schedule you often have to consider specific requirements and are limited by certain restrictionsfor example, you may need an employee with a certain skill scheduled at all times, or may have a minor who cant work after 7:00 PM. 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. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. Select a Timeframe and any other items that you want to print. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? (click tap Home). is an extension model that is developed outside the normal release schedule to meet specific customer needs. Toggles OpenShifts at the top of the schedule on and off. hbbd```b``Z "A$Cd Note: The hours/minutes format is configurable and might appear as [hh.mm]. is configured with Include Market Shifts. In the schedule, click View by > Schedule Group. Click Print>Scale to one page>Print scaling. Select a start date: Click the "Work Start Date" drop down selection tool. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Review the Publish Summary panel. You can assign patterns to any employee or group of employees. Learn more about UKG and howour HRsolutionsinspireworkforces andbusinesses around the worldtodrive people-focused results. That means taking a look at each of the building blocks required for creating an optimal schedule. Click Continue. Example: Attach the Location Schedule - Weekly report to the process. The decision table contains two columns dt_input and dt_output. Click Tap More Shifts to expand the list of displayed shifts. The Edit pattern dialog appears. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. And theres no sign of that slowing down. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. closes. Notes for each shift appear, numbered, at the bottom of the document. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. It is important to update the schedule in Kronos if there is a permanent schedule change. Export requests if youd like to have a record of them outside of When I Work. For example, you could sort by hire date, skills, and certifications, current scheduled hours, hourly rate, etc. 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). Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. 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. PrintSchedule_Variables decision table parameter information. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. 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. 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. 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. Contact us today to learn more about all the services Kronos has to offer, as well as how our. 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. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Print the PDF or XLS document that you downloaded. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Click Tap Decision Table Editor to add or update the rows in the table. Note: Open shifts are visible in your calendar when there is either an Open Shift A shift that is scheduled for a job, but no employee is assigned to work it. Collaborate with peers, post your questions, or even suggest product enhancements. Access the Main Menu > Dataviews & Reports > Report Library. endstream endobj 41 0 obj <> endobj 42 0 obj <> endobj 43 0 obj <>stream 0 Change Schedules in Kronos Purpose: The process for how a Supervisor can add or change a schedule for an employee either permanently or by shift. Shift appear, numbered, at the top of the document that help meet! % EOF all three of the calendar to use and changed by an approved request that how to print a schedule in kronos your staffing eliminates... 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