The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Get the support and the answers you need based on your UKG solution. All Home finds people who are active employees or active users as of today. endstream endobj 41 0 obj <> endobj 42 0 obj <> endobj 43 0 obj <>stream 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. 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. After you build the schedule, the message changes to "Edit My Schedule." To print a schedule in Teams on the desktop. Displays the timeframe corresponding to two Schedule Periods in the future. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. Use this to see exactly who is not scheduled when printing the schedule. Locations. Select a Timeframe and any other items that you want to print. 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. The Publish History page contains a table that lists the items you have published. 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. For Canada, T-4s and RL-1 slips should be expected by February 28. 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. Make the changes needed, and then review and submit the request as usual. Step 1 Click Show Menu. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. Kronos operates most efficiently with the Chrome browser. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. 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. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. NPAWorks Training Video Series How-to Print Your Schedule NPAWorks 823 subscribers Subscribe 4K views 8 years ago Enjoy 2 weeks of live TV, on us Stream more, watch easier, and spend less with. The Publish Summary panel appears. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. Choose Microsoft Print toPDF in the General tab. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Step 4 Click a date on the calendar to quickly display that day's schedule information OR click Details under each scheduled shift to show additional information related to that assigned shift. 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 . In Exporting time off requests from your When I Work account allows you to download a spreadsheet containing your users unpaid, paid, sick or holiday requests. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. To request one of these models, you must submit a Salesforce Service Request to UKG. 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. (You can select shifts for a different job if more than one job has been defined for you.). 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. 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. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. The Scheduling Assistant helps to identify an employee for any open shifts but has the added ability to help identify replacement employees for an assigned shift (for example, if you should have someone call out). Double check your scale percentage and make sure it's 100%. Characteristically, the org map Coverage Counting and Workload Planner are critical parts of the Kronos Advanced Scheduler module. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. See Step 5. Review it and print it when you are ready. Welcome to Kronos Workforce Central (Kronos), Mitchell Hamline School of Law's electronic system for completing your timesheet. Click Tap Show List to return to the default display. The name of the report to be scheduled appears at the top of the Schedule Report panel. 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. You can assign patterns to any employee or group of employees. If a Hyperfind is chosen in Schedule Planner, it is ignored. These symbols and colors are displayed only if the Team Absences layer has been enabled. If set to NULL, report default output format is used. %%EOF The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. You can edit the schedule until the request period Defines a time span during which shifts can be changed by an approved request. The Edit pattern dialog appears. To fit your schedule onto one page. Re-deployment is not required for decision table changes. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. Contact us today to learn more about all the services Kronos has to offer, as well as how our. Colors created will identify over, under, or exact match of coverage. No bull, no bias, no breadcrumbs. You can print up to eight weeks from your schedule. The values used in the Decision Table are all case sensitive. Double check your scale percentage and make sure it's 100%. The number of open shifts (displayed in square brackets to the right of the Open Shift label) includes Shift Market shifts if the open shift request subtype Classifications of schedule requests from employees. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ 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. Click "OK". It lists the items that were extracted from the migration file. In the Reporting Jobs page, click Schedule Report . h[o: In the top-right corner of the Scheduler, click . Click Tap More Shifts to expand the list of displayed shifts. Click 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. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. 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). Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Report format (PDF, XLSX, Interactive (Desktop), CSV). Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. This data is also available via the Coverage Tab. 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. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. Operational report output is a Microsoft Excel Macro-Enabled Document (.xlsm). Select Microsoft Print to PDF as your printer. You'll find instructions for both below. Toggles Job Site Details on and off in the schedule. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket Press Copyright . Create a shift for any cell using one of the following methods. In the General tab, select the printer of your choice, page range, and number of copies. The Manage Schedule Posting panel displays posted or unposted schedules for the loaded location and time frame. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is 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. Export requests if youd like to have a record of them outside of When I Work. light blue and the date is Select each of the tabs to learn more. (This field displays your primary job by default.) Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. No VPN or multi-layer authentication required. The first shift note is indicated by a 1, the second will be a 2, and so on. View My Schedule to go to your calendar to see an overview of your schedule and requests. 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. Click Print>Scale to one page>Print scaling. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . Think tank that helps organizations drive performance by addressing HCM and workforce management issues. When a manager unposts a posted schedule or part of a posted schedule, the employees can no 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 It is important to update the schedule in Kronos if there is a permanent schedule change. Toggles Job Site names on and off in the schedule. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. On the History for publish run page, click tap Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name. After you build the schedule, the message . Find the product that best fits your needs. The Job field displays your primary job. Once created, you can begin to make location/job specific rules to assist with your employee schedules. Contact your UKG Representative for more information. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. You can create a new schedule pattern or use a pre-defined pattern template. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Toggles all-day unavailable preferences on and off. 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. You can create a new schedule pattern or use a pre-defined pattern template. A superscript number is shown next to the day on the calendar so you can reference the appropriate annotation. 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 helps to create a balanced schedule based on daily/weekly needs, or adjust staffing requirements several times daily as your business needs change. From the Business Process Library select Print Schedule. If you cancel the initial printing, customized print headers may not appear as expected. Follow these steps to deploy the process model. The print options allow you to control how the schedule is displayed. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Tap. Step 2 Click the My Info tab, navigate to My Schedule > Schedule. (Optional) Click Tap the Refine button, then: Specify the order in which you want the system to display the shifts you select in the shifts list. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. 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. Please contact your employers HR/payroll department if youre having trouble logging in. 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. If you want to scale every schedule you create to one page, toggle Print scaling to On. For example, a mandatory skill or certification. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. If youre an employee trying to log in to your UKG Dimensions system, contact your companys UKG administrator for the login URL to your UKG product and bookmark it for the future. To view details, click tap the appropriate row and click tap View Selected. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. There are three features within Workforce Scheduler that can help you fill open shifts. Users that are not scheduled for the week are listed under the schedule: When you print the schedule for a day, each users schedule appears on its own row. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. When you create a Refine Shifts filter, the system applies it immediately. UKG is not authorized to answer employee payroll questions. 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. 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. Example: Approve a time-off request. Select Validation from the Template Categories. 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. Assign a Pattern to an Employee Create a Schedule Pattern Note: If you have opened a self-scheduling request, the message "Build My Schedule" appears in the tile. 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. PrintSchedule_Variables decision table parameter information. A list of Events and Requests are shown to the right of the calendar. Search and browse our community portals for answers to questions about your UKG products. On the Business Process page, configure the required parameters and deployment dates. Finally, there is the Scheduling Assistant. 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. Do not open the subprocesses from main process; open them separately. %PDF-1.5 % Collaborate, learn, and get support for your UKG solution! Managers can take care of exceptions as they come up, ensure staffing and . (Optional) Toggle the display to the calendar format by clicking. The UKG Dimensions Mobile Resource page is for users of the UKG Dimensions mobile app. 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. 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. 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). Toggles Annotations on and off. Note: The hours/minutes format is configurable and might appear as [hh.mm]. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. Stay informed and put people first in all you do. In the monthly or yearly view, today is highlighted in 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. Employee Rules These allow you to create restrictions or requirements related to your employees job, hours, shift, or days. 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 . 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Down through the pattern list until you see the schedule you create to one page > print scaling to.. Computer or start a session in another browser print again from the last sign-off date the!