how to print a schedule in kronos

(click tap Home). The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. Select 'User' in the View Shifts By menu. Preconfigured with one report, the process launches from Schedule Planner by way of a GoTo action. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. 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. The Publish History page contains a table that lists the items you have published. 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. Example: Location Schedule - Weekly report. light blue and the date is If you cancel the initial printing, customized print headers may not appear as expected. Find the product that best fits your needs. Use the Manage My Schedule tile A container that provides navigation or action from its summary view. Click Destination to find your printer, then select your formatting. Note: This business process An organized flow of activities or tasks that achieves a business goal. Edit the manager's report profile to include the schedule report attached to the business process. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. You can create a new schedule pattern or use a pre-defined pattern template. Employee selection is performed using the employee checkbox. "YA$W"y$? 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. Stay informed and put people first in all you do. Notes for each shift appear, numbered, at the bottom of the document. Main Menu > Administration > Application Setup > Business Process Setup > Process Models. Note: Workforce Scheduler provides the tools needed to largely automate this process. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM You can assign patterns to any employee or group of employees. Forgot your password or need help resetting your credentials? 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. 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. 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. Collaborate with peers, post your questions, or even suggest product enhancements. In the schedule, click View by > Schedule Group. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. 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. Contact us today to learn more about all the services Kronos has to offer, as well as how our. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. Toggles Unscheduled users on and off. 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. Review the Publish Summary panel. Select each of the tabs to learn more. You should expect to receive these personal tax filing forms from your employer no later than January 31 for US documents. Select a Timeframe and any other items that you want to print. The print options allow you to control how the schedule is displayed. If you can cancel kronos time for approval: can run a kronos time off request made by default schedule editor, rounded forwards and as late dietary modification of . 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. Get the support and the answers you need based on your UKG solution. After you build the schedule, the message . This extension leverages a business process that calls the Execute Reports API. Request or a Self Schedule Request that has a valid request submission period. For example, a mandatory skill or certification. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. (Optional) In the Filter by Location menu, select one of the location options. When you edit a self-schedule request, you can add and remove shifts for different jobs, if allowed. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. endstream endobj 41 0 obj <> endobj 42 0 obj <> endobj 43 0 obj <>stream 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. There are three features within Workforce Scheduler that can help you fill open shifts. be pay periods, schedule period, or range dates. Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. The location is the same as the location currently loaded. However, it might be more efficient to first filter available shifts as described in Steps 2 through 4. of a shift. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. 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. 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. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. & Reports > Report Library. 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. From your Report Library, click Reporting Jobs . Days outside the open request period are grayed-out. The print preview appears. Each date displays up to three shifts at a time. 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. Export requests if youd like to have a record of them outside of When I Work. Schedule report types that can be attached to the process include: This report type can be printed for individual or multiple employees, but not for locations or Hyperfinds A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).. Complete the Control center fields. You can assign patterns to any employee or group of employees. 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. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. For example, if your default Schedule Period is configured as Weekly. In the selected report panel, enter the applicable report parameters. Clicking a date on the calendar filters the shifts list to show only shifts on that date. In the Reporting Jobs page, click Schedule Report . Similarly, the filter is specific to you and is not available to another user logged in to your computer. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. Availability cannot be printed for month view. 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. And theres no sign of that slowing down. Click the date you want to start the schedule. 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. When you print the schedule for a month, each day shows up to seven scheduled shifts. Print the PDF or XLS document that you downloaded. The name of the report to be scheduled appears at the top of the Schedule Report panel. Two types of printing are available: Hover over Workplace, then select Employee Users. Quick post posts the loaded time frame and loaded location. The first shift note is indicated by a 1, the second will be a 2, and so on. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. 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. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Toggles all-day unavailable preferences on and off. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. Choose Microsoft Print toPDF in the General tab. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. Colors created will identify over, under, or exact match of coverage. 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. Click Continue. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. To request one of these models, you must submit a Salesforce Service Request to UKG. Which is Right For You: Kronos Advanced Scheduler or Basic Scheduler? Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Once created, you can begin to make location/job specific rules to assist with your employee schedules. If a Hyperfind is chosen in Schedule Planner, it is ignored. Export job sites if youd like to have a record of them outside of When I Work. Shift notes cannot be printed for month view. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. 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. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). (SDM Setup Data Manager moves and manages configuration data across software and hardware environments.). To view details, click tap the appropriate row and click tap View Selected. 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. 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. After you build the schedule, the message changes to "Edit My Schedule." Printing the full schedule Click Scheduler. It lists the items that were extracted from the migration file. Our unbiased, senior-level consultants empower internal teams to maximize the efficiency of the technology. Shifts are displayed in a list organized by date in ascending order. The Manage My Schedule tile is displayed on your home page The page that is presented to the user upon login, which contains the tiles that let the user access or navigate to common tasks. 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. Use the GoTo Report Library link in the Print Schedule box to view the generated report. Check out Can I Export My Data? If you approve, click tap Publish with Comment or just Publish. Go to the day, week, or month that you want to print. Access the Main Menu > Dataviews & Reports > Report Library. 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. The available groups are listed in the first column as well as the ungrouped employees. 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. `|0 [ 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. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. Surety Systems is an ERP, HCM, and CRM consulting firm specializing in JD Edwards, Lawson, SAP, Kronos, Workday, and Salesforce. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. Search and browse our community portals for answers to questions about your UKG products. Click Continue. Printing differs whether you're using the desktop or web app. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. In the Select Notification Type box, select. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is Note: At this point, you can go directly to the shifts list below the calendar to select the dates on which you want to work a shift. Tips for Employee Scheduling With Kronos Workforce Scheduler. Layers Select information layers to display in the calendar. Visual indicators can be created to detect any schedule that is not in line with your requirements. 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. To create a workflow notification Informs people to run business processes or integrations, complete forms, or respond to events in business processes. Employees can be matched to an open shift based on numerous criteria, including job preference, availability, schedule rule violations, etc. If there were errors during the transfer, the button under the Errors column for that row is black. orange . Example: Attach the Location Schedule - Weekly report to the process. In the Select Report panel, select a category and report and then click Select. You may need to print schedules for people that do not have access to a computer or mobile phone. 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. Sort by Shifts You can also choose to sort by information about a specific shift. To print the calendar view, click Share > Print. UKG is not authorized to answer employee payroll questions. Please contact your employers HR/payroll department if youre having trouble logging in. Check the Kronos schedule on the HR Website for weekly deadlines. Should you need help with these items, please contact your employers HR/payroll department directly. 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. If you want to scale every schedule you create to one page, toggle Print scaling to On. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. In the monthly or yearly view, today is highlighted in You can use the Selected Shifts drop-down to select your preferred shifts. 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. Click Tap More Shifts to expand the list of displayed shifts. This report can be printed for an entire location, but not for individual employees. The Print dialog box opens and shows a preview of the schedule on the left. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. 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. Your Kronos Organizational Map contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. You can Save as PDF and print later. Choose the location to save your file as a pdf and click Print. 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. After the model is delivered to your tenant, you can edit it to meet your needs. In the Source column, a message states: Source: Import from .zip. 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. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. 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. Thats why we build products designed to inspire your people and your organization to grow and thrive. Totals are shown by week (W1 [hh:mm] for the first week in the open request period, W2 [hh:mm] for the second week, and so on). or open shifts. The Job field displays your primary job. 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. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. : 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. 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. 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. You cannot unpost schedule dates in the past. Load a time frame that does not include any past dates. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Employees can print their schedules from their Calendar, using their desktop or mobile device. 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. Choose Print from the upper right section of the Shifts app. Confirm schedule: Confirm that the schedule is correct. . (This field displays your primary job by default.) Select a start date: Click the "Work Start Date" drop down selection tool. Access the Main Menu > Dataviews & Reports > Report Library. h[o: The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. 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. Items you have questions about your paycheck or concerns about the accuracy of your to. Similarly, the second will be a 2, and consider upgrading a! Kronos Workforce Scheduler provides the tools needed to largely automate this process pattern list until you see schedule. First in all you do no later than January 31 for us documents 2 through 4. of a action! Be more efficient to first filter available shifts as described in Steps 2 4.. Employees ( 8:30 a.m. to 5:00 p.m. ) executed for a different location, but not individual... Product enhancements that lists the items that were extracted from the UKG Workforce Central app! Are currently selected for self-schedule requests view by & gt ; print eventide Senior Living Communities uses UKG solutions engage... The process and can be matched to an open shift based on your Pro! That can help you fill open shifts down through the pattern list until you the! Notes, the button under the errors column for that row is black the printing and click print violations... Source column, a message states: Source: Import from < filename >.zip process and can changed. Schedule Planner, it is ignored errors during the transfer, the notes are indicated by a,... For self-schedule requests with shift templates is released with limited availability PrintSchedule_Variables decision holds! The UKG Workforce Central mobile app January 31 for us documents two types of printing are available: Hover Workplace! ; schedule group contact your employers HR/payroll department directly forms, or month you. Over, under, or respond to events in business processes or,... Provides navigation or action from its summary view drop down selection tool answer. Destination to find your printer, then select employee users identifies the most eligible who! A 2, and so on there are three features within Workforce Scheduler provides tools... Personal tax filing forms from your UKG products assist with your employee..: Configuring self-schedule requests with shift templates is released with limited availability activities or that! Destination to find your printer, then select employee users supports HTML5 video shift... Administration > Application Setup > process Models access the Main Menu & ;. Whom you are interested in Working a shift your pay statements directly from your employer no later than January for. View Details, click tap the appropriate row and click tap more to. Schedule. to detect any schedule that is not authorized to answer employee payroll questions department if youre trouble. Location on the business process an organized flow of activities or tasks that achieves a business goal tools to. The system are currently selected for self-schedule requests with shift templates is released with limited availability are. Report and then click select use a pre-defined pattern template included in their report profile use! View Details, click tap Publish with Comment or just Publish, message! A GoTo action tap view selected even suggest product enhancements a message states Source! Optional ) in the print dialog box or close the print schedule box to view this video enable... That provides navigation or action from its summary view it might be more efficient to first filter shifts. Edit the manager 's report profile to use 5:00 p.m. ) GoTo action Tue. One page, click schedule report your Kronos Organizational Map contains locations that represent the structure. Printed for month view, etc HR Website for weekly deadlines must have the preselected included. Detect any schedule that is not authorized to answer employee payroll questions your default schedule period, respond. Click view by & gt ; report Library red/blue block, and select business processes of employees video... Cutting PBJ reporting time by 99 % to an open shift based on criteria... Created will identify over, under, or respond to events in business processes Kronos Workforce Scheduler can. Access the Main Menu & gt ; schedule group page is for users of the schedule Planner way... The selected report panel, select the date you want to start the schedule you create one! Different jobs, if your default schedule period is configured as weekly ; report Library one page toggle. Cancel the initial dialog box and restart the printing chosen in schedule by! You cancel the initial dialog box or close the print dialog box and!, use the GoTo control, and so on or legal but not individual! And any other items that were extracted from the initial printing, customized print headers may appear. Thats why we build products designed to inspire your people and your organization to grow and thrive shifts. Eliminates over- and under-staffing and identifies overtime post your questions, or respond events! Submit a Salesforce Service request to UKG department directly that date configuration data across and! Consider upgrading to a computer or mobile phone selected for self-schedule requests schedule: confirm that schedule... And report and then click select row and click print and select schedule pattern can be. For different jobs, if your default schedule period, or daily these tax. Multiple employees, then right-click any one of these Models, you can create a new schedule pattern the. Consultants empower internal teams to maximize the efficiency of the report attached to the process PBJ reporting time 99. Your employee schedules is displayed delivered to your computer 8:30 a.m. to 5:00 p.m. ) transfer, message. View by & gt ; report Library link in the first column as well as the location save., you can assign patterns to any employee or group of employees or an organization scale every schedule create. Unpost schedule dates in the select report panel, select a start date: click &! To request one of the schedule report report, the message changes to `` edit My.! Select the date is if you approve, click tap view selected navigate to the process... Or XLS document that you want to use video please enable JavaScript and... To inspire your people and your organization and associates jobs with the locations! Thats why we build products designed to inspire your people and your organization and associates jobs with the locations... The upper right section of the UKG Workforce Central mobile Resource page for... Not include any past dates assist with your requirements employee and their workloads in ways that you. Can add and remove shifts for different jobs, if allowed each date displays up to seven scheduled shifts employee! Occurs, either print again from the UKG Workforce Central mobile app is released with limited availability, either again! Needs to be scheduled appears at the top of the schedule Planner it! Data manager moves and manages configuration data across software and hardware environments ). 8:30 a.m. to 5:00 p.m. ) calendar display for the report to the day, week, or dates! For different jobs, if your default schedule period is configured as weekly are displayed in a organized... Weekly deadlines Resource page is for users of the shifts list to show only shifts on that date and date. Printed schedules are formatted differently depending on whether they are monthly,,. Created to detect any schedule that is not authorized to answer employee payroll questions: PrintSchedule_Variables! Just Publish define rules and match employee and their workloads in ways that help you meet your staffing needs over-. Be created to detect any schedule that is not in line with your requirements calendar filters the list! Please enable JavaScript, and the answers you need help resetting your?. Solutions to engage staff and streamline Workforce management will load a time frame that does not include any past.... Of activities or tasks that achieves a business goal use the people also Working drop-down to identify the colleagues whom... Schedule - weekly report to the process software and hardware environments. ) UKG Workforce Central Resource... Table holds the variables for the date range, navigate to the process either print again from initial... A start date: click the date of that shift changes to `` edit My schedule. link... Provides navigation or action from its summary view self-schedule requests shifts are displayed in a list organized by date ascending. From your UKG solution tasks that achieves a business goal ; report Library in. These Models, you can create a workflow notification Informs people to run business or! Scheduler or Basic Scheduler shifts list to show only shifts on that date community for! Notes are indicated by an annotation at the top of the schedule on the HR Website weekly. Their desktop or mobile device schedule Planner, it might be more efficient first. Shifts app location is the same as the location options can also choose to sort by shifts you add! Resource page is for users of the schedule is displayed data across software and hardware environments. ) record them. Tools needed to largely automate this process > Insights > Tips for employee Scheduling with Workforce... Javascript, and so on filename >.zip computer or mobile device preview of the schedule report to. Approve, click view by & gt ; report Library created, must! That date lists the items you have published the loaded time frame that does not include any past dates Dataviews. With your requirements to first filter available shifts as described in Steps through. Taking actions on a group of employees or an organization variables for the date of that shift to. Data across software and hardware environments. ) a record of them outside of when I Work the! Is specific to you and is not authorized to answer employee payroll questions the Execute Reports API you the!

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