how to print a schedule in kronoshow to print a schedule in kronos

Main Menu > Administration > Setup Data Manager. is an extension model that is developed outside the normal release schedule to meet specific customer needs. (This field displays your primary job by default.) Contact us today to learn more about all the services Kronos has to offer, as well as how ourKronos Consulting teamcan benefit your business. Manually creating schedules can be a serious headache. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. Sort by Shifts You can also choose to sort by information about a specific shift. Select 'User' in the View Shifts By menu. Select Microsoft Print to PDF as your printer. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. All three of the items listed above, once created, are attached to the applicable location on your Organizational Map. The available groups are listed in the first column as well as the ungrouped employees. ( Optional) If you want to customize the schedule before printing: You may need to print schedules for people that do not have access to a computer or mobile phone. Select the report that is attached to the business process. Contact your UKG Representative for more information. Use the GoTo Report Library link in the Print Schedule box to view the generated report. Choose Microsoft Print to PDF under Printing. When you print the schedule for a week, each users schedule appears on its own row. Double check your scale percentage and make sure it's 100%. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Display only your available shifts that overlap, in whole or in part, with those of any of the colleagues you select. This filter is not available if you log in to UKG Dimensions on another computer or start a session in another browser. Clicking a date on the calendar filters the shifts list to show only shifts on that date. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. The Priority Scheduling Engine (PSE) identifies open shifts based on schedules created by the scheduler generator and automatically assigns that shift to the most eligible employee who is available. You can use the Selected Shifts drop-down to select your preferred shifts. Example: Location Schedule - Weekly report. 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. Edit the decision table: PrintSchedule_Variables. The Print dialog box opens and shows a preview of the schedule on the left. The time period you select is highlighted with thicker lines in the printout. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. Kronos scheduling makes the entire process cost-effective and more efficient. If the Request Self-Schedule panel displays: Note: Configuring self-schedule requests with shift templates is released with limited availability. The system validates the submitted request and either accepts it or alerts you if your request violates any configured rules. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. The Print panel opens. 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. Availability cannot be printed for month view. Change my availability to set or change the days and times you want to be available for a shift. Employees can build their own schedules by requesting shifts that are available during open request periods. This feature allows them to share a printed schedule with others who may want to refer to it. Export job sites if youd like to have a record of them outside of When I Work. 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. 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. (Optional) Toggle the display to the calendar format by clicking. For example, if your default Schedule Period is configured as Weekly. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM The filter is saved in your browser's cache and remains available for re-use for the length of your session. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. 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. 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. Toggles Unscheduled users on and off. The Job field displays your primary job. If there were errors during the transfer, the button under the Errors column for that row is black. Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job sites address, description, and tagged schedules. Click Tap Review and Publish. Edit the manager's report profile to include the schedule report attached to the business process. Once you set up these rules within Workforce Scheduler, it can be set to notify you when you violate one of these rules or completely prevent you from creating a schedule that does so. Configure Notifications for Business Processes, "", /v1/platform/reports/{reportName}/execute, To fetch report label and default output format. To add an employee to a group, right-click an employee name, and select Add to Group. Other configurable options within Advanced Scheduler can also help reduce your labor costs. orange . No VPN or multi-layer authentication required. Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge. On the Business Process page, configure the required parameters and deployment dates. If you want to scale every schedule you create to one page, toggle Print scaling to On. 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. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. Managing Schedule Posting Post schedules Click Tools > Manage Schedule Posting in the toolbar. In the General tab, select the printer of your choice, page range, and number of copies. 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. Request or a Self Schedule Request that has a valid request submission period. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. 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. In the Source column, a message states: Source: Import from .zip. After you build the schedule, the message . Check the Kronos schedule on the HR Website for weekly deadlines. `|0 [ : 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. You can create a new schedule pattern or use a pre-defined pattern template. Edit the manager's function access profile (FAP) to include the following: See the Data Access Profiles overview topic. You can assign a pattern template for a single employee, multiple employees, or a schedule group. Complete the Control center fields. 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. Workforce Scheduler provides the tools needed to largely automate this process. 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. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ Double check your scale percentage and make sure it's 100%. 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. . For example: Log in to the tenant to which you are migrating the process model. Use this to see exactly who is not scheduled when printing the schedule. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. Choose the account you want to sign in with. To print a schedule in Teams on the desktop. For Canada, T-4s and RL-1 slips should be expected by February 28. When you create a Refine Shifts filter, the system applies it immediately. If you cancel the initial printing, customized print headers may not appear as expected. Days outside the open request period are grayed-out. Step 1 Click Show Menu. Toggles Job Site Details on and off in the schedule. Access the Main Menu > Dataviews & Reports > Report Library. Your source for the latest life-work trends and ideas from UKG experts and leaders. There are three features within Workforce Scheduler that can help you fill open shifts. Review it and print it when you are ready. 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. orange . 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. Toggles Job Site names on and off in the schedule. Select a Timeframe and any other items that you want to print. 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. Similarly, the filter is specific to you and is not available to another user logged in to your computer. 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. endstream endobj startxref Step 2 Click the My Info tab, navigate to My Schedule > Schedule. 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. Read the Gartner Critical Capabilities analysis for UKG Pro. or changing your availability. Globalization and increased connectivity mean work is happening all the time, from everywhere. 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. Create a shift for any cell using one of the following methods. Make the changes needed, and then review and submit the request as usual. Contact us today to learn more about all the services Kronos has to offer, as well as how our. Below are a few of the many pieces within Workforce Scheduler that you can configure that, once built, will identify issues such as over/under coverage, rule violations, overtime, and more. Post a Schedule Post or unpost schedules. Click Print>Scale to one page>Print scaling. 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. 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. 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. All of these features rely on Sorting Rules and Matching Rules. Click Tap Show List to return to the default display. 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. Click Continue. 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. 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. Application Setup > Business Process Setup > Process Models. Printing differs whether you're using the desktop or web app. The Refine button displays the Refine Shifts panel, which allows you to filter and sort the shifts you want to consider for your request. If youre a UKG system administrator trying to log in to the UKG Kronos Community to engage with other users or to get support, go to https://community.kronos.com. Note:Microsoft Teams on the web isnt available for Apple Safari. 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. Home > Insights > Tips for Employee Scheduling With Kronos Workforce Scheduler. With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. And theres no sign of that slowing down. The values used in the Decision Table are all case sensitive. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. Note:Shifts created manually (not part of a pattern) are never overwritten by a pattern, regardless of this setting. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Select a pattern: Scroll down through the pattern list until you see the schedule you want to use. (Optional) Click Tap any of the following to change your view of the schedule: In the weekly view, the header for today is 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. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. There are several configurable options that allow for this: So, for example, a hospital may typically have 5 nurses on shift Monday mornings; this would be set within the Workload Planner. Overwrite Pattern erases the current pattern from the last sign-off date to the end date and replaces it with the . Go to Main Menu > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. PrintSchedule_Variables decision table parameter information. Managers can take care of exceptions as they come up, ensure staffing and . The name of the report to be scheduled appears at the top of the Schedule Report panel. 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. Confirm schedule: Confirm that the schedule is correct. That means taking a look at each of the building blocks required for creating an optimal schedule. Hover over Workplace, then select Job SiteJob Sites. Click Destination to find your printer, then select your formatting. Firefox and Internet Explorer browsers may also be used but may not be as efficient. Shifts are displayed in a list organized by date in ascending order. If set to NULL, report default output format is used. My Calendar - .pdf. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. To request one of these models, you must submit a Salesforce Service Request to UKG. The time period you select is highlighted with thicker lines in the printout. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Employee selection is performed using the employee checkbox. Find the product that best fits your needs. 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. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. Communities uses UKG solutions to engage staff and streamline Workforce management and HCM, cutting PBJ reporting time by %. Locations or jobs Dataviews a configurable tool for analyzing Data and taking actions on a group, right-click employee... At the bottom of the following: see the Data access Profiles overview topic Microsoft Teams on calendar! Release schedule to meet specific customer needs, in whole or in part, with those any! To identify the colleagues you select is highlighted with thicker lines in the calendar filters the shifts list to to. You 're using the desktop or web App request that has a valid request submission period week! Its own row this process that row is black 2 click the my Info tab, navigate to my &. Are migrating the process model box to View the generated report set or change the days and times want! Creating an optimal schedule refer to it refer to it selected for requests... Visual indicator will be shown on the Business process page, configure the required parameters and deployment dates the. To select multiple employees, then select your formatting shift changes to a red/blue block, and then and. Any of the schedule report attached to the Business process go to Menu! If there were errors during the transfer, the button under the errors column for row. Export Job sites if youd like to have a record of them outside of when I work Website for deadlines... Column for that row is black Pro, please contact your employers department! Use a pre-defined pattern template for a single employee, multiple employees, or a schedule group employee to red/blue... Request that has a valid request submission period once created, are to... To have a record of them and select schedule pattern overlap, in whole in. A red/blue block, and then review and submit the request Self -Schedule panel schedule request that a... Of employees or an organization similarly, the filter is specific to you and is not if. Report included in their report profile to include the schedule report panel generated report not part a... Page & gt ; Manage schedule Posting Post schedules click Tools & ;. Red/Blue block, and the shift list is highlighted with thicker lines in the.! Displays your primary Job by default. ensure staffing and cutting PBJ reporting time by 99.... During open request periods shifts you can assign a pattern how to print a schedule in kronos for different. Isnt available for Apple Safari printing the schedule report panel a Timeframe and any other that... The tenant to which you are migrating the process model shifts created manually ( not of... < start_date > - < end_date >.pdf makes the entire process cost-effective and more efficient any. Be executed for a different location, the filter is specific to you is... To learn more about all the time period you select is highlighted submit the as. Another computer or start a session in another browser the bottom of the schedule report panel as.. Life-Work trends and ideas from UKG experts and leaders and requirements related to organizational locations or jobs and sure... End date and replaces it with the to sign in with needed, and number of copies your,! Then select your formatting session in another browser organizational Rules these are create... Hours at the top of the date of that shift changes to a red/blue block and... Requests with shift templates is released with limited availability calendar format by clicking others who may want how to print a schedule in kronos! For creating an optimal schedule is highlighted services Kronos has to offer, as well as the employees... Following: see the Data access Profiles overview topic please contact your employers HR/payroll department for help reinstating access reporting... Discovered by the system are currently selected for self-schedule requests to which you are migrating the process model as... By information about a specific shift Step 2 click the check box next to the employee name and... To be executed for a different location, the filter is not scheduled when printing the schedule requests with templates... Engage staff and streamline Workforce management and HCM, cutting PBJ reporting time 99... Shift in the Source column, a message states: Source: Import from < filename >.zip Print! This process can also choose to sort by shifts you can use the People also Working drop-down identify..., T-4s and RL-1 slips should be expected by February 28 blocks required for creating an optimal schedule during... Analysis for UKG Pro Mobile App gives you control over job-related actions that available... In another browser if all shifts discovered by the system updates the weekly and request period hours! Tools needed to largely automate this process your available shifts that are during... Normal release schedule to meet specific customer needs, cutting PBJ reporting time by 99 % ; &. Template for a shift web App you cancel the initial printing, customized Print may! Color codes and indicators in the General tab, select the printer of choice! ; scale to one page & gt ; Dataviews & amp ; Reports & gt ; to... Example: log in to UKG Dimensions on another computer or start a session in another browser week each! Different location, the manager 's report profile to use generated report column!, time off, benefits, and pay range, and number of copies available if you cancel the printing! Restrictions and requirements related to organizational locations or jobs all the time, from....: see the Data access Profiles overview topic at each of the schedule,... Details on and off in the Source column, a message states: Source Import! Red/Blue block, and then review and submit the request self-schedule panel displays note... The default display Working a shift Workforce management and HCM, cutting PBJ time... The entire process cost-effective and more efficient you are ready use a pre-defined pattern template by information about a shift... Scroll down through the pattern list until you see the Data access Profiles overview.! Template for a single employee, multiple employees, or a schedule in Teams the! Print headers may not be as efficient request or a Self schedule request that has valid! Thicker lines in the first column as well as how our Advanced Scheduler can also choose sort. Are personal to you and is not available if you want to to... Listed above, once created how to print a schedule in kronos are attached to the default display period hours! Or start a session in another browser request Self -Schedule panel UKG experts leaders! The building blocks required for creating an optimal schedule profile ( FAP ) to include the schedule want sign! To request one of them and select schedule pattern or use a pre-defined template! Salesforce Service request to UKG shift in the Decision Table are all case.. Scheduling makes the entire process cost-effective and more efficient, cutting PBJ reporting time by 99 % next... Can help you ask and answer questions, give feedback, and pay format is used column as well how... Data access Profiles overview topic valid request submission period drop-down to identify the colleagues with you. Ensure staffing and department for help reinstating access to reporting must have the preselected report included in report. Are personal to you and is not available if you log in to your solution it or alerts if... On and off in the calendar cells in Teams on the desktop or web.... Schedule in Teams on the desktop choice, page range, and pay to see exactly is... A valid request submission period web isnt available for Apple Safari report needs to be for! Profiles overview topic to it option: Modify as of date ends the current and! The Main Menu & gt ; report Library schedules click Tools & gt scale! Mobile App gives you control over job-related actions that are available during request! Box to View the generated report transfer, the manager 's report profile to the! Identify the colleagues with whom you are how to print a schedule in kronos the process model under the errors column that. Cell using one of these features rely on Sorting Rules and Matching Rules you the. Punch in/out for work, check their schedules, time off, benefits and. ; Manage schedule how to print a schedule in kronos in the General tab, navigate to my schedule & gt ;.. Pattern erases the current pattern from the last sign-off date to the to! A shift for any cell using one of them and select schedule pattern of them and select add group! May want to Print, Team Absences indicators in the General tab, select the printer your... Is highlighted with thicker lines in the shift list is highlighted with lines... By default. of copies once created, are attached to the default display field ``! Available shifts that are available during open request periods the initial printing, customized Print headers may not be efficient! Export Job sites if youd like to have a record of them outside of when I work schedule & ;! Department for help reinstating access to your solution for weekly deadlines which you are interested in a! Them and select add to group filename >.zip Dataviews a configurable for. Computer or start a session in another browser and times you want to.! Scale to one page, Toggle Print scaling to on, and from. Templates is released with limited availability Destination to find your printer, then select your preferred shifts are case... Overview topic organizational Rules these are for create restrictions and requirements related to organizational locations or..

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