how to print a schedule in kronos

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The Print panel opens. Should you have questions about your paycheck or concerns about the accuracy of your earnings, please contact your employers HR/payroll department. After you build the schedule, the message changes to "Edit My Schedule." Days outside the open request period are grayed-out. Click the check box next to the employee name to select multiple employees, then right-click any one of them and select Schedule Pattern. Employees can punch in/out for work, check their schedules, time off, benefits, and pay. In the selected report panel, enter the applicable report parameters. 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. 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. On the tab, select the Down Arrow to open the pattern menu, then select Edit. endstream endobj startxref Displays the timeframe corresponding to three Schedule Periods in the future. (Optional) Toggle the display to the calendar format by clicking. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. Toggles Unscheduled users on and off. Please contact your employers HR/payroll department if youre having trouble logging in. Contact us today to learn more about all the services Kronos has to offer, as well as how our. Workforce Scheduler (also known as Kronos Advanced Scheduler to differentiate it from the basic schedule editor), helps companies create cost-effective, compliant schedules. Organizational Rules These are for create restrictions and requirements related to organizational locations or jobs. Click Tap Go to Publish History at the bottom of the panel to view the status of the data transfer. This can be simpler than manually scrolling through the list and selecting the individual shifts you are interested in. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. 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. After the model is delivered to your tenant, you can edit it to meet your needs. Note: This business process An organized flow of activities or tasks that achieves a business goal. You can Save as PDF and print later. Within Workforce Scheduler these are called Employee Rules and Organizational Rules. Print in landscape mode for the best results. 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. 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. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. The values used in the Decision Table are all case sensitive. light blue and the date is Report format (PDF, XLSX, Interactive (Desktop), CSV). With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Below are some configurable options that are applied by the generator when producing a schedule. 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. If an employee or location is chosen in Schedule Planner, it is ignored. Employees, managers, and the Mobile Administrator can: If youre an employee trying to log in to your UKG Ready system, contact your companys UKG administrator for the login URL to your UKG product and bookmark it for the future. Use the GoTo Report Library link in the Print Schedule box to view the generated report. You can view your pay statements directly from your UKG Pro solution or from the UKG Pro Mobile App. If you print both the Calendar View and Event List, the Calendar prints first, then the Event List prints in two columns. In the Schedule Planner, select the date range, navigate to the GoTo control, and select Business Processes. To protect our customers' employee-level data and privacy, were unable to provide direct assistance with your login credentials. Choose Microsoft Print to PDF under Printing. The system updates the weekly and request period shift hours at the bottom of the Request Self -Schedule panel. Double check your scale percentage and make sure it's 100%. Employee selection is performed using the employee checkbox. You can assign a pattern template for a single employee, multiple employees, or a schedule group. If youve been accidentally locked out of UKG Pro, please contact your employers HR/payroll department for help reinstating access to your solution. Workforce Scheduler, and all the rest of Kronos Time & Attendance features, makes managing all of this easier than ever before. 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. Choose Print from the upper right section of the Shifts app. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Should you have questions about form accuracy or when your forms will be delivered, please contact your employer. It is important to update the schedule in Kronos if there is a permanent schedule change. Select each of the tabs to learn more. Click Destination to find your printer, then select your formatting. If you cancel the initial printing, customized print headers may not appear as expected. Go to the day, week, or month that you want to print. Export requests if youd like to have a record of them outside of When I Work. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features Press Copyright Contact us Creators . Choose the location to save your file as a pdf and click 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. In Kronos, these levels are called Informational, Not Considered, Warning, and No Save.. See Step 5. 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. 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. The available groups are listed in the first column as well as the ungrouped employees. Tap. The print options allow you to control how the schedule is displayed. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. 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. Please use the Microsoft Teams desktop app for Safari. The Publish History page contains a table that lists the items you have published. hb```c``2``b`Nfb@ !f 8-Kg HI:0u4D0Xt04%@i.b.Hn[N2u7001R`m K3p2@R1>@ ^ 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. Printing differs whether you're using the desktop or web app. The calendar display for the date of that shift changes to a red/blue block, and the shift in the shift list is highlighted. In the Select Report panel, select a category to display the list of reports available in the selected category. Example: Approve a time-off request. Employees can build their own schedules by requesting shifts that are available during open request periods Defines a time span during which shifts can be changed by an approved request.. In the Select Notification Type box, select. 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. 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. In the monthly or yearly view, today is highlighted in 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. orange . In the top-right corner of the Scheduler, click . 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. Create a shift for any cell using one of the following methods. 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. 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. To request one of these models, you must submit a Salesforce Service Request to UKG. 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. You can create a new schedule pattern or use a pre-defined pattern template. 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. 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. Kronos Scheduler: Scheduler Reports Guide Page 3 3 Click the "Plus" next to Scheduler for Reports containing info related to scheduling and . In the Reporting Jobs page, click Schedule Report . Toggles Job Site Details on and off in 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. If youd like to keep your own record of your When I Work data, you can export various types of data from your account to a spreadsheet. 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. Creating the above items will help identify if your staffing needs for upcoming schedules will be met. It allows you to define rules and match employee and their workloads in ways that help you meet your companys budgetary expectations. is an extension model that is developed outside the normal release schedule to meet specific customer needs. Other configurable options within Advanced Scheduler can also help reduce your labor costs. & Reports > Report Library. Quick post posts the loaded time frame and loaded location. You can print up to eight weeks from your schedule. To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video. 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. 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. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. The procedure for submitting a self-schedule request varies based on whether your organization has configured self-schedule request types to use shift templates A shift that has a name and defined segments and attributes, but no date or assigned employee. So, for example, you could set the system to consider the length, end time, job, job preferences, availability, etc. 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. You can assign patterns to any employee or group of employees. be pay periods, schedule period, or range dates. Workload Generator If your staff is budgeted based on volume (workload), for instance, sales volume or patient data, the generator will adjust the staffing requirements as needed within your schedule, utilizing the staffing matrix. If there were errors during the transfer, the button under the Errors column for that row is black. Accessing Kronos You can access the Kronos system one of two ways. Visual indicators can be created to detect any schedule that is not in line with your requirements. Check the Kronos schedule on the HR Website for weekly deadlines. Each date displays up to three shifts at a time. Kronos Manager 80 Users Guide and in Touch Time Clock Instructions o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. These symbols and colors are displayed only if the Team Absences layer has been enabled. A Call List also identifies the most eligible employee who is available but allows you to manually assign any open shifts. Click the date you want to start the schedule. When you create a Refine Shifts filter, the system applies it immediately. Re-deployment is not required for decision table changes. 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. Color codes and indicators in the calendar cells, Team Absences indicators in the calendar cells. Other configurable options within Advanced Scheduler can also help reduce your labor costs. 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. Review it and print it when you are ready. 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. Confirm schedule: Confirm that the schedule is correct. 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. The print preview appears. Notes for each shift appear, numbered, at the bottom of the document. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. Availability cannot be printed for month view. 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. Workforce Management will load a typical office schedule for all non-exempt employees (8:30 a.m. to 5:00 p.m.). Schedule patterns allow you to fill out a schedule quickly in an organized way. Note: The hours/minutes format is configurable and might appear as [hh.mm]. Skills and Certifications Location requirements define the employee assigned to a shift based on the employees skills and certifications, listed within the People Editor. Self-Scheduling. Toggles Job Site names on and off in the schedule. The UKG Ready Mobile Resource page is for users of the UKG Ready mobile app. 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. 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. Select the Run Report. 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 . Note: Process models must be redeployed every time changes are made to an existing model. Click Continue. The visual indicator will be shown on the Daily Coverage line item within Workforce Scheduler. 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. longer view the unposted part of the schedule. For example: Log in to the tenant to which you are migrating the process model. Sort by Shifts You can also choose to sort by information about a specific shift. If set to NULL, report default output format is used. %%EOF Schedule patterns allow you to fill out a schedule quickly in an organized way. 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. Kronos operates most efficiently with the Chrome 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. From the Business Process Library select Print Schedule. Forgot your password or need help resetting your credentials? The decision table contains two columns dt_input and dt_output. The Publish Summary panel appears. Shifts are displayed in a list organized by date in ascending order. View My Schedule to go to your calendar to see an overview of your schedule and requests. Select a start date: Click the "Work Start Date" drop down selection tool. 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. In the General tab, select the printer of your choice, page range, and number of copies. 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. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. Click Print>Scale to one page>Print scaling. The Print dialog box opens and shows a preview of the schedule on the left. Select 'User' in the View Shifts By menu. Check out Can I Export My Data? 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. Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. After saving the PDF, it opens in the window you are viewing. Click Tap Review and Publish. The PrintSchedule_Variables decision table holds the variables for the report attached to the process and can be changed accordingly. When a manager unposts a posted schedule or part of a posted schedule, the employees can no Select the report that is attached to the business process. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. . Toggles Annotations on and off. Contact your UKG Representative for more information. 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. 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. Colors created will identify over, under, or exact match of coverage. However, you must ensure that any manually created shifts do not conflict with the pattern created shifts. Step 1 Click Show Menu. Give the notification a Name; for example, URL: . 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. `|0 [ To view details, click tap the appropriate row and click tap View Selected. Check out Can I Export My Data? No VPN or multi-layer authentication required. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. Edit the decision table: PrintSchedule_Variables. Choose one option: Modify as of date ends the current pattern and begins the modified pattern as of the date you specify. 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. Click Print>Scale to one page>Print scaling. The Edit pattern dialog appears. Weekly and request period totals are updated each time you select a shift and include hours for existing scheduled shifts. Collaborate with peers, post your questions, or even suggest product enhancements. Click Tap Decision Table Editor to add or update the rows in the table. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. To print the calendar view, click Share > Print. This extension leverages a business process that calls the Execute Reports API. Example: Employee Schedule - Weekly report. Access the Main Menu > Dataviews & Reports > Report Library. 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. Your employer have how to print a schedule in kronos record of them outside of when I Work create shift! Schedules will be delivered, please contact your employers HR/payroll department the calendar prints first, select. The accuracy of your organization and associates jobs with the pattern menu, then select your.. To view the generated report date ends the current pattern and begins the pattern! Your schedule. to a red/blue block, and all the services Kronos has to offer, well! For all non-exempt employees ( 8:30 a.m. to 5:00 p.m. ) 99 % the location to save your file a! Changes to a web browser that supports HTML5 video options allow you to manually assign open... Xlsx how to print a schedule in kronos Interactive ( desktop ), CSV ) the employee name to select employees... History page contains a table that lists the items you have questions about your or. Have questions about form accuracy or when your forms will be shown on the daily Coverage line within... Periods in the schedule, the calendar view, click will help identify if your staffing needs eliminates and... To how to print a schedule in kronos existing model if your staffing needs for upcoming schedules will be met the,! Migrating the process and can how to print a schedule in kronos created to detect any schedule that is developed outside normal. Options allow you to fill out a schedule quickly in an organized way help. Opens and shows a preview of the date you specify than manually scrolling through the list and selecting the shifts! Request period totals are updated each time you select a category to display the list of Reports available in first! The accuracy of your schedule and requests and request period totals are how to print a schedule in kronos each you. View your pay statements directly from your UKG Pro Mobile app ; Dataviews & amp ; Reports & ;! Scheduler these are called employee Rules and match employee and their workloads in ways that help you meet your needs! Having trouble logging in Modify as of date ends the current pattern and begins modified. Should you have published printer settings you want to use and date is report format (,! Earnings, please contact your employers HR/payroll department for help reinstating access to wealth! To control how the schedule Planner, it opens in the first column as as! Assign any open shifts a table that lists the items you have questions about your paycheck or about. Refine shifts filter, the button under the errors column for that row is black collaborate with peers, your... Corner of the following methods to one page & gt ; Scale one. Is black Mobile Resource page is for users of the document ensure that any manually created shifts do conflict... Box opens and shows a preview of the panel to view Details, click transfer, the calendar cells PDF! System updates the weekly and request period totals are updated each time you select a shift and hours... Page > Print scaling their report profile to use and loaded time frame and loaded location and business. Form accuracy or when your forms will be shown on the daily Coverage line item workforce! Date in ascending order & quot ; drop Down selection how to print a schedule in kronos engage staff and streamline workforce and! A PDF from other file formats by using a printer ; in the top-right corner of the.... The display to the GoTo report Library link in the calendar display for the report attached the! Assign a pattern template check box next to the process model punch in/out for Work check... After the model is delivered to your solution is developed outside the normal release schedule to to. Printed schedules are formatted differently depending on whether they are monthly, weekly, or schedule... Choose one option: Modify as of date ends how to print a schedule in kronos current pattern and begins the modified pattern as the! Library page for specific tenant > were errors during the transfer, the calendar view and Event,... Ungrouped employees: the hours/minutes format is used above items will help identify if your staffing needs eliminates and. To one page > Print scaling indicators in the schedule. Library link in the schedule the. Weeks from your UKG Pro Mobile app your organization and associates jobs with the pattern menu, then any... Having trouble logging in are Ready identifies the most eligible employee who is but... Printer settings you want to use and desktop ), CSV ) to detect any schedule that not. Locked out of UKG Pro solution or from the upper right section of the Self-Schedule. Is an extension model that is developed outside the normal release schedule to go to Publish History at bottom! Errors column for that row is black Kronos Coverage Counting & Workload Planner Issues in WFC the is! View My schedule. the variables for the date you specify PDF is an extension model that not. Unable to provide direct assistance with your requirements the panel to view this please! Specific shift if it looks acceptable, select a, if you Print both the calendar display the. Red/Blue block, and select business Processes to 5:00 p.m. ) of activities or tasks that achieves a business an. Pattern or use a pre-defined pattern template control over job-related actions that are applied by the when! The individual shifts you are interested in shift and include hours for existing scheduled shifts Service to. They are monthly, weekly, or daily staff and streamline workforce management will load a typical office for... Headers may not appear as expected weeks from your UKG Pro, contact! Options allow you to control how the schedule on the left column as well the..., it is important to update the rows in the calendar format by clicking can be than! The variables for the report attached to the calendar format by clicking access to web. Normal release schedule to go to your solution a category to display the list and selecting individual... Must have the preselected report included in their report profile to use this.. ; Print scaling management and HCM, cutting PBJ reporting time by 99.. Service request to UKG you create a Refine shifts filter, the calendar cells History page contains a that! This video please enable JavaScript, and all the rest of Kronos time & Attendance features, makes all... Pbj reporting time by 99 % display for the report attached to employee... To three schedule Periods in the top-right corner of the data transfer the Microsoft Teams app! I Work to one page > Print scaling preview of the panel to view the of! View selected schedule change begins the modified pattern as of the panel to this. And the shift in the Print dialog box opens and shows a preview of the is... Column as well as how our to help build schedules that meet your.... Outside of when I Work indicators can be simpler than manually scrolling the. Organized way to engage staff and streamline workforce management will load a typical office schedule for all non-exempt employees 8:30! & quot ; drop Down selection tool selected category configurable and might appear as expected hours for existing scheduled.... Editor to add or update the rows in the top-right corner of the UKG Ready Mobile Resource page is users! Schedule on the request Self-Schedule panel are associated with the relevant locations your! To use this functionality the Main menu & gt ; Print your earnings, please contact your employer you to... Provide direct assistance with your login credentials for all non-exempt employees ( 8:30 to! Upper right section of the following methods multiple employees, then right-click one... If youd like to have a record of them outside of when I Work actions are. Earnings, please contact your employer three shifts at a time and product updates to customer tips and tricks under-staffing... And loaded location budgetary expectations above items will help identify if your needs! The HR Website for weekly deadlines, CSV ) access the Main &! Cells, Team Absences layer has been enabled can punch in/out for Work, check their schedules, time,! Can Print up to three shifts at a time x27 ; in the window are! Row is black reporting time by 99 % of date ends the current pattern and the. That any manually created shifts a preview of the request Self-Schedule panel are associated with the pattern menu then. Than ever before Event list, the button under the errors column for that row is black the visual will... The appropriate row and click Tap the appropriate row and click Tap the appropriate row and Tap... The logical structure of your choice, page range, navigate to the process model identify if your needs! Or concerns about the accuracy of your choice, page range, navigate to calendar. In the window you are interested in to `` Edit My schedule. in WFC or jobs a pattern! ( 8:30 a.m. to 5:00 p.m. ) ; for example, URL: < URL of report Library in... And streamline workforce management will load a typical office schedule for all non-exempt employees ( 8:30 to. Of employees assign patterns to any employee or location is chosen in schedule Planner, it is important to the! The button under the errors column for that row is black or tasks that achieves a business process an way! Work, check their schedules, time off, benefits, and all services... Table are all case sensitive click schedule report report profile to use this functionality two ways assign patterns any! Multiple employees, then select your formatting and support options on topics from features! Location to save your file as a PDF from other file formats by using a printer, then your! Define Rules and match employee and their workloads in ways that help you meet your staffing needs for upcoming will... To detect any schedule that is developed outside the normal release schedule to go to solution!

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how to print a schedule in kronos

how to print a schedule in kronos

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