This field displays "Select Shifts" if you must select a subset of the available shifts displayed in this field; in this case, neither the Select All nor the Unselect All buttons are displayed. Fill out the form below and lets get started! With its full-suite UKG solution, First PREMIER Bank and PREMIER Bankcard is increasing efficiency, saving time and money, and improving the employee experience. Printed schedules are formatted differently depending on whether they are monthly, weekly, or daily. If the report needs to be executed for a different location, the manager changes the location on the Business Process Library page. Select each of the tabs to learn more. Schedule Planner selections for employees, or location, and date range are automatically passed as report parameters. When you print the schedule for a week, each users schedule appears on its own row. Toggles shift notes on and off. 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. If you want to scale every schedule you create to one page, toggle Print scaling to On. 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. Stay informed and put people first in all you do. (Optional) In the Filter by Location menu, select one of the location options. In the list, you can click tap a shift to select it, or click tap View Details to review the details about a shift. 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. 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. 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. Shifts are displayed in a list organized by date in ascending order. Note that the layout of and available features on the Request Self-Schedule panel depend on how self-schedule requests have been configured for your organization. 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. 0 The name of the report to be scheduled appears at the top of the Schedule Report panel. The second feature is the Call List. Creating rules to help build schedules that meet your staffing needs eliminates over- and under-staffing and identifies overtime. After implementing Workforce Scheduler in Workforce Central and customizing it to your needs, it can identify schedules that are not compliant and those that violate employee or company rules. Export requests if youd like to have a record of them outside of When I Work. The print preview appears. 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. For example, you might be interested only in shifts that start at 7:00 AM and end at 3:00 PM. Access a wide range of support articles, connect with fellow customers, and learn about product updates, get HR tips, and more. Toggles OpenShifts at the top of the schedule on and off. Each date displays up to three shifts at a time. All of the available shifts displayed on the Request Self-Schedule panel are associated with the selected job. `|0 [ %PDF-1.5 % Employees can build their own schedules by requesting shifts that are available during open request periods. 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. 51 0 obj <>/Filter/FlateDecode/ID[<5A8903F6FFE849438F1606E2582B6AC3>]/Index[40 25]/Info 39 0 R/Length 75/Prev 394058/Root 41 0 R/Size 65/Type/XRef/W[1 3 1]>>stream o If there is a change to the kronos schedule, managers will be notified by e-mail through the Kronos listserv. The UKG Workforce Central Mobile Resource page is for users of the UKG Workforce Central mobile app. When a manager unposts a schedule, employees can no longer see that part of the schedule and cannot request changes to that part of the schedule. In the monthly or yearly view, today is highlighted in Layers Select information layers to display in the calendar. orange . Click Tap Decision Table Editor to add or update the rows in the table. Review the Publish Summary panel. If you cancel the initial printing, customized print headers may not appear as expected. 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. 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. Self-Scheduling. longer view the unposted part of the schedule. 0 reviews Details Article ID: 106883 Created Tue 5/5/20 11:35 PM For example, an employee If a date has more than three shifts, click tap More Shifts to display all shifts on that date. You can assign patterns to any employee or group of employees. View My Schedule to go to your calendar to see an overview of your schedule and requests. 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. 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. 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. 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. If it looks acceptable, select a, If you select a printer, select the printer settings you want to use and. Eventide Senior Living Communities uses UKG solutions to engage staff and streamline workforce management and HCM, cutting PBJ reporting time by 99%. Click Tap Show List to return to the default display. Note: This field displays "AllShifts" if all shifts discovered by the system are currently selected for self-schedule requests. 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. Note: Process models must be redeployed every time changes are made to an existing model. In the Select Report panel, select a category to display the list of reports available in the selected category. If enabled, use the People Also Working drop-down to identify the colleagues with whom you are interested in working a shift. If a shift has notes, the notes are indicated by an annotation at the top right of the shift time. Join our community space and gain access to helpful support and advice from our team of product experts and engaged customer network. The Request Self-Schedule panel displays in a calendar all open shifts available for your primary job for the current period that is open for self-schedule requests. The Print panel opens. Note:Microsoft Teams on the web isnt available for Apple Safari. Choose the account you want to sign in with. Toggles Unscheduled users on and off. 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. Re-deployment is not required for decision table changes. How to Fix Kronos Coverage Counting & Workload Planner Issues in WFC. The UKG Pro Mobile App gives you control over job-related actions that are personal to you. The filter is saved in your browser's cache and remains available for re-use for the length of your session. To add an employee to a group, right-click an employee name, and select Add to Group. Select a start date: Click the "Work Start Date" drop down selection tool. contains locations that represent the logical structure of your organization and associates jobs with the relevant locations in your company. This feature lets you print a schedule in either Portrait or Landscape layout on various paper lengths, such as letter or legal. Managers with access to reporting must have the preselected report included in their report profile to use this functionality. On the tab, select the Down Arrow to open the pattern menu, then select Edit. Accessing Kronos You can access the Kronos system one of two ways. Should you need help with these items, please contact your employers HR/payroll department directly. For example, if your default Schedule Period is configured as Weekly. If this occurs, either print again from the initial dialog box or close the print dialog box and restart the printing. 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. Contact us today to learn more about all the services Kronos has to offer, as well as how our. & Reports > Report Library. Request or a Self Schedule Request that has a valid request submission period. Microsoft Print to PDF is an option that lets you create a PDF from other file formats by using a printer. endstream endobj startxref 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. Managers can take care of exceptions as they come up, ensure staffing and . Gain access to a wealth of guidance and support options on topics from new features and product updates to customer tips and tricks. Thats why we build products designed to inspire your people and your organization to grow and thrive. 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. Collaborate, learn, and get support for your UKG solution! (This field displays your primary job by default.) This data is also available via the Coverage Tab. is configured with Include Market Shifts. 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. Shift notes cannot be printed for month view. You cannot print directly from a mobile device. (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. Employee selection is performed using the employee checkbox. All Home finds people who are active employees or active users as of today. 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.. 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. Accessibility Note: List View is recommended for keyboard and screen reader users. To request one of these models, you must submit a Salesforce Service Request to UKG. If an employee works a different schedule, the Timekeeper will be responsible for making the change in Kronos. Check out Can I Export My Data? 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