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Kronos Training - Scheduling Manager

The document outlines a training agenda for using the Kronos scheduling manager, covering topics such as signing in, navigating the interface, managing schedules, and editing timecards. It includes detailed instructions on finding employees, working with hyperfinds, and handling various timecard functions like editing punches and adding comments. Additionally, it emphasizes practical exercises for users to practice the concepts learned.

Uploaded by

Yashwant Kaki
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
85 views95 pages

Kronos Training - Scheduling Manager

The document outlines a training agenda for using the Kronos scheduling manager, covering topics such as signing in, navigating the interface, managing schedules, and editing timecards. It includes detailed instructions on finding employees, working with hyperfinds, and handling various timecard functions like editing punches and adding comments. Additionally, it emphasizes practical exercises for users to practice the concepts learned.

Uploaded by

Yashwant Kaki
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 95

KRONOS TRAINING

CT SCHEDULING MANAGER

1
AGENDA

• Signing in
• Understanding the Kronos Navigator • Adding schedules ● Finding your team hyper find
• Adding a pattern ● Shift Transfer
Getting • Viewing your information
• Editing a schedule
Started Schedules
• Search for an employee report
• Working with hyperfinds • Workload Planner ● Column sets
Finding your • Working with Genies • VOT and MOT ● Quick Actions
• Finding Team location
team • Assigning overtime shift
● Assigning/Unassigning shifts
● Changing views
• Call List/Scheduling Ass. ● Priority Scheduling Engine
Advanced
• Editing punches ● Transfers Scheduler • Shift Transfer ● Reporting

• Editing pay codes ● Reviewing time off • Manage schedule posting


• Adding comments
Timecards • Adding rows

2
GETTING STARTED

3
GETTING STARTED – SIGNING IN

• Now that you have successfully swiped


let’s log on to Kronos.
• Open a web browser and enter:
• https://ctgov.kronos.net/wfc/logon

• Enter your user name and password


Notes:
• If you’re viewing this before the system has gone live only view the training in its entirety, after the system has gone live you
will be able to sign in and view all the functionality firsthand.
• Single sign on is enabled when you on the State network using a state device and the log in is associated with your Windows
account, and will utilize your State of Connecticut email and password to automatically log you into Kronos.
• This slide shows the procedure to sign in on approved when you are outside the State of Connecticut network. Please check
with DCF leadership to ensure when it is appropriate to log in from a personal device.

4
GETTING STARTED – UNDERSTANDING THE
KRONOS NAVIGATOR
1. Employee timecard:
2 Can add your own
punches, add specific
pay codes, and also
1 approve your timecard

2. Clicking the ‘ + ‘ sign


will bring you a list of
the different modules
you can access, as a
timekeeper you can
manage your
department and
export time reports

5
GETTING STARTED – UNDERSTANDING THE
KRONOS NAVIGATOR

1. Can use the drop


1 down and the
calendar icon to
change the time
2 period view

2. The buttons allow


you to refresh,
save, and print out
your timecard
information

6
GETTING STARTED – UNDERSTANDING THE
KRONOS NAVIGATOR 1
4
2

1. User information and log off


3
2. Last timestamp and transfer allows you to
execute a transfer and record a punch 2

3. Related Items menu: Through related items you


can access all the different widgets that
interface has to offer, as you cycle through my
information, manage my department, etc the
related items menu will update

4. Search: Can provide help with any look up


you’re having trouble with

7
GETTING STARTED – VIEWING YOUR
INFORMATION
Through the related items menu on
the right side of the screen you can
access all your information

8
GETTING STARTED – VIEWING YOUR
INFORMATION
Through the My Calendar widget you
can view your calendar and see your
daily schedule as well as make
requests for time off

9
GETTING STARTED – VIEWING YOUR
INFORMATION
Through the Request Time Off
button in the My Calendar widget
you can fill in start date, end date, pay
code, and time unit.
You can also view your accrual bucket
balances at the bottom of the screen
in order to choose which pay code to
use for your request, click Submit at
the bottom when completed.

10
GETTING STARTED – VIEWING YOUR
INFORMATION
Through the My Attendance widget you 1
can see the actions available you
1. The only available action for
timekeeper is Manager Delegation
2
2. After having clicked manager
delegation, you choose the
delegate, the timeframe, and the
role you would like to delegate and
then Save & Close

11
GETTING STARTED – VIEWING YOUR
INFORMATION

• Through the My Inbox widget you


can see all your tasks and messages
• Tasks are things you need to do or
have started but not completed, in
this case a manager delegation form I
began on the previous slide and did
not complete
• Messages can be notifications from
supervisors or updates about
timecards/requests

12
GETTING STARTED – VIEWING YOUR
INFORMATION
1. In the My Reports widget 1
Schedule and Time Detail can be
viewed by selecting the report
and the Time Period and click
View Report
2. To view My Accrual Balances and
Projections select the report and 2
fill in the As Of date then click
View Report

13
GETTING STARTED – VIEWING YOUR
INFORMATION
Through the My Audits widget you
can view different actions such as
punching in as shown on the right, or
all the categories listed on the drop
down

14
FINDING YOUR TEAM

15
FINDING YOUR TEAM – SEARCHING FOR AN
EMPLOYEE
1. Under the Manage My Department interface
use the default QuickFind Genie and search for
your employee. Type in the name of your 1
employee or begin the search with ‘*’ to search 2
employees with their named ending in the
following letters, end your search with ‘*’ to
find employees whose names start with the
entered letters. Searching ‘*’ will return every
employee

2. This area allows you to change the desired


timeframe, or share the employee information
by exporting it to excel or csv. Go To allows
you to select an employee and transition to the
different Management widgets that will covered

16
FINDING YOUR TEAM – WORKING WITH
HYPERFINDS

1. Under the certain widgets or genies you’ll see


the second drop down next to the timeframe
selection. Using this drop down you can select
standard hyperfinds that will help you simplify
your search.

17
SCHEDULING –FINDING YOUR TEAM HYPERFIND

1. Under the locations drop down will be a list of


hyperfinds, select the New button to create a 2
new Hyperfind.
1
2. Select whether you want the Hyperfind to be
public or private or ad hoc which is one that is 4
available to everyone that can only be edited

3. Choose by what criteria you want to narrow


down your employees whether it be
3
timekeeper, attendance, etc and open their
dropdown.

4. Choose whether you want your Hyperfind to


include or exclude employess then fill in the
dates and the specifics of what you want to
search with, tap Save As to complete the hyper
find creation.

18
FINDING YOUR TEAM
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

– EXERCISE 1 PRACTICE THE PREVIOUS


CONCEPT
FINDING YOUR TEAM – WORKING WITH GENIES

1. Under Genies you will see the drop down for


all the available searches you can use

2. The two most useful will be Skills and Certs 3


and DCF Summary

3. Skills and Certs will give you a summary of


every skill and certification based on the
selection of people you have chosen

4. DCF Summary gives you a summary for each 4


employee including their labor account,
location, and seniority date for shift

20
TIMECARDS

21
TIMECARDS – EDITING PUNCHES

1. Using the QuickFind Genie under Manage My 1


Department search for the employee you want
to see, then double click their name to open
their timecard

2. Once in the timecard you can adjust the view


change the timeframe and begin editing 2

22
TIMECARDS – EDITING PUNCHES

1. Once in the timecard, exceptions will be


highlighted such as a missed in/out punch
as shown on the right

2. Select the desired cell and enter the


corrected time, hover over any exception
to get an explanation of what the
exception is

23
TIMECARDS – ADDING COMMENTS

1
1. By default entered time will follow the
Pay Rule that has been assigned to you
and you will not need to enter pay codes
for regular time/OT/ or Holidays

2. Once you select Comments choose


Explanation from the drop down and
then add the desired comment 2

24
TIMECARDS –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 2 PRACTICE THE PREVIOUS


CONCEPT
TIMECARDS – EDITING PAY CODES

1. By default entered time will follow the Pay Rule 1


that has been assigned to you and you will not
need to enter pay codes for regular time/OT/
or Holidays

2. Pay codes will need to be entered for


exceptional situations such as the employee
being unable to submit a leave/time off request. 2
In the example on the right there was a delayed
entry so you would enter the employee
timecards and set the delayed time by entering
the Amount and selecting Governor Granted
Time Off

26
TIMECARDS – ADDING ROWS

1. Click on the ‘ + ‘ to add a new row to a day.


This can be done if an employee took a couple
hours off or if there’s a delayed entry. Pay codes
and regular scheduled hours need to be
entered on different rows. 2

2. Once you enter the pay code for the time off
and the regular hours worked the time will be
automatically compiled on the right, you can
see the sum of hours under the Daily column.

27
TIMECARDS – OVERRIDES AND CANCELLATIONS

1. Right clicking on a punch and selecting


Edit, allows you to set an override, such
as setting a new shift or adding a break
2. You can also cancel deductions, in
scenarios where employees did not take
a lunch because they had to continue
working as shown here

28
TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 3 & 4 PRACTICE THE PREVIOUS


CONCEPT
TIMECARDS – GROUP EDITS

1. You also have options to add a


punch or a pay code to a group of 1
people
2. All you would need to do is select
the employees you want to modify
and choose then add in the punch or 2
pay code. This can be useful in the
LWGOV scenario to avoid having to
manually add in every pay code

30
TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 5 & 6 PRACTICE THE PREVIOUS


CONCEPT
TIMECARDS – NEGATIVE PAY CODES

Pay codes can also be used to edit


accrual buckets. Rather than perform a
whole reset after accidentally using a
paycode, you can use a pay code with a
negative value to add that time back to
the accrual bucket

32
TIMECARDS – HOLIDAYS PAID ON A PASS DAY

1. Validate the correct holiday is being


paid to the employee under Totals
2. If the employee is 3rd shift and needs
to be paid on a pass day, use the pay
code Hol Comp Earned Pass Dy
7HR, 7.5HR, 8HR

33
TIMECARDS – HOLIDAYS 3RD SHIFT

1. When entering back to back shifts


on a holiday, half the time will be
sent to overtime automatically
2. In order to pay all the time to
regular, a work rule transfer to the
employee’s regular pay rule will need
to be set on the unscheduled shift
3. Use the troubleshooting slide to
validate employee pay

34
TIMECARDS – MANUAL SHIFT DIFFERENTIAL

In order to pay out shift differential you will


need to manually enter it

Before the interface that does this


automatically becomes active, you will need
to use the DCF Shift Diff TRCs by BU

This needs to be looked at whenever


entering a paycode or a leave case to verify
the need for shift diff

35
TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 7 PRACTICE THE PREVIOUS


CONCEPT
TIMECARDS – TRANSFERS

On the timecard between the


in and out punches you can
choose the transfer drop
down, from there you can
choose previously chosen work
rules/labor accounts or search
for an unused one

37
TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 8 PRACTICE THE PREVIOUS


CONCEPT
TIMECARDS – LABOR ACCOUNT TRANSFERS

Labor Account Transfer: this can be done


if you are working at a different location
for a day or working a different position
you want to charge to that different
location. In this window you will enter
every piece of information that changed
in the transfer.

If you are working a different job at a


different agency under a different
supervisor, every labor level would need
to be entered.

39
TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 9 PRACTICE THE PREVIOUS


CONCEPT
TIMECARDS - WORK RULE TRANSFER

• Work rule transfer: You get called in


and there’s a different pay rule for
being called in, you would do a work
rule transfer and enter the pay rule
that should be applied to you for that
day
• An example of this is OT Double
time, in order for an employee to
receive that pay you must enter a
work rule transfer for Mandated OT
using the employee’s pay rule

41
TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 10 PRACTICE THE PREVIOUS


CONCEPT
TIMECARDS – TROUBLESHOOTING

1. Select the day that you want to validate


time entry for from the timecard
2. Open the totals section at the bottom
using the arrow shown here

3. Switch the view to daily and check how


the hours are being paid in this case we
see its being paid as all regular when two
hours should be overtime

43
TIMECARDS – TROUBLESHOOTING

1. In order to correct this, navigate to the


schedule planner and enter the overtime
as an unavailable shift
2. Navigate back to the timecard and break
up the time as shown on the right
3. Right click on the second in punch,
select edit, and then enter a new shift
override to break up the shifts

44
TIMECARDS – TROUBLESHOOTING

1. Once you add the override, your view


1
will change to this, now you will need to
approve the overtime 3
2. Right click on the day and select approve
overtime, decide how much of the time
you want to approve 2

3. Go back to the totals and validate that


the day is paying correctly

45
TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 11 PRACTICE THE PREVIOUS


CONCEPT
TIME OFF – REVIEWING TIME OFF REQUESTS

1
1. After finding the desired employee using the 2
QuickFind, use the Go To button and select
Requests

2. The following menu will appear with the


options to view, edit, approve, refuse, set as
pending, and retract.

3. Whichever item you choose will lead you to


the following menu, where you can decide what
to do with the request and then add an
optional comment to explain the decision. 3

47
TIME OFF –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 12 PRACTICE THE PREVIOUS


CONCEPT
TIME OFF – TIME OFF REPORT

1
1. Use the QuickFind to find the
employee you want to make
changes for. Use the Go To button
to access Reports
2. Through the reports interface
select the Accrual Detail report and
select Run Report 2

49
TIME OFF – TIME OFF REPORT

1. Switch to the Check Report Status tab 1


and select the Accrual Detail report.
Select the appropriate report and press
View Report.
2. The report will download and show you
all your accrual information
2

50
TIME OFF –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 13 PRACTICE THE PREVIOUS


CONCEPT
10 MINUTE BREAK

52
SCHEDULING

53
SCHEDULING – ADDING A SCHEDULE

1. After selecting an employee using the 1


2
QuickFind, press the Go To button and select
Schedules

2. Right click the name of the employee or one of


the empty cells on the schedule and select Add
shift.You can also left click on one of the cells
and manually enter in a timeframe.

3. On the add shift window enter the type of shift,


the date, the start time, and the end time. 3
Select Apply to save your changes and add the
shift to the schedule.

54
SCHEDULING – EDITING A SCHEDULE/TRANSFERS

1. Right click, and select Edit Shift.You can add


multiple rows for different occurrences such as
working a different position or going in on call.
2
Add a row to add hours charged to a different
job or hours that should be paid out differently
than the pay rule assigned to you.

2. Perform a labor level transfer as previously 1


done (slide 24) for working a different position
or for working at a different location or
perform a work rule transfer as previously
shown (slide 24) for situations where your
hours need to be paid out differently than they
typically are due to bargaining unit rules.

55
SCHEDULING – EDITING A SCHEDULE/PAY CODES

1. Right click on the day and select Add Pay


Code

2. From the pay code window you can


select how much of the shift you want to
add a pay code for, whether you want to
override the shift, what pay code you
want, and you have the option to attach a
comment

56
SCHEDULING – ADDING A SHIFT/UNAVAILABLE TIME

1. Rather than add a complete schedule pattern you


have the option to insert a single shift. Right click
on the day you want to add the shift and select
Add shift

2. For any time that an employee works outside of


their scheduled time it needs to be entered as
unavailable, the system will use this to break up
the employees punches and distribute OT and shift
differential

57
SCHEDULING – EDITING A SCHEDULE – OFF TIME

1. Time that is not scheduled and needs to have a


work rule transfer must use Off Time
1
2. For employees to be paid correctly, all time and
work rules should be entered and scheduled
before hand. If the employee is going to be using
a work rule or labor account transfer such as
when they get On Call, you would need to use
Off Time.
2

58
SCHEDULES –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 14 PRACTICE THE PREVIOUS


CONCEPT
SCHEDULING – ADDING A SCHEDULE PATTERN

1. If instead of selecting insert a shift you select


Schedule Pattern, you can create a schedule for an
employee for these desired period of time and 1
choose how often it would repeat. Start your 2
pattern on a Friday since pay periods start on
Fridays.

2. Fill in the anchor date which is the day the pattern


begins and should be on a Friday due to the pay
period. Then select the start date and the end date
or check in the bubble for making the pattern
repeat forever. After that you have the option to
define the pattern for multiple weeks or for a
certain amount of days and then you would fill in
the desired schedules. If the employee has previous
schedules on their account fill in the override
other patterns button. Click Apply to save your
changes.

60
SCHEDULES –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO

EXERCISE 15 PRACTICE THE PREVIOUS


CONCEPT
SCHEDULING – SHIFT TRANSFER

1
1. Tap the Shift Transfer button and it will show all
available Transfer positions that you are eligible
for

2. Click on the desired position, then click on the


desired schedule you want to transfer. Once
clicked the schedule will get an (x) next to it
then click shift transfer again to stop
transferring. If you hover over that scheduled
time you will see the transfer you initiated.
2

62
ADVANCED SCHEDULING

63
SCHEDULING – ORG CHART

1. This is the organizational


map that you will be using
for Advanced Scheduler

64
SCHEDULING –FINDING YOUR TEAM LOCATION

1
1. On the Schedules Widget click on the
Locations dropdown and press select locations

2. This will get you to a window with every


location, run through the drop down and select
the desired location, in this case Willow at
Solnit N, then use the arrows in the middle to
move that to your Selected locations
2

3. Use the Save As button to save your selected


location with a custom name so that it will
appear in the drop down

65
SCHEDULING – WORKLOAD PLANNER

• Your staffing requirements are


referred to as workload
requirements in Workforce
Scheduler and are stored in the
Workload Planner. A Budget
Workload is defined for each
department. Then, when or if your
staffing needs change, you can make
adjustments in the Workload
Planner.

66
SCHEDULING – WORKLOAD PLANNER

1. After selecting your location, your


default view will be the Budget, Plan,
and Actual columns with the Volume
and Workload rows
2. The most convenient view is that of
Budget and Plan columns and the
Workload row

67
SCHEDULING – WORKLOAD PLANNER

Columns can be
updated today and in
the future only. Budgets
are usually updated
once a year and Plans
can be adjusted as
needed

68
ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE

SCHEDULING – GUIDE IN ORDER TO


PRACTICE THE PREVIOUS

EXERCISE 16 CONCEPT
SCHEDULING – WORKLOAD PLANNER PATTERNS

1. To create a pattern of your workload use the


Tools button and select Add Workload Pattern
2. Patterns allow you to automatically enter
workloads for the future if your budgets don’t
frequently change

70
SCHEDULING – WORKLOAD PLANNER PATTERNS

1. Highlight the pattern you previously


created and click on Copy Pattern
2. Create a new start date (today or in
the future) make the desired changes
and click apply
3. Any previous pattern will be end
dated to coincide with the new start
date you chose

71
ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE

SCHEDULING– GUIDE IN ORDER TO


PRACTICE THE PREVIOUS

EXERCISE 17 CONCEPT
SCHEDULING – COLUMN SETS

Column sets will allow you to


change your view. This will help
you when scheduling if you want
to do so by seniority, or
MOT/VOT date having both in the
view would help you greatly

73
SCHEDULING – QUICK ACTIONS

1. Assign/Unassign: allows you to assign/unassign


employees to an open shift 1 2 3 4 5 6 7
2. Shift Transfer: Allows you to change request a
shift change with a specific employee

3. Insert shift template: If there are preselected


shift schedules, choose one and paste it to any
desired cell

4. Comment: Add explanation to a change made or


to a selected schedule

5. Delete: Remove a schedule from a cell

6. Lock and Unlock: Allows you to make a schedule


uneditable

7. Swap: Select two scheduled cells and swap the


information in them

74
SCHEDULING – ASSIGNING/UNASSIGNING A SHIFT

2
1. Open shifts will appear above each day and can
be expanded to show specifics by clicking on
the red bar. If no open shifts currently appear
for your employees you can press the Engines
button, and press calculate open shifts. 1
2. Click on the cell of an employee shift, then tap
the Assign/Unassign buttons, this will then show
you the list of open shifts and select the shift
you want to assign to that employee.

75
SCHEDULING – VIEWING SHIFT ASSIGNMENTS

1. Open the menu at the bottom and select the


Daily Coverage tab

2. Choose the view you prefer and the job and


time schedule, the interface will show you how
many employees have been assigned each day
for the selected shift

76
SCHEDULING – SHIFT TEMPLATES

1. Right click on the associate’s name


and select Scheduling Pattern
2. Select Pattern Template and fill in the
anchor date, start date, and the end
date or box
3. Select Apply

77
SCHEDULING – CT STAFFING WIDGET

Staff Management widget gives you quick


access to your daily staffing plan so that
you can make quick adjustments, such as
when an employee calls out sick or you
require more or less staff

Note: That this is a tool for daily


operations, and should not replace the
Schedule Planner or Schedule widget

78
SCHEDULING – CT STAFFING WIDGET

The opening screen is the Summary view.


Summary view shows you the locations
that you have access to and any staffing
issues associated with them.
You can also see the workload plan,
volume, and selected time period. Choose
the locations you want to modify and
select Open

79
SCHEDULING – CT STAFFING WIDGET – DETAIL
VIEW
Detailed view shows you any variances in
the staffing plan for the jobs at each
location
Open the Quick Actions menu and select
available employees to resolve these
variances, select the date you want to
change

80
SCHEDULING – CT STAFFING
WIDGET – DETAIL VIEW
• To fill an open shift with an employee from the Employee
Pool, select the employee in the pool and drag the
employee to the open shift
• Pay codes, green type indicates a pay code. Pay codes
show only for employees for whom this is the primary
location under the schedule on employee list
• Hover the cursor over the employee name to see a
tooltip with the job details, and shift or zone time details,
for the employee.

81
ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE

SCHEDULER– GUIDE IN ORDER TO


PRACTICE THE PREVIOUS

EXERCISE 18 CONCEPT
SCHEDULING – SCHEDULE PLANNER TRX

• Scheduler Planner TRX is specifically for


presenting employees outside of the target
area to fill openings.
• When using this planner, you will get a larger
list of employees on the schedule.

83
SCHEDULING – STAFFING ASSISTANT/CALL LIST

• Use the Staffing Assistant/Call List to


find the most appropriate employee to
work an open shift, or replace an
employee who can no longer work a
shift
• First narrow down the Schedule Planner
to your location and the desired
scheduling period

84
SCHEDULING – CALL LIST/ VOT AND MOT

• Open the Staffing Assistant tab


• Select the correct procedure set, in this
case we chose 1-DCF Solnit VOT
Primary or Trx for Voluntary Overtime
click Load
• For Mandatory OT select 2-DCF MOT
Solnit Primary or TRX

85
SCHEDULING – SCHEDULING ASSISTANT/CALL LIST

• The Staffing Assistant creates a list


potentially filling all of the openings
• Select the desired outcome in each row
of the staffing assistant to decide if you
want to assign the shift
• On the shift itself you can add pay code
“Voluntary Overtime”, but make sure
the Override Shift option is unchecked,
then click Apply

86
ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE

SCHEDULER– GUIDE IN ORDER TO


PRACTICE THE PREVIOUS

EXERCISE 19 CONCEPT
SCHEDULING – MANAGE SCHEDULE POSTS

1. Once you have finished assigning all


scheduled to the selected employee
location you need to post the
schedule for the employees to be
able to see your changes
2. Navigate to Tools under schedule
planner and select Manage
Schedule Posts, here you will view
the location and schedule and select
Post

88
ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE

SCHEDULER– GUIDE IN ORDER TO


PRACTICE THE PREVIOUS

EXERCISE 20 CONCEPT
SCHEDULING – SMS
QUICK FILL LOGIC
• Short Message Service (SMS) Quick
Fill is a mobile solution to enable
managers to fill open shifts quickly
with the right staff.

90
SCHEDULING – SMS QUICK FILL

• After selecting the location and the


desired job, you will be able to select
which employees you want to contact
by selecting the boxes next to the
employee number
• Once you select the group of
employees, you can click the Contact
button where you will later fill in the
number of available shifts

91
SCHEDULING – SMS QUICK FILL

• After having selected the employees, fill in the


number of shifts, a comment describing the
shift, how to assign (by match order), and then
the wait time. Select the bubble next to each
employee name to select SMS
• Wait time offers shifts to all selected employees
at once. If the most qualified employee accepts
the shift, it is awarded immediately. Otherwise,
all responses are pooled and the shift is
awarded to the most qualified responder upon
wait time expiration.
• Click Send

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SCHEDULING – SMS QUICK FILL – CONTRACT
TRACKING

• Clicking the box next to the notify will


show you contact tracking information,
here you can see who the message was
sent to and who accepted
• You can also run Quick Fill Details
Report and SMS Quick Fill Usage
Summary Report, under Reports to get
more information

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ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE

SCHEDULER– GUIDE IN ORDER TO


PRACTICE THE PREVIOUS

EXERCISE 21 CONCEPT
THE END
Please refer to the Scheduling Manager job aids and the eLearnings for any further questions and
don’t hesitate to reach out to your local Kronos contact and your supervisors with any
questions

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