Kronos Training - Scheduling Manager
Kronos Training - Scheduling Manager
CT SCHEDULING MANAGER
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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
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GETTING STARTED
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GETTING STARTED – SIGNING IN
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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
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GETTING STARTED – UNDERSTANDING THE
KRONOS NAVIGATOR
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GETTING STARTED – UNDERSTANDING THE
KRONOS NAVIGATOR 1
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2
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GETTING STARTED – VIEWING YOUR
INFORMATION
Through the related items menu on
the right side of the screen you can
access all your information
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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
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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.
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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
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2. After having clicked manager
delegation, you choose the
delegate, the timeframe, and the
role you would like to delegate and
then Save & Close
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GETTING STARTED – VIEWING YOUR
INFORMATION
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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
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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
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FINDING YOUR TEAM
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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
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FINDING YOUR TEAM – WORKING WITH
HYPERFINDS
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SCHEDULING –FINDING YOUR TEAM HYPERFIND
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FINDING YOUR TEAM
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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TIMECARDS
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TIMECARDS – EDITING PUNCHES
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TIMECARDS – EDITING PUNCHES
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TIMECARDS – ADDING COMMENTS
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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
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TIMECARDS –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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TIMECARDS – ADDING ROWS
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.
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TIMECARDS – OVERRIDES AND CANCELLATIONS
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TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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TIMECARDS – HOLIDAYS PAID ON A PASS DAY
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TIMECARDS – HOLIDAYS 3RD SHIFT
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TIMECARDS – MANUAL SHIFT DIFFERENTIAL
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TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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TIMECARDS – TROUBLESHOOTING
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TIMECARDS – TROUBLESHOOTING
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TIMECARD –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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1. After finding the desired employee using the 2
QuickFind, use the Go To button and select
Requests
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TIME OFF –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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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
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TIME OFF – TIME OFF REPORT
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TIME OFF –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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SCHEDULING
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SCHEDULING – ADDING A SCHEDULE
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SCHEDULING – EDITING A SCHEDULE/TRANSFERS
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SCHEDULING – EDITING A SCHEDULE/PAY CODES
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SCHEDULING – ADDING A SHIFT/UNAVAILABLE TIME
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SCHEDULING – EDITING A SCHEDULE – OFF TIME
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SCHEDULES –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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SCHEDULES –
PLEASE REFER TO THE
TIMEKEEPER EXERCISE
GUIDE IN ORDER TO
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1. Tap the Shift Transfer button and it will show all
available Transfer positions that you are eligible
for
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ADVANCED SCHEDULING
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SCHEDULING – ORG CHART
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SCHEDULING –FINDING YOUR TEAM LOCATION
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1. On the Schedules Widget click on the
Locations dropdown and press select locations
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SCHEDULING – WORKLOAD PLANNER
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SCHEDULING – WORKLOAD PLANNER
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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
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ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE
EXERCISE 16 CONCEPT
SCHEDULING – WORKLOAD PLANNER PATTERNS
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SCHEDULING – WORKLOAD PLANNER PATTERNS
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ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE
EXERCISE 17 CONCEPT
SCHEDULING – COLUMN SETS
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SCHEDULING – QUICK ACTIONS
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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.
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SCHEDULING – VIEWING SHIFT ASSIGNMENTS
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SCHEDULING – SHIFT TEMPLATES
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SCHEDULING – CT STAFFING WIDGET
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SCHEDULING – CT STAFFING WIDGET
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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
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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.
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ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE
EXERCISE 18 CONCEPT
SCHEDULING – SCHEDULE PLANNER TRX
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SCHEDULING – STAFFING ASSISTANT/CALL LIST
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SCHEDULING – CALL LIST/ VOT AND MOT
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SCHEDULING – SCHEDULING ASSISTANT/CALL LIST
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ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE
EXERCISE 19 CONCEPT
SCHEDULING – MANAGE SCHEDULE POSTS
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ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE
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.
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SCHEDULING – SMS QUICK FILL
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SCHEDULING – SMS QUICK FILL
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SCHEDULING – SMS QUICK FILL – CONTRACT
TRACKING
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ADVANCED PLEASE REFER TO THE
TIMEKEEPER EXERCISE
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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