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Workforce DimensionsWorkforce DimensionsTimekeeping and Basic SchedulingManager Tasks and OutcomesExercise WorkbookRevision C-UA
The information in this document is subject to change without notice and should not be construed as a commitment by KronosIncorporated. Kronos Incorporated assumes no responsibility for any errors that may appear in this manual. This document is for theuse of the intended recipient to train end users and may be edited, duplicated, and distributed within their organization. It may not beused for any other purpose than that for which it was provided without the prior written permission of Kronos Incorporated. Copyright,Kronos Incorporated or a related company, 2019. All rights reserved.Altitude, Altitude Dream, Altitude Pairing, Altitude PBS, CardSaver, Gatekeeper, Gatekeeper Central, Keep.Trac, Kronos, KronosInTouch, Kronos Touch ID, the Kronos logo, Kronos Workforce Ready, My Genies, OptiLink, ShiftLogic, ShopTrac, TimekeeperCentral, TimeLink, Unicru, Visionware, Workforce Accruals, Workforce Central, Workforce Genie, and Workforce TeleTime areregistered trademarks of Kronos Incorporated or a related company. ACA Manager, Altitude BLISS, Altitude Insight, Altitude MPP,Altitude MPPXpress, Altitude Rostering, Altitude VBS, CMS, Comm.Mgr, CommLink, DKC/Datalink, eDiagnostics, FasTrack, Hireport,HR and Payroll Answerforce, HyperFind, iBid, Kronos 4500, Kronos 4500 Touch ID, Kronos 4510, Kronos Acquisition, KronosByDemand, Kronos e-Central, Kronos Efficient, Kronos Enterprise Archive, Kronos Essentials, Kronos for Dining Accelerated, Kronosfor Retail Accelerated, Kronos KnowledgePass, Kronos Paragon, Kronos TechKnowledgy, KronosWorks, KVC ByDemand, KVCOnDemand, Labor Plus, MedSched, MPPXpress, Overall Labor Effectiveness, Schedule Assistant, Smart Scheduler, Smart View,StaffEasy, Start Quality, Start WIP, Starter Series, StartLabor, Stromberg, Timekeeper Decisions, Timekeeper Web, VisionPlus,WebStaff, webTA, webTA Mobile, Winstar Elite, WIP Plus, Workforce Absence Manager, Workforce Acquisition, Workforce Activities,Workforce Analytics, Workforce Attendance, Workforce Auditor, Workforce Budgeting, Workforce Central Portal, Workforce Connect,Workforce Device Manager, Workforce Dimensions, Workforce Employee, Workforce ESP, Workforce Forecast Manager, WorkforceHR, Workforce Innovation That Works, Workforce Institute, Workforce Integration Manager, Workforce IntegrityScreen, WorkforceLeave, Workforce Manager, Workforce Mobile, Workforce MobileTime, Workforce Operations Planner, Workforce Payroll, WorkforceRecord Manager, Workforce Recruiter, Workforce Scheduler, Workforce Scheduler with Optimization, Workforce Selection, WorkforceSmart Scheduler, Workforce Sourcing Analytics, Workforce Tablet, Workforce Tablet Analytics, Workforce Talent Acquisition,Workforce Task Management, Workforce Tax Filing, Workforce TeleStaff, Workforce TeleTime IP, Workforce Timekeeper, WorkforceView, and Workforce Worksheet are trademarks of Kronos Incorporated or a related company.IBM, eServer, and iSeries are trademarks of International Business Machines Corporation. StandardsPro is a registered trademark ofH.B. Maynard and Company, Inc. Vortex and Vortex Mobile Scheduler Connect are trademarks of Vortex Connect. Citrix is aregistered trademark of Citrix. All other product and company names mentioned are for identification purposes only, and may betrademarks of their respective owners.When using and applying the information generated by Kronos products, customers should ensure that they comply with the applicablerequirements of federal and state law, such as the Fair Labor Standards Act. Nothing in this Guide shall be construed as an assuranceor guaranty that Kronos products comply with any such laws.These training materials are provided for general educational purposes and are not intended to convey legal, accounting, or regulatorycompliance advice. Such advice can only be obtained through your own attorney, certified public accountant or other qualifiedprofessional, with full knowledge of your organization's particular operations, circumstances and policies. Readers are encouraged toconsult with appropriate professional advisors concerning their individual circumstances before making decisions affecting theirbusiness operations. Last updated November 16th, 2017.Kronos Educational Services provides individualized, role-based, justin-time learning to prepare your core project team and increase useracceptance of your new solution. Receive the right training at the righttime and maximize ROI with KnowledgeMap – a progress tracking,online education portal providing anytime, anywhere access to learningand performance support resources.Published by Kronos Incorporated900 Chelmsford Street, Lowell, Massachusetts 01851 USAPhone: 978-250-9800Kronos Incorporated Global Support: 1-800-394-HELP (1-800-394-4357)Workforce DimensionsScheduling and Timekeeping: Manager Tasks and OutcomesDocument Revision HistoryProduct ReleaseWorkforce Dimensions R2-for UserAdoptionDocument RevisionDocument Release DateCMarch 2019
Table of ContentsAbout this Training . 2Learning Objectives . 2Accessing Exercises . 2Navigation . 5Navigation . 6Navigate the Home page . 10Navigate a Dataview . 11Create a Chart. 13Notifications. 15Notifications .16Review Alerts in the Control Center panel . 19Review Notifications in Control Center . 20Scheduling . 22Scheduling .23Navigating to the Next Schedule Period . 30Assigning a Schedule Pattern Template . 31Editing, Adding, and Deleting a Shifts. 32Using Quick Actions to Add Paycodes. 33Adding a Paycode for Part of a Shift . 34Transferring Part of a Shift . 35Approving Time-Off Requests. 36Timekeeping . 37Timekeeping .38Adding Punches and Comments to an Employee’s Timecard . 46Adding a Pay Code to Excuse an Absence . 48Marking an Exception as Reviewed . 50Performing a Timecard Transfer . 51Running Reports . 52Approving Employee Timecards (Group). 53Approving an Individual Timecard. 56 2019, Kronos Incorporated or a related company. All rights reserved.1
About this TrainingThis training is designed to give you the basic skills necessary to begin using the WorkforceDimensions solution.Learning ObjectivesAfter completing this course, you should be able to: Navigate the Home page and Dataviewsooooo Review notifications in Control Centeroo Take action on notifications in the Control Center preview panelFilter, review, and take actions on notifications in Control CenterBegin building a future schedule:oooooo Hide, show, and move Home page tilesTake action in a Home page tileShow, hide, sort, and filter Dataview columnsGroup a Dataview by a column and add calculationsCreate a chart and add it to your Home pageAssign schedule patterns to employees who work regular schedulesEdit, add, and delete shiftsAdd a paycode to an entire shift and part of a shiftTransfer an employee into a different jobManage a time-off requestRun a reportPrepare timecards for payroll:ooooAdd punchesAdd a paycodePerform a timecard transferAddress timecard exceptionsAccessing ExercisesThis course uses captured exercises for hands on practice. Access the exercise launchpage using URL:https://edweb1.kronos.com/education/WFD UA/Tools Templates/Captured Exercises/Published/MTO timekeeping Exercise Page/index.htmlor a desktop icon. 2018, Kronos Incorporated or a related company. All rights reserved.2
Of course, these sample tasks are not all inclusive, are rarely consecutive, and often overlapbetween Scheduling and Timekeeping. This means that they usually must be handled dailywithin both modules. For example, during this training we’ll look at a day in the life of adepartment manager and see how he: Interacts with tiles on his Home page, and with Dataviews Reviews and takes action on notifications in Control Center Works on a future schedule Manages employee requests for time off in the future Runs a report to evaluate a future schedule Edits timecards to address changes Approves employees’ time for payroll processing Maintains a future schedule 2018, Kronos Incorporated or a related company. All rights reserved.3
As Michael Martin, a Department Manager, you’ll begin by becoming familiar with the Homepage, Dataviews, and Control Center. Next, you’ll start building and modifying a schedule for thenext schedule period. Then you’ll take a break from the future schedule to do some dailymaintenance on your employees’ timecards. 2018, Kronos Incorporated or a related company. All rights reserved.4
Navigation 2018, Kronos Incorporated or a related company. All rights reserved.5
NavigationIn this section, you will be reintroduced to navigating Home pages and Dataviews, which youhave learned about in previous training. After that, you’ll have an opportunity for hands-onpractice to see how to apply those concepts.Michael Martin would like to adjust the layout of his Home page. He would also like to makesome adjustments to a Dataview he uses to monitor overtime and add a chart to his Home pageso he can keep an eye on the data without having to access that Dataview. 2018, Kronos Incorporated or a related company. All rights reserved.6
Your Home page is the first thing you’ll see each time you log in to Workforce Dimensions. Thisis Michael Martin’s Home page. On the Home page, Michael can: Take action directly in a tileo Use a link in tile to go to the source page for that tileo For example, Michael can click Full Schedule to go to the Current Schedule pageHide and show tileso For example, Michael can submit a time-off request from the My Time Off tileFor example, Michael can hide the My Profile tile to clean up his Home page,and/or choose additional tiles to showOpen the Main Menu to access other pagesFor example, Michael can access timecards, Dataviews, and reports through theMain MenuNote that Michael can return to the Home page from any other Workforce Dimensions page byclicking the Home page icon.o 2018, Kronos Incorporated or a related company. All rights reserved.7
Dataviews are accessed in the Dataview Library, found in the Dataviews & Reports section ofthe Main Menu. Michael uses Dataviews to review, analyze, and act on vast amounts of data inWorkforce Dimensions. Using a Dataview, Michael can: Take action on a selected subset of employeeso Sort and filter a columno For example, Michael could filter out all employees who have no Overtime HoursAdd a calculation to a columno For example, Michael can select several employees and then use the Approvalaction to approve all their timecardsFor example, Michael could create a calculation that displays the average numberof Overtime Hours for all displayed employeesCreate or view a chartoFor example, Michael could create a chart that displays a graph of Overtime Hoursby employeeNote that Michael can click Save to keep any personalizations he has made to a Dataview (orclick Restore to go back to the default settings). Some Dataviews display business structuresinstead of employees. In these Dataviews, you view and work with aggregated data fromseveral business units, such as departments or facilities. Michael can use the Dataview selectorto view a different Dataview, without having to use the Main Menu. 2018, Kronos Incorporated or a related company. All rights reserved.8
Charts are viewed and created by clicking Charts at the bottom of a Dataview. The data in thechart will come directly from that Dataview and will dynamically update to reflect any changes todata in that Dataview. Michael uses charts to get a quick visual representation of the data he ismost concerned about. He can select the type of visualization he prefers (for example, a Piechart or a Line graph), and can specify what metrics and values to display. After creating achart, he can even add it as a tile to his Home page. 2018, Kronos Incorporated or a related company. All rights reserved.9
Navigate the Home page1. After Michael accesses Workforce Dimensions, he is brought to his home page.2. In the My Profile tile, click the drop-down arrow and select Hide.Notice that the My Profile tile is removed from the Home page.3. Click the Tile Library icon (the gear) to add additional tiles to the Home page.4. Scroll down and select My Schedule tile and the My Time Off tile.5. Click Apply.Notice that the tiles are added to the Home page.6. Tiles can be rearranged on the Home page by dragging them to new positions. The MyTime Off tile dragged above the Manage Attendance tile.7. In the Manage Schedule tile, click Full Schedule.Notice that this takes you to the Current Schedule page.8. After viewing the Current Schedule, click the Home icon to return to the Home page.9. Click the Main menu to access another Workforce Dimensions page.10. Click on Time and then Employee Timecards.Notice that the Employee Timecards page opens.11. Click the Home icon.12. You are ready to leave Workforce Dimensions. To sign out, click the Main menu icon.13. Click Sign Out to exit Workforce Dimensions. 2018, Kronos Incorporated or a related company. All rights reserved.10
Navigate a Dataview1.On the Home page, click the Main Menu icon in the top left of the screen to open the mainmenu.2. Expand the Dataviews & Reports section of the main menu and click Dataview Library.3. Click the Overtime Analysis link.4. Click the timeframe calendar icon and select Previous Pay Period.5. Click the Overtime Hours as %. column’s drop-down list and select Hide Column.6. Click the filter icon to the right of the column headers and select Primary Job from the list.Notice that this displays the previously-hidden Primary Job column.7. Click the Primary Job column header and drag to the left until it is between the EmployeeFull Name column and the Overtime Hours column.8. To filter Overtime Hours to include only those rows that are not null, click the filter iconagain and select Show Filters Row.9. At the top of the Overtime Hours column, click the drop-down list and select Is Not Null.Notice that this filters out any employee data row that has no Overtime Hours value.10. Click the filter icon and select Hide Filters Row (but notice that the filter remains in effect).11. At the top of the Overtime Hours column, click the drop-down list and select SortDescending to reverse the sort order.[Continued on following page] 2018, Kronos Incorporated or a related company. All rights reserved.11
12. At the top of the Overtime Hours column, click the drop-down list and select Sum to totalthe Dataview column. Notice that this creates a calculation at the bottom of the column,showing the total overtime hours for the pay period.13. At the top of the Primary Job column, click the drop-down list and select Group by thisColumn.Notice that this creates a calculation at the bottom of the column, showing the totalovertime hours for the pay period.14. At the top of the Primary Job column, click the drop-down arrow and select Group by thisColumn.Notice that the sum of the overtime hours is now calculated for the group.15. Expand the left of the Sales Associate group name to expand the group.Notice that the employees in this group are still sorted in descending order by OvertimeHours.16. Click Save to retain this personalization.17. To return to the Home page, click the Home icon. 2018, Kronos Incorporated or a related company. All rights reserved.12
Create a Chart1.2.3.4.5.6.7.8.9.10.11.12.13.14.On the Home page, click the Main Menu icon in the top left of the screen to open the mainmenu.Expand the Dataviews & Reports section of the main menu and click Dataview Library.Click the Overtime Analysis link.Click Charts at the bottom of the page.Click the Tile Libraryicon in the Charts panel.Click the Create Chart icon.For Select Chart Type, select Vertical Bar.For Category, select Primary Job.For Metric, select Overtime Hours.For Values Calculation, select Sum.Keep the default value of Off for Limit Data. If set to On, the Limit Data option allows youto restrict the data displayed in a chart to a specific number of top or bottom values.For the Title, keep the default of Overtime Hours by Primary Job. Click the vertical scrollbar to scroll down.Ensure that all items under Select Items to Display except Category Title are enabledand click Save.To add the chart to your Home page as well, click the Home icon to return to the Homepage.[Continued on following page] 2018, Kronos Incorporated or a related company. All rights reserved.13
16. Click the Setting icon to access the Tile Library icon.17. In the Tiles panel, click the vertical scroll bar to scroll down to the My Charts section andselect the new chart you just created (Overtime Hours by Primary Job).18. Click Apply.19. The chart appears as a new tile. Click on a bar in the chart in the newly-added tile.20. The Dataview from which the data is provided opens and is temporarily filtered to showonly data related to the bar you clicked. Click the Home icon. 2018, Kronos Incorporated or a related company. All rights reserved.14
Notifications 2018, Kronos Incorporated or a related company. All rights reserved.15
NotificationsThis section covers reviewing notifications in Control Center, which you learned about inprevious training. After that, you’ll have an opportunity for hands-on practice to see how to applythose concepts.Michael Martin wants to review any notifications he has received so he can handle newrequests, incidents, and other noteworthy items in a timely manner. 2018, Kronos Incorporated or a related company. All rights reserved.16
Alerts appear in the corner of all of Michael’s Workforce Dimensions pages. Clicking the bellicon opens the Control Center panel. With Alerts, Michael can: View the number of notifications he has not yet reviewed or acted ono Mark individual notifications as reviewed, or take action on appropriate notificationsdirectly from the panelo For example, Michael can approve a time-off request he has been expecting toreceive and knows he is willing to approve without reviewing further detailsGo to the Workforce Dimensions page relevant to a notificationo For example, in the above screenshot Michael can see that he has 6 notificationshe has not yet handledFor example, by clicking Go To for an Exceptions notification Michael canimmediately open the employee’s timecard with the relevant date and punchesdisplayedClick View All to access Control Center, where he can view notifications by category andin greater detailoFor example, Michael can see the details of a time-off request, or review oldernotifications he has already handled and that no longer appear in the panelNote that Michael can close the Alerts panel by clicking anywhere outside the panel. 2018, Kronos Incorporated or a related company. All rights reserved.17
While the Alerts panel provides Michael with a quick view of his most immediately notifications,the Control Panel is where Michael goes to view notifications in greater detail or to look upnotifications he has already handled in the past. With Control Center, Michael can: View notifications by categoryo Filter the list of notificationso For example, Michael can filter the notification list so that only notificationsreceived on a certain date or dates appearReview the details of the selected notification in the Details panelo For example, Michael can review the Employee Requests category so he can dealwith those notifications immediatelyFor example, Michael can review any comments or additional informationsubmitted as part of a time-off requestTake action on the selected notificationoFor example, Michael can use any of the action icons appearing above the Detailscolumn to approve, refuse, or otherwise handle a time-off request 2018, Kronos Incorporated or a related company. All rights reserved.18
Review Alerts in the Control Center panel1. On the Home page, notice the number next to the bell icon, indicating how manynotifications you have not yet addressed. Click the bell icon to open the Control Centerpanel.2. Click the vertical scroll bar to scroll down and locate the notification regarding Howard’sMissed Punch exception.3. Michael is aware that Howard worked an unscheduled shift On Monday (10/08) from 7:30am to 3:00 pm. Click Go To, which opens Howard’s timecard.4. In Howard Edwards’s timecard, click in the Out cell for Mon 10/08 and enter the missing3:00pm out punch (3p). Then press Enter to continue.5. Click Save.Note that correcting the missed punch does not automatically decrement the number next tothe bell icon (nor does it remove the notification from the list).6. To remove the notification, click the bell icon, locate the notification regarding Howard’sMissed Punch (10/08), and click the Mark Read icon for that notification.7. A Success message displays at the top of the panel. To return to the home page, click theHome icon. 2018, Kronos Incorporated or a related company. All rights reserved.19
Review Notifications in Control Center1.2.3.4.5.6.7.8.9.Click the bell icon to open the Control Center panel.In the panel, click View All to open Control Center.Verify that the Employee Requests category is selected, and that Olivia Adams’s time-offrequest is selected (blue).Note that more information about the request appears in the right-hand Details panel.Since this is a time off request, click the Accruals option to see additional availableinformation.Click the Accruals heading again to collapse the detail.Note the actions that you could take on this request are displayed above the Details panel.Those that are grayed out are not applicable to this request.In this case, Michael would like to review the schedule before making a decision about thisrequest; click the Pending icon to mark the request as pending.Select the Timekeeping notification category.Open the Timeframe filter and select Last 30 Days to limit the notifications to only thosereceived within the last 30 days.Click the drop-down list that currently displays the New option and select Read instead.Notice that this displays all of the Timekeeping notifications you have marked read in thepast.[Continued on following page] 2018, Kronos Incorporated or a related company. All rights reserved.20
11. Open the Timeframe filter and select Last 90 Days.Notice that you are now viewing all Timekeeping notifications from the last 90 days that youhave already marked as read.12. Click Refine.13. In the Refine panel, expand the Employee Name category and click Sort Ascending.14. Click Apply.Notice that the notifications are now sorted alphabetically by employee last name.15. Click Refine.16. Click the trashcan icon next to Employee Name, then click Apply.Notice that the sort is now removed.17. To return to the home page, click the Home icon.18. If you have a My Notifications tile on your Home page, you can also refresh thenotifications. Click the drop-down arrow for the tile and select Refresh. 2018, Kronos Incorporated or a related company. All rights reserved.21
Scheduling 2018, Kronos Incorporated or a related company. All rights reserved.22
SchedulingIn this section, you will be reintroduced to common Scheduling concepts you learned about inprevious training. After that, you’ll have an opportunity for hands-on practice to see how to applythose concepts.Example: Howard Edwards has a two-week schedule of alternating shifts: One week:7:00 a.m. – 3:30 p.m., Monday – Friday Next week:3:00 p.m. – 11:30 p.m., Monday – FridayHoward’s manager can assign a schedule pattern template to Howard so that his schedule willremain in place. 2018, Kronos Incorporated or a related company. All rights reserved.23
To modify a schedule, Michael Martin can: Edit existing shifts when changes are necessary.o Add an ad hoc shift or use quick actions to add a pre-defined shift.o For example, Michael can change the end time if an employee agrees to stay laterthan scheduled.For example, Michael can add hours to an employee’s schedule when extra hoursare needed to fulfill a business need.Delete a shift.oFor example, Michael can remove scheduled hours from an employee’s schedule ifhe or she is not needed on that day. 2018, Kronos Incorporated or a related company. All rights reserved.24
When working on a schedule, Michael Martin can: Use a quick action to override a regular shift with a paycode.o For example, Michael can change a regular, productive shift to non-productivetraining hours.Add a paycode to part of a shift.oFor example, Michael can replace part of a shift with paycode hours when anemployee needs to leave early for a medical appointment. 2018, Kronos Incorporated or a related company. All rights reserved.25
Using the transfer feature, managers can: Transfer employee hours to a different part of the business structureo Use different work rules to calculate employee pay based on varying conditions.o For example, an employee who usually works as a cashier in Store A is crosstrained to work at the distribution center. His time worked can be allocated to thedistribution center for accurate reporting and accounting.For example, when an on-call employee is called in to work, they are paidadditional money for those callback hours. When that happens, the employee’sworked hours can be transferred to the applicable callback work rule to calculatepay accurately.Transfer employee hours to different cost centersoFor example: A nurse who works in the Cardiology department is floated to ICU.Even though the nurse’s pay will not be impacted, a manager can transfer thehours the nurse spent in ICU from the Cardiology cost center to the ICU costcenter so that the nurse's pay will be allocated to the ICU cost center.[Continued on following page] 2018, Kronos Incorporated or a related company. All rights reserved.26
Transferring shifts (cont.) Optionally, you can also transfer employees’ time to different Labor Categories.oFor example, a hospital laboratory tracks time allocated to testing and timeallocated to dispensing prescriptions, so they have defined a labor category foreach. The lab is short-staffed one day so an employee that usually performstesting is asked to dispense prescriptions. A labor category transfer is performedso that the employee’s hours will be tracked to the appropriate labor category onthat day. This allows the manager to track how many hours the employeeperformed testing and how many hours the employee dispensed medications.You can transfer a shift as you add it or edit a shift after it has been scheduled to record thetransfer information. 2018, Kronos Incorporated or a related company. All rights reserved.27
When employ
Workforce Analytics, Workforce Attendance, Workforce Auditor, Workforce Budgeting, Workforce Central Portal, Workforce Connect, Workforce Device Manager, Workforce Dimensions, Workforce Em ployee, Workforce ESP, Workfo