quick reference employees scheduling

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Workforce Scheduler Quick Reference for Employees Employee Self-Service (ESS) for Scheduling Use Employee Self-Service (ESS) for Scheduling to request changes to your current schedule. Requesting open shifts An open shift is a shift that is scheduled for a job, but that has no employee assigned to it. To volunteer to work open shifts: 1. Select My Information > My Requests. 2. In the calendar, select the time period. 3. In the Requests list, select Open Shift. 4. The Open Shift table displays detailed information about the selected open shifts. If multiple open shifts are available that are identical except for Comments or Notes, the table displays the open shifts in only one row. The Available Shifts column displays the number of these identical open shifts. The table displays open shifts for your primary job in black text, and for your transfer jobs in blue. 5. Select the open shifts that you plan to work. Tip: For a tool tip of detailed information, hover the cursor over an open shift. 6. Optionally, add a note. 7. Submit the request to your manager or save a draft. Swapping shifts If the following conditions are met, you can swap shifts with another employee: The submission period is open. Both employees have the same manager. Both employees are qualified to work the other shift. The swap does not violate schedule rules as configured for your organization. Neither shift is locked. Neither shift was deleted. Neither shift overlaps another assigned shift in the schedule of either employee. The other employee agrees to swap the shifts. The manager approves the swap. Requesting swaps 1. Select My Information > My Requests. 2. In the calendar, select the time period. 3. Select a Swap Shift request. 4. Select the shift that you want to swap. If you do not select any days in the calendar, the drop-down list displays all shifts that are during the selected time period of the calendar. 5. Select the employee who is assigned a shift that you want to work. 6. Select the shift of the other employee that you want to work. 7. Submit the request to the employee and your manager. The system verifies that the request satisfies the conditions for swapping shifts. Alternatively, save a draft. Responding to swap requests 1. Select My Information > My Requests. 2. Select My Current Requests. Requests that offer to swap shifts are highlighted in color. 3. Select the offered swap request. 4. Accept or decline the request. Click Apply. Your response goes to the employee who requested the swap and to your manager. © 2011 Kronos Incorporated

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  • Workforce Scheduler Quick Reference for Employees

    Employee Self-Service (ESS) for SchedulingUse Employee Self-Service (ESS) for Scheduling to request changes to your current schedule.Requesting open shiftsAn open shift is a shift that is scheduled for a job, but that has no employee assigned to it. To volunteer to work open shifts:1. Select My Information > My Requests.2. In the calendar, select the time period.3. In the Requests list, select Open Shift.4. The Open Shift table displays detailed information about the selected open shifts.

    If multiple open shifts are available that are identical except for Comments or Notes, the table displays the open shifts in only one row. The Available Shifts column displays the number of these identical open shifts.The table displays open shifts for your primary job in black text, and for your transfer jobs in blue.

    5. Select the open shifts that you plan to work. Tip: For a tool tip of detailed information, hover the cursor over an open shift.

    6. Optionally, add a note.7. Submit the request to your manager or save a draft.Swapping shiftsIf the following conditions are met, you can swap shifts with another employee:

    The submission period is open.Both employees have the same manager.Both employees are qualified to work the other shift.The swap does not violate schedule rules as configured for your organization.Neither shift is locked.Neither shift was deleted.Neither shift overlaps another assigned shift in the schedule of either employee.The other employee agrees to swap the shifts.The manager approves the swap.

    Requesting swaps1. Select My Information > My Requests.2. In the calendar, select the time period.3. Select a Swap Shift request.4. Select the shift that you want to swap. If you do not select any days in the calendar, the drop-down list displays all

    shifts that are during the selected time period of the calendar.5. Select the employee who is assigned a shift that you want to work.6. Select the shift of the other employee that you want to work.7. Submit the request to the employee and your manager. The system verifies that the request satisfies the

    conditions for swapping shifts. Alternatively, save a draft.Responding to swap requests1. Select My Information > My Requests.2. Select My Current Requests. Requests that offer to swap shifts are highlighted in color.3. Select the offered swap request.4. Accept or decline the request. Click Apply. Your response goes to the employee who requested the swap and to

    your manager. 2011 Kronos Incorporated

  • Requesting time offTime off can be for vacation, sick time, or personal time.1. Select My Information > My Requests.2. In the calendar, select the time period.3. In the Requests list, select the time-off request.

    If configured, your accrual balances are displayed for the start date of the request.4. Select the options:

    Important: Not all options are available; they differ according to the configuration of the time-off request.Select Start Date.To request days off, select End Date.To request time off of less than one day, select Start Time and Duration.Duration can be for Full or Half Day, or Hours (Enter Start Time and Length).If configured, you can select the Pay Code.

    5. If configured, you can include non-consecutive days or multiple pay codes in a single request. Click Insert a New Row. Select the options.

    6. Optionally, add a note.7. Submit the request to your manager or save a draft.

    Displaying your schedule requests1. Select My Information > My Requests.2. In the calendar, select the time period. The date cells can display the time period of shifts, and any of the following:

    The status of the request.The symbol for active requests.If open shifts are available, the date cell displays the number of open shifts. If there are two sets of numbers, one is for your primary job, and one is for jobs in your transfer set.For definitions of the symbols and color codes in the calendar, click Legend.

    3. For more information about a day, click Day Detail.4. In the Requests list, select either:

    My Current Requests - Display all of your current schedule requests.My Actions - Display all of your current actions. Actions link to Process Template forms and are categorized.

    Deleting your schedule requestsYou can delete only your own, draft requests.1. Select My Information > My Requests.2. Select a Draft request.3. Click Delete.Retracting your schedule requestsYou can retract only your own, submitted requests.1. Select My Information > My Requests.2. Select a Submitted request.3. Click Retract.Canceling your schedule requestsIf configured, you can cancel approved, time-off requests.1. Select My Information > My Requests.2. Select an Approved request.3. Click Cancel Submitted.The information in this document is subject to change without notice and should not be construed as a commitment by Kronos Incorporated. Kronos Incorporated assumes no responsibility for any errors that may appear in this manual. This document or any part thereof may not be reproduced in any form without the written permission of Kronos Incorporated. All rights reserved. Copyright 2011. All other trademarks or registered trademarks used herein are the property of their respective owners and are used for identification purposes only. When using and applying the information generated by Kronos products, customers should ensure that they comply with the applicable requirements of federal and state law, such as the Fair Labor Standards Act. Nothing in this Guide shall be construed as an assurance or guaranty that Kronos products comply with any such laws.

    Workforce Scheduler Quick Reference for EmployeesEmployee Self-Service (ESS) for SchedulingRequesting open shiftsSwapping shiftsRequesting swapsResponding to swap requests

    Requesting time offDisplaying your schedule requestsDeleting your schedule requestsRetracting your schedule requestsCanceling your schedule requests