Workforce Worksheet. Installation and Configuration Guide. An installation and administrator s guide to Workforce Worksheet.

Transcription

1 Workforce Worksheet Installation and Configuration Guide An installation and administrator s guide to Workforce Worksheet. Kronos Workforce Central suite version 8.0

2 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 Altitude, Altitude Dream, Altitude Pairing, Altitude PBS, CardSaver, Gatekeeper, Gatekeeper Central, Keep.Trac, Kronos, Kronos InTouch, Kronos Touch ID, the Kronos logo, Kronos Workforce Ready, My Genies, OptiLink, ShiftLogic, ShopTrac, Timekeeper Central, TimeLink, Unicru, Visionware, Workforce Accruals, Workforce Central, Workforce Genie, and Workforce TeleTime are registered 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, Experts at Improving the Performance of People and Business, FasTrack, Hireport, HR and Payroll Answerforce, HyperFind, ibid, Kronos 4500, Kronos 4500 Touch ID, Kronos 4510, Kronos Acquisition, Kronos ByDemand, Kronos e-central, Kronos Efficient, Kronos Enterprise Archive, Kronos Essentials, Kronos for Dining Accelerated, Kronos for Retail Accelerated, Kronos KnowledgePass, Kronos TechKnowledgy, KronosWorks, KVC ByDemand, KVC OnDemand, Labor Plus, MedSched, Momentum Essentials, Momentum Online, Momentum, 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 Budgeting, Workforce Central Portal, Workforce Connect, Workforce Device Manager, Workforce Employee, Workforce ESP, Workforce Forecast Manager, Workforce HR, Workforce Innovation That Works, Workforce Institute, Workforce Integration Manager, Workforce IntegrityScreen, Workforce Leave, Workforce Manager, Workforce Mobile, Workforce MobileTime, Workforce Operations Planner, Workforce Payroll, Workforce Record Manager, Workforce Recruiter, Workforce Scheduler, Workforce Scheduler with Optimization, Workforce Selection, Workforce Smart 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, Workforce View, and Workforce Worksheet are trademarks of Kronos Incorporated or a related company. For a complete list of Kronos trademarks, please visit the "trademarks" page at The source code for Equinox is available for free download at All other trademarks or registered trademarks used herein are the property of their respective owners and are used for identification purposes only. All specifications are subject to change. When using and applying the information generated by Kronos products, customers should ensure that they comply with the applicable requirements of all applicable law, including 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. Published by Kronos Incorporated 297 Billerica Road, Chelmsford, Massachusetts USA Phone: , Fax: Kronos Incorporated Global Support: HELP ( ) For links to information about international subsidiaries of Kronos Incorporated, go to Document Revision History Document Revision Release Date A May 2015

3 Contents Install and configure Workforce Worksheet...5 Set up the server...6 Step 1: Create data-only reports...7 Step 2: Set up favorites...9 Additional configuration in an SSL-terminated environment...11 Set up client machines...12 UpgradeWorkforce Worksheet...12 Step 1: Install the product...13 Step 2: Access and configure worksheet...16 Step 3: (Optional) Disable the Remember Me check box...18 Step 4: (Optional) Configure upgrade indicator...19

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5 Install and configure Workforce Worksheet Workforce Worksheet enables you to dynamically retrieve a number of Workforce Central reports and Genies using Microsoft Excel. Any Excel worksheet created from this data can be refreshed on demand or dynamically with live data from Workforce Central. If you have Excel 2010 or 2013 installed on a client machine with Workforce Worksheet installed, a Kronos tab appears in the ribbon. The elements in the Kronos tab enable the Kronos task pane along the right side of the Excel workspace. You can use the options in this task pane to: Run reports that have been designated as favorites in Workforce Central. Run reports using a URL created in Workforce Central Select a Genie from a drop-down list and run it for specific HyperFind queries and time frames. You can then work with the data using Excel functions editing, sorting, formatting, saving, printing, and so on. Workbooks can also be shared with other Workforce Central users. To set up your environment, install Workforce Worksheet on applicable client machines and prepare the machine so that Worksheet can connect to Workforce Central. This document describes how to configure the Workforce Central server for use by Workforce Worksheet and how to install Workforce Worksheet on client machines. It contains the following sections: Set up the server on page 6 Set up client machines on page 12 Note: If you are using an earlier version of Workforce Worksheet, you must uninstall it using your machine s Add/Remove Programs function and then install the v8.0 version as described in this document. If you install the 8.0 version of Workforce Worksheet and then later upgrade to another version of Microsoft Office or Excel, you must also uninstall and then reinstall Workforce Worksheet.

6 Set up the server Before you can use Excel to generate Workforce Central reports and Genies, complete the following steps on the Workforce Central server: Step 1: Create data-only reports on page 7 Step 2: Set up favorites on page 9 Additional steps are needed if Workforce Worksheet is being deployed in an SSLterminated environment, as discussed in Set up client machines on page 12. The standard reporting functionality on the Workforce Central application server offer the following types of reports. All of these reports are defined in RDL. Standard Kronos-issued reports These reports are ready to run. They are formatted for viewing in the Workforce Central reports viewer. These reports can also be exported to Excel, but the display is not optimal. Example: Hours by Labor Account Excel optimized reports These standard Kronos-issued reports have been formatted, grouped, and sorted for optimal viewing as Excel spreadsheets. Example: Hours by Labor Account (Excel) Data only reports These reports are defined in RDL as unformatted data. They are unsorted and do not contain any grouping. The process for creating these reports is described in Step 1: Create data-only reports on page 7. Example: Hours by Labor Account (data) Important notes about non-english systems If you are retrieving a data-only report on a system that uses a language other than English, the data in these reports is not translated. If you are using a non-english language pack on an English operating system, the Message boxes that launch when you are retrieving data show the Yes and No buttons in English. For example, if you are using a Microsoft Office French Language Pack on an English operating system, the messages appear in French, but the buttons appear in English. For more information, refer to the Workforce Central Installation Guide. 6

7 Set up the server Step 1: Create data-only reports The following reports are available as data-only reports that can be accessed and manipulated in Excel using Workforce Worksheet. These reports contain unformatted data from the database and include no grouping or sorting: Absent Employees Accrual Balances and Projections Accrual Detail Accrual Pool Balances Actual vs. Schedule by Job Actual vs. Schedule by Labor Account Employee Hours by Job Employee Hours by Labor Account Employee Schedule - Monthly Employee Schedule - Weekly Employee Transactions and Totals Employees Currently Earning Time Exceptions Hours by Job Hours By Labor Account Location Schedule - Monthly Monthly Schedule by Labor Account Overtime Equalization Detail Person Job Assignment Weekly Location Schedule Weekly Schedule by Labor Account Weekly Working Time Young Worker 7

8 Before you can access these data-only reports, you must create and deploy them in Workforce Central: 1. Log on to Workforce Central as an administrative user. 2. Select Setup > Common Setup > Report Setup. 3. In the Report Setup workspace, click Create Data-Only Reports. The system creates the reports that are available as data only. When finished, click OK in the status message. 4. Select General > Reports. Notice that the reports that are available as data only are indicated with (Data) after the name. Note: Data-only reports are added to the existing report profiles automatically. For example, a report profile that includes the Employee Hours by Labor Account report will also include the data-only version of the same report. 8

9 Set up the server Step 2: Set up favorites A report must be designated as a favorite in Workforce Central before it can be accessed in Excel. 1. Log on to Timekeeper. 2. Select Reports. 3. Select a report to designate as a favorite. 4. Click Create Favorite. 5. In the Favorite Report workspace, enter the following information: Favorite Report Enter a name for the report. Author s Remarks Enter information that helps you identify the report. Additional fields appear, depending on the report selected. Enter the appropriate information to reflect the content of the report. 6. Click Save Favorite. 9

10 10 The favorite report name appears below the Favorites category on the left side of the workspace. Only the person who created the favorite can access the report by this name.

11 Set up the server Additional configuration in an SSL-terminated environment If you use an SSL terminator, you must configure Timekeeper to recognize the device properly. To configure Worksheet in an SSL-terminated environment, complete the following steps on the Workforce Central application server. 1. Select Setup > System Configuration > System Settings. 2. Select the Security tab and ensure the following Security system settings are assigned the values indicated: System setting site.security.ssl.termination.on site.security.ssl.termination.host site.security.ssl.termination.port Value true Fully-qualified domain name of the external SSL-termination device mapped to Workforce Central Can be left blank if default SSL port (443) is being used 3. Select the Web & App Server tab and ensure that the following is assigned the value indicated: System setting site.webserver.applet.communication.protocol Value https 11

12 Set up client machines The process for setting up the Worksheet on client machines is: Step 1: Install the product on page 13 Step 2: Access and configure worksheet on page 16 Step 3: (Optional) Disable the Remember Me check box on page 18 Step 4: (Optional) Configure upgrade indicator on page 19 Note: Users who are installing Worksheet on a client system must belong to the Administrators group on that system. There are several prerequisites that must exist on each Windows client machine before you can install the Workforce Worksheet. The Workforce Worksheet installer automatically scans each machine and if any of the required prerequisites are missing, the installer will automatically install them. UpgradeWorkforce Worksheet If you are using an earlier version of Workforce Worksheet, you must uninstall it using your machine s Add/Remove Programs function and then install the v8.0 version as described in this document. If you install the 8.0 version of Workforce Worksheet and then later upgrade to another version of Microsoft Office or Excel, you must also uninstall and then reinstall Workforce Worksheet. 12

13 Set up client machines Step 1: Install the product To install Workforce Worksheet: 1. Download the Suite Installation kit. The file structure is as follows: 2. Expand the Workforce Worksheet folder. Two subfolders are listed: x64 Installation kit for 64-bit Excel x86 Installation kit for 32-bit Excel The installation kit to use depends on the version of Excel being used, not on the machine s operating system. The 32-bit version of Excel can be run on either 32- or 64-bit operating systems. The 64-bit version of Excel can only run on 64-bit operating systems. 3. Expand the subfolder that is appropriate for your version of Microsoft Office Excel and do the following: On a 32-bit machine, double-click setup.exe. On a 64-bit machine, right-click setup.exe and select Run as administrator. Note: If you are installing on a 64-bit machine such as Windows Server 2008, you can also install Workforce Worksheet from the suite installer. Right-click Launch.exe and select Run as Administrator. Then, select Install Products in the first screen and select Workforce Worksheet in the second screen. 13

14 The installer scans your machine to verify that the required prerequisites are installed. If necessary, the installer will install any missing software. You may need to accept license agreements for these prerequisites. 4. If prerequisites are missing, a screen similar to the following appears. Click Install and follow the instructions for installing the required prerequisites. 5. When the prerequisites are installed, the Welcome screen appears. Click Next. 14

15 Set up client machines 6. In the Destination Folder screen, accept the default location (C:\Kronos\Workforce Worksheet) or click Change to select a new location. 7. In the Ready to Install the Program Screen, click Install. 8. In the InstallShield Wizard Completed screen, click Finish. 15

16 Step 2: Access and configure worksheet To access the Workforce Worksheet: 1. Open Microsoft Excel. If Excel needs to verify the publisher, the Publisher cannot be verified screen appears. Click Install. 2. On the Excel toolbar, click the Kronos tab. 3. Click the Data Source button and then select Data Source from the dropdown list. The Workforce Central task pane appears on the right side of the workspace. 4. Select the Credentials tab in the Workforce Central task pane and enter the information necessary to connect to the Workforce Central server, then click Connect. User name and password Web service address Enter (Do not enter the URL used to connect to the server, which is typically instance/logon.) 16

17 Set up client machines 5. Click Connect When you have successfully connected, the Connect button becomes unavailable and the Data Source tab opens. By default, the Remember Me check box also appears: If the user selects the check box, the password is encrypted and stored in the user configuration file. The user name and password automatically appear each time the user accesses the Kronos task pane. If the user clears the check box, an empty string is encrypted and stored so that the user must enter the password each time the Kronos task pane opens. 17

18 For information about using Workforce Worksheet, refer to the online help. Press F1 or click the Data Source button and then select Help from the drop-down list. Step 3: (Optional) Disable the Remember Me check box If the computer is used by multiple users sharing the same Windows credentials or there are other security related concerns, you can disable the Remember Me check box: 1. With a text editor, open the ExcelAddIn.dll.config file, which is located in Kronos\Workforce Worksheet. The file contains the following information: xml version="1.0" encoding="utf-8"?> <configuration> <configsections> </configsections> <appsettings> <add key="helpfile" value="\help\exceladdinhelp.html"/> <add key="rangeprefix" value="kronos_wfc_"/> <add key="savepassword" value="true"/> </appsettings> </configuration> 2. Modify the following line to false: <add key="savepassword" value="false"/> 3. Close the file, saving your edit. 4. Restart Excel. The Remember Me check box does not appear and the user must enter logon credentials each time he or she uses the add-in. 18

19 Set up client machines Step 4: (Optional) Configure upgrade indicator You can indicate to Workforce Worksheet users that an upgrade to the Workforce Worksheet client is required or recommended by adjusting the following settings in the \wfc\applications\wpk\properties\wpk.properties file: oba.plugin.current.version oba.plugin.lowest.supported.version If the version of the Workforce Worksheet client installed on the user s system is greater than or equal to oba.plugin.lowest.supported.version, but less than oba.plugin.current.version, a message is displayed when the user invokes the client, indicating that the upgrade is recommended. The client can still be used in this case. If the version of the Workforce Worksheet client installed on the user s system is less than oba.plugin.lowest.supported.version, a message is displayed when the user invokes the client, indicating that the upgrade is required. The client s controls are disabled until the upgrade is completed. If the version of the Workforce Worksheet client installed on the user s system is greater than or equal to oba.plugin.current.version, no message is displayed. 19