Welcome to Kronos in the Cloud

Transcription

1 Welcome to Kronos in the Cloud For Trainers at American Woodmark Corp In this document, you will find instructions for getting started with Kronos in the Cloud. The information here is designed to focus on the basics of getting connected quickly and easily. This user guide is brief because the new interface is so well designed and easy to understand. Welcome to Kronos in the Cloud Trainers Page 1 of 22

2 Contents What is happening?... 3 What is changing for me?... 4 New Sign in environment... 4 New Workspace view... 4 Employee Salary Exempt, no direct reports... 5 Employee Salary Non-Exempt on Computer... 5 Employee Hourly (FSs & Service Techs) on SmartPhone or Tablet... 6 Manager/Supervisor... 6 Manager/Supervisor (FSs & Service Techs) on SmartPhone or Tablet... 7 Leave Administrator... 7 Payroll Manager... 8 Improved processes... 8 Logging in to Kronos-Navigator-SSO... 8 Clocking in and out... 9 Requesting time off Approving timecards Approving requests Managing Leave Cases Managing Payroll Pro Tips GoTo button group Gear Icon Related Items pane How do I approve Salary Exempt employee timecards on my ipad or tablet? What if I need help? Kronos Museum online help for AWC Job Aids and Announcements Solution Center help Kronos KnowledgePass online help Welcome to Kronos in the Cloud Trainers Page 2 of 22

3 What is happening? A new version of Kronos is coming to all AWC employees. When is it coming? About the new version of Kronos: Old Kronos goes off line on 05/11/2015 at midnight EDT. New Kronos Version 7.0 becomes available on 05/18/15. What is it? New Kronos is browser-based (Internet Explorer) just like before. New Kronos is on the Cloud, not on an internal AWC server. Starting on 05/18/15, AWC employees who use a computer for Kronos today will log in to the new Kronos version at our AWC Sign-In page using their Windows User name and password Who is it for? How is this better? All employees, supervisors, payroll and leave processors will use the new Kronos effective 05/18/15. New features: The Kronos version has several new features, like canceling a previously approved time off request. VPN not required: You will no longer need to access Kronos using VPN. As long as you have internet connectivity, you will be able to log into Kronos. What about Java? To get ready for this change, you will need to get a new version of Java. From now on, the current version of Java will work with Kronos. You will not have to preserve a special version of Java to run Kronos. As long as your Java is up-to-date, Kronos will run normally. Watch your inbox for instructions and information about deleting your old version of Java and installing the current version. Welcome to Kronos in the Cloud Trainers Page 3 of 22

4 What is changing for me? The following are the new features and process improvements available to Trainers Kronos users. New Sign in environment Sign in using a new URL Sign in with your Windows User Name and Password. Choose Kronos-Navigator-SSO from the drop list, and then sign in. New Workspace view Kronos calls the user interface display a Workspace. Think of the Workspace as your dashboard display. You can change from one Workspace to another using the Workspaces carousel in the top right of the screen. Your default Workspace will look something like this: Welcome to Kronos in the Cloud Trainers Page 4 of 22

5 Employee Salary Exempt, no direct reports Employee Salary Non-Exempt on Computer Welcome to Kronos in the Cloud Trainers Page 5 of 22

6 Employee Hourly (FSs & Service Techs) on SmartPhone or Tablet SmartPhone Tablet Manager/Supervisor Welcome to Kronos in the Cloud Trainers Page 6 of 22

7 Manager/Supervisor (FSs & Service Techs) on SmartPhone or Tablet SmartPhone Tablet Leave Administrator Welcome to Kronos in the Cloud Trainers Page 7 of 22

8 Payroll Manager Improved processes Logging in to Kronos-Navigator-SSO All employees sign in to Kronos-Navigator-SSO Sign in using a new URL Sign in with your Windows User Name and Password. Choose Kronos-Navigator-SSO from the drop list, and then sign in. Welcome to Kronos in the Cloud Trainers Page 8 of 22

9 Clocking in and out Salary Non-Exempt employee Record Time Stamp on computer Salary Non-Exempt employee Record Time Stamp on computer 1. Sign in using your AWC Network User Name and Password at 2. In the Timestamp widget, click Record Timestamp. 3. Verify that your time has been recorded correctly. 5. Sign Out in the upper left of the browser window. Welcome to Kronos in the Cloud Trainers Page 9 of 22

10 Hourly employee Punch on Smart Phone or Tablet Hourly employee Punch on Smart Phone or Tablet 1. Before you begin, download the free KronosMobile (Smart Phone) or KronosTablet app from the Apple App Store or the Google Play Store. Tap the icon. or 2. Log On using your User Name and Password. Key in the Server Address as /wfc 3. Tap Punch on the Home screen. 4. Tap Punch to confirm. Tap OK to clear the message and return to the Home screen. Welcome to Kronos in the Cloud Trainers Page 10 of 22

11 Requesting time off Any employee Request Time Off on computer Any employee Request Time Off on computer 1. Sign in using your AWC Network User Name and Password at 2. Click Request Time Off in the Calendar widget. 3. Enter the Start date, End date, Pay code, Duration, Start time, and Length for the request, and then click the Submit button. 4. The Time Off Request appears in the Calendar widget. Hover your mouse over the request to show the function button. 5. To Retract the request, click the function button and then choose Retract. Hover your mouse over the request to show the retraction. Welcome to Kronos in the Cloud Trainers Page 11 of 22

12 Hourly employee Request on Smart Phone or Tablet Hourly employee Request on Smart Phone or Tablet 1. Before you begin, download the free KronosMobile (Smart Phone) or KronosTablet app from the Apple App Store or the Google Play Store. Tap the icon. or 2. Log On using your User Name and Password. Key in the Server Address as /wfc 3. Tap Requests on the Home screen. 4. Tap the plus sign to add a new request. 5. Tap the tap the checkmark to continue or X to cancel. Welcome to Kronos in the Cloud Trainers Page 12 of 22

13 6. Enter a Start Date, End Date, Paycode, Duration, and any Notes for the request. 7. Review the information and then tap Submit. 8. Your new request will appear in the list as Submitted. Tap the Home button to return to the Home screen. Welcome to Kronos in the Cloud Trainers Page 13 of 22

14 Approving timecards Approving timecards 1. Sign in using your AWC Network User Name and Password at 2. Expand the Related Items pane by clicking the arrow at the top of the Related Items pane. Click Pay Period Close. 3. Select the employees that need to be approved using the Show feature. Ex: My Direct Reports 4. Review the timecards, update as necessary. Upon completion select all, and then choose Approvals > Approve. Welcome to Kronos in the Cloud Trainers Page 14 of 22

15 5. Controllers and General Managers will sign off on hourly payroll after payroll approval. Select the ALL HOURLY EMPLOYEES hyperfind in the Pay Period Close widget. 6. Verify that Combined Hours are accurate. Choose Actions > Select All. Choose Approvals > Sign Off. Wait several minutes and then click Refresh to ensure that there is a checkmark in the Signed Off column. Note: You cannot approve timecards for Salary Exempt employees using the tablet app. Welcome to Kronos in the Cloud Trainers Page 15 of 22

16 Approving requests Approving requests 1. Sign in using your AWC Network User Name and Password at 2. The Alerts toolbar will display any requests. Click the Requests button and then click the individual request in the list or click View All. The Request Manager widget opens. 3. Select the request in the list, and then Approve or Refuse the request. 4. In the Approve Time-Off Request window, click Approve to approve the request or Cancel to close the window and return to the Request Manager widget. The request disappears from the Request Manager after approval. Welcome to Kronos in the Cloud Trainers Page 16 of 22

17 Managing Leave Cases Managing Leave Cases 1. Sign in using your AWC Network User Name and Password at 2. Select the appropriate hyperfind in the Leave Cases widget. 3. Select the employee, and then select Leave > New Leave Case or Leave > View Leave Cases from the menu. 4. Manage the Leave Cases as appropriate. Welcome to Kronos in the Cloud Trainers Page 17 of 22

18 Managing Payroll Managing Payroll 1. Sign in using your AWC Network User Name and Password at 2. Expand the Related Items pane by clicking the arrow at the top of the Related Items pane. Click Reports. Expand Roll-Up Genie category and then select the appropriate report. 3. Select the report filters and options as shown in the example Reports widget screen below, and then click Run Report. 4. The Check Report Status tab opens. Wait while the report runs. Click Refresh Status until the Status is Complete. Welcome to Kronos in the Cloud Trainers Page 18 of 22

19 5. Click View Report. If you choose an Adobe Acrobat Document (pdf) as the Output Format, the report will open in a new tab in your browser. If you choose a Microsoft Excel Document (xls) as the Output Format, accept the download from woodmark.kronos.net by choosing Open or Save as, and wait until the Excel spreadsheet opens. 6. Review, print and follow up as you normally do. 7. Return to the Payroll Manager Workspace and approve as you normally do. Welcome to Kronos in the Cloud Trainers Page 19 of 22

20 Pro Tips GoTo button group 1. Use the GoTo button group to quickly jump from one widget to another for selected employees. 2. Highlight one or more employees in the widget grid. Click the GoTo button group to display choices for jumping to another widget or workspace. GoTo button group 3. Use the Next and Previous buttons to move from one employee to the next in the widget display. Gear Icon 1. Use the Gear icon to view options for viewing the widget. 2. Choose Pop-out or Close. Unavailable options will be grayed out. For example, primary widgets cannot use Close or Pop-out. Gear icon Welcome to Kronos in the Cloud Trainers Page 20 of 22

21 Related Items pane Related Items pane 1. Expand the Related Items pane by clicking the arrow at the top. Widget names are clearly readable when expanded. 2. Click a related item to open it as maximized 2. Drag a related item to open it and replace one widget with another. How do I approve Salary Exempt employee timecards on my ipad or tablet? You cannot approve timecards for Salary Exempt employees using the tablet app. Welcome to Kronos in the Cloud Trainers Page 21 of 22

22 What if I need help? Help is here for you in several forms. Kronos Museum online help for AWC The Kronos Museum contains AWC internal processes and procedures for employees, Supervisor/Managers, Payroll, and HR. Information here is AWC specific. Visit the Kronos Museum at Job Aids and Announcements Job aids, announcements about the rollout and other updates are on the HR SharePoint site Manager Navigator Job Aid Reviewing Alerts and Notifications job aid Job aids for FSs, Service Techs, and their managers Solution Center help If you have any questions or issues about the program, send a detailed message to SolutionCenter@woodmark.com describing the issue. Screen shots can be especially helpful when possible. Kronos KnowledgePass online help Kronos KnowledgePass provides workforce training benefits with unlimited 24x7 online access to preand post-training, and refresher skills courses. To open KnowledgePass: 1. Log in to Kronos and click the Workspaces menu. 2. Click Get Support. 3. In the Related Items pane, open Kronos KnowledgePass. 4. In the Kronos KnowledgePass tab, click Go to KnowledgePass. Kronos KnowledgePass will open in a new browser tap to the welcome screen. You will already be logged in. Welcome to Kronos in the Cloud Trainers Page 22 of 22

23 Manager Navigator Job Aid Parts of a Navigator Active Bar Displays active workspaces; click title to bring a workspace into focus. (Manage My Department is the only one in this example.) Name / Sign Out Identifies user and a link to log out of navigator. Alerts Links, which appear as icons, enabling you to quickly view the type and number of tasks and issues that you need to address. (Note: Alerts are optional) Carousel Container for one or more workspaces (Note: Carousel appears only if there is another workspace in addition to the home workspace.) Navigator layout varies Navigators are customized by Administrators and reflect those items needed for a job role. Specific widgets and alerts that are available in your navigator are determined by your access and which applications are in use. Search Opens a widget in which you can search on a wide variety of data types, including employee names, pay rules, jobs, phone numbers, exceptions, and more. Hovering for Details Hover the mouse to see details, where applicable. Repositioning Widgets Move a secondary widget into a primary position by clicking the title bar, dragging it over a primary widget, and releasing. Workspace Displays one or more widgets and the Related Items pane. Workspace Context Some workspaces allow you to choose a context a Time Period and set of Employees or Locations to use in all widgets where they apply. If needed, change the selections and click the Synchronize icon. Widgets A widget is a task-oriented tool or view into Workforce Central. There will be one or two primary widgets, depending on the workspace these are widgets you can use to perform tasks. There may also be one or more smaller-sized secondary widgets, but normally these are only for viewing until you swap them into a primary position. Related Items Pane Includes one or more additional widgets for less common tasks; the Related Items pane is optional and contains different widgets for each workspace. 2014, Kronos Incorporated or a related company. All rights reserved.

24 Manager Navigator Job Aid Opening Widgets and Workspaces Refresh Click the Refresh icon to get immediate updates to your Alerts. Alert Icons Each type of alert has its own icon. A number in the icon s corner indicates that there are items you should review. (The significance of the number itself depends on the specific alert.) Click an icon to view details. Closing the Carousel Click the Workspaces tab to close the carousel. Additional Workspaces Click an item in the carousel to open an additional workspace. To close that workspace later, hover over its tab and click the Close (X) button. To refresh its data, click the Refresh icon. Alert Details Click an item in the details of an alert to open the relevant widget. You can then take whatever actions are needed in the open widget. Each category may have several sub-categories; expand a sub-category to view the alerts it contains. Cycling the Carousel If there is more than one workspace in the carousel, use the arrows to cycle through the additional workspaces. View All Click View All to open the Alerts and Notification widget, where you can review multiple alerts and their details in a larger work area. Carousel Closing the Related Items Pane Click the right arrow to close the Related Items pane. When closed, click the left arrow to open it. Alerts Active Widgets Widgets already in an open workspace appear grayed out in widget list. Activating a Widget There are two ways to activate a widget in the Related Items pane. To add it to the current workspace, drag it out of the pane and release it over a widget in the workspace. Related Items To work with the widget in a separate workspace, click the widget while it is still in the pane. To close that workspace later, hover over its tab and click the Close (X) button. 2014, Kronos Incorporated or a related company. All rights reserved.

25 Manager Navigator Job Aid Managing the Active Workspace Workspace Tabs Each active workspace gets its own tab. You can switch back and forth between workspaces by selecting the tab you want to view. You must always have at least one workspace open, but you can close any additional workspaces by hovering over its tab and clicking the Close (X) button. You can also refresh the data in the workspace by clicking the Refresh icon on the workspace s tab. Maximize / Restore Icon Click to expand a primary widget to its maximum size. (This will temporarily take over the entire window.) Click again when maximized to restore to the original size. Gear Icon Click to view options for moving the widget. Unavailable options will be grayed out. (For example, primary widgets cannot use Close or Pop-out.) Primary and Secondary Widgets Workspace layouts vary. All workspaces have at least one primary widget, which is where you do your work. Workspaces can also have one or more secondary widgets that you can choose to promote to the primary position if you need to work in them. Pop-out Option Select Pop-out to promote a secondary widget to a primary position. Close Option Select Close to send a secondary widget back to the Related Items pane. Primary Widget Usable Secondary Widgets In most cases, secondary widgets are informational only until promoted to a primary position. However, some widgets, like My Timestamp, have functioning parts when in the secondary position. Resize Bar Click and drag the resize bar to reveal more of a particular secondary widget. Title Bar Click and drag a secondary widget s title bar to swap its position with another widget, or return it to the Related Items pane. Secondary Widgets 2014, Kronos Incorporated or a related company. All rights reserved.

26 Manager Navigator Job Aid Using a Wizard Previous Button Move back to an earlier step in the wizard. Steps Each step in the wizard is identified by its own chevron or tab. In some wizards you can click a chevron or tab to go directly to that step. Information (Question Mark) Click the question mark icon to display helpful instructions for each step. Click X to close the information. Maximize / Restore It is recommended that you increase your work area when using a wizard. Do this by clicking the Maximize/Restore icon in the widget, or opening the wizard in its own workspace. Closing the Related Items pane is also recommended. What is a Wiazrd? A wizard is a specially-designed widget that guides you through a series of steps to perform a business task. Each step presents a Workforce Central page or widget relevant to that step, along with instructions for how to perform that step. A wizard helps you complete a task quickly, easily, and consistently. Next / Done / Clear Click Next to advance when you are done with the current step. The final step will display either Done or Clear. Click Done or Clear to reset the context and return to the initial step. You can then use the wizard again or move on to another task. Related Information This drop-down list contains links to Workforce Central pages that might contain additional information related to the current step. After viewing the page, click X to close it and return to the current step in the wizard. Workforce Central Page or Widget Each step in a wizard contains a Workforce Central page or widget that enables you to complete the step. Perform any required tasks and then click Next to continue to the next step. To see helpful information about the current step, click the step s question mark icon. 2014, Kronos Incorporated or a related company. All rights reserved.

27 Workforce Central Reviewing Alerts and Notifications Alerts and notifications Depending on your job role, you may have access to alerts and/or notifications in your navigator. Alerts and notifications are displayed at the top of your navigator, in one or more categories. Numbers appearing over the category icons indicate that there are items you should review at your earliest convenience. Alerts and notifications behave similarly, but there are a few differences. How can I distinguish them? Is there a detailed message I can view? When does it stop appearing? Alert Alerts have no Dismiss (x) icon. No, alerts are brief. Alerts automatically disappear when the circumstances generating them no longer apply. Notification Notifications have a Dismiss (x) icon. Yes, notifications can have more detailed information. Notifications continue to appear until you choose to manually dismiss them. Reviewing an alert If there is an alert requiring your attention, a number will appear over the relevant category icon. Note: Alerts and notifications are automatically updated regularly, but you can click the Refresh icon to make sure that you are viewing the latest updates. A A B Click the category icon to open the list of alerts in that category. Alerts are contained within sub-categories. If necessary, click the triangle icon to expand a sub-category to view its alerts. In this example, there is only one subcategory (Employee Time Off Request Alert) containing a single alert. B C C Click the alert to open a widget where you can follow up on the alert. Note: If you have multiple alerts to review, you can click View All to open the Alerts and Notification Widget, which provides you with more space in which to look through your categories and sub-categories. Reviewing a notification If there is a notification requiring your attention, a number will appear over the relevant category icon. A A B Click the category icon to open the list of alerts in that category. Notifications are contained within sub-categories. If necessary, click the triangle icon to expand a sub-category to view its alerts. In this example, there is only one sub-category (Timecard Edited by Manager) containing a single notification. B C C If you would like to open a widget where you can follow up on the notification, click the notification. Or, if you would like to view more details about the notification, continue to the next step. D Click View All to open the Alerts and Notification Widget. D E Click Detail to view more detailed information about the notification. F If you would like to open a widget where you can follow up on the notification, click the notification. Or, if you would like to permanently dismiss the notification, click its Dismiss (X) icon. Note: Some notifications will appear under the Uncategorized icon; these only appear in the Alerts and Notification Widget, and do not open a widget when clicked. You should periodically click View All to see if you have any Uncategorized notifications. E F 2014, Kronos Incorporated or a related company. All rights reserved.

28 Kronos Tablet Performing Employee Tasks Main Screen Overview Logging On When you start the Kronos Tablet app, your ipad connects to your organization s Workforce Central server, using an IP address you supply. You can then log on using your existing Workforce Central credentials. GET THE APP Kronos Tablet is a licensed product, but anyone can download and try out the application search for Kronos Tablet in your ipad s App Store to get it. Context Tap to change the Time Period you are viewing. All information you view will be in this context until you change it. Punch Tap to punch in or out for your shift. You may be prompted to provide additional information, such as whether you are transferring temporarily to another job or account. Log Out When you are done, working in Kronos Tablet, be sure to Log Out before you close down the app. Task Icons Tap one of the circular icons to perform a particular task. For example, to submit or review a time-off request, tap Requests. Punch In or Out 1 On the main screen, select the Punch icon. When to Make a Transfer Normally, you should only enter a transfer when your manager is aware that you will be making one. Select the transfer only when punching In for the transfer; do not select the transfer again when punching Out. 2 If you are starting a shift requiring a transfer, select the appropriate type of Transfer. Otherwise, skip to Step 4. 3 If you are making a job transfer, drill down the locations and select the job you will be working. If you are making an account transfer, select the relevant entries. Then tap Done. Home To back out of making a punch, tap the Home icon instead of tapping Punch. No punch data will be saved. 4 If you are working without a break, switch Cancel Deduction to ON. To enter the punch, tap Punch. Bar Code Option If you are transferring to a job with a posted bar code, you can tap the Bar Code button and then scan to enter the transfer. When to Cancel a Deduction Normally, you should only cancel a deduction when your manager has given you approval to do so. Only cancel the deduction when punching Out at the end of your shift, unless your manager has instructed you to do otherwise. 2013, Kronos Incorporated or a related company. All rights reserved.

29 Kronos Tablet Performing Employee Tasks View Your Timecard Timecard Approval Tap to Approve your timecard hours. Your manager will let you know how frequently you should Approve. Start by selecting Timecard on the home screen. Context Tap to change the time period you are viewing. Home When you are done viewing your timecard, tap Home to return to the home screen. Totals Your current totals for the displayed time period are shown here. Daily Punch Data In and Out punches and other tracked time are shown here for each day in the displayed time period. A colored date or punch indicates a deviation from your schedule, such as a Sick day or late In punch. Submit a Time Off Request 1 On the home screen, tap Requests. 2 Tap the to add a new request. Check Your Accruals Balances Before submitting a new Time Off Request, it s a good idea to tap Accruals to review your balances. Tap Balance as of to see the hours you will have on any given date. 3 Select a Time Off type and tap Done. 4 Select the Start Date and End Date of your time off. Tap Done after selecting each date. Prior Requests To view the details of a previouslysubmitted request, simply select it from the list of requests. The details screen also gives you the option to completely retract the request you are viewing by tapping Retract Request. 5 Select the pay code that matches the kind of time off you want to take (e.g. Personal), then tap Done. 6 To finalize the request, tap Submit. 2013, Kronos Incorporated or a related company. All rights reserved.

30 Kronos Tablet Performing Employee Tasks Main Screen Overview Logging On When you start the Kronos Tablet app, your ipad connects to your organization s Workforce Central server, using an IP address you supply. You can then log on using your existing Workforce Central credentials. GET THE APP Kronos Tablet is a licensed product, but anyone can download and try out the application search for Kronos Tablet in your ipad s App Store to get it. Context Tap to change the Time Period you are viewing. All information you view will be in this context until you change it. Punch Tap to punch in or out for your shift. You may be prompted to provide additional information, such as whether you are transferring temporarily to another job or account. Log Out When you are done, working in Kronos Tablet, be sure to Log Out before you close down the app. Task Icons Tap one of the circular icons to perform a particular task. For example, to submit or review a time-off request, tap Requests. Punch In or Out 1 On the main screen, select the Punch icon. When to Make a Transfer Normally, you should only enter a transfer when your manager is aware that you will be making one. Select the transfer only when punching In for the transfer; do not select the transfer again when punching Out. 2 If you are starting a shift requiring a transfer, select the appropriate type of Transfer. Otherwise, skip to Step 4. 3 If you are making a job transfer, drill down the locations and select the job you will be working. If you are making an account transfer, select the relevant entries. Then tap Done. Home To back out of making a punch, tap the Home icon instead of tapping Punch. No punch data will be saved. 4 If you are working without a break, switch Cancel Deduction to ON. To enter the punch, tap Punch. Bar Code Option If you are transferring to a job with a posted bar code, you can tap the Bar Code button and then scan to enter the transfer. When to Cancel a Deduction Normally, you should only cancel a deduction when your manager has given you approval to do so. Only cancel the deduction when punching Out at the end of your shift, unless your manager has instructed you to do otherwise. 2013, Kronos Incorporated or a related company. All rights reserved.

31 Kronos Tablet Performing Employee Tasks View Your Timecard Timecard Approval Tap to Approve your timecard hours. Your manager will let you know how frequently you should Approve. Start by selecting Timecard on the home screen. Context Tap to change the time period you are viewing. Home When you are done viewing your timecard, tap Home to return to the home screen. Totals Your current totals for the displayed time period are shown here. Daily Punch Data In and Out punches and other tracked time are shown here for each day in the displayed time period. A colored date or punch indicates a deviation from your schedule, such as a Sick day or late In punch. Submit a Time Off Request 1 On the home screen, tap Requests. 2 Tap the to add a new request. Check Your Accruals Balances Before submitting a new Time Off Request, it s a good idea to tap Accruals to review your balances. Tap Balance as of to see the hours you will have on any given date. 3 Select a Time Off type and tap Done. 4 Select the Start Date and End Date of your time off. Tap Done after selecting each date. Prior Requests To view the details of a previouslysubmitted request, simply select it from the list of requests. The details screen also gives you the option to completely retract the request you are viewing by tapping Retract Request. 5 Select the pay code that matches the kind of time off you want to take (e.g. Personal), then tap Done. 6 To finalize the request, tap Submit. 2013, Kronos Incorporated or a related company. All rights reserved.

32 Kronos Tablet Performing Manager Tasks Home Screen Overview Logging On When you start the Kronos Tablet app, your ipad connects to your organization s Workforce Central server, using an IP address you supply. You can then log on using your existing Workforce Central credentials. Context Tap to change the Time Period you are viewing. All information you view will be in this context until you change it. GET THE APP Kronos Tablet is a licensed product, but anyone can download and try out the application search for Kronos Tablet in your ipad s App Store to get it. Location Tap to view your current geographical location, and assign it a context (HyperFind and Time Period). In future, that context will be used whenever you are in the location. Manager Task Icons Tap one of the circular icons in the Manager section to perform a task relating to the employees you manage. Alerts If there are matters requiring your attention, they will appear as alerts. Tap the Alerts icon to view all of your alerts. Log Out When you are done working in Kronos Tablet, be sure to Log Out before you close down the app. Employee Task Icons Tap one of the circular icons in the Employee section to perform a task relating to your own time or schedule. Manage Timecard Exceptions Home When you are done reviewing exceptions, tap Home to return to the home screen. Employees Tap a name to view an employee s exception details. The number next to the name indicates the number of exceptions. Start by selecting Timecard Exceptions on the home screen. Limitations Some types of exceptions cannot be corrected in Kronos Tablet. In these cases, you can mark the exception as Reviewed until you have time to address it at your PC. Save or Cancel After making edits, tap Save to finalize your changes or tap Cancel to discard them. Mark as Reviewed Tap to acknowledge that you have reviewed the exception, indicating that you either accept it or will address it later. Context Tap to change the time period or group of employees you are viewing. Set to Schedule Tap to add a punch that matches the employee s scheduled In or Out time. Select Comment Tap to add a comment to the exception. Select Time Tap to manually select a time to use for the In or Out punch. 2014, Kronos Incorporated or a related company. All rights reserved.

33 Kronos Tablet Performing Manager Tasks Manage Timecards Home When you are done approving timecards, tap Home to return to the home screen. Start by selecting Manage Timecards on the home screen. Edit In Edit mode, select a group of timecards and approve them all at once with Approve Selected. Context Tap to change the time period or group of employees you are viewing. Add/Edit Punch Tap a date to add a new punch. Tap a punch to edit its details. Employee approval Overtime hours Timecard exception Approve Tap to approve the individual timecard you are currently viewing. View and Sort Options Toggle the View between all employees or only those with exceptions. Sort employees in alphabetical order or bring those who have exceptions to the top. Map / List Toggle Toggle between viewing punches in a list or viewing punches on a map. Employees Tap a name to view the details of the employee s timecard. Refer to the nearby key to interpret the summary icons. Approve Clean Tap to approve all timecards that have no exceptions. Exception Details Tap any exception to view the details for all exceptions in this timecard. Manage Time-off Requests Start by selecting Time-Off Requests on the home screen. Context Tap to change the time period. Note that requests appear for the dates they will be taken, not the date they were submitted. Home When you are done reviewing requests, tap Home to return to the home screen. Employees Tap a name to view an employee s request details. A green check icon indicates the request has already been approved. Edit Select several requests to simultaneously approve or reject. Approve or Reject Tapping Approve okays the request and adds the time off to the employee s schedule and timecard. Tapping Reject denies the request. In both cases, the employee is notified. Request Details The dates and type of the request, as well as the job the employee will not be filling, are displayed for the selected request. Note that you cannot modify request details in the Kronos Tablet app. Select Comment Tap to select from a list of comments to explain your approval or rejection, or reason for delaying a decision. 2014, Kronos Incorporated or a related company. All rights reserved.

34 Kronos Tablet Performing Manager Tasks Manage Schedules Start by selecting Schedules on the home screen. Context Tap to change the group of employees you are viewing. Date Range Tap a date arrow to move to an earlier or later range of dates. Now Tap to re-center the schedule on the Now Line. Detail Window Double-tap a shift to view or edit its details. Home When you are done managing schedules, tap Home to return to the home screen. View and Sort Options Choose to View the schedule by employee or by job. Sort employees in alphabetical order, by Start Time, or by End Time. Save Tap to save your edits. To cancel unsaved edits, tap Home instead. Edit Indicator This yellow icon indicates data that was edited, and will be discarded if you don t save. On the Clock Icon A yellow dot over an employee icon indicates the employee is scheduled to be on the clock at this moment. Action Menu Tap and hold a shift to bring up the action menu and select an edit to make. Or, while still holding, drag the shift to reassign it. View Indicator Shows what part of the schedule you are viewing. Drag anywhere in the schedule to move the view. Now Line Indicates the current time. Page Curl Tap to access display options. Manage Staffing Start by selecting Staffing on the home screen. Context Tap to change the data you are viewing. You can choose the date, location, zone, and location type to view. Home When you are done managing staffing, tap Home to return to the home screen. Sort Options Choose how to sort the selected locations. Separator Bar Drag up to get a better view of the detail panes. Staffing Metrics The location s planned coverage, actual scheduled coverage, and volume. Detail Panes Employees working the selected location and their shifts are displayed in these panes below. Coverage Indicators Shows the net over-and undercoverage for all jobs in this location. Coverage Details Tap a cell to view coverage details below. Pin Toggle To view two locations at once, pin one location before selecting the second location. Action Menu Tap and hold a shift to bring up the action menu and select an edit to make. Page Curl Tap to access display options. 2014, Kronos Incorporated or a related company. All rights reserved.

35 Kronos Tablet Performing Manager Tasks Respond to Alerts Start by selecting the Alerts icon on the home screen. Sort Tap to sort alerts by Time received or by Priority. Low Priority Medium Priority Edit Tap to select and delete alerts that are no longer relevant. Alert Detail Tap an alert to view its details. High Priority Additional Options Depending on the type of alert, you may be given options for how to follow up on the alert. Annotate & Share Start on any screen you want to share by opening the sharing options menu and selecting Annotate & Share. Cancel Tap to back out of annotating (or to start over). Sharing Options When you are done annotating, tap to view your sharing options, which include saving the image to your photo gallery or sending it in an . Draw Draw anywhere on the screen to highlight items you want to bring to attention. To remove your drawings, tap and hold any screen location and select Clear All. Comments Tap and hold a screen location, then select Add Comment to add a text notation to that location. To remove a comment, tap and hold the comment, then select Remove. 2014, Kronos Incorporated or a related company. All rights reserved.

36 Workforce Mobile (Android) Performing Employee Tasks Home Screen Overview Logging On When you start the Kronos Mobile app, your device connects to your organization s Workforce Central server, using an IP address you supply. You can then log on using your existing Workforce Central credentials. Alerts If there are matters requiring your attention, they will appear as alerts. Tap the Alerts icon to view all of your alerts. Tasks Simply tap a task to drill down and view its details. Scroll down to access more tasks. Depending on your role, some tasks may not be accessible. GET THE APP Anyone can download and try out the Kronos Mobile app check your device s app store to get it. To log on to your organization s server, however, you must be granted access. Refresh Tap to update the screen with the latest data from the server. It s a good idea to refresh after making edits. Context Tap to change the Time Period you are viewing. All information you view will be in this context until you change it. Location Tap to view your current geographical location. If it is recognized by your organization, the app will use it for punches. Punch In or Out 1 On the home screen, tap the Punch icon. When to Make a Transfer Normally, you should only enter a transfer when your manager is aware that you will be making one. Select the transfer only when punching In for the transfer; do not select the transfer again when punching Out. Your device may recognize your geographical location and limit your transfer options based on that location. 2 If you are starting a shift requiring a transfer, select Transfer. Otherwise, skip to Step 4. 3 Select a transfer type, select the details, and click Done. Barcode If you are working at a location with a barcode for starting and stopping jobs, you can punch by tapping here and scanning the code. When to Cancel a Deduction Normally, you should only cancel a deduction when your manager has given you approval to do so. Only cancel the deduction when punching Out at the end of your shift, unless your manager has instructed you to do otherwise. 4 If you are working without a break, tap to enable Cancel Deduction. To enter the punch, tap Punch. 2014, Kronos Incorporated or a related company. All rights reserved.

37 Workforce Mobile (Android) Performing Employee Tasks View Your Timecard or Schedule On the home screen, select Timecard or Schedule. Schedule Calendar Toggle Tap to switch between a list view (pictured here) and a calendar view. In the calendar, dates with dots have a scheduled shift or time off. Schedule Details Tap a date in the list or calendar to view the details of a shift or time off. Timecard Totals Tap to view a summary of the types of hours you have worked. Timecard Approval Tap to approve your timecard hours. Your manager will let you know how frequently you should approve. Submit a Time Off Request 1 On the home screen, select Requests. Check Your Accruals Balances Before submitting a new Time Off Request, it s a good idea to tap Accruals on the home screen to review your balances. Tap Balance as of to see the hours you will have on any given date. 2 Tap the to add a new request. 3 Select a Time Off type. Prior Requests To view the details of a previouslysubmitted request, simply select it from the list of requests. The details screen also gives you the option to completely retract the request you are viewing. 4 Select the Start Date and End Date of your time off, and the type of hours (Paycode) you want to use. To finalize the request, tap Submit. 2014, Kronos Incorporated or a related company. All rights reserved.

38 Workforce Mobile (Android) Performing Manager Tasks Main Screen Overview Logging On When you start the Workforce Mobile Application, your device connects to your organization s Workforce Central server, using an IP address you supply. You can then log on using your existing Workforce Central credentials. Tasks Simply tap a task to drill down and view its details. Scroll down to access more tasks. Depending on your role, some tasks may not be accessible. GET THE APP Workforce Mobile Employee and Workforce Mobile Manager are licensed products, but anyone can download and try out the Workforce Mobile application check your device s App Store to get it. Context Tap to change the Time Period you are viewing, as well as the group of employees you are viewing (if you are a manager). All information you view will be in this context until you change it. Alerts Certain tasks display a summary message to alert you that your attention is needed. Tap the task to see the details and address the situation. Manage Timecard Exceptions 1 On the main screen, select Timecard Exceptions. Resolving Exceptions Some exception types, such as missed punches, can be resolved in Workforce Mobile. Tap the exception and select a time. Other types of exceptions must be resolved from your PC. 2 Tap a name to view that employee s exceptions. 3 Tap an exception to review its details. Timecard Exceptions Alert The Alert under Timecard Exceptions tells you how many employees have exceptions that need your review. Exception Count The number next to each employee s name tells you how many un-reviewed exceptions that employee has. 4 To mark the exception Reviewed, XXX and tap Reviewed). 2011, Kronos Incorporated or a related company. All rights reserved.

39 Workforce Mobile (Android) Performing Manager Tasks Manage Time-Off Requests 1 On the main screen, select Time-Off Requests. Edit Optionally, tap to select specific requests for approval or rejection without viewing details. 2 Select a Time Period to view. (Only time periods with requests can be selected.) Requests Alert The Alert under Time-Off Requests tells you how many Time Periods have requests requiring your attention. 3 Tap a name to view request details and Approve or Reject. Reviewed Requests Requests you have already reviewed appear in green. 4 Review the request details and tap Approve or Reject. Approve Timecards On the main screen, select Approve Timecards. Employee approval No employee approval Timecard exception Overtime hours Edit Optionally, tap to select specific Timecards for approval. Name / Exceptions toggle Tap to sort Timecards alphabetically by Employee, or to display Timecards with potential issues at the top. Timecard Details Tap a name to view that employee s timecard (and approve it individually, if you choose). Approval Alert The Alert under Approve Timecards tells you how many employees have approved their own Timecards. Approve Clean Tap to approve all Timecards that have no potential issues. All / Approved Only toggle Tap to display all Timecards, or only Timecards with Employee Approval. 2011, Kronos Incorporated or a related company. All rights reserved.

40 Workforce Mobile (BlackBerry) Performing Employee Tasks Home Screen Overview Logging On When you start the Kronos Mobile app, your device connects to your organization s Workforce Central server, using an IP address you supply. You can then log on using your existing Workforce Central credentials. GET THE APP Anyone can download and try out the Kronos Mobile app check your device s app store to get it. To log on to your organization s server, however, you must be granted access. Alerts If there are matters requiring your attention, they will appear as alerts. Select the Alerts icon to view all of your alerts. Tasks Select a task to drill down and view its details. Scroll down to access more tasks. Depending on your role, some tasks may not be accessible. Menu Use the menu button to access additional functions. Time Period / HyperFind Select to change the Time Period you are viewing, or the group of employees you are viewing (if you are a manager). All information you view will be in this context until you change it. Refresh Select to update the screen with the latest data from the server. It s a good idea to refresh after making edits. Punch In or Out 1 On the main screen, select Punch. When to Make a Transfer Normally, you should only enter a transfer when your manager is aware that you will be making one. Select the transfer only when punching In for the transfer; do not select the transfer again when punching Out. 2 If you are starting a shift requiring a transfer, select Transfer. Otherwise, skip to Step 4. 3 Select a transfer. If the transfer you want doesn t appear, select the on the previous screen. When to Cancel a Deduction Normally, you should only cancel a deduction when your manager has given you approval to do so. Only cancel the deduction when punching Out at the end of your shift (not when punching In), unless your manager has instructed you to do otherwise. 4 If you are working without a break, switch Cancel Deduction to ON. To enter the punch, select Punch. 2014, Kronos Incorporated or a related company. All rights reserved.

41 Workforce Mobile (BlackBerry) Performing Employee Tasks View Your Timecard or Schedule On the main screen, select Timecard or Schedule. Date Cycle through dates to change the range of dates that appear below. Schedule Details Select a date in the list to view the details of a shift or time off. Timecard Totals Select to view a summary of the types of hours you have worked. Timecard Approval Select Approve from the menu button to approve your timecard. Submit a Time Off Request 1 On the main screen, select Requests. Check Your Accruals Balances Before submitting a new Time Off Request, it s a good idea to select Accruals on the main screen to review your balances. Change Balance as of to see the hours you will have on the selected date. 2 Select New from the left context button to add a new request. 3 Select a Time Off type. Prior Requests To view the details of a previouslysubmitted request, simply select it from the list of requests. The details screen also gives you the option to completely retract the request you are viewing. 4 Select the Start Date and End Date of your time off, and the type of hours (Paycode) you want to use. To finalize the request, select Submit from the menu button. 2014, Kronos Incorporated or a related company. All rights reserved.

42 Workforce Mobile (BlackBerry) Performing Manager Tasks Home Screen Overview Logging On When you start the Kronos Mobile app, your device connects to your organization s Workforce Central server, using an IP address you supply. You can then log on using your existing Workforce Central credentials. GET THE APP Anyone can download and try out the Kronos Mobile app check your device s app store to get it. To log on to your organization s server, however, you must be granted access. Alerts If there are matters requiring your attention, they will appear as alerts. Select the Alerts icon to view all of your alerts. Time Period / HyperFind Select to change the Time Period you are viewing, or the group of employees you are viewing. All information you view will be in this context until you change it. Tasks Select a task to drill down and view its details. Scroll down to access more tasks. Depending on your role, some tasks may not be accessible. Menu Use the menu button to access additional functions. Refresh Select to update the screen with the latest data from the server. It s a good idea to refresh after making edits. Manage Timecard Exceptions 1 On the main screen, select Timecard Exceptions. Resolving Exceptions Some exception types, such as missed punches, can be resolved in Workforce Mobile. Select the exception and select a time. Other types of exceptions must be resolved from your PC. 2 Select a name to view that employee s exceptions. 3 Select an exception to review its details. Timecard Exceptions Alert The Alert under Timecard Exceptions tells you how many employees have exceptions that need your review. Exception Count The number next to each employee s name tells you how many un-reviewed exceptions that employee has. 4 To mark the exception Reviewed, select Reviewed from the menu button (or select Home to defer until later). 2014, Kronos Incorporated or a related company. All rights reserved.

43 Workforce Mobile (BlackBerry) Performing Manager Tasks Manage Time-Off Requests 1 On the main screen, select Time-Off Requests. 2 Select a Time Period to view. (Only time periods with requests can be selected.) 3 Select a name to view request details and Approve or Reject. Requests Alert The Alert under Time-Off Requests tells you how many Time Periods have requests requiring your attention. Reviewed Requests Requests you have already reviewed appear in green. 4 Review the request details and select Approve or Reject from the menu button (or use the Back button to defer until later). Approve Timecards Employee approval Timecard exception On the main screen, select Approve Timecards. No employee approval Overtime hours Selection Boxes Optionally, select specific Timecards for approval. Timecard Details Select a name to view that employee s timecard (and approve it individually). Approve Clean Tap to approve all Timecards that have no potential issues. Non Approved toggle Select to show or hide employees who have not yet approved their timecard. Approval Alert The Alert under Approve Timecards tells you how many employees have approved their own Timecards. Sort toggle Select to sort Timecards alphabetically by Employee, or to display Timecards with potential issues at the top. Menu Use to access additional functions. 2014, Kronos Incorporated or a related company. All rights reserved.

44 Workforce Mobile (iphone) Performing Employee Tasks HomeScreen Overview Logging On When you start the Kronos Mobile app, your device connects to your organization s Workforce Central server, using an IP address you supply. You can then log on using your existing Workforce Central credentials. Alerts If there are matters requiring your attention, they will appear as alerts. Tap the Alerts icon to view all of your alerts. Tasks Simply tap a task to drill down and view its details. Scroll down to access more tasks. Depending on your role, some tasks may not be accessible. GET THE APP Anyone can download and try out the Kronos Mobile app check your device s app store to get it. To log on to your organization s server, however, you must be granted access. Refresh Tap to update the screen with the latest data from the server. It s a good idea to refresh after making edits. Context Tap to change the Time Period you are viewing. All information you view will be in this context until you change it. Location Tap to view your current geographical location. If it is recognized by your organization, the app will use it for punches. Punch In or Out 1 On the home screen, select Punch. When to Make a Transfer Normally, you should only enter a transfer when your manager is aware that you will be making one. Select the transfer only when punching In for the transfer; do not select the transfer again when punching Out. Your device may recognize your geographical location and limit your transfer options based on that location. 2 If you are starting a shift requiring a transfer, select Transfer. Otherwise, skip to Step 4. 3 Select a transfer and click Done. Barcode If you are working at a location with a barcode for starting and stopping jobs, you can punch by tapping here and scanning the code. When to Cancel a Deduction Normally, you should only cancel a deduction when your manager has given you approval to do so. Only cancel the deduction when punching Out at the end of your shift, unless your manager has instructed you to do otherwise. 4 If you are working without a break, switch Cancel Deduction to ON. To enter the punch, tap Punch. 2014, Kronos Incorporated or a related company. All rights reserved.

45 Workforce Mobile (iphone) Performing Employee Tasks View Your Timecard or Schedule On the home screen, select Timecard or Schedule. Schedule Calendar Toggle Tap to switch between a list view (pictured here) and a calendar view. In the calendar, dates with dots have a scheduled shift or time off. Schedule Details Tap a date in the list or calendar to view the details of a shift or time off. Timecard Totals Tap to view a summary of the types of hours you have worked. Timecard Approval Tap to approve your timecard hours. Your manager will let you know how frequently you should approve. Submit a Time Off Request 1 On the home screen, select Requests. Check Your Accruals Balances Before submitting a new Time Off Request, it s a good idea to tap Accruals on the home screen to review your balances. Tap Balance as of to see the hours you will have on any given date. 2 Tap the + to add a new request. 3 Select a Time Off type and tap Done. Prior Requests To view the details of a previouslysubmitted request, simply select it from the list of requests. The details screen also gives you the option to completely retract the request you are viewing. 4 Select the Start Date and End Date of your time off, and the type of hours (Paycode) you want to use. To finalize the request, tap Submit. 2014, Kronos Incorporated or a related company. All rights reserved.

46 Workforce Mobile (iphone) Performing Manager Tasks HomeScreen Overview Logging On When you start the Kronos Mobile app, your device connects to your organization s Workforce Central server, using an IP address you supply. You can then log on using your existing Workforce Central credentials. GET THE APP Anyone can download and try out the Kronos Mobile app check your device s app store to get it. To log on to your organization s server, however, you must be granted access. Refresh Tap to update the screen with the latest data from the server. It s a good idea to refresh after making edits. Alerts If there are matters requiring your attention, they will appear as alerts. Tap the Alerts icon to view all of your alerts. Context Tap to change the Time Period you are viewing. All information you view will be in this context until you change it. Tasks Simply tap a task to drill down and view its details. Scroll down to access more tasks. Depending on your role, some tasks may not be accessible. Location Tap to view your current geographical location, and assign it a context (HyperFind and Time Period). In future, that context will be used whenever you are in the location. Manage Timecard Exceptions 1 On the main screen, tap Timecard Exceptions. Marking Exceptions as Reviewed Some exception types cannot be resolved in Workforce Mobile, but must instead be resolved from your PC. In this case, you may have the option to tap Reviewed to mark the exception as reviewed. Exceptions are removed from the list when they are either resolved or marked reviewed. 2 Tap a name to view that employee s exceptions. 3 Tap an exception to review its details. Timecard Exceptions Count The count under Timecard Exceptions tells you how many employees have exceptions that need your review. Exception Count The number next to each employee s name tells you how many unresolved exceptions that employee has. 4 Your options for correcting the punch depend on the type of exception. In this example, you can manually enter a time, or tap the icon to enter the scheduled punch time. 2014, Kronos Incorporated or a related company. All rights reserved.

47 Workforce Mobile (iphone) Performing Manager Tasks Manage Time-Off Requests 1 On the home screen, tap Time-Off Requests. Edit Optionally, tap to select specific requests for approval or rejection without viewing details. 2 Select a Time Period to view. (Only time periods with requests can be selected.) 3 Tap a name to view request details and Approve or Reject. Requests Count The count under Time-Off Requests tells you how many Time Periods have requests requiring your attention. Reviewed Requests Requests you have already reviewed appear in green. 4 Review the request details and tap Approve or Reject (or tap Back to defer until later). Manage Timecards On the home screen, tap Manage Timecards. Employee approval No employee approval Timecard exception Overtime hours Edit Optionally, tap to select specific Timecards for approval. Name / Exceptions toggle Tap to sort Timecards alphabetically by Employee, or to display Timecards with potential issues at the top. Approval Count The count under Manage Timecards tells you how many employees have approved their own Timecards. Timecard Details Tap a name to view that employee s timecard (and approve it individually, if you choose). Approve Clean Tap to approve all Timecards that have no potential issues. All / Approved Only toggle Tap to display all Timecards, or only Timecards with Employee Approval. Add or Edit a Punch While viewing a timecard s details, tap a punch to edit it, or tap a date to add a punch to that date. 2014, Kronos Incorporated or a related company. All rights reserved.

48 Workforce Mobile (iphone) Performing Manager Tasks View Schedules and Staffing On the main screen, select Scheduling or Staffing. List / Calendar Toggle Tap to switch between a list view (pictured here) and a calendar view. In the calendar, selecting a date indicates the number of shifts scheduled for that date. Schedule Details Tap a date in the list or calendar to view the details of a shift or time off. Sort Order Tap to sort the jobs by Location or by Unit. Coverage Open the page curl to display coverage as Variants or as Counts. Sort Order Tap to sort the schedules by Start Time, End Time, or Job. Respond to Alerts Low Priority On the home screen, tap the Alerts icon. Medium Priority High Priority Edit Tap when your are done reviewing some or all of your alerts. You can then either Delete All, or select individual alerts and tap Delete. Alert Details Tap an alert to view its details. Depending on the type of alert, you may be presented with options for responding to the alert, or for opening another part of the app for further action. Alert Count The count next to the Alerts icon indicates how many alerts you have. Sort toggle Tap to sort the alerts by Time received or by Priority. 2014, Kronos Incorporated or a related company. All rights reserved.