using your navigator (manager)
DESCRIPTION
Using Your Navigator (Manager). Welcome. Welcome Poll Verify completion of Employee course Materials Job Aids Simulation User Guide. Course topics. Welcome to the Using Your Navigator training session! This session covers the following topics: Setting a context for the active workspace - PowerPoint PPT PresentationTRANSCRIPT
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Using Your Navigator (Manager)
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Welcome
• Welcome– Poll– Verify completion of Employee course
• Materials– Job Aids– Simulation– User Guide
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Course topics
• Welcome to the Using Your Navigator training session! This session covers the following topics:– Setting a context for the active workspace– Manager-specific alerts– Manager-specific workspaces and widgets– Editing preferences for a widget– Using a wizard to perform a business task
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Setting a Context for the Active Workspace
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Setting a context
• Some workspaces have a context tool—this lets you apply a single time period and set of employees to all of its widgets
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Context limitations
• A context is only applied to a widget if the selections apply to that widget
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Manager Alerts, Workspaces, and Widgets
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Manager alert types
• Managers typically see more types of alerts than employees. These might include:– Exceptions Alert — Lists the number of employees who have
timecard exceptions– Request Manager Alert — Lists the number of pending requests
generated from Request Manager– Time-Off Request Alert — Lists the number of weeks for which there
are time-off requests– Metrics Alert — Lists the number of times that a defined productivity
metrics target has not been met– Schedule Alert — Lists the number of open shifts for the pre-defined
time period
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Manage-specific workspaces
• Some managers will have several workspaces in their carousel
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Widget types – Exceptions
• Exceptions helps you quickly view all exceptions by category, and address them as needed
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Widget types – Request Manager
• Request Manager helps you quickly process employee and system requests
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Widget types – Schedule Manager
• Schedule Manager lets you view and edit schedules
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Widget types – Staff Management
• Staff Management gives you quick access to your daily staffing plan
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Widget types – Productivity Metrics
• Productivity Metrics allows you to see how well the scheduled and actual use of resources matches expectations
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Widget types – Call List
• Call List helps you identify the best match when filling an open shift
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Widget types – Single Link
• Single link widgets provide access to standard Workforce Central pages
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Editing widget preferences
• Some widgets can be edited to suit your individual preferences
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Wizards
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What is a wizard?
• Wizard = a specially-designed widget that guides you through a series of steps to perform a business task
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Non-sequential wizards
• Some wizards are non-sequential—you can perform the steps in any order, and can even skip certain steps
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Sequential wizards
• Some wizards are sequential—you must perform the steps in a strict sequence
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Initial Step
• Some wizards’ initial step defines the Time Period and HyperFind/Location used with each subsequent step
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Getting helpful info
• Click the ? icon on a step to display helpful information about that step
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Accessing other WFC pages
• Some wizards have a Related Information list that lets you access WFC pages while working through the wizard
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Completing a wizard
• Click Clear or Done when you are ready to complete a wizard
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Returning to a wizard
• If you need to leave a wizard in mid-process, you can come back to it later
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Course Summary
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Questions?
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Where to find more information
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Kronos KnowledgePassTM
• Remember that you can access KnowledgePass to practice and enhance your learning:– Hands-on, Simulated Guide Me Exercises– Sandboxes– Tutorials– Job Aids– Concept Animations– Training Kits– Ask the Instructor
• For more information, call (888) 293-5549 and choose option #1