welcome to kronos in the cloud - american...

Welcome to Kronos in the Cloud For Timberlake Managers and Supervisors 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 — Timberlake Managers and Supervisors of 18

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

Improved processes .................................................................................................................................. 7

Logging in to Kronos-Navigator-SSO ..................................................................................................... 7

Clocking in and out ................................................................................................................................ 8

Requesting time off ............................................................................................................................. 10

Approving timecards ........................................................................................................................... 13

Approving requests ............................................................................................................................. 15

Pro Tips ....................................................................................................................................................... 16

GoTo button group ................................................................................................................................. 16

Gear Icon ................................................................................................................................................. 16

Related Items pane ................................................................................................................................. 17

How do I approve Salary Exempt employee timecards on my iPad or tablet? ...................................... 17

What if I need help? .................................................................................................................................... 18

Kronos Museum online help for AWC .................................................................................................... 18

Job Aids and Announcements ................................................................................................................. 18

Solution Center help ............................................................................................................................... 18

Kronos KnowledgePass online help ........................................................................................................ 18


What is happening? A new version of Kronos is coming to all AWC employees.

About the new version of Kronos: When is it coming? 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 https://sts.woodmark.com

Who is it for? All employees, supervisors, payroll and leave processors will use the new Kronos effective 05/18/15.

How is this better? 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.


https://sts.woodmark.com/

What is changing for me? The following are the new features and process improvements available to Timberlake Managers and Supervisors Kronos users.

New Sign in environment Sign in using a new URL https://sts.woodmark.com

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:



Employee Salary Exempt, no direct reports

Employee Salary Non-Exempt on Computer


Employee Hourly (FSs & Service Techs) on SmartPhone or Tablet

SmartPhone

Tablet

Manager/Supervisor


Manager/Supervisor (FSs & Service Techs) on SmartPhone or Tablet

SmartPhone

Tablet

Improved processes

Logging in to Kronos-Navigator-SSO

All employees sign in to Kronos-Navigator-SSO Sign in using a new URL https://sts.woodmark.com

Sign in with your Windows User Name and Password.

Choose Kronos-Navigator-SSO from the drop list, and then sign in.



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 https://sts.woodmark.com

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.



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 https://woodmark.kronos.net/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.


https://woodmark.kronos.net/wfc


Requesting time off

Any employee Request Time Off on computer

Any employee Request Time Off on computer


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.



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 https://woodmark.kronos.net/wfc

3. Tap Requests on the Home screen.

4. Tap the plus sign to add a new request.

5. Tap the checkmark to continue or

tap the X to cancel.




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.


Approving timecards

Approving timecards


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.



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.


Approving requests

Approving requests


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.



Pro Tips

GoTo button group

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.

3. Use the Next and Previous buttons to move from one employee to the next in the widget display.

Gear Icon

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.


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.


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 http://help.woodmark.com/Kronos

Job Aids and Announcements Job aids, announcements about the rollout and other updates are on the HR SharePoint site http://woodmark/awc/HRT

• 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 e-mail message to [email protected] 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 pre- and 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.


http://help.woodmark.com/Kronos

http://woodmark/awc/HRT

http://help.woodmark.com/Kronos/Support/0_wfc70_navigator_manager_job_aid.pdf

http://help.woodmark.com/Kronos/Support/wfc70_reviewing_alerts.pdf

http://help.woodmark.com/Kronos/Support/0_FS_ST_Manager_JobAids_All.pdf

mailto:[email protected]

Manager Navigator Job Aid Parts of a Navigator

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.

Navigator layout varies

Hovering for Details

Hover the mouse to see details, where

applicable.

Workspace

Displays one or more

widgets and the

Related Items pane.

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.

Carousel

Container for one or more workspaces

(Note: Carousel appears only if there

is another workspace in addition to

the home workspace.)

Repositioning Widgets

Move a secondary widget into a primary

position by clicking the title bar, dragging it

over a primary widget, and releasing.

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.

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)

Name / Sign Out

Identifies user and a link to log

out of navigator.

Active Bar

Displays active workspaces; click

title to bring a workspace into

focus. (Manage My Department

is the only one in this example.)

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.

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.

© 2014, Kronos Incorporated or a related company. All rights reserved.

Manager Navigator Job Aid Opening Widgets and Workspaces

Active Widgets

Widgets already in an open workspace

appear grayed out in widget list.

Closing the Carousel

Click the Workspaces tab to close

the carousel.

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.

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.

Refresh

Click the Refresh icon to get

immediate updates to your Alerts.

Related

Items

Carousel

Alerts

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.

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.

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.

Closing the Related Items Pane

Click the right arrow to close the

Related Items pane. When closed,

click the left arrow to open it.

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.


Manager Navigator Job Aid Managing the Active Workspace

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.)

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.

Secondary

Widgets

Resize Bar

Click and drag the resize bar to reveal

more of a particular secondary widget.

Primary

Widget

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.

Primary and Secondary Widgets

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.

Close Option

Select Close to send a secondary

widget back to the Related Items pane.

Pop-out Option

Select Pop-out to promote a secondary

widget to a primary position.

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.

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.


Manager Navigator Job Aid Using a Wizard

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.

What is a Wiazrd? Information (Question Mark)

Click the question mark icon to

display helpful instructions for

each step. Click X to close the

information.

Previous Button

Move back to an earlier

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.

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.

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.

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.

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.


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.

Reviewing an alert

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 sub-

category (Employee Time Off Request Alert) containing a single 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.

C Click the alert to open a widget where you can follow up on the alert.

Reviewing a notification

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.

If there is a notification requiring your attention, a number will appear over the

relevant category icon.

C

D Click View All to open the Alerts and Notification Widget.

B

A

B

C

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.

C

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.

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.

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.

A

D

E

F


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.

Kronos Tablet Performing Employee Tasks

©2013, Kronos Incorporated or a related company. All rights reserved.

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.

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.

3

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.

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.

GET THE APP Main Screen Overview

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.

Punch In or Out

On the main screen, select the Punch icon.

1

If you are starting a shift requiring a transfer, select the appropriate type of Transfer. Otherwise, skip to Step 4.

2

If you are working without a break, switch Cancel Deduction to ON.

To enter the punch, tap Punch.

4

Home To back out of making a punch, tap the Home icon instead of tapping Punch. No punch data will be saved.

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.

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.



View Your Timecard

Submit a Time Off Request

Tap the to add a new request.

2

Home When you are done viewing your timecard, tap Home to return to the home screen.

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.

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.

On the home screen, tap Requests.

1

Select the pay code that matches the kind of time off you want to take (e.g. Personal), then tap Done.

5

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.

Select a Time Off type and tap Done.

3

Select the Start Date and End Date of your time off. Tap Done after selecting each date.

4

To finalize the request, tap Submit. 6

Prior Requests To view the details of a previously-submitted 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.





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.

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.

3

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.

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.

GET THE APP Main Screen Overview



Punch In or Out

On the main screen, select the Punch icon.

1

If you are starting a shift requiring a transfer, select the appropriate type of Transfer. Otherwise, skip to Step 4.

2



4

Home To back out of making a punch, tap the Home icon instead of tapping Punch. No punch data will be saved.

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.


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.



View Your Timecard



2

Home When you are done viewing your timecard, tap Home to return to the home screen.

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.

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.

On the home screen, tap Requests.

1

Select the pay code that matches the kind of time off you want to take (e.g. Personal), then tap Done.

5

Check Your Accruals Balances Before submitting a new Time Off Request, it’s a good idea to tap Accruals to review your balances.



3

Select the Start Date and End Date of your time off. Tap Done after selecting each date.

4

To finalize the request, tap Submit. 6


The details screen also gives you the option to completely retract the request you are viewing by tapping Retract Request.

Kronos Tablet Performing Manager Tasks


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.

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.

GET THE APP Home Screen Overview

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.

Manage Timecard Exceptions

Alerts

If there are matters requiring your

attention, they will appear as alerts. Tap

the Alerts icon to view all of your alerts.

Save or Cancel

After making edits, tap Save to

finalize your changes or tap

Cancel to discard them.

Start by selecting

Timecard Exceptions

on the home screen.

Mark as Reviewed

Tap to acknowledge that you

have reviewed the exception,

indicating that you either accept

it or will address it later.

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.

Set to Schedule

Tap to add a punch that

matches the employee’s

scheduled In or Out time.

Context

Tap to change the time

period or group of

employees you are

viewing.

Select Comment

Tap to add a comment to

the exception.

Log Out

When you are done working in Kronos

Tablet, be sure to Log Out before you

close down the app.

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.

Employee Task Icons

Tap one of the circular icons in the

Employee section to perform a task

relating to your own time or schedule.

Context

Tap to change the Time Period you are

viewing. All information you view will be

in this context until you change it.

Manager Task Icons

Tap one of the circular icons in the

Manager section to perform a task

relating to the employees you manage.

Select Time

Tap to manually select a time

to use for the In or Out punch.



Manage Timecards

Manage Time-off Requests

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.

Start by selecting

Time-Off Requests

on the home screen.

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.

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.

Select Comment

Tap to select from a list of

comments to explain your

approval or rejection, or reason

for delaying a decision.

Edit

Select several requests to

simultaneously approve or

reject.

Approve

Tap to approve the individual

timecard you are currently

viewing.

Start by selecting

Manage Timecards

on the home screen.

Map / List Toggle

Toggle between viewing

punches in a list or viewing

punches on a map.

Home

When you are done

approving timecards, tap


screen.

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.

Employee approval

Overtime hours

Timecard exception

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.

Exception Details

Tap any exception to view the

details for all exceptions in this

timecard.

Context

Tap to change the time period. Note that

requests appear for the dates they will be

taken, not the date they were submitted.

Context

Tap to change the time

period or group of

employees you are

viewing.

Edit

In Edit mode, select a

group of timecards and

approve them all at once

with Approve Selected.

Add/Edit Punch

Tap a date to add

a new punch. Tap

a punch to edit its

details.



Manage Schedules

Manage Staffing

Coverage Details

Tap a cell to view coverage

details below.

Start by selecting

Staffing on the

home screen.

Home

When you are done

managing staffing, tap


screen.

Save

Tap to save your edits. To

cancel unsaved edits, tap

Home instead.

Start by selecting

Schedules on

the home screen.

Edit Indicator

This yellow icon indicates data

that was edited, and will be

discarded if you don’t save.

Home

When you are done

managing schedules, tap


screen.

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.

Detail Window

Double-tap a shift to view or

edit its details.

Now

Tap to re-center

the schedule on

the Now Line.

Context

Tap to change the

group of employees

you are viewing.

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.

Page Curl

Tap to access display options.

Coverage Indicators

Shows the net over-and under-

coverage for all jobs in this

location.

Context

Tap to change the data you are viewing.

You can choose the date, location, zone,

and location type to view.

Pin Toggle

To view two locations at once,

pin one location before

selecting the second location.

Page Curl

Tap to access display options.

Action Menu

Tap and hold a shift to bring up

the action menu and select an

edit to make. Detail Panes

Employees working the

selected location – and

their shifts – are displayed

in these panes below.

Separator Bar

Drag up to get a better view

of the detail panes.

Sort Options

Choose how to sort the

selected locations.

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.

On the Clock Icon

A yellow dot over an

employee icon indicates the

employee is scheduled to be

on the clock at this moment.

Date Range

Tap a date arrow to

move to an earlier or

later range of dates.

Staffing Metrics

The location’s planned

coverage, actual scheduled

coverage, and volume.



Respond to Alerts

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).

Edit

Tap to select and delete

alerts that are no longer

relevant.

Start by selecting

the Alerts icon on

the home screen.

Sort

Tap to sort alerts

by Time received

or by Priority.

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 email.

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.

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.

Low Priority

Medium Priority

High Priority

Additional Options

Depending on the type of

alert, you may be given

options for how to follow up

on the alert.

Alert Detail

Tap an alert to view its

details.

Workforce Mobile (Android) Performing Employee Tasks


Select a transfer type, select the details, and click Done.

3



Your device may recognize your geographical location and limit your transfer options based on that location.

Punch In or Out

On the home screen, tap the Punch icon.

1

If you are starting a shift requiring a transfer, select Transfer. Otherwise, skip to Step 4.

2

If you are working without a break, tap to enable Cancel Deduction.


4



Home Screen Overview 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.

GET THE APP

Refresh Tap to update the screen with the latest data from the server. It’s a good idea to refresh after making edits.

Location Tap to view your current geographical location. If it is recognized by your organization, the app will use it for punches.

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.

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.

Alerts If there are matters requiring your attention, they will appear as alerts. Tap the Alerts icon to view all of your alerts.


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.

Presenter

Presentation Notes

Copy and paste these items as needed.

Workforce Mobile (Android) Performing Employee Tasks


Timecard Approval Tap to approve your timecard hours. Your manager will let you know how frequently you should approve.

Select a Time Off type.

3

View Your Timecard or Schedule

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.



On the home screen, select Requests.

1


2

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.

4

On the home screen, select Timecard or Schedule.

Timecard Totals Tap to view a summary of the types of hours you have worked.

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.


The details screen also gives you the option to completely retract the request you are viewing.

Schedule Details Tap a date in the list or calendar to view the details of a shift or time off.

Presenter

Presentation Notes


Workforce Mobile (Android) Performing Manager Tasks


Tap an exception to

review its details.

3

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.


On the main screen, select

Timecard Exceptions.

1

Tap a name to view that

employee’s exceptions.

2

To mark the exception Reviewed, XXX and

tap Reviewed).

4

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.

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.

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.

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.

GET THE APP

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. 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.

Main Screen Overview

Workforce Mobile (Android) Performing Manager Tasks


Manage Time-Off Requests

Approve Timecards


Time-Off Requests.

1

Approval Alert The Alert under Approve Timecards tells you how many employees have approved their own Timecards.

On the main screen, select Approve Timecards.

Edit Optionally, tap to select specific Timecards for approval.

Employee approval

No employee approval

Timecard exception

Overtime hours

All / Approved Only toggle Tap to display all Timecards, or only Timecards with Employee Approval.

Timecard Details Tap a name to view that employee’s timecard (and approve it individually, if you choose).

Requests Alert The Alert under Time-Off Requests tells you how many Time Periods have requests requiring your attention.

Tap a name to view

request details and

Approve or Reject.

3

Reviewed Requests Requests you have already reviewed appear in green.

Review the request

details and tap

Approve or Reject.

4

Edit Optionally, tap to select specific requests for approval or rejection without viewing details.

Select a Time Period to view. (Only time

periods with requests

can be selected.)

2

Approve Clean Tap to approve all Timecards that have no potential issues.

Name / Exceptions toggle Tap to sort Timecards alphabetically by Employee, or to display Timecards with potential issues at the top.

Workforce Mobile (BlackBerry) Performing Employee Tasks


Menu Use the menu button to access additional functions.

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.


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.

GET THE APP

Alerts If there are matters requiring your attention, they will appear as alerts. Select the Alerts icon to view all of your alerts.

Home Screen Overview



Punch In or Out

On the main screen, select Punch.

1


2


To enter the punch, select Punch.

4


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.

Select a transfer. If the transfer you want doesn’t appear, select the on the previous screen.

3

Refresh Select to update the screen with the latest data from the server. It’s a good idea to refresh after making edits.

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.

Presenter

Presentation Notes


Workforce Mobile (BlackBerry) Performing Employee Tasks



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.


On the main screen, select Requests.

1

Select New from the left context button to add a new request.

2


To finalize the request, select Submit from the menu button.

4

On the main screen, select Timecard or Schedule.

Timecard Totals Select to view a summary of the types of hours you have worked.



Schedule Details Select a date in the list to view the details of a shift or time off.

Timecard Approval Select Approve from the menu button to approve your timecard.

Date Cycle through dates to change the range of dates that appear below.

Select a Time Off type.

3

Presenter

Presentation Notes


Workforce Mobile (BlackBerry) Performing Manager Tasks


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.


On the main screen, select Timecard Exceptions.

1

Select a name to view that employee’s exceptions.

2

To mark the exception Reviewed, select Reviewed from the menu button (or select Home to defer until later).

4

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.

Menu Use the menu button to access additional functions.

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.



GET THE APP

Alerts If there are matters requiring your attention, they will appear as alerts. Select the Alerts icon to view all of your alerts.

Home Screen Overview

Refresh Select to update the screen with the latest data from the server. It’s a good idea to refresh after making edits.

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.

Select an exception to review its details.

3

Workforce Mobile (BlackBerry) Performing Manager Tasks



Approve Timecards

On the main screen, select Time-Off Requests.

1

Approval Alert The Alert under Approve Timecards tells you how many employees have approved their own Timecards.

On the main screen, select Approve Timecards.

Employee approval


Timecard exception

Overtime hours

Timecard Details Select a name to view that employee’s timecard (and approve it individually).

Menu Use to access additional functions.

Approve Clean Tap to approve all Timecards that have no potential issues.

Requests Alert The Alert under Time-Off Requests tells you how many Time Periods have requests requiring your attention.

Select a name to view request details and Approve or Reject.

3

Reviewed Requests Requests you have already reviewed appear in green.

Select a Time Period to view. (Only time periods with requests can be selected.)

2

Review the request details and select Approve or Reject from the menu button (or use the Back button to defer until later).

4

Selection Boxes Optionally, select specific Timecards for approval.

Sort toggle Select to sort Timecards alphabetically by Employee, or to display Timecards with potential issues at the top.

Non Approved toggle Select to show or hide employees who have not yet approved their timecard.

Workforce Mobile (iPhone) Performing Employee Tasks



Select a transfer and click Done.

3



GET THE APP

Refresh Tap to update the screen with the latest data from the server. It’s a good idea to refresh after making edits.

HomeScreen Overview



Your device may recognize your geographical location and limit your transfer options based on that location.

Punch In or Out

On the home screen, select Punch.

1


2



4



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. If it is recognized by your organization, the app will use it for punches.

Alerts If there are matters requiring your attention, they will appear as alerts. Tap the Alerts icon to view all of your alerts.

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.

Presenter

Presentation Notes


Workforce Mobile (iPhone) Performing Employee Tasks


Timecard Approval Tap to approve your timecard hours. Your manager will let you know how frequently you should approve.


3


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.



On the home screen, select Requests.

1

Tap the + to add a new request.

2


To finalize the request, tap Submit.

4

On the home screen, select Timecard or Schedule.

Timecard Totals Tap to view a summary of the types of hours you have worked.

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.

Presenter

Presentation Notes


Context

Tap to change the Time Period you are viewing. All

information you view will be in this context until you

change it.

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.

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.

GET THE APP

Refresh

Tap to update the screen with the latest data from the

server. It’s a good idea to refresh after making edits.

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.

Alerts

If there are matters requiring your attention,

they will appear as alerts. Tap the Alerts icon

to view all of your alerts.

Workforce Mobile (iPhone) Performing Manager Tasks


Tap an exception to

review its details.

3

HomeScreen Overview

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.


On the main screen, tap

Timecard Exceptions.

1

Tap a name to view that

employee’s exceptions.

2

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.

4

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.

Employee approval


Timecard exception

Overtime hours



Edit

Optionally, tap to select

specific requests for approval

or rejection without viewing

details.


Manage Timecards

On the home screen, tap

Time-Off Requests.

1

Approval Count

The count under Manage

Timecards tells you how many

employees have approved their

own Timecards.

On the home screen, tap

Manage Timecards.

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.

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.

Timecard Details

Tap a name to view that employee’s

timecard (and approve it individually,

if you choose).

Requests Count

The count under Time-Off

Requests tells you how many

Time Periods have requests

requiring your attention.

Select a Time Period

to view. (Only time

periods with requests

can be selected.)

2

Tap a name to view

request details and

Approve or Reject.

3

Reviewed Requests

Requests you have already

reviewed appear in green.

Review the request

details and tap Approve

or Reject (or tap Back

to defer until later).

4

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.



View Schedules and Staffing

Respond to Alerts

Alert Count

The count next to the Alerts

icon indicates how many alerts

you have.

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.

Sort toggle

Tap to sort the alerts by Time

received or by Priority.

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.


Scheduling or Staffing.

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 schedules by Start

Time, End Time, or Job.

Coverage

Open the page curl to display

coverage as Variants or as Counts.

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.

Sort Order

Tap to sort the jobs by Location or

by Unit.

Low Priority

Medium Priority

High Priority

On the home screen,

tap the Alerts icon.

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