Kronos Administrator Guide
Kronos Administrator Guide
Kronos Administrator Guide
Administration
Guide
Table of Contents
Why are we upgrading Kronos? The upgrade will provide access to many improved and
enhanced features in the new Kronos 6.3 version. The upgrade in Kronos is expected to:
How does it work? Kronos keeps track of work, vacation, sick, holiday, training and other
miscellaneous categories of hours. Kronos has two levels of system access: one for every
person in the system and one for individuals authorized to review, approve and make edits
in the system.
Processes will be put in place to handle exceptions, but in general, Kronos timekeeping will
work as follows:
• Time-in and time-out data for non-exempt (hourly paid; eligible for
overtime) employees is entered in the system each workday.
• Everyone will use the system to request paid time off. Administrators will
approve time off in the system.
• Everyone will be able to enter eligible paid time off hours (vacation, sick,
personal/floating holiday, etc.) into the system during the pay period (if not
already pre-approved in the system).
• Authorized administrators will review time and attendance data entered
into Kronos during the pay period, and research or resolve unexcused
hours and missed punches.
All of these processes will be explained in full in this Administration Guide. If there are any
further questions, please contact the Payroll Hotline at 1.888.818.2409 or the Help Desk
at 1.800.826.2492.
Term Description
JDEdwards This is the system that sends updated employee data, including
demographics information, to Kronos nightly. JDEdwards receives
this information from the profiles generated at the Field Locations.
Reconcile Timecard Provides time and attendance details for each employee for the
Widget current pay period.
Pay Period Close Widget Identifies timecard discrepancies at the end of a pay period by
displaying information within the previous pay period.
Discrepancies that display must be corrected before approving
time data.
Kronos Administrator Location administrator or manager.
Pattern Template A predefined schedule pattern that is saved in Kronos for Kronos
Administrators to use to quickly create employee schedules.
Step 4
Time records are then exported from Kronos and
upload into JDEdwards.
Step 5
Step 6
Purpose In order to access employee time and attendance data users must login to the Kronos
system.
Steps
Business Practice
Purpose In order to access employee time and attendance data login to the Kronos system. These
steps explain the steps involved for changing the password and logging into Kronos from
a branch kiosk computer.
Example As a Kronos Administrator, a daily review of employees’ time and attendance data should
be performed.
Steps
Note: Kronos
Administrators should
provide user information
from the USER
INFORMATION widget in
st
Kronos for all 1 time users.
Purpose In order to successfully navigate in the Kronos application, understanding the Kronos
page is essential.
Area Description
Expand Window To expand a widget, click the Pop-out icon, then Pop-out to display.
Requests The total number of Time Off Requests (TOR’s) that require a response.
Widgets Widgets allow users to perform specific tasks. The largest widget on the screen is the
working or active widget.
Purpose Schedules are an important component of Kronos. Schedules are used to track employee
attendance. Assigning employees to schedules allows adminstrators to identify
discrepancies in scheduled versus hours worked. Exceptions such as late, early, and
unscheduled shifts are identified with schedules in place. If schedules are not assigned
missing punches are the only exceptions identified. Schedules are maintained in the
Schedule Editor.
Example An employee is expected to work from 7:00 A.M. until 3:00 P.M. Monday through Friday.
In order to verify the employee worked as expected the employee must be scheduled
accordingly.
Steps
Date columns For each day in the selected time period, displays shift start and end;
might also display pay codes to identify scheduled non-worked hours.
Number of Employees Displays total number of employees scheduled for the day.
Scheduled Hours Displays total number of scheduled hours for all employees each day, as well as
total scheduled hours for the entire selected time period.
Total Hours Displays the total number of scheduled hours for each employee during the selected
time period, excluding any automatic meal deductions.
Adding a Shift
Select the Work Start & Pattern Start Date. Note: These should be the same.
Add the new scheduled shift for each day, then OK.
EE Name
Purpose Adding an Ad Hoc shift allows administrators to add a shift an employee may not typically
work.
Example An employee has agreed to work from 8:00 A.M. to 12:00 P.M. Saturday to
accommodate a heavy workload. In order for the Administrator to track if the employee is
absent, late or early for their shift, the Administrator must add the shift to the employee’s
schedule.
Steps
Select the appropriate employee.
Edit a Shift
Purpose Change a scheduled shift.
Example An employee is scheduled to work from 7:00 A.M. to 3:00 P.M. Monday. The employee
needs to come in at 8:00 A.M. due to a personal issue. Change the begin shift time to
avoid the employee receiving an erroneous tardy.
Steps
Click the date cell for the appropriate employee. Highlight the
begin or end shift time being edited.
Type the new start or end shift time and then Save.
Purpose Another method to add shifts to an employee’s schedule is by inserting “shift templates.”
A shift template is a reusable tool that contains a shift name, shift description and start
and end times.
Example An employee has agreed to work a shift on Monday. He has agreed to work 7:00 A.M. to
3:00 P.M. This is a common shift. The Administrator uses a shift template to insert the
shift into the employee’s schedule.
Steps
then
Purpose In some cases an employee might not be able to work a scheduled shift. When such
events occur, administrators can remove the shift from the employee’s schedule so the
employee’s timecard does not record an absence when the employee does not report to
work.
Example An employee is currently scheduled to work Friday from 8:00A.M. to 5:00 P.M. The
employee is unable to work the shift because of an excused personal commitment.
Administrators must delete the shift or the employee will incur an absence for the day.
Steps
Caution!!
Example An employee is able to make his shift on Thursday, not Wednesday. Since the shift has
been cut from the employee’s schedule, the shift can be restored easily. If the shift is not
restored, the employee will have an unscheduled exception when they punch in for the
day.
Steps
then Save.
Purpose A pattern template is a predefined schedule pattern that is saved in Kronos for
Administrators to use to quickly create employee schedules.
Example An employee is currently scheduled to work 7:00 A.M. to 3:00 P.M. Monday through
Friday. The employee is switching jobs and now works from 8:00 A.M. to 5:00 P.M
Monday through Friday. A new Pattern Template needs to be applied to override the
employee’s current schedule assignment.
Steps
If prompted, select
Yes to Confirm
then Save
Business Practice
Purpose The Reconcile Timecard widget may be a default widget upon the initial login to Kronos.
The Reconcile Timecard widget provides time and attendance details for each
employee for the current pay period. Each row in the workspace corresponds to an
employee’s time information for the specified time period. Employee names appear in the
left column. Additional information, such as missed punches and unexcused absences,
appears in the columns to the right.
Example Administrators want to review time data for all employees to ensure all missed punches
and unexcused absences are addressed.
Steps
Caution!!
Steps
Purpose Reports extract time and attendance information from the Kronos application. Different
types of reports can be generated to view key information in easy to read formats.
Reports can be printed or viewed on the screen.
Reports can provide data that help administrators make timely business decisions, such
as managing tardiness in the department or providing information to assist in
investigating an incorrect paycheck.
Steps
(Related Items)
Report Description
Accrual Detail Displays running accrual balances for each employee. For example, view what
types of accrual transactions occurred in the past, when accrual balances were
reset, and effective dates.
Employee Transactions and Allows administrators to view employees based on the pay codes they have earned.
Totals For example, a report can be run to identify all employees whom have earned
overtime.
Time Detail Includes all the information included in the employee’s timecard including exceptions
and comments
Timecard Audit Trail Displays audit information for specific timecard editor actions, including date and
time of the action, who performed the action, and what information changed.
Purpose There are two methods to access employees’ timecards in Kronos. Administrators can
access an individual or multiple timecards depending on what needs to be accomplished.
Example While reviewing the Reconcile Timecard widget, a checkmark in the missed punch
column for an employee is indicated. Open the employee’s timecard to review the details
of the missed punch.
or
Purpose An Employees’ time is captured and populates a timecard. The timecard workspace is
where edits are performed such as missing punches, unexcused absences, and applying
comments.
Timecard Grid Displays employees punch details; the time the employee began and ended their
shift. Also, displays the total number of hours worked as well as any exceptions
(deviations from what the employee was scheduled to do).
Timecard Tabs Totals & Schedule displays the total number of hours worked by pay code as well as
the scheduled shifts.
Accruals display the employee’s accrual balances.
Audits keep track of all edits applied to an employee’s timecard.
Sign-Offs, Requests & Approvals indicates sign-off dates & times.
Purpose Kronos requires an in-punch and out-punch to indicate a valid shift. Sometimes an
employee’s timecard shows an invalid shift because that employee forgot to punch when
starting or ending a shift. If this occurs, the missing punch needs to be added. The
timecard grid is used to add, change, or delete punches.
Administrators should review timecards on a daily basis. One common edit is missed
punches. Sort the Missed Punch column on the Reconcile Timecard widget in
descending order to determine which employees have a missed punch. Open each
timecard and edits the time. If no punch is added, the employee will not be paid correctly
for the day.
Example An employee punched in on Monday and forgot to punch out at 3:00 P.M. His daily shift
totals are blank, indicating the employee will not be paid for the day.
Steps
Delete a Punch
Purpose The deletion of punches is discouraged because these records reflect actual times an
employee worked. There are two exceptions to this rule; the employee punched twice
(double-punch) or the Administrator added an incorrect punch.
Example When reviewing an employee’s timecard, it’s noticed that the employee has punched in
twice Tuesday. The employee punched in at 7:00 A.M. and a second time at 7:15 A.M.
Kronos misinterprets the punches and adds a missed punch to the day. The second
punch needs to be deleted because of the mistake. The punches can then calculate
correctly and the missed punch exception is deleted.
Steps
Click the cell that contains the punch to
be deleted.
Purpose Comments are predefined descriptions that can be attached to a punch or pay code to
provide additional information about that transaction. As many comments as needed may
be added to explain the punch or pay code. Comments are used to explain a punch
performed by an employee or the reason an edit was performed by a Administrator. The
use of comments is a Best Practice. Comments enhance the audit trail and explain the
reason for an edit.
In order to track why edits have been performed or why an employee punched a certain
way use comments from the predefined list.
Example An employee punched in late on Tuesday. Add the Late – Child Sick comment as the
reason for the late punch. Adding a comment allows the audit trail to be enhanced. Make
it a practice to attach the appropriate comment to every edit.
Steps
Business Practice
Example An employee worked through their meal break and needs to be paid for the time. The
automatic meal deduction must be cancelled in order for the employee to be paid for the
additional worked time.
Steps
Click OK.
Click Save.
Purpose When employees are scheduled to work and do not punch in for their shift, a checkmark
displays in the Unexcused Absence column of the Reconcile Timecard widget.
Unexcused Absences are corrected by adding a pay code amount in the employee’s
timecard.
Steps
Purpose There are times when employees work a portion of a shift and take time off on the same
day. The employee records their in and out-punches and a new row must be added to
record the non-worked time. Worked time and non-worked time cannot reside on the
same row.
Example An employee wants to be home for his daughter’s birthday dinner. In order to be home in
time he has chosen to take a half day vacation. He works half of his shift on Wednesday
and takes the remainder of the day as a vacation day. 4 hours of vacation must be added
to ensure the employee is paid for the time.
Steps
Click the Insert Row icon next to the
date the pay code is to be added.
Example A message appears in the manager’s Microsoft Outlook Inbox informing that an
employee has submitted a request for time off. The employee has been verified to have
sufficient accrual time available. Process the time off request (TOR).
Steps
At the Rollins
Request Mgr menu,
the Current
Schedule Period is
displayed by default.
Note:
TOR’s submitted other than the Current Schedule Period may be viewed by selecting the Calendar icon, the
Start & End Dates and the All Status (not Submitted) button in the Rollins Request Mgr widget.
Note: Only a date range of 180 days can be displayed at one time. (i.e. 1/1/12–6/28/12 or 6/28/12-12-23-12)
From the Rollins ESS Calendar, locate and select the date of the TOR, then Cancel.
Notes/Comments may be included as needed.
At the Cancel Time-Off Request menu select Submit.
The TOR will reflect Cancel Submitted. (Green check mark removed)
All cancelled approved TOR’s must also be approved by the Manager.
From the Rollins ESS Calendar, locate and select the date of the TOR, then Retract.
Notes/Comments may be included as needed.
At the Retract Time-Off Request menu select Submit.
The TOR will reflect Retracted. (Right arrow removed)
All cancelled unapproved TOR’s require no action from the Manager.
Locate the TOR from the Rollins Request Mgr widget or Requests Alert.
To approve the employees TOR Cancellation, select To reject the employees TOR Cancellation, select
the request, then the Cancel Approve button. the request, then the Cancel Refused button.
Managers may also select the Restore Schedule box Select the Refuse button from the Refuse Time-Off
from the Approve Time-Off Cancellation Request to Cancellation Request menu.
restore the employee’s schedule.
Purpose The Pay Period Close widget helps identify timecard discrepancies at the end of a
pay period by displaying information within the previous pay period. Any discrepancies
that display must be corrected before approving time data.
It is the Administrators responsibility to ensure that all employees’ timecards are ready for
payroll processing. Unexcused absences and missed punches must be updated prior to
the next payroll period. These are both completed in the Pay Period Close widget.
Steps
Purpose Approvals are performed for previous pay period data. An Administrator must approve
each employee’s timecard at the end of the payroll cycle. Once the approval is applied,
edits can no longer be made to the employee’s timecard without first removing the
approval.
Example It is the Monday following the end of a pay period. Administrators have been performing
all the necessary edits to the employees’ timecards throughout the pay period. The Pay
Period Close widget should be accessed and sorted by the Missed Punches and
Unexcused Absences columns to investigate if additional edits are required prior to
applying approval. Once any last minute edits have been addressed the apply approval is
ready for the prior pay period.
Business Practice
Purpose Once the tasks have been completed in Kronos system, users must logout to end their
session by clicking Sign Out. Logging out of Kronos closes the session and signals the
system that access is no longer required to any of its components. Logging out also
prevents other people from accessing other employee’s Kronos information.
Example The daily review and edits have been performed on the employees’ timecard details.
Log out of Kronos to protect the employees’ time data and other confidential information.
Steps
Business Practice