Manager Navigator Training: Tools & Techniques

1. Using Your Navigator (Manager)

2. Welcome • Welcome • Poll • Verify completion of Employee course • Materials • Job Aids • Simulation • User Guide

3. 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

4. Setting a Context for the Active Workspace

5. 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

6. Context limitations • A context is only applied to a widget if the selections apply to that widget

7. Manager Alerts, Workspaces, and Widgets

8. 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

9. Manage-specific workspaces • Some managers will have several workspaces in their carousel

10. Widget types – Exceptions • Exceptions helps you quickly view all exceptions by category, and address them as needed

11. Widget types – Request Manager • Request Manager helps you quickly process employee and system requests

12. Widget types – Schedule Manager • Schedule Manager lets you view and edit schedules

13. Widget types – Staff Management • Staff Management gives you quick access to your daily staffing plan

14. Widget types – Productivity Metrics • Productivity Metrics allows you to see how well the scheduled and actual use of resources matches expectations

15. Widget types – Call List • Call List helps you identify the best match when filling an open shift

16. Widget types – Single Link • Single link widgets provide access to standard Workforce Central pages

17. Editing widget preferences • Some widgets can be edited to suit your individual preferences

18. Wizards

19. What is a wizard? • Wizard = a specially-designed widget that guides you through a series of steps to perform a business task

20. Non-sequential wizards • Some wizards are non-sequential—you can perform the steps in any order, and can even skip certain steps

21. Sequential wizards • Some wizards are sequential—you must perform the steps in a strict sequence

22. Initial Step • Some wizards’ initial step defines the Time Period and HyperFind/Location used with each subsequent step

23. Getting helpful info • Click the ? icon on a step to display helpful information about that step

24. Accessing other WFC pages • Some wizards have a Related Information list that lets you access WFC pages while working through the wizard

25. Completing a wizard • Click Clear or Done when you are ready to complete a wizard

26. Returning to a wizard • If you need to leave a wizard in mid-process, you can come back to it later

27. Course Summary

28. Questions?

29. Where to find more information

30. 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