UKG Tutorials - University IT

Training materials available for instructors and UKG users. See below for Job Aids, hands-on simulations (vpn access required) and video tutorials.

Topic	Training
Navigation & Reporting	Job Aid: Access Dataview Download the Mobile App Edit your profile Export and Download Dataview Getting Started Employee Mobile Getting Started Manager Desktop Manage Tiles Personalize Dataviews Push Notifications Employee and Manager Review Notifications Review Report Notifications Run and Schedule Reports Manager Run Reports Save and Restore a Dataview Schedule Reports Submit & Accept Delegation Request Use Employee Search Use Main Menu View/Rerun/ Delete Reports Work with Report Output Types Simulations: Create a Chart Navigate a Dataview Navigating the Home Page Reviewing Alerts in the Control Center Panel Reviewing Notifications in the Control Center Panels Running Reports Videos: Accept Delegation Request Access Dataview Library Control Center Overview Employees Control Center Overview Manager Navigation Overview for Hourly Employees Navigation Overview for Managers Review Report Library Run Reports Review Tile Library MyCharts Switch Roles to Delegate Role Submit Delegation Request
Scheduling Basic	Job Aid: Add a Shift Add Paycode Partial Shift Add Paycode to Enter Time-Off Append Time to Multiple Shifts Cancel Requests Comments and Notes Create a Schedule Pattern Current Time and Visual Cues Define Teams Delete a Paycode Delete a Shift Documenting and Finding Low Census Download the Mobile App Drag and Drop a Shift Edit a Paycode Edit a Schedule Pattern Edit a Single Shift Employee Schedule Report Enter Time-Off Grouping Employees with Checkboxes Location Schedule Detail Report Location Schedule Weekly Report Manage Requests Manage Schedule Groups Manage Schedule Tile Manage Time-Off Requests Managing Scheduling Views Printing Your Schedule (Employee) Quick Actions Reinherit Shifts or Paycodes Remove Employee from Group Request Time-Off Requesting Time Off (Strong/Highland) Restore Shifts or Paycodes Run Employee Reports Save Location Query Schedule Display Controls Schedule Job Colors Manager Scheduling Groups: Add or Remove Employees Select Employees in Schedule Submit & Accept Delegation Request Timeframe Selector Tools for Modifying the Schedule Transfer a Portion of a Shift Using Segments Transfer a Shift Using Edit Shift Transfer a Shift Using Insert Transfer Transfer a Shift Using QuickActions Use Tags View All Comments View By Schedule Group View More Schedule Details View My Calendar Simulations: Adding a Pay Code for Part of a Shift Approving Time-Off Requests Assigning a Schedule Pattern Template Editing, Adding and Deleting Shifts Navigating the Schedule Planner Transferring a Shift Using Quick Actions to Add Pay Codes Videos: Add and Edit Shift Add a Schedule Transfer Edit Schedule Patterns Enter Partial Time-Off Enter Time-Off Respond to Time-Off Requests Review My Schedule Tile Review Schedule Schedule Quick Actions Pay Code and Transfer
Scheduling Advanced	Job Aid: Add Open Shifts Adding Skills and Certifications Assign Employees Open Shifts Audit Schedule and Availability Availability Create a Transfer on a Schedule Pattern Documenting and Finding Low Census Download the Mobile App Evaluate Daily Coverage- 24 Hour Units Evaluate Daily Coverage- Non-24 Hour Units Evaluate Schedules with Indicators Add-on Evaluate Schedules with Metrics Add-on Grouping Employees with Checkboxes Location Schedule Manage My Schedule Tile Employee Managing Scheduling Views Multiple Time Off Override Availability Preferred Shift Calendar View Printing Your Schedule (Employee) Push an Employee to Another Unit Removing Charge Staff Management Skill Removing On Call Hours from Scheduled Hours Request Open Shift Request Self-Schedule Request Shift Swap Request to Cover a Shift Request to Cover Employee Requesting Time Off (ORTHO) Requesting Time Off (Strong/Highland) Run a Report Run Employee Reports Save Location Query Schedule Planner Legend Scheduling Groups: Add or Remove Employees Scheduling Tips for Employees Submit & Accept Delegation Request Track Rule Violations Unassign an Employee from a Shift Use Push Notifications to Fill Open Shifts Use the Call List View and Request Availability Changes View and Respond to Push Notifications View Skills and Certs Rule Violations Manager Weekly Calendar View Workload Planner Overview Workload Planner View Simulations: Add Shifts and Edit Availability Add and Update Schedule Patterns Apply a Pay Code Assign Open Shifts Collaborative Scheduling: Employee Perspective Fill an Open Shift with the Call List Make Schedule Adjustments to Balance the Schedule Manage Open Shift Requests Review and Edit the Workload Plan Review Coverage and Rule Violations Review Employee Request Periods for Collaborative Scheduling Run Schedule Generator to Create Open Shifts Videos: Assign/Unassign Open Shifts Edit Ad Hoc Availability to Employees Generate Schedules Review Employee Availability Schedule Patterns and Templates for Availability
Payroll (Thompson Only)	Job Aid: Make Historical Corrections Move Total Amounts Manager Review Historical Corrections Run Payroll Integration Run Rule Analysis Report Sign-off Timecards
Timekeeping (Thompson Only)	Job Aid: Access Timecards Add Comments Timecard Add/Edit/Delete Punches Approve Employee Timecard Edits Attestation Approve My Timecard Attestation Approve My Timecard Approve Timecards Mobile Download the Mobile App Enabling Your Location for Punching In/Out Justify Missing Time Manager Manage Overtime Missed Punch Attestation at the Clock Missed Punch Attestation on the Web Mobile Record Time Attest Meals Move Total Amounts Manager Offline Punch Print Timecard Quick Time Stamp Resolve Timecard Exceptions Hourly Timecard Review Timecard Add-ons Review Timecard Totals Timecard Indicators Transfer Employees Use Duration Paycodes Use the Punch Tile View My Accruals View My Timecard Simulations: Adding a Pay Code to Excuse an Absence Adding Punches and comments to an Employee’s Timecard Approving an Individual Employee Timecard Approving Employee Timecards (Group) Performing a Timecard Transfer Review Exceptions and Add Comments Videos: Access Employee Timecards Add a Comment to Punch Add a Transfer in Timecard Add Missed Punch Comment Mobile Add Missed Punch Add Paycode to Excuse Absence Add Punch and Comments to My Timecard Add Transfer Mobile Approve a Timecards Approve Timecard as a Group Mark Exception as Reviewed Performing Timecard Tasks as an Employee Punch In and Out Employee Remove a Double Punch Review My Timecard Review Timecard View Employee Timecards