KRONOS. Exempt and Salary Non-Exempt Employee Instructions

Transcription

1 KRONOS Exempt and Salary Non-Exempt Employee Instructions

2 WHAT S INCLUDED? How to log in to Kronos Workspaces Tips and Tricks for using Workspaces My Timecard Workspace Review, approve and/or print timecard My Calendar Workspace How to Request Time Off Other Actions Workspace My Reports Change Password My Inbox Self Service

3 HOW TO LOG IN TO KRONOS URL: Bookmark it or make it a favorite Enter username (first letter of first name followed by last name, i.e., Lisa Wylie will be lwylie) Enter password: First time users will need to click Create new logon Click arrow to submit You may use Chrome (v41+), Internet Explorer (v11), Firefox (v35+), or Safari (v7.x on OSX 10.9 or 10.10) If you receive an error when logging in or do not see the upgraded features shown in the instructions, you may need to clear the browser cache. Please submit a tech request for assistance clearing the browser cache.

4 WORKSPACES My Information Workspace: My Calendar, My Timecard, Other Actions

5 TIPS AND TRICKS FOR NAVIGATING WORKSPACES You can customize your workspace by dragging widgets from one workspace (including the Other Actions workspace) and dropping it onto another workspace. You cannot move the main (center) workspace, but you can replace it by dragging and dropping a different workspace onto the main workspace. If you click on an widget from the Other Actions workspace (i.e., My Reports, Change My Password, My Inbox, or Self-Service), it will open in a new tab. To close a tab, select (x) in the upper right hand corner of the tab. Select the to maximize the panel to full screen or restore down if already maximized. To minimize the Other Actions workspace, select the arrow ( ) in the upper right hand corner of the panel.

6 MY TIMECARD WORKSPACE Timecard for current pay period will open in center panel Use dropdown to select pay period, or click on the calendar icon to enter the start date and end date Select the Print Timecard icon to print your timecard Select Approve Timecard to approve timecard Hover over to see alert (i.e., unexcused absence) The timecard uses background colors : o Orange = approved by employee o Yellow = approved by manager o Green = approved by employee and manager

7 MY TIMECARD WORKSPACE Click on the ellipsis at the bottom of the timecard to see Totals and Accruals TOTALS If you have trouble viewing Totals or Accruals, click and hold ellipsis and drag up or down to make area larger or smaller. ACCRUALS Accrual Available Balance is balance as of day highlighted on timecard Accrual Opening and Ending Balance are based on a calendar year

8 MY CALENDAR WORKSPACE From the My Calendar tab, select the gear in the upper right hand corner then select Pop-out

9 MY CALENDAR WORKSPACE To Request Time-Off Use the dropdown box or the calendar icon to select the period that includes the dates for which you would like to request time off Select Request Time Off

10 MY CALENDAR: TIME OFF REQUEST Your available accrual balances on date selected are shown in the middle of page

11 MY CALENDAR: TIME-OFF REQUEST Enter Start Date and End Date by typing in date or using calendar icon Use dropdown box to select Pay Code (i.e., sick, exceptional, etc.) For Duration, use dropdown to select (Full Day, Half Day, or Hours) For Start Time, enter time (i.e., 8a) For Length, only use if Hours selected as the Duration; if Full Day or Half Day was selected, leave blank. Enter notes, if desired Select Draft to save time-off request. Select Submit to send to manager for review.

12 OTHER ACTIONS WORKSPACE To access Other Actions, click item to open in a new tab or drag and drop onto main (center) workspace. Items greyed out are already open on a workspace. o Select My Reports to view reports (Schedule, Time Detail, My Accrual Balances & Projections) o Select Change My Password to change your password. o Select My Inbox to view messages in Kronos inbox o Select Self-Service to view the following: Alerts Personal Information Pay Benefits Employment Company Information

13 OTHER ACTIONS: REPORTS To run Schedule or Time Detail report: Select Time Period using dropdown box Select View Report To run My Accrual Balances and Projections report: Select My Accrual Balances and Projections Enter date or use calendar icon to select date Select View Report

14 OTHER ACTIONS: CHANGE MY PASSWORD Enter Old Password Enter New Password Enter Verify Password Note passwords must be a minimum of 6 characters

15 OTHER ACTIONS: MY INBOX Select the Task tab to view Kronos tasks Select the Messages tab to view Kronos messages: Time-Off requests submitted appear here Time-Off requests approved or rejected appear here

16 OTHER ACTIONS: SELF-SERVICE

17 Alerts-If there is a number next to the exclamation point, select to review alerts SELF-SERVICE: ALERTS

18 SELF-SERVICE: PERSONAL INFORMATION Click on Personal Information tab to see the following: Personal Information: You may review your personal information. Contact Information: : You may review/edit your contact information by selecting Edit. Emergency Contacts: You may review/edit your emergency contacts by selecting the pencil icon to edit or + to add a new contact.

19 SELF-SERVICE: PAY Click on the Pay tab to access the following Pay History: review/print pay stub for each pay period Direct Deposit: review/edit direct deposit information Tax Withholdings: review/update W-4 W-2 Forms:: review/print W-2 Paycheck Calculator: Estimate net check

20 PAY: PAY HISTORY You may review your pay stub/deposit advice for each pay period Click on the pay date in blue to review pay details Click on View Advice/View Check to view your direct deposit/check advice You may review hours, earnings, taxes, deductions, and net pay

21 PAY: DIRECT DEPOSIT You may review/update your direct deposit information at any time by clicking Direct Deposit Select Edit to change your account type, routing number, account number, deposit type (fixed or percentage), and/or deposit amount. Select Save (upper right corner) to save changes You may add a new account by selecting + Add Account or delete an existing account by selecting Delete Account

22 PAY: TAX WITHHOLDINGS You may review/edit your tax withholdings (W-4 elections) at any time by selecting this option. Select Edit to change your filing status (married, single, nonresident alien, none), Allowances, or Additional Withholding If you need help, click link in blue for worksheets to assist you in figuring out the number of withholding allowances you are entitled to claim.

23 PAY: W-2 FORMS You may review/print your W-2 by clicking on the year in blue Select Receive Paper Form to receive a paper W-2 rather than an electronic copy; the default is to receive an electronic W-2.

24 PAY: PAY CHECK CALCULATOR Select Pay Check Calculator to enter your personal information for calculating taxes and estimating your net paycheck

25 SELF-SERVICE: BENEFITS Select Benefits to access the following: Current Benefits: review current benefit selections 1095-C: review/print 1095-C (ACA Form) Benefit Handbook: review/print Benefit Handbook

26 BENEFITS: CURRENT BENEFITS Review current benefits if you have questions contact Human Resources

27 BENEFITS: 1095-C Select year in blue to review/print 1095-C Select Go Paperless to receive an electronic copy of 1095-C

28 BENEFITS: BENEFIT HANDBOOK Select Benefit Handbook to download a pdf version of the Benefit Handbook

29 SELF-SERVICE: EMPLOYMENT Click Employment to access: Personal Profile: review personal employment profile

30 SELF-SERVICE: COMPANY INFORMATION Click Company Information to access the following: Company Directory: access direct phone lines and extensions for faculty/staff members Employee Handbook: review/print PDF version of Employee Handbook Employee Handbook Acknowledgement: print, sign and return to Human Resources employee handbook acknowledgement