Workforce Central 8 Ins and Outs of Historical

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Workforce Central 8 Ins and Outs of Historical Corrections Stefan Kinders Global Product Manager

Workforce Central 8 Ins and Outs of Historical Corrections Stefan Kinders Global Product Manager #KRONOSWORKS © KRONOS INCORPORATED │ │

Welcome Session ID: 862 R Ins and Outs of Historical Corrections Audience: Workforce Central

Welcome Session ID: 862 R Ins and Outs of Historical Corrections Audience: Workforce Central 8 Users Level: All #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 2

KEY OBJECTIVES 1 Why did we Change Concepts? 2 Understanding Historical Corrections Workflows 3

KEY OBJECTIVES 1 Why did we Change Concepts? 2 Understanding Historical Corrections Workflows 3 Best Practices 4 Reports and Interfaces #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 3

Where to learn more • Additional session Wednesday 11 am 12 pm (Starvine 6,

Where to learn more • Additional session Wednesday 11 am 12 pm (Starvine 6, West Level 3) “Ins and Outs of Historical Corrections” • Visit Knowledge. Pass at the Service area in the Expo Hall #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 4

Meet Technology Experts in the Expo Hall! MONDAY: NOON – 5: 00 P. M.

Meet Technology Experts in the Expo Hall! MONDAY: NOON – 5: 00 P. M. | TUESDAY: 8: 30 A. M. – 5: 00 P. M. Workforce Dimensions | Kronos Workforce Ready ® | Workforce Central ® | Kronos ® i. Series ® Central | Kronos ® Workforce Tele. Staff ™ #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 5

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Session Surveys: We value your feedback! Take a short in app survey after each session for your chance to win a $10 Amazon gift card!+ Get the app today! Search “Kronos Events” in the App Store or Google Play. +Winners will be announced daily in the app. Contest details posted in app. Taking more than 1 survey during any session period will void participation. #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 6

ACCESS CONTENT ONLINE − Log in to your schedule using your registration email and

ACCESS CONTENT ONLINE − Log in to your schedule using your registration email and password − Click Ø Sessions Tab Ø Session Title Ø Downloads Accessing Presentation Content #KRONOSWORKS Ø Document name © KRONOS INCORPORATED │ │ NOVEMBER November 9, 2020 │ 7

”Historical Edits worked fine, so why did Kronos change the Concept…? ” HISTORICAL EDITS

”Historical Edits worked fine, so why did Kronos change the Concept…? ” HISTORICAL EDITS vs HISTORICAL CORRECTIONS #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 8

WHAT OUR CUSTOMERS ASKED US TO ENHANCE… Make the Correction Process Easier to use

WHAT OUR CUSTOMERS ASKED US TO ENHANCE… Make the Correction Process Easier to use Allow to Preview the Impact of a Correction Update Totals in the Historical Pay Period Take all Rules and Policies into Account #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 9

EASIER CORRECTION PROCESS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS ü Add Corrections in the same

EASIER CORRECTION PROCESS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS ü Add Corrections in the same way as when working in current Timecards ü Historical Corrections = Inline Editing of Signed off Time #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 10

PREVIEW THE IMPACT OF CORRECTIONS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS ü New Timecard Add

PREVIEW THE IMPACT OF CORRECTIONS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS ü New Timecard Add on allows Previewing all pending Corrections ü Users can now better understand the Impact of the Edits ü Edit, Change and even Delete pending Corrections #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 11

UPDATED TOTALS IN HISTORICAL PERIOD WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Edits to Signed off

UPDATED TOTALS IN HISTORICAL PERIOD WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Edits to Signed off Time are now ü Referenced in the Timecard Totals as Actuals for that Period ü Referenced in the Historical Corrections tab as Corrections Technically the Employee worked those hours in that period but didn’t get paid for them at the time that Payroll was run. #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 12

ALL RULES & POLICIES ARE APPLIED WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Corrections are processed

ALL RULES & POLICIES ARE APPLIED WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Corrections are processed just like Changes in Unsigned off Periods ü All Work and Pay Rule settings are applied to the Edits ü Accrual Policies (Takings and Grants) are Honored #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 13

 • Enabling Edits • Corrections Apply Date • Pending Transactions • Calculate Employee

• Enabling Edits • Corrections Apply Date • Pending Transactions • Calculate Employee Totals • Deleting Corrections • New Features HISTORICAL CORRECTIONS WORKFLOWS #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 14

ENABLING EDITS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Enable Edits action will Reopen Signed off

ENABLING EDITS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Enable Edits action will Reopen Signed off Timecards to process Corrections GROUND RULES Applies to all Selected Employees Retotalisation goes Back to the “Beginning of Time” or Last Payroll Lock Corrections cannot be made in Locked Periods Payroll Lock cannot be undone #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 15

CORRECTIONS APPLY DATE WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Controls on which day the Correction

CORRECTIONS APPLY DATE WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Controls on which day the Correction Transaction will be applied to TODAY Apply Corrections to Today’s date CURRENT PAY PERIOD - FIRST/LAST DAY Apply Corrections to first or last day of the Current Pay Period PREVIOUS PAY PERIOD Not signed off: Changes are applied to first or last day of PPP Signed off: Changes are applied to first or last day of next unsigned off period Today: If PPP is signed off changes apply to tod ay #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 16

PENDING TRANSACTIONS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS • Corrections are not stored in the

PENDING TRANSACTIONS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS • Corrections are not stored in the Database until the Timecard gets saved • Pending Corrections are generated when Adding Edits to Signed off Time Configurational Changes are made (ex. Work Rule building blocks) Updating Employee Wage Rates • Historical wage correction is not automatic and can be triggered by Loading an Employee’s Signed off Timecard Calculating Employee Totals in a Genie DEMO A. Gossow Calling the Marked. For. Totalization API #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 17

DELETING CORRECTIONS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Corrections can be deleted but… Deleting saved

DELETING CORRECTIONS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Corrections can be deleted but… Deleting saved Corrections only deletes the Correction Transaction This action DOES NOT delete the actual Timecard Edit… BEST PRACTICE is to correct the correction #KRONOSWORKS Delete or Amend the incorrect Timecard Edit An additional Correction Transaction will be generated Full visibility what happened (audit) Optionally clean up the previous Correction Transactions DEMO M. Brink © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 18

 • Requesting Time Off in Signed off Time • Untotalized Corrections NEW FEATURES

• Requesting Time Off in Signed off Time • Untotalized Corrections NEW FEATURES #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 19

NEW FEATURES in WFC 8. 1 WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS #KRONOSWORKS REQUEST TIME

NEW FEATURES in WFC 8. 1 WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS #KRONOSWORKS REQUEST TIME OFF IN SIGNED-OFF TIME • Allows submitting a request with GTOR into a Signed off Period • Controlled with Function Access Profile setting • Historical Request follows the same Approval Process • Processed as a Historical Correction when approved • No updates to the Schedule are made © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 20

NEW FEATURES in WFC 8. 1. 2 WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS UNTOTALISED CORRECTIONS

NEW FEATURES in WFC 8. 1. 2 WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS UNTOTALISED CORRECTIONS • Generate Corrections with Pay Code edits only (raw edit) • Controlled with Function Access Profile setting • Similar to Historical Edits in versions prior to WFC 8 Totals are not updated in the historical Pay Period Option to Include correction in Totals of Effective Pay Period Option to Impact Accruals in Effective dated period #KRONOSWORKS DEMO K. Warren © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 21

Understanding the Importance of Effective Dating Setup Building Blocks… EFFECTIVE DATING SETUP #KRONOSWORKS ©

Understanding the Importance of Effective Dating Setup Building Blocks… EFFECTIVE DATING SETUP #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 22

EFFECTIVE DATING SETUP WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Once Enable Edits is activated, all

EFFECTIVE DATING SETUP WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Once Enable Edits is activated, all prior Signed off Pay Periods are open for Edits and Totalization. This applies to User entries and Configuration changes. Failure to properly effective date all Setup Building Blocks will retro-actively apply that Change to all Previous Pay Periods… BEST PRACTICE ü Consistently effective date every Configurational Change ü Apply Payroll Lock prior to Upgrading to WFC 8 #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 23

 • Timecard • Genies and Reports • Interface Processing REPORTS & GENIES INTERFACES

• Timecard • Genies and Reports • Interface Processing REPORTS & GENIES INTERFACES #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 24

TIMECARD TOTALS TAB WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS The Historical Corrections tab in the

TIMECARD TOTALS TAB WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS The Historical Corrections tab in the Timecard represents the Corrections made in that period and totalized as Actuals, not the Corrections being paid in that period. • Totals get stored only when selecting YES to the “Include In Totals” option • View and Filter Corrections in the Effective dated Pay Period • New Timesheet item ID = 29 is used to track these Totals #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 25

GENIES & REPORTS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Rule of Thumb Corrections made to

GENIES & REPORTS WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Rule of Thumb Corrections made to a Previous Pay Period are considered Actuals for that Pay Period There is no way to Report on what was sent to Payroll for a specific Pay Period when that Payroll was run. . . BEST PRACTICE: use Audit Trail or saved Payroll Files to meet this requirement Pay Code Total | Actual Totals for that Pay Period Displays Totals generated for the Pay Period Pay Code Total | Actual with Corrections Actual Totals + Correction Totals for that Pay Period Displays what is going to be sent to Payroll #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 26

INTERFACES: UPGRADING TO WFC 8 WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Best Practice for Accessing

INTERFACES: UPGRADING TO WFC 8 WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Best Practice for Accessing Correction Data • Correction Data is stored differently in WFC 8 • Interfaces and Custom Reports that access previous Historical Edit data should be evaluated to determine if any changes need to be made • If the Reports or Interfaces are extracting Data across Pay Periods where both Historical Edits and Corrections are present, logic would need to be built in to consider that. #KRONOSWORKS © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 27

INTERFACES: TIMESHEETITEM TABLE WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Three Types of Correction Data can

INTERFACES: TIMESHEETITEM TABLE WORKFORCE CENTRAL 8 HISTORICAL CORRECTIONS Three Types of Correction Data can exist in the database 1. HISTORICAL EDIT (prior to WFC 8) 2. HISTORICAL CORRECTION (WFC 8) 3. UNTOTALIZED HISTORICAL CORRECTION (WFC 8. 1. 2) CORRECTION TYPE #KRONOSWORKS SIGNED OFF PAY PERIOD EFFECTIVE DATED PAY PERIOD Historical Edit TIMESHEETITEMTYPEID (22) Historical Correction TOTALEDSPAN (40) TIMESHEETITEMTYPEID (29) Untotalized Correction TIMESHEETITEMTYPEID (29) HCTYPE (3) © KRONOS INCORPORATED │ NOVEMBER 9, 2020 │ 28

QUESTIONS? #KRONOSWORKS © KRONOS INCORPORATED │ │ NOVEMBER November 9, 2020 │ 29

QUESTIONS? #KRONOSWORKS © KRONOS INCORPORATED │ │ NOVEMBER November 9, 2020 │ 29