Configure Custom Tiles for Virtual Roster

How to configure custom tiles for Virtual Roster.

Configure a custom tile to embed Virtual Roster (MyVR) in the UKG Pro WFM control center. If firewall, domain, and other rules permit, when you select the tile, it logs you in to Virtual Roster automatically.

Virtual Roster for Managers by way of MyVR

Custom tiles for Virtual Roster

Managers can do the following:

  • Manually approve or reject time-off requests for filtered groups, by accounting for seniority, accruals balances, and impacts on quotas.
  • Manually approve or reject shift swaps on selected dates between selected groups.
  • Set quotas for time off and short notice.
  • View budgets versus hours versus forecasts and standards.

Virtual Roster for Employees by way of MyVR

Custom tiles for Virtual Roster

Employees have different needs depending on the available feature set.

Schedules

Custom tiles for Virtual Roster

  • Swap shifts with employees.
  • View and filter the Noticeboard to advertise and search for swaps, pick ups, and giveaways of shifts.
  • Pick up shifts that were made available by scheduling and by other employees.
  • Enter availabilities for shifts.
  • People, regardless of incompatible skills, can swap shifts so that all shifts are filled.
  • Customize rules for staff-to-staff swaps independently from schedule rule violations.

Time Off Requests

Custom tiles for Virtual Roster

  • On-screen, live feedback about days that can be taken off, based on schedule rules.
  • Automatically approve based on predicted accruals balances.
  • Automatically approve by quotas that are configurable by department, position, skills, shift class, classification, leave type.
  • Allow request submissions over the quota up to a secondary limit.
  • View predicted regular days off before schedules are published.

Messaging

Custom tiles for Virtual Roster

  • Send notifications by apps, SMS, and email about schedule changes, time-off approvals, and ad-hoc messages.
  • Send global notifications by department to all employees.
  • Notify employees about shift swaps.
  • Drip-feed notifications about advertised shifts, with increasing frequency based on how soon the shift is scheduled to start.

Wait Lists

Custom tiles for Virtual Roster

  • Allow employees to join lists to indicate that they can pick up extra shifts, work extended shifts, take last minute time off, or leave early.

Shift Bids

Custom tiles for Virtual Roster

  • Allow periodic bidding for work patterns, with automatic approval based on seniority.

UKG Pro WFM for Employees

Custom tiles for Virtual Roster

UKG Pro WFM provides employees with timecards, punches, attestation (if needed), and other time and attendance features.

  • Do not enable any scheduling or scheduling-related features in UKG Pro WFM, including schedule edits, pick up or giveaway of shifts, entry of availabilities, or forecasting.
  • Do not enable time-off requests and related features in UKG Pro WFM.

UKG Pro WFM for Managers

Custom tiles for Virtual Roster

Do not enable scheduling or time-off request features in UKG Pro WFM because all of these features are provided by MyVR. If needed, you can enable some read-only analytics scheduling features in UKG Pro WFM.

Configure Virtual Roster for tiles

Custom tiles for Virtual Roster

  1. Disable all default scheduling and related tiles or features for UKG Pro WFM clients who will use Virtual Roster because Virtual Roster will provide these features.
  2. White-list the URL for VR Employee Self Service on the UKG Pro WFM tenant.
    1. Get the URL from the Virtual Roster team.
    2. Enter a ticket to request and update the following tenant-specific system setting: global.oAuthToken.redirection.domain.whiteList
  3. When the tenant is provisioned, pass the provided client ID and client secret to the Virtual Roster team so that they can set up the integration.

Create Virtual Roster tiles in UKG Pro WFM

Custom tiles for Virtual Roster

Note: You no longer need an AppKey to call API operations. If one is defined, it is ignored.
  1. Click Tap Main Menu > Administration > Application Setup > Common Setup > Custom Tile.
  2. Click Tap Create .
  3. Enter a unique Name.
  4. Enter a Label. Examples: Enter MyVR Accrual Balance, MyVR Notifications, MyVR Upcoming Shifts.
  5. In Tile Type, select Embedded Content.
    1. If the Height option is available, select the size of the tile to most clearly show the embedded content: Tall, Medium, or Short.
    2. (Optional) In Icon, enter the path to a graphical icon to show in the tile.
    3. (Optional) In Content Provider, select the organization that publishes the embedded content.
    4. In URL, enter the uniform resource locator as a fully qualified domain name (FQDN) to the location of the HCM application server.
      • If a Content Provider is selected, the URL can be a relative or absolute path.

        To minimize maintenance, use a relative path. In a relative path, the (tenantExternalName) variable updates the company name only when the page loads. Example: /ta/ (tenantExternalName).hcmembed?InFrameset=1&navlink= hcmwidgets/pay#hcmwidgets/pay

      • If a Content Provider is not selected, the URL must be an absolute path.
    5. (Optional) Select Navigation to configure more details about navigation to the embedded content.
      • In Navigation Type, select New Tab to show the embedded content.
      • Ignore Navigation Menu.
      • In Navigation Label, enter a label for the tile.
      • In Navigation URL, enter the uniform resource locator. Normally, this is the same address as in URL.
  6. Click Tap Save.
  7. Repeat for other tiles.

Assign the tiles

How to assign the Virtual Roster tiles to people.

Assign the Virtual Roster tiles to the display profiles and home pages of the people who need to see the tile. Assign the profiles to the people according to their role.

Note: For details about all of the options, refer to the Home Page Management and Display Profiles help topics.
  1. Click Tap Main Menu > Administration > Application Setup > Display Preferences > Home Page Management.
  2. Select a profile to update. Click Tap Edit .
  3. In Tiles, select the Virtual Roster tiles to add them to the profile.
  4. Click Tap Save.
  5. Repeat for other profiles.
  6. Click Tap Main Menu > Administration > Application Setup > Display Preferences > Display Profiles.
  7. Assign the Home Page Profile to the person's Display Profiles.
  8. Repeat for other profiles.