Configure Custom Tiles for Virtual Roster

Virtual Roster MyVR for Managers

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 MyVR for Employees

Custom tiles for Virtual Roster

Employees have different needs depending on the available feature set.

Schedules MyVR tiles

Custom tiles for Virtual Roster schedules

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.

Suggested settings for schedule tiles

Configure the Virtual Roster MyVR tile for schedules as follows:

Label: MyVR Upcoming Shifts
Icon: icon-k-schedule
URL: <MyVR Address>/WfmIntegrationHandler.ashx?vrsName=<VRS Name>&tile=schedule
Navigation Label: My Schedule
Navigation URL: <MyVR Address>/WfmIntegrationHandler.ashx?vrsName=<VRS Name>&tab=roster

Examples:

URL: https://www.company.com/ESS/WfmIntegrationHandler.ashx?vrsName=PIP&tile=schedule

Navigation URL:
https://www.company.com/ESS/WfmIntegrationHandler.ashx?vrsName=PIP&tab=roster

Accruals balance MyVR tiles

Custom tiles for Virtual Roster accruals balances

Configure the Virtual Roster MyVR tile for accruals balances as follows:

Label: MyVR Accrual Balance
Icon: icon-k-wfr-accruals
URL: <MyVR Address>/WfmIntegrationHandler.ashx?vrsName=<VRS Name>&tile=leaveBalance
Navigation Label: Request Time Off
Navigation URL: <MyVR Address>/WfmIntegrationHandler.ashx?vrsName=<VRS Name>&tab=leave

Examples:

URL: https://www.company.com/ESS/WfmIntegrationHandler.ashx?vrsName=PIP&tile=leaveBalance

Navigation URL:
https://www.company.com/ESS/WfmIntegrationHandler.ashx?vrsName=PIP&tab=leave

Messaging MyVR tiles

Custom tiles for Virtual Roster messages and notifications

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.

Suggested settings for notifications tiles

Configure the Virtual Roster MyVR tile for messages and notifications as follows:

Label: MyVR Notifications
Icon: icon-k-alerts
URL: <MyVR Address>/WfmIntegrationHandler.ashx?vrsName=<VRS Name>&tile=messages
Navigation Label: Go to MyVR
Navigation URL: <MyVR Address>/WfmIntegrationHandler.ashx?vrsName=<VRS Name>&tab=messages

Examples:

URL: https://www.company.com/ESS/WfmIntegrationHandler.ashx?vrsName=PIP&tile=messages

Navigation URL:
https://www.company.com/ESS/WfmIntegrationHandler.ashx?vrsName=PIP&tab=messages

Time-off requests MyVR tiles

Custom tiles for Virtual Roster time-off requests

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.

Wait lists MyVR tiles

Custom tiles for Virtual Roster waiting lists

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 MyVR tiles

Custom tiles for Virtual Roster shift bids

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

No embedded content MyVR tiles

Custom tiles for Virtual Roster without embedded content

Use this tile if you cannot make embedded content available from the on-premises Virtual Roster to UKG Pro Workforce Management. If you use this tile, do not configure the other Virtual Roster tiles.

Configure the Virtual Roster without embedded content as follows:

Label: MyVR Link
Tile Type: External URL
URL: <MyVR Address>/WfmIntegrationHandler.ashx?vrsName=<VRS Name>&
URL Text: Go to MyVR
Description: Access schedules, automatic time-off request approval, Shift bids, Early-out lists, and more from MyVR.
Example URL: https://www.company.com/ESS/WfmIntegrationHandler.ashx?vrsName=PIP&
Note: You can use any URL that links to any MyVR tile. If you don't specify the tile, the link goes to the Home tab.

Virtual Roster custom tiles 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.

Virtual Roster custom tiles 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.

Configure Virtual Roster for tiles

Custom tiles for Virtual Roster

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.
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
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

How to create custom tiles in UKG Pro Workforce Management for Virtual Roster

Note: You no longer need an AppKey to call API operations. If one is defined, it is ignored.

Click Tap Main Menu > Administration > Application Setup > Common Setup > Custom Tile.
Click Tap Create .
Enter a unique Name.
Enter a Label. Examples: Enter MyVR Accrual Balance, MyVR Notifications, or MyVR Upcoming Shifts.
In Tile Type, select Embedded Content to show the Virtual Roster data in the tile.
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. In Icon, enter the path to a graphical icon to show in the tile.
  
  Note: This icon identifies the Virtual Roster tile in UKG Pro.
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 server for the integration handler.
  - Breakdown: https://<client URL>/<HANDLER>?vrsName=<VRSNAME>&tile=<TILE>
    
    Caution: The VRS name (Virtual Roster Service vrsName) is required and is the name of the VRS instance of the connection and also the Name of the ESS configuration. Example: vrsName=PIP.
    
    Note: URLs are case-sensitive. Make sure that the entire path is correct, in particular check the upper- and lower-case characters. The customer URL must match exactly the URL that users get when they log in to MyVR, in particular check /ess/ and /ESS/.
  - Example: https://www.acme.com/ESS/WfmIntegrationHandler.ashx?vrsName=PIP&tile=schedule
  - 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. Select Navigation to configure more details about navigation to the embedded content.
  - In Navigation Type, select one of the following:
    Navigate to open Virtual Roster directly in the tile. This setting is preferable for UKG Pro.
    New Tab to open Virtual Roster in a new browser tab. This is suitable for desktop applications.
  - Ignore Navigation Menu.
  - In Navigation Label, enter a label for the tile. This label appears at the bottom of the tile and is clickable.
  - In Navigation URL, enter the uniform resource locator of the site to go to when the Navigation Label is clicked. Normally, this is the same address as in URL.
    Breakdown: https://<client URL>/<HANDLER>?vrsName=<VRSNAME>&tile=<TAB>
    Example: https://www.company.com/ESS/WfmIntegrationHandler.ashx?vrsName=PIP&tab=roster
Click Tap Save.
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.

Click Tap Main Menu > Administration > Application Setup > Display Preferences > Home Page Management.
Select a profile to update. Click Tap Edit .
In Tiles, select the Virtual Roster tiles to add them to the profile.
Click Tap Save.
Repeat for other profiles.
Click Tap Main Menu > Administration > Application Setup > Display Preferences > Display Profiles.
Assign the Home Page Profile to the person's Display Profiles.
Repeat for other profiles.