Installing and Configuring

Kronos Workforce Worksheet

An administrators guide to the Workforce Worksheet system.

Kronos Workforce Central Suite

Version 6.3.1

Document Revision: A

The information in this document is subject to change without notice and should not be construed as a commitment
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Document Revision History

Document Revision

Product Version

Release Date

Workforce Central 6.3.1

February 2012

Contents

Installing and Configuring Workforce Worksheet ........................................5

Setting up the Workforce Central server ........................................................6
Step 1: Create data-only reports ..............................................................7
Step 2: Set up favorites .........................................................................10
Additional configuration in an SSL-terminated environment ...............13
Setting up client machines ...........................................................................14
Step 1: Install prerequisites on client machine ......................................14
Step 2: Install Workforce Worksheet ....................................................16
Step 3: Access and configure Workforce Worksheet ...........................17
Step 4: (Optional) Disable the Remember Me check box .....................19

Installing and Configuring Workforce Worksheet

Workforce Worksheet enables you to dynamically retrieve a number of Workforce
Central reports and Genies using Microsoft Excel. Any Excel worksheet created
from this data can be refreshed on demand or dynamically with live data from
Workforce Central.
If you have Excel 2007 or 2010 installed on a client machine with Workforce
Worksheet installed, a Kronos tab appears in the ribbon. The elements in the
Kronos tab enable the Kronos task pane along the right side of the Excel
workspace. You can use the options in this task pane to:

Run reports that have been designated as favorites in Workforce Central.

Run reports using a URL created in Workforce Central

Select a Genie from a drop-down list and run it for specific HyperFinds and
time frames.

You can then work with the data using Excel functionsediting, sorting,
formatting, saving, printing, and so on. Workbooks can also be shared with other
Workforce Central users.
To set up your environment, install Workforce Worksheet on applicable client
machines and prepare the machine so that Workforce Worksheet can connect to
Workforce Central.
This document describes how to configure the Workforce Central server for use
by Workforce Worksheet and how to install Workforce Worksheet on the client
machine. It contains the following sections:

Setting up the Workforce Central server on page 6

Setting up client machines on page 14

Note: If you have already installed Workforce Worksheet on Office 2007 and are
upgrading to Office 2010, you have to uninstall and then reinstall Workforce
Worksheet.

Setting up the Workforce Central server

Before you can use Excel to generate Workforce Central reports and Genies, you
must complete the following steps on the Workforce Central server:

Step 1: Create data-only reports on page 7

Step 2: Set up favorites on page 10

Additional configuration in an SSL-terminated environment on page 13

Additional steps are needed if Workforce Worksheet is being deployed in an SSLterminated environment, as discussed in Setting up client machines on page 14.
The standard reporting functionality on the Workforce Central application server
offer the following types of reports:

Standard Kronos-issued reports These reports are defined in RDL, and

are ready to run. They are formatted for viewing in the Workforce Central
reports viewer. These reports can also be exported to Excel, but the display is
not optimal. Example: Hours by Labor Account

Excel optimized reports These standard Kronos-issued reports, which are

defined in RDL, have been formatted, grouped, and sorted for optimal
viewing as Excel spreadsheets. Example: Hours by Labor Account (Excel)

Data only reports These reports are defined in RDL as unformatted data.
They are unsorted and do not contain any grouping. The process for creating
these reports is described in Step 1: Create data-only reports on page 7.
Example: Hours by Labor Account (data)
Important notes about non-English systems
- If you are retrieving a data-only report on a system that uses a language
other than English, the data in these reports is not translated.
- If you are using a non-English language pack on an English operating
system, the Message boxes that launch when you are retrieving data show
the Yes and No buttons in English. For example, if you are using a
Microsoft Office French Language Pack on an English operating system,
the messages appear in French, but the buttons appear in English.

For more information, refer to Installing Workforce Timekeeper.

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Setting up the Workforce Central server

Step 1: Create data-only reports

The following reports are available as data-only reports that can be accessed and
manipulated in Excel using Workforce Worksheet. These reports contain
unformatted data from the database and include no grouping or sorting:

Absent Employees

Accrual Balances and Projections

Accrual Detail

Accrual Pool Balances

Actual vs. Schedule by Job

Actual vs. Schedule by Labor Account

Employee Hours by Job

Employee Hours by Labor Account

Employee Schedule - Monthly

Employee Schedule - Weekly

Employee Transactions and Totals

Employees Currently Earning Time

Exceptions

Hours by Job

Hours By Labor Account

Location Schedule - Monthly

Monthly Schedule by Labor Account

Overtime Equalization Detail

Person Job Assignment

Weekly Location Schedule

Weekly Schedule by Labor Account

Weekly Working Time

Young Worker

Kronos Workforce Worksheet Installation and Configuration Guide

Before you can access these data-only reports, you must create and deploy them in
Workforce Central:
1. Log on to Workforce Central as an administrative user.
2. Select Setup > Common Setup > Report Setup.
3. In the Report Setup workspace, click Create Data-Only Reports.
The system creates the reports that are available as data only and, when
finished, displays a status message.

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Setting up the Workforce Central server

4. Select General > Reports. Notice that the reports that are available as data
only are indicated with (Data) after the name.

Note: Data-only reports are added to the existing report profiles

automatically. For example, a report profile that includes the Employee Hours
by Labor Account report will also include the data-only version of the same
report.

Kronos Workforce Worksheet Installation and Configuration Guide

Step 2: Set up favorites

A report must be designated as a favorite in Workforce Central before it can be
accessed in Excel.
1. Log on to Workforce Timekeeper.
2. Select General > Reports.
3. Select a report to designate as a favorite.

4. Click Create Favorite.

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Setting up the Workforce Central server

5. In the Favorite Report workspace, enter the following information:

Favorite Report Enter a name for the report.

Authors Remarks Enter information that helps you identify the

report.

Additional fields appear, depending on the report selected. Enter the

appropriate information in the fields to reflect the content of the report.

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11

6. Click Save Favorite.

The favorite report name appears below the Favorites category on the left side
of the workspace. Only the person who created the favorite can access the
report by this name.

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Setting up the Workforce Central server

Additional configuration in an SSL-terminated environment

If you use an SSL terminator, you must configure Workforce Timekeeper to
recognize the device properly.
To configure Workforce Worksheet in an SSL-terminated environment, complete
the following steps on the Workforce Central application server.
Ensure the following Security system settings are assigned the values indicated:
System setting

Value

site.security.ssl.termination.on

true

site.security.ssl.termination.host

Fully-qualified domain name of the

external SSL-termination device
mapped to Workforce Central

site.security.ssl.termination.port

Can be left blank if default SSL port

(443) is being used

Ensure that the following Web & App Server system setting is assigned the value
indicated:
System setting

Value

site.webserver.applet.communication.protocol https

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Setting up client machines

The process for setting up the Kronos Workforce Worksheet on client machines is:

Step 1: Install prerequisites on client machine on page 14

Step 2: Install Workforce Worksheet on page 16

Step 3: Access and configure Workforce Worksheet on page 17

Step 4: (Optional) Disable the Remember Me check box on page 19

Note: Users who are installing Workforce Worksheet on a client system must
belong to Administrators group on that system.

Step 1: Install prerequisites on client machine

Before you can install the Kronos Workforce Worksheet, you must install the
following applications on each Windows client machine:

Microsoft .NET Framework version 2.0 (or higher). This is already installed if
you have the Vista or Windows 7 operating system.

Microsoft Office Excel 2007 or Microsoft Office Excel 2010

Note: Workforce Worksheet currently supports Microsoft Office Excel (x86)
only, but can be installed on 64 bit operating systems.

Microsoft Visual Studio 2008 Tools for Office Second Edition runtime
(VSTOR 2008 SE), build 9.0.21022.123 (x86) (vstor30.exe)
This package can be downloaded from the Microsoft web site:
http://www.microsoft.com/downloads/en/
details.aspx?id=23656

2007 Microsoft Office System Update: Redistributable Primary Interop

Assemblies (PrimaryInteropAssembly.exe) (requires Microsoft
Office product to be installed).
This package can be downloaded from the Microsoft web site:

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Setting up client machines

http://www.microsoft.com/downloads/
details.aspx?familyid=59DAEBAA-BED4-4282-A28CB864D8BFA513&displaylang=en
Note: You do not need to install this package if you installed the .NET
framework before you installed Microsoft Office 2007. The Microsoft Office
2007 or Office 2010 installer delivers the interop assemblies by default if the
computer has the .NET Framework installed.

If you have already installed Workforce Worksheet on Office 2007 and are
upgrading to Office 2010, you have to uninstall and then reinstall Workforce
Worksheet.

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15

Step 2: Install Workforce Worksheet

If you have already installed Workforce Worksheet on Office 2007 and are
upgrading to Office 2010, you have to uninstall and then reinstall Workforce
Worksheet.
To install the Kronos Workforce Worksheet:
1. Double-click setup.exe. If you are using the Vista or Windows 7 operating
system, right-click setup.exe and select Run as Administrator.
2. When the Welcome box appears, click Next.
3. In the Select Installation Folder box, accept the default or click Browse to
change the installation folder, and then click Next.

4. At the Confirm Installation dialog, click Next to confirm the installation.

A message appears while the add-in is being installed.
5. Click Close when the Installation Complete message appears.

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Setting up client machines

Step 3: Access and configure Workforce Worksheet

To access the Workforce Worksheet:
1. Open Excel.
2. Click the Kronos tab.
3. Click the Data Source button and then select Data Source from the dropdown list.

The Kronos task pane appears on the right side of the workspace

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17

4. Select the Credentials tab in the Kronos task pane and enter the appropriate
information necessary to connect to the Workforce Central serveruser
name, password, and web service addressand then click Connect.

When you have successfully connected, the Connect button becomes unavailable
and the Data Source tab opens.
By default, the Remember Me check box also appears:

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If the user selects the check box, the password is encrypted and stored in the
user configuration file. The user name and

password automatically appear each time the user accesses the Kronos task
pane.

If the user clears the check box, an empty string is encrypted and stored so
that the user must enter the password each time the Kronos task pane opens.

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Setting up client machines

For information about using Workforce Worksheet, refer to the online help. Press
F1 or click the Data Source button and then select Help from the drop-down list.

Step 4: (Optional) Disable the Remember Me check box

If the computer is used by multiple users sharing the same Windows credentials or
there are other security related concerns, you can disable the Remember Me check
box:
1. With a text editor, open the ExcelAddIn.dll.config file, which is
located in \Program Files\Kronos\Kronos Excel Add-in.
The file contains the following information:
xml version="1.0" encoding="utf-8" ?>
<configuration>
<configSections>
</configSections>
<appSettings>
<add key="HelpFile" value="\Help\ExcelAddInHelp.html"/>
<add key="RangePrefix" value="Kronos_WFC_"/>
<add key="SavePassword" value="true"/>
</appSettings>
</configuration>

2. Modify the following line to false:

<add key="SavePassword" value="false"/>
3. Close the file, saving your edit.
4. Restart Excel. The Remember Me check box does not appear and the user
must enter logon credentials each time he or she uses the add-in.

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