Workforce Worksheet

Installation and Configuration

Guide
An installation and administrators guide to
Workforce Worksheet.

Kronos Workforce Central suite version 7.0

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Document Revision History
Document Revision

Product Version

Release Date

Workforce Central 7.0

June 2013

Contents

Installing and configuring ..............................................................................5

Setting up the server ......................................................................................6
Step 1: Create data-only reports ..............................................................7
Step 2: Set up favorites ...........................................................................9
Additional configuration in an SSL-terminated environment ...............11
Setting up client machines ...........................................................................12
Upgrading Workforce Worksheet .........................................................12
Step 1: Install the product .....................................................................13
Step 2: Access and configure worksheet ...............................................16
Step 3: (Optional) Disable the Remember Me check box .....................18

Installing and configuring

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 HyperFind queries
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 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 client
machines. It contains the following sections:

Setting up the server on page 6

Setting up client machines on page 12

Note: If you are using an earlier version of Workforce Worksheet, you must
uninstall it using your machines Add/Remove Programs function and then install
the v7.0 version as described in this document. If you install the 7.0 version of
Workforce Worksheet and then later upgrade to another version of Microsoft
Office or Excel, you must also uninstall and then reinstall Workforce Worksheet.

Setting up the server

Before you can use Excel to generate Workforce Central reports and Genies,
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 9

Additional steps are needed if Workforce Worksheet is being deployed in an SSLterminated environment, as discussed in Setting up client machines on page 12.
The standard reporting functionality on the Workforce Central application server
offer the following types of reports. All of these reports are defined in RDL.

Standard Kronos-issued reports These reports 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 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 the Workforce Central Installation Guide.

Setting up the 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

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. When finished,
click OK in the status message.

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

Setting up the server

by Labor Account report will also include the data-only version of the same
report.

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 Timekeeper.
2. Select General > Reports.
3. Select a report to designate as a favorite.

4. Click Create Favorite.

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 to reflect the content of the report.

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 server

Additional configuration in an SSL-terminated environment

If you use an SSL terminator, you must configure Timekeeper to recognize the
device properly.
To configure Worksheet in an SSL-terminated environment, complete the
following steps on the Workforce Central application server.
1. Select Setup > System Configuration > System Settings.
2. Select the Security tab and 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

3. Select the Web & App Server tab and ensure that the following 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 Worksheet on client machines is:

Step 1: Install the product on page 13

Step 2: Access and configure worksheet on page 16

Step 3: (Optional) Disable the Remember Me check box on page 18

Note: Users who are installing Worksheet on a client system must belong to the
Administrators group on that system.
There are several prerequisites that must exist on each Windows client machine
before you can install the Workforce Worksheet. The Workforce Worksheet
installer automatically scans each machine and if any of the required prerequisites
are missing, the installer will automatically install them.

Upgrading Workforce Worksheet

If you are using an earlier version of Workforce Worksheet, you must uninstall it
using your machines Add/Remove Programs function and then install the v7.0
version as described in this document.
If you install the 7.0 version of Workforce Worksheet and then later upgrade to
another version of Microsoft Office or Excel, you must also uninstall and then
reinstall Workforce Worksheet.

12

Setting up client machines

Step 1: Install the product

To install Workforce Worksheet:
1. Download the Suite Installation kit. The file structure is as follows:

2. Expand the Workforce Worksheet folder. Two subfolders are listed:

x64 Installation kit for 64-bit Excel

x86 Installation kit for 32-bit Excel

The installation kit to use depends on the version of Excel being used, not on
the machines operating system. The 32-bit version of Excel can be run on
either 32- or 64-bit operating systems. The 64-bit version of Excel can only
run on 64-bit operating systems.
3. Expand the subfolder that is appropriate for your version of Microsoft Office
Excel and do the following:

On a 32-bit machine, double-click setup.exe.

On a 64-bit machine, right-click setup.exe and select Run as

administrator.

Note: If you are installing on a 64-bit machine such as Windows Server 2008,
you can also install Workforce Worksheet from the suite installer. Right-click
Launch.exe and select Run as Administrator. Then, select Install Products
in the first screen and select Workforce Worksheet in the second screen.

13

The installer scans your machine to verify that the required prerequisites are
installed. If necessary, the installer will install any missing software. You may
need to accept license agreements for these prerequisites.
4. If prerequisites are missing, a screen similar to the following appears. Click
Install and follow the instructions for installing the required prerequisites.

5. When the prerequisites are installed, the Welcome screen appears. Click Next.

14

Setting up client machines

6. In the Destination Folder screen, accept the default location

(C:\Kronos\Workforce Worksheet) or click Change to select a new location.

7. In the Ready to Install the Program Screen, click Install.

8. In the InstallShield Wizard Completed screen, click Finish.

15

Step 2: Access and configure worksheet

To access the Workforce Worksheet:
1. Open Microsoft Excel. If Excel needs to verify the publisher, the Publisher
cannot be verified screen appears. Click Install.

2. On the Excel toolbar, click the Kronos tab.

3. Click the Data Source button and then select Data Source from the dropdown list.

The Workforce Central task pane appears on the right side of the workspace.
4. Select the Credentials tab in the Workforce Central task pane and enter the
information necessary to connect to the Workforce Central server, then click
Connect.

16

User name and password

Setting up client machines

Web service address Enter http://webserver/instance/ (Do not enter the

URL used to connect to the server, which is typically http://webserver/
instance/logon.)

5. 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:

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.

17

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 3: (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 Kronos\Workforce Worksheet.
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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