Giving Your Team Schedule Flexibility
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Applies to Admins, Managers, Supervisors
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Scheduling
Introduction to Scheduling
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Giving your team schedule flexibility can go a long way to keeping them happy. When I Work offers several features to take the scheduling burden off you and empower your users. The availability feature allows your users to let you know when they prefer to work and when they prefer...
Scheduling
Creating the Schedule
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Interpreting Availability and Time Off While Scheduling
Availability preferences and time off requests help you better understand when users can work so you can schedule them more effectively and avoid scheduling conflicts. Depending on your view of the Scheduler, user’s availability and time off is displayed differently. See Schedule Views for more information on the ways you can view the Scheduler. A user’s availability preferences show when a user is able to work. On an user’s availability calendar, two types of preferences can be set: Preferred: times that the user prefers to work. Unavailable: times that the user is not able to work. Users can still be...From your Computer
Applies to Admins, Managers, Supervisors
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How Shift Templates Work
Shift templates allow you to efficiently schedule shifts that have a consistent start and end time. Instead of manually entering in custom shift details one-by-one, shift templates allow you to schedule a pre-created shift quickly and easily. Don’t have any shift templates created yet? Check out Creating and Managing Shift Templates. You must have supervisor, manager, or admin access privileges in When I Work to use shift templates. In order to appear on a schedule, a shift template must be assigned to that schedule. Available shift templates are impacted by Filtering the Schedule. There are a few qualifications that need to be met in order...From your Computer
Applies to Admins, Managers, Supervisors
Scheduling
Templates
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How Shift Templates Work
Shift templates allow you to efficiently schedule shifts that have a consistent start and end time. Instead of manually entering in custom shift details one-by-one, shift templates allow you to schedule a pre-created shift quickly and easily. Don’t have any shift templates created yet? Check out Creating and Managing Shift Templates. You must have supervisor, manager, or admin access privileges in When I Work to use shift templates. In order to appear on a schedule, a shift template must be assigned to that schedule. Available shift templates are impacted by Filtering the Schedule. There are a few qualifications that need to be met in order...From your Computer
Applies to Admins, Managers, Supervisors
Scheduling
Using Availability
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Editing a User’s Availability
Availability preferences let you know when a user prefers to work. You might need to edit a user’s availability yourself if the settings of the account have this disabled for employee users. You must have Supervisor, Manager, or Admin access privileges to set availability preferences on behalf of another user. You can add, edit, or delete availability preferences that take place in the future but not preferences that take place in the past or on the current day. If you need to edit another user’s availability, use the Viewing menu in the upper-right corner of the screen to switch between...From your Android device, Computer, iOS device
Applies to Admins, Managers, Supervisors
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Setting Your Availability
Set your availability preferences to let your employer know when you prefer to work and when you prefer not to work. By default, you’re set to be available all day. Your availability is a preference that your employer can take into account when building the schedule. There is no guarantee you’ll always get shifts that align with your preferences. You can add, edit, or delete availability preferences that take place in the future but not those that take place in the past or on the current day. Your employer has the option to disable the availability feature. If the feature...From your Computer, Android device, iOS device
Applies to Admins, Employees, Managers, Supervisors