Setting Up Scheduling for Your Workplace
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Applies to Admins, Managers, Supervisors
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Create an Account for Your Business
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This article walks through how to start Scheduling with When I Work. If you would like to use the Scheduling and the Time Clock & Attendance services together, see Setting Up Scheduling and Time Clock & Attendance for Your Workplace. This article describes how to set up your account from...
Scheduling
Introduction to Scheduling
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Scheduling Basics
When I Work Scheduling is a comprehensive scheduling tool that helps you save time and instantly communicate the schedule to your users. At the most basic level, scheduling your team involves adding shifts and publishing the schedule. The When I Work schedule is made up of shifts just like any schedule. Every shift is built with the same building blocks. Building Block Description User (Required) The person that is responsible for working the shift. Start and end time (Required) When the shift begins and ends. Position (Optional) The job the user will be performing, such as barista, cashier, or manager....From your Computer, Android device, iOS device
Applies to Admins, Managers, Supervisors
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Scheduling a Shift
You can add a custom shift or use a shift template to save time when scheduling. Adding a shift can be done from a Computer browser for the web app and the mobile app available on iOS and Android devices. Click Scheduler. Click to add a shift. If you’re on day view, click in the cell that corresponds to the start time and person that you want to schedule. If you’re on week, two-week, or month view, click [ + Add a shift ] in the date cell. Choose a shift template or create a custom shift:If you want to...From your Computer, iOS device, Android device
Applies to Admins, Managers, Supervisors
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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Scheduling a Shift
You can add a custom shift or use a shift template to save time when scheduling. Adding a shift can be done from a Computer browser for the web app and the mobile app available on iOS and Android devices. Click Scheduler. Click to add a shift. If you’re on day view, click in the cell that corresponds to the start time and person that you want to schedule. If you’re on week, two-week, or month view, click [ + Add a shift ] in the date cell. Choose a shift template or create a custom shift:If you want to...From your Computer, iOS device, Android device
Applies to Admins, Managers, Supervisors