Creating and Managing Schedules

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Applies to ,

Overview

Schedules allow you to group users together when you’re scheduling shifts. A schedule might represent a physical place of business, a department, a geographical region, or a group of users you want to schedule independently within When I Work.

You can also create and manage schedules from your computer or Android device.

Considerations

  • You must have manager or admin level access to create and manage schedules.
  • Deleting a schedule removes all shifts, shift templates, and job sites associated with the schedule. We recommend exporting shifts before deleting a schedule.
  • Deleting a schedule cannot be undone.

Create a schedule

  1. From the When I Work Staff Scheduling app, tap More in the bottom-right corner of the screen.
  2. Scroll down and tap Schedules.
  3. Tap in the top-right corner of the screen.
  4. Enter the schedule details:
    1. Name: (Required) Enter a name for the schedule.
    2. Location: (Optional) Enter an address for the schedule’s location.
    3. Max Hours/Week: (Optional) Set the max number of hours that can be scheduled per week.
      This value is intended for comparison purposes–When I Work doesn’t prevent you from scheduling more hours.
    4. Employees Assigned to this Schedule: (Required) At the bottom of the screen, tap Assign Employees to assign the schedule to user’s profiles. Users appear on a schedule if they’ve been assigned to it.
  5. Tap Save in the top-right corner of the screen when you’re finished.

Edit a schedule

  1. From the When I Work Staff Scheduling app, tap More in the bottom-right corner of the screen.
  2. Scroll down and tap Schedules.
  3. Tap the schedule you want to edit.
  4. Tap Edit in the top-right corner of the screen.
  5. Edit the schedule’s details.
  6. Tap Save in the top-right corner.

Delete a schedule

  1. From the When I Work Staff Scheduling app, tap More in the bottom-right corner of the screen.
  2. Scroll down and tap Schedules.
  3. Tap the schedule you want to delete.
  4. In the top-right corner of the screen, tap Edit.
  5. At the bottom of the screen, tap Delete Schedule.A confirmation appears.
  6. If there are no shifts, shift templates, or job sites tagged to the schedule. Tap Delete Schedule to confirm.
Updated on February 9, 2023

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