When I Work schedules, positions, and job sites are powerful tools that make scheduling fast and easy. Using these tools to their full potential is key to getting the most out of When I Work for your business. In the following sections, we’ll go through our recommendations for a small store, large…
Users with employee or supervisor level access can be allowed to clock in or clock out from anywhere, or you can limit where they are allowed to clock in or clock out based on where they’re physically located. You might want to set up location-based restrictions to increase accountability and…
This article provides examples of some data that can be pulled from the Times report within the reporting feature of When I Work. For a more detailed look at what you can do with custom reports, check out Custom Reports Reference and Creating and Refining Custom Reports. If you’re having performance issues with a particular user, you might want to review all their punched times to check for irregularities. Click Reports. Click Custom Reports, then click New Report. Create a Times report for the date range you want. Filter by: Employee Last Name Employee First Name Employee ID You might want to summarize…
Absence Tracking This feature of When I Work allows employees to report when they will not be at work. Also gives supervisors, managers, and admins the option find coverage for the shift. Access Privileges A user’s Access privilege, also called ‘role,’ determines what they can see and do in When I Work. See also employee, supervisor, manager, and admin. Account ID A unique ID for the workplace account set in the General Settings that employees can use to register for your account without an invite. Admin This user is the owner of the account and in charge of billing. The admin…
Exports have been enhanced in a number of ways to make them more friendly to consume. An export for Shift Templates was also added. Export Enhancement All exports File Name Updates: Export as of run date: [export name] as of month abbreviation, day, four digit year. For example: Job Sites as of Apr 1, 2023.xlsx Exports with a timeframe, e.g. Schedule export, Shift Request, includes start and end date. For example: Schedule for Jan 5, 2023 – Jan 20, 2023.xlsx Columns reordered. Job Sites Export is sorted by job site name. Schedule Hourly tab: Name removed, First Name, Last Name…
This article provides examples of some data that can be pulled from the Shifts report within the reporting feature of When I Work. For a more detailed look at what you can do with custom reports, check out Custom Reports Reference and Creating and Refining Custom Reports. You might want to view unfilled OpenShifts in order to determine whether you’re meeting your staffing requirements, or to determine whether certain types of OpenShifts are less desirable to your users and correct the issue. Click Reports. Click Custom Reports, then click New Report. Create a Shifts report for the date range you want. Expand the…
This article is designed to provide an overview of how to implement When I Work Payroll and all the details you will need to get started. Get a glimpse of how Payroll works with Scheduling and Attendance and see the value of a real-time, all-in-one solution. Complete the enrollment form, which asks for the following information: FEIN Legal Name Trade Name or DBA (if applicable) Number of employees Number of contractors Current payroll provider Estimated amount of money that will be paid to employees and contractors per pay period. Ensure that your workplace is ready for onboarding by completing the…
Create a custom report to gain insights, fine tune your business, and schedule more efficiently. Use the integrated report builder to create as many custom reports as you need. You can drag and drop columns right in the app to arrange the data exactly how you want. Additionally, you can filter, sort, and rearrange the data right in the app. Any refinements you make are preserved when you export your report. Data availability for the Shifts and Times report spans the past 3 months and 3 months into the future. Data availability for the Shift History report spans the past…
Scheduling rules are available to help promote a more thoughtful schedule that keeps the well-being of the employees at a high focus point. They can also be used to meet local guidelines around scheduling, such as required-time off per week. Scheduling Concerns are shown in the following areas: Create shift…
When I Work for RUN Powered by ADP® is now an integration option. The When I Work for RUN Powered by ADP® connector enables you to send payroll hours from When I Work right to ADP before you close payroll. A new interface for the When I Work for RUN…
