Scheduler Reference Guide
Applies to Admins, Managers, Supervisors
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- Scheduling
- Introduction to Scheduling
Introduction to Scheduling
From your computer
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Use the Scheduler to create and manage the schedule for your workplace. You can access the Scheduler in the When I Work web app at any time by clicking the Scheduler tab at the top of the page. The schedule displays scheduled shifts, annotations, user’s availability preferences, and approved time off. Callout Name Description a Annotation Use annotations to send your staff an announcement, let them know your business is closed, or prevent them from taking time off. Click Annotation button next to a date to add or edit an annotation. b OpenShift Use OpenShifts to offer shifts to a select...
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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....Applies to Admins, Managers, Supervisors
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Giving Your Team Schedule Flexibility
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...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...Applies to Admins, Managers, Supervisors
From your iPhone or iPad
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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....Applies to Admins, Managers, Supervisors
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Giving Your Team Schedule Flexibility
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...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...Applies to Admins, Managers, Supervisors
From your Android phone
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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....Applies to Admins, Managers, Supervisors
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Giving Your Team Schedule Flexibility
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...Applies to Admins, Managers, Supervisors
-
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...Applies to Admins, Managers, Supervisors