Using Shift Templates Versus Custom Shifts
Applies to Admins, Managers, Supervisors
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Templates
From your computer
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There are two ways that you can create shifts on your schedule: Shift templates Custom shifts Check out Scheduling a Shift for more information on how to add shifts to the schedule. If you have shifts that you frequently schedule, we recommend creating shift templates so you don’t have to set up shift...
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Creating and Managing Shift Templates
Shift templates save you time when you need to 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 shift quickly and easily. You must have supervisor, manager, or admin access privileges in When I Work to add, modify, import, or delete shift templates. Supervisors can manage shift templates for their schedules only. When you edit a shift template, existing shifts that were created using that template are not updated. Future shifts scheduled with the shift template reflect the updates you make. Hover over , then select Shift Templates....Applies to Admins, Managers, Supervisors
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Using Schedule Templates
Schedule templates allow you to create a daily or weekly schedule that is reusable. If your schedules are very similar from day to day or week to week, use a template to save time and avoid creating schedules from scratch. You may use an already existing schedule or create a new one to use as a template. Templates can be made for daily or weekly schedules, but not two week or monthly schedules. Templates do not include repeating shifts by default. You can choose to include them when saving. Click Scheduler. Create a daily or weekly schedule that you’d like...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...Applies to Admins, Managers, Supervisors
From your iPhone or iPad
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Create Shift Template
Overview Shift templates save you time when you need to 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 shift quickly and easily. You can create shift templates on your computer or Android device. Considerations You must have supervisor, manager, or admin access privileges in When I Work to add shift templates. Supervisors can create shift templates for their schedules only. Open the When I Work mobile app. Tap Scheduler. Tap . Tap Create Custom Shift . Add all the details for the shift, then...Applies to Admins, Managers, Supervisors
From your Android phone
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Create Shift Template
Overview Shift templates save you time when you need to 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 shift quickly and easily. You can create shift templates on your computer or iOS device. Considerations You must have supervisor, manager, or admin access privileges in When I Work to add shift templates. Supervisors can create shift templates for their schedules only. Open the When I Work mobile app. Tap Scheduler. Tap . Tap Create Custom Shift . Add all the details for the shift, then...Applies to Admins, Managers, Supervisors