When to Use Schedules and Job Sites
Applies to Account Holders, Managers, Supervisors
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Working With Schedules and Job Sites
From your computer
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Schedules and job sites are powerful tools to help you schedule your team. In this article, we’ll examine both features and help you decide when to use them. A schedule is a way to group employees. You add shifts to a schedule. A job site is an optional way to identify a...
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Making Separate Schedules
You might want to set up multiple schedules if your business operates out of different physical locations/regions or you want to build separate schedules for different teams/departments. At the most basic level, a schedule is a way to group employees. A schedule might represent a physical place of business, a...Applies to Account Holders, Managers, Supervisors
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Creating and Managing Schedules
You might want to set up multiple schedules if your business operates out of different physical locations/regions or you want to build separate schedules for different teams/departments. Hover over Workplace, then select Schedules Schedules. Click Add Schedule. Add a Name for the schedule. Configure the remaining schedule settings as necessary: To add...Applies to Account Holders, Managers
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Scheduling Shifts at Job Sites
Job sites help indicate a specific place or location where your employees are working away from your regular place of business. Hover over Workplace, then select Job Site Job Sites. In the top-right corner, click Add Site. Set up the job site details. Name: (Required) Enter a name for the job site. Schedule: (Required)...Applies to Account Holders, Managers, Supervisors
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Add Latitude/Longitude for Geolocation
When adding a physical address to a job site or schedule, look at the Google Maps visualization and verify that the pin best reflects your physical address. If the Google Maps visualization does not match the physical address where you want users to clock in, you may want to assign...Applies to Account Holders, Managers, Supervisors
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Importing Job Sites
You can import job sites using our import tool and pre-formatted spreadsheet. This feature is useful when you have a lot of job sites you want to add at once. We recommend using our job site import template: Job Site Import Template If you don’t use our template, make sure...Applies to Account Holders, Managers
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Exporting Schedules
Exporting schedules from When I Work allows you to download a spreadsheet with your schedule information. Export schedules if you’d like to keep a record of them outside of When I Work. Schedule exports can be customized to fit your needs. Check out Can I Export My Data? for more...Applies to Account Holders, Managers, Supervisors
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Assigning Tags
Assign tags to employees, shifts, and shift templates in any combination to ensure that shifts are matched to the correct employees. If you have not created any tags and want to learn more about Tags, check out Creating and Managing Tags. You must have supervisor, manager or account holder access privileges to...Applies to Account Holders, Managers, Supervisors
From your iPhone or iPad
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When to Use Schedules and Job Sites
Schedules and job sites are powerful tools to help you schedule your team. In this article, we’ll examine both features and help you decide when to use them. A schedule is a way to group employees. You add shifts to a schedule. A job site is an optional way to identify a...Applies to Account Holders, Managers, Supervisors
-
Making Separate Schedules
You might want to set up multiple schedules if your business operates out of different physical locations/regions or you want to build separate schedules for different teams/departments. At the most basic level, a schedule is a way to group employees. A schedule might represent a physical place of business, a...Applies to Account Holders, Managers, Supervisors
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Creating and Managing Schedules
Schedules allow you to group employees together when you’re scheduling shifts. A schedule might represent a physical place of business, a department, a geographical region, or a group of employees you want to schedule independently within When I Work. You can also create and manage schedules from your computer or Android phone. You must...Applies to Account Holders, Managers
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Creating and Managing Job Sites
Job sites are used if you schedule employees for shifts that are outside of the office or store. A job site might also reflect additional detail that you want to tag to a group of shifts. For example, if you operate a catering company, you might use job sites to...Applies to Account Holders, Managers, Supervisors
From your Android phone
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When to Use Schedules and Job Sites
Schedules and job sites are powerful tools to help you schedule your team. In this article, we’ll examine both features and help you decide when to use them. A schedule is a way to group employees. You add shifts to a schedule. A job site is an optional way to identify a...Applies to Account Holders, Managers, Supervisors
-
Making Separate Schedules
You might want to set up multiple schedules if your business operates out of different physical locations/regions or you want to build separate schedules for different teams/departments. At the most basic level, a schedule is a way to group employees. A schedule might represent a physical place of business, a...Applies to Account Holders, Managers, Supervisors
-
Creating and Managing Schedules
Schedules allow you to group employees together when you’re scheduling shifts. A schedule might represent a physical place of business, a department, a geographical region, or a group of employees you want to schedule independently within When I Work. You can also create and manage schedules from your computer or iPhone/iPad. You must...Applies to Account Holders, Managers
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Creating and Managing Job Sites
Job sites are used if you schedule employees for shifts that are outside of the office or store. A job site might also reflect additional detail that you want to tag to a group of shifts. For example, if you operate a catering company, you might use job sites to...Applies to Account Holders, Managers, Supervisors