Add a User

From your

Applies to , ,

Overview

You can use the When I Work app to add a user from anywhere.

You can also add a user from your computer or iOS device.

Considerations

You must have supervisor, manager, or admin access privileges to add a user.

Add a user

  1. From the When I Work Scheduling app, tap Menu button in the top-left corner of the screen.
  2. Scroll down to Toolbox.
  3. Tap Employees.
  4. Tap Add in the top-right corner of the screen.
  5. Add the user’s details.Employee details
    1. Add the user’s First Name, Last Name, Phone, and Email.
      We recommend adding both an email address and mobile number so the user can accept the invite from any device.
    2. (Optional) Add Notes about the user.
    3. Add the Positions the user is qualified to work. Tap Add to add positions.
    4. Add the Schedules where the user will be working. Tap Add to add schedules.
  6.  When you’re finished, tap Checkmark button in the top-right corner of the screen.

User details

NameFirst Name
Description(Required) The user’s first name.
NameLast Name
Description(Required) The user’s last name.
NamePhone
Description(Recommended) Include the user’s phone number to send an invite.
NameEmail
Description

(Recommended) Include the user’s email address to send an invite.

Only the user can edit their email address once they’ve registered their profile.

NameNotes
Description(Optional) Descriptive information about the user.
NamePositions
Description(Recommended) Positions the user is qualified to work.
NameSchedules
Description(Required) Schedules where the user works.
Name Description
First Name (Required) The user’s first name.
Last Name (Required) The user’s last name.
Phone (Recommended) Include the user’s phone number to send an invite.
Email

(Recommended) Include the user’s email address to send an invite.

Only the user can edit their email address once they’ve registered their profile.

Notes (Optional) Descriptive information about the user.
Positions (Recommended) Positions the user is qualified to work.
Schedules (Required) Schedules where the user works.

Updated on September 26, 2022

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