Add an Employee

From your

Applies to , ,

Overview

You can use the When I Work app to add an employee from anywhere.

You can also add an employee from your computer or iOS device.

Considerations

You must have supervisor, manager, or account holder access privileges to add an employee.

Add an employee

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

Employee details

NameFirst Name
Description(Required) The employee’s first name.
NameLast Name
Description(Required) The employee’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 employee 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 employee’s first name.
Last Name (Required) The employee’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 employee 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 January 15, 2020

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