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 Android phone.

Things to know before you begin

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

Steps

  1. From the When I Work Staff Scheduling app, tap More icon More in the bottom-right corner of the screen.
  2. Tap Employees.
  3. Tap Add in the top-right corner of the screen.
  4. 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. Add the Positions the employee is qualified to work. Tap Add to add positions.
    3. Add the Schedules where the employee will be working. Tap Add to add schedules.
    4. (Optional) Set other employee details.
  5.  When you’re finished, tap Save in the top-right corner of the screen. Tap Save again to confirm.

Employee details

NamePicture
Description(Optional) Profile picture.
NameFirst Name
Description(Required) User’s first name.
NameLast Name
Description(Required) 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.
NameMax Hours/Week
Description(Optional) The maximum number of hours that the employee prefers to work per week.
NameRole
Description(Required) Access privileges given to the user.
NameEmployee ID
Description(Optional) If you’re using the Time Clock & Attendance, the user can use an employee ID or email addresses to clock in.
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
Picture (Optional) Profile picture.
First Name (Required) User’s first name.
Last Name (Required) 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.
Max Hours/Week (Optional) The maximum number of hours that the employee prefers to work per week.
Role (Required) Access privileges given to the user.
Employee ID (Optional) If you’re using the Time Clock & Attendance, the user can use an employee ID or email addresses to clock in.
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 November 17, 2017

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