Related Articles

• Edit or Delete a Position

  From your iPhone or iPad

  Editing Positions ensures accurate tags are used to associate to Employees and Shifts to a particular duty or skill. Account Holders, and Managers have the ability to create a Position, edit a Position, or delete a Position. You can also add and modify positions from your computer on Android phone. You must have Account...

• Editing an Employee’s Information

  From your Computer

  Edit an employee if you need to change his or her name, picture, positions, locations, and so on. You can also edit an employee from your iPhone/iPad or Android phone. To do this, go to the Gear menu and select Employees. Click on the name of the employee you’d like to edit. You can...

• User Access Privileges

  From your Computer

  Each user within the account can be given employee, supervisor, or manager access privileges. Access privileges determine what users can see and do in When I Work. New users are set up as employees by default. Employee access privileges allow users to view their personal schedules, create time off requests, and swap and drop...

• Editing an Employee’s Availability Preferences

  From your Computer

  Edit a User’s Availability Preferences to ensure Account Holder, Managers, and Supervisors have accurate information when Scheduling a User’s shifts. You can also edit an employee’s availability preferences from your computer. Employees’ availability preference lets you know when they prefer to work. Account holders, managers, and supervisors have the right to schedule...

• Merging Employees

  From your Computer

  If an employee registers to join your schedule when you already created an account for them, you can merge the two accounts together. You cannot merge two employees together if they are both already registered to the account. Go to the Employees page from the Gear icon at the top....

• Hide an Employee from the Schedule

  From your Computer

  If you don’t intend to schedule an employee for shifts, you can hide the employee from the schedule. For example, if the managers at your workplace make the schedule but are not hourly workers themselves, you might want to hide them from the schedule. You must be a supervisor, manager,...