Overview

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.

Creating schedules

1. Hover over , then select  Schedules.

2. Click Add Schedule.
3. Add a Name for the schedule.
4. Configure the remaining schedule settings as necessary:
   1. To add a guideline for the maximum scheduled hours at this schedule per week, enter the number of hours in Max Hours / Week.
      This value is intended for comparison purposes–When I Work doesn’t prevent you from scheduling more hours.
   2. Enter the schedule’s Address or Custom Coordinates. If you are using Time Clock & Attendance, your Attendance Settings may require an address to be entered for time clock in verification. Once entered, make sure the map visualization displays the correct location.
   3. If you’re using Time Clock & Attendance and you want to allow employees to clock in from their computers, set the IP Address. See our article on clocking in from a personal computer for more information.
5. Click Add Schedule.

Associating employees with schedules

Once you have created all of your schedules, the next step is to tag your employees to their appropriate schedules.

1. Hover over , then select  Employees.

2. Click on an employee’s profile.
3. Click Schedules on the left side of Edit Employee window.
4. Use the Schedules menu to assign the employee to schedules.
5. Click Save Employee when you’re finished.

If you want to tag multiple employees to schedules at once, check out Tagging Employees to Multiple Positions/Locations.

Switching between schedules in the Scheduler

When you’re using the Scheduler, switch between schedules using the schedule menu on the left side of the page.

Deleting a schedule

Deleting a schedule removes its past shifts, future shifts, shift templates, and job sites.

1. Hover over , then select  Schedules.

2. Click the schedule that you want to delete.
3. In the Edit Schedule popup, click Delete Schedule.
4. Click Delete Schedule to confirm.