Overview
Schedules allow you to group users together when you’re scheduling shifts. A schedule might represent a physical place of business, a department, a geographical region, or a group of users you want to schedule independently within When I Work.
You can also create and manage schedules from your computer or Android device.
Considerations
- You must have manager or admin level access to create and manage schedules.
- Deleting a schedule removes all shifts, shift templates, and job sites associated with the schedule. We recommend exporting shifts before deleting a schedule.
- Deleting a schedule cannot be undone.
Create a schedule
- From the When I Work Staff Scheduling app, tap More in the bottom-right corner of the screen.
- Scroll down and tap Schedules.
- Tap in the top-right corner of the screen.
- Enter the schedule details:
- Name: (Required) Enter a name for the schedule.
- Location: (Optional) Enter an address for the schedule’s location.
- Max Hours/Week: (Optional) Set the max number of hours that can be scheduled per week.
This value is intended for comparison purposes–When I Work doesn’t prevent you from scheduling more hours. - Employees Assigned to this Schedule: (Required) At the bottom of the screen, tap Assign Employees to assign the schedule to user’s profiles. Users appear on a schedule if they’ve been assigned to it.
- Tap Save in the top-right corner of the screen when you’re finished.
Edit a schedule
- From the When I Work Staff Scheduling app, tap More in the bottom-right corner of the screen.
- Scroll down and tap Schedules.
- Tap the schedule you want to edit.
- Tap Edit in the top-right corner of the screen.
- Edit the schedule’s details.
- Tap Save in the top-right corner.
Delete a schedule
- From the When I Work Staff Scheduling app, tap More in the bottom-right corner of the screen.
- Scroll down and tap Schedules.
- Tap the schedule you want to delete.
- In the top-right corner of the screen, tap Edit.
- At the bottom of the screen, tap Delete Schedule.A confirmation appears.
- If there are no shifts, shift templates, or job sites tagged to the schedule. Tap Delete Schedule to confirm.