Overview
Schedules allow you to group employees together when you’re scheduling shifts. A schedule might represent a physical place of business, a department, a geographical region, or a group of employees you want to schedule independently within When I Work.
You can also create and manage schedules from your computer or Android phone.
Considerations
- You must have manager or account holder access privileges 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 More icon in the bottom-right corner of the screen.
- Scroll down and tap Schedules.
- Tap Plus button in the top-right corner of the screen.
- Set up the schedule details:
- Name: (Required) Enter a name for the schedule.
- Address: (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.
- Employees Assigned to this Schedule: (Required) Employees show up on a schedule if they’ve been assigned to it. Tap Tag Employees at the bottom of the screen, then tap employees’ names to add them to the schedule.
- 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 More icon 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.
- Make changes to the schedule’s details.
- Tap Save in the top-right corner.
Delete a schedule
- From the When I Work Staff Scheduling app, tap More More icon 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 Location.
- A confirmation appears if there are no shifts, shift templates, or job sites tagged to the schedule. Tap Delete Location to delete the schedule.