Overview

Availability preferences let you know when a user prefers to work. You might need to edit a user’s availability yourself if the settings of the account have this disabled for employee users.

Considerations

• You must have Supervisor, Manager, or Admin access privileges to set availability preferences on behalf of another user.
• You can add, edit, or delete availability preferences that take place in the future but not preferences that take place in the past or on the current day.

Computer

• If you need to edit another user’s availability, use the Viewing menu in the upper-right corner of the screen to switch between their preferences.

Adding an availability preference

1. Hover over , then select Users.

2. Click that corresponds with the user whose availability you’d like to edit.
3. Click on +Add Preference and fill in details.
4. Click Save.

Editing and Deleting a preference

1. Hover over , then select Users.

2. Click that corresponds with the user whose availability you’d like to edit.
3. On the Calendar, hover over a preference and click on the Edit button.
4. If editing, make the necessary changes and click Save.
   • If the preference repeats, you’re prompted to confirm your choice:
     • To make the change for the one day, click Update “date”.
     • To make the change for all repeats, click Update All Future.
5. If deleting, click the Delete button.
   • If the preference repeats, your prompted to confirm your choice:
     • To delete the preference for the one day, click Delete One.
     • To delete all repeats, click Delete All.

Android

Adding an availability preference

1. from the When I Work Scheduling app, tap More on the bottom-right corner of the screen.
2. Tap Users.
3. Tap the employee for whom you want to edit availability preferences.
4. At the bottom of the screen, tap View Availability.
5. On the Calendar, swipe left/right to switch between months. Tap on to start creating a new preference.
6. Add in the preference details and then tap in the top right to save.

Editing and Deleting a preference

1. from the When I Work Scheduling app, tap More on the bottom-right corner of the screen.
2. Tap Users.
3. Tap the employee for whom you want to edit availability preferences.
4. At the bottom of the screen, tap View Availability.
5. To edit a preference, tap on it to open the details
   • Make the changes necessary and then tap to save.
   • If the preference repeats, you will be prompted to confirm your choice:
     • To update the single instance, tap Update “date”.
     • To update all instances, tap Update Future Instances.
6. To delete, tap the in the upper right corner
   • If the preference being delete repeats, you will be prompted to confirm your choice:
     • To delete the single instance, tap Delete One.
     • To delete all preferences, tap Delete All.

iOS

Adding a preference

1. From the When I Work Staff Scheduling app, tap More icon More in the bottom-right corner of the screen.
2. Tap Users.
3. Tap the user for whom you want to edit availability preferences.
4. At the bottom of the screen, tap View Availability.
5. On the Calendar, use the left/right arrows to switch between months. Tap on to start creating a new preference.
6. Add in the preference details and then tap Save in the top right corner.

Editing and Deleting a preference

1. From the When I Work Staff Scheduling app, tap More icon More in the bottom-right corner of the screen.
2. Tap Users.
3. Tap the user for whom you want to edit availability preferences.
4. At the bottom of the screen, tap View Availability.
5. To edit a preference, tap on it to open the details
   • Make the changes necessary and then tap Save.
   • If the preference repeats, you will be prompted to confirm your choice:
     • To update the single instance, tap Update “date”.
     • To update all instances, tap Update Future Instances.
6. To delete, tap Delete Preference at the bottom of the app.
   • If the preference being delete repeats, you will be prompted to confirm your choice:
     • To delete the single instance, tap Delete “Date”.
     • To delete all preferences, tap Delete All Future.