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Scheduling Settings

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Overview

Determine how your staff use schedules by configuring your company’s Scheduling Settings.

Considerations

  • You must be a manager or admin to view and modify your account’s Scheduling Settings.
  • If you make any changes to Scheduling Settings, click Save in the top-right corner of the screen.
Communicate settings changes to users

To avoid confusion, be sure to inform users of any changes to the account’s settings.

Accessing the Scheduling Settings

Hover over Gear and select Scheduler Settings Scheduling Settings.

Scheduling Settings

Scheduling Rules

Scheduling rules are available to help promote a more thoughtful schedule that keeps the well-being of the employees at a high focus point. They can also be used to meet local guidelines around scheduling, such as required-time off per week.

Callout
Name
Description
a
Minimum hours between shifts on the same day

Enable this rule to set a required minimum amount of hours in between two shifts on the same day. For example, split shifts.

You can set this value between 1 and 12 hours.

b
Minimum hours between shifts on different days

Enable this rule to set a required minimum amount of hours in between two shifts on different days. For example, a closing shift followed by an opening shift.

You can set this value between 1 and 18 hours.

c
Maximum number of days scheduled in a row

Enable this rule to set a maximum number of days users can be scheduled in a row.

You can set this value between 1 and 7 days.

d
Maximum number of days scheduled in a week.

Enable this rule to set a maximum number of days a user can be scheduled in a week.

You can set this value between 1 and 6 days.

Callout Name Description
a Minimum hours between shifts on the same day

Enable this rule to set a required minimum amount of hours in between two shifts on the same day. For example, split shifts.

You can set this value between 1 and 12 hours.

b Minimum hours between shifts on different days

Enable this rule to set a required minimum amount of hours in between two shifts on different days. For example, a closing shift followed by an opening shift.

You can set this value between 1 and 18 hours.

c Maximum number of days scheduled in a row

Enable this rule to set a maximum number of days users can be scheduled in a row.

You can set this value between 1 and 7 days.

d Maximum number of days scheduled in a week.

Enable this rule to set a maximum number of days a user can be scheduled in a week.

You can set this value between 1 and 6 days.

Shift Coverage

Each method of shift coverage can be enabled or disabled to help you create the best scheduling experience for your team.

a
Allow overlapping OpenShift pick-up

Lets users see available OpenShifts that overlap their assigned shifts if they can cover enough of the shift. Overlapping hours in the taken shift are removed from the schedule.

You can enter the % of the OpenShift a user must be able to work. By default this is set to 75%. Whole number increments are accepted.

See Overlapping OpenShift Pickup.

b
Allow Releasing

Lets users reassign their shift to an OpenShift.

You can enter a number for the amount of time to allow users to release their shift before the shift start time.

c
Allow Dropping

Lets users drop their shift for other eligible coworkers to pick up.

You can enter a number for the amount of time to allow users to drop their shift before the shift start time.

d
Allow Swapping

Lets users swap their shift with other eligible coworkers.

You can enter a number for the amount of time to allow users to swap their shift before the shift start time.

e
Require Manager Review for Swaps and Drops
Require approval from managers before a swap or drop can be initiated by a user.
f
Minimum Shift Length to Split
 Determines whether users can split shifts.

  • To prevent users from splitting shifts, select Splitting Disabled.
  • To allow users to split shifts, select the minimum duration for shifts created by a split.
Callout Name Description
a Allow overlapping OpenShift pick-up

Lets users see available OpenShifts that overlap their assigned shifts if they can cover enough of the shift. Overlapping hours in the taken shift are removed from the schedule.

You can enter the % of the OpenShift a user must be able to work. By default this is set to 75%. Whole number increments are accepted.

See Overlapping OpenShift Pickup.

b Allow Releasing

Lets users reassign their shift to an OpenShift.

You can enter a number for the amount of time to allow users to release their shift before the shift start time.

c Allow Dropping

Lets users drop their shift for other eligible coworkers to pick up.

You can enter a number for the amount of time to allow users to drop their shift before the shift start time.

d Allow Swapping

Lets users swap their shift with other eligible coworkers.

You can enter a number for the amount of time to allow users to swap their shift before the shift start time.

e Require Manager Review for Swaps and Drops Require approval from managers before a swap or drop can be initiated by a user.
f Minimum Shift Length to Split  Determines whether users can split shifts.

  • To prevent users from splitting shifts, select Splitting Disabled.
  • To allow users to split shifts, select the minimum duration for shifts created by a split.

Time restrictions for shift coverage

Empower employees to release, swap, or drop shifts, but place time restrictions on when the shifts can be changed to give you the confidence you’ll have the coverage you need each day.

Each shift coverage action can be enhanced with time restrictions. Use time restrictions to help eliminate last minute shift releases or shift drops.

Coverage OptionAllow Releasing
Default Setting (hours)0
Minimum Setting (hours)0
Maximum Setting (hours)168
Coverage OptionAllow Dropping
Default Setting (hours)0
Minimum Setting (hours)0
Maximum Setting (hours)48
Coverage OptionAllow Swapping
Default Setting (hours)0
Minimum Setting (hours)0
Maximum Setting (hours)48
Coverage Option Default Setting (hours) Minimum Setting (hours) Maximum Setting (hours)
Allow Releasing 0 0 168
Allow Dropping 0 0 48
Allow Swapping 0 0 48

Require Shift Confirmation

Shift confirmation is a verification measure that lets you know if your users have seen their shifts. When Require Shift Confirmation is turned on, users are automatically prompted to confirm their newly published shifts for the next two weeks.

Require Shift Confirmation toggle

  • By default, Require Shift Confirmation is enabled.
  • Turning off Require Shift Confirmation disables off the prompt that appears when users log into their When I Work accounts, but it does not disable shift confirmation as a whole. Users still have the option to confirm their shifts but are not required to do so.

Availability

Allows a manager to enable or disable the ability for users to set availability preferences. This can help managers manage their user’s availability so changes can or cannot be made by employees.

Availability toggle

  • By default, Availability is enabled.
  • Turning off Availability disables users with employee level access from entering availability preferences. Users with supervisor, manager or admin level access can view and set availability preferences for employees when switched off.
  • Enable Show availability to all users to allow users to view their coworkers availability on the full schedule via the web app.
  • Set the Days Notice Required for Unavailability Changes to enforce how many days notice a user needs to give to change their unavailability.

Schedule Visibility

Configure your settings to allow employees to see the full schedule or just their own.Schedule Visibility options in the Scheduling Settings section

Employees Can See When Coworkers Are Scheduled
Allows employees to view the full schedule in addition to their personal schedules.
Employees Can Only See The Schedule for Their Positions
Restricts the full schedule view for employees so that they can only see coworkers that share the same position.
Name Description
Employees Can See When Coworkers Are Scheduled Allows employees to view the full schedule in addition to their personal schedules.
Employees Can Only See The Schedule for Their Positions Restricts the full schedule view for employees so that they can only see coworkers that share the same position.

Tasks

Set whether you want to use Task Lists on your schedules. Tasks let your users know what activities they need to complete on a given day and make sure those activities are completed.

Labor Sharing

Set whether you want to share eligible and available users across multiple schedules to increase your shift coverage.

Labor sharing toggle

Tags

Enable tags to define and assign custom shift qualifications that cannot be easily captured by position alone.

Tags toggle

Updated on December 8, 2022

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