Web App Navigation Reference for Managers

From your

Applies to , ,

Overview

Use this article to help find settings or features in the When I Work web app. This article is intended for users with Account Holder, Manager, or Supervisor level access. If you are an Employee, check out Web App Navigation Reference for Employees.

Navigation bar

Navigation bar

The navigation bar is the starting point for all the actions in the When I Work web app.

Callouta
NameNotification Notifications
Calloutb
NameDashboard Dashboard
Calloutc
NameCalendar Scheduler
Calloutd
NameAttendance Attendance
Calloute
NameWorkChat WorkChat
Calloutf
NameEmployees Hire
Calloutg
NameRequests Requests
Callouth
NameWorkplace Workplace
Callouti
NameGear Gear¹
Calloutj
NameProfile
Callout Name
a Notification Notifications
b Dashboard Dashboard
c Calendar Scheduler
d Attendance Attendance
e WorkChat WorkChat
f Employees Hire
g Requests Requests
h Workplace Workplace
i Gear Gear¹
j Profile

¹This menu item is not available to the Supervisor access level.

Notifications

Notifications nav button

TheNotification Notification area in the top-left corner of the screen allows you to see what’s happened in your account while you were away.

Learn more about notifications.

Dashboard

Dashboard menu item

The Dashboard Dashboard gives you a snapshot of what’s going on with your workplace.

Learn more about the Dashboard.

Scheduler

Scheduler nav item

Use the Calendar Scheduler to create and manage the schedule for your workplace. The schedule displays scheduled shifts, annotations, employees’ availability preferences, and approved time off.

Learn more about the Scheduler.

Attendance

Use the Attendance Attendance menu to manage all of your time tracking functionality.

Callouta
NameTime Sheet Timesheets
DescriptionReview your employees’ timesheets.
Calloutb
NameTime Tracker Time Tracker
DescriptionCompare scheduled shifts with actual clocked in hours.
Calloutc
NameUnpaid Break Take Lunch /
Unpaid Break End Lunch
DescriptionSelect to start an unpaid break or end an unpaid break.
Calloutd
NameClock In Clock In /
Clock In Clock Out
DescriptionSelect to Clock In or Clock Out from your shift.
Calloute
NameTime Clock Lock as Terminal
DescriptionLock the computer as a time clock terminal.
Callout Name Description
a Time Sheet Timesheets Review your employees’ timesheets.
b Time Tracker Time Tracker Compare scheduled shifts with actual clocked in hours.
c Unpaid Break Take Lunch /
Unpaid Break End Lunch
Select to start an unpaid break or end an unpaid break.
d Clock In Clock In /
Clock In Clock Out
Select to Clock In or Clock Out from your shift.
e Time Clock Lock as Terminal Lock the computer as a time clock terminal.

Your time clock related options may differ depending on your plan and what features you have enabled.

WorkChat

WorkChat menu item

Use WorkChat WorkChat to communicate with your coworkers in real time without exchanging personal contact information. Open WorkChat to start sending messages to your employees.

Learn more about Workchat.

If WorkChat is disabled, a Message Staff button appears instead.

Hire

Hire menu item

Use Employees Hire to create and share job postings, track applicants, and hire employees all in one place.

Learn more about Hire.

Requests

Requests menu item

Use the Requests Requests menu to submit a request and process requests. You can perform the following actions from the Requests menu:

Callouta
NameAdd Request Time Off
DescriptionSubmit a time off request.
Calloutb
NameTime Off Requests Time Off Requests
DescriptionView and process all time off requests.
Calloutc
NameShift Requests Shift Requests
DescriptionView and process all shift requests.
Callout Name Description
a Add Request Time Off Submit a time off request.
b Time Off Requests Time Off Requests View and process all time off requests.
c Shift Requests Shift Requests View and process all shift requests.

Workplace

Workplace menu

The Workplace Workplace menu focuses on your business and includes the following options:

Callouta
NameUser Employees
DescriptionView, add, edit, or remove employees.
Calloutb
NamePosition Positions
DescriptionView, add, edit, or remove positions.
Calloutc
NameSchedules Schedules
DescriptionView, add, edit, or remove schedules.
Calloutd
NameJob Site Job Sites
DescriptionView, add, edit, or remove job sites.
Calloute
NameShift Template Shift Templates
DescriptionView, add, edit, or remove shift templates.
Calloutf
NameReports
DescriptionView reports.
Calloutg
NameTasks Task Lists
DescriptionView, add, edit, or remove task lists.
Callout Name Description
a User Employees View, add, edit, or remove employees.
b Position Positions View, add, edit, or remove positions.
c Schedules Schedules View, add, edit, or remove schedules.
d Job Site Job Sites View, add, edit, or remove job sites.
e Shift Template Shift Templates View, add, edit, or remove shift templates.
f Reports View reports.
g Tasks Task Lists View, add, edit, or remove task lists.

Gear

Gear menu item

The Gear Gear menu focuses on all When I Work settings and includes the following options:

Callouta
NameSettings General Settings
DescriptionMake changes to your When I Work app settings.
Calloutb
NameScheduler Settings Scheduling Settings
DescriptionMake changes to your scheduling settings.
Calloutc
NameAttendance Settings Attendance Settings
DescriptionMake changes to your attendance settings.
Calloutd
NameIntegrations Integrations
DescriptionAdd an integration to the When I Work app.
Calloute
NameBilling Account & Billing
DescriptionMake changes to your account and billing information.
Callout Name Description
a Settings General Settings Make changes to your When I Work app settings.
b Scheduler Settings Scheduling Settings Make changes to your scheduling settings.
c Attendance Settings Attendance Settings Make changes to your attendance settings.
d Integrations Integrations Add an integration to the When I Work app.
e Billing Account & Billing Make changes to your account and billing information.

Profile

Profile menu item

The Profile menu focuses on your personal settings and includes the following options:

Callouta
NameMy Profile My Profile
DescriptionYour personal profile for the When I Work app.
Calloutb
NameMy Schedule My Schedule
DescriptionView your schedule, confirm your shifts, and pick up OpenShifts.
Calloutc
NameMy Availability My Availability
DescriptionMake changes to your availability.
Calloutd
NameNotification My Alert Preferences
DescriptionMake changes to your alert preferences.
Calloute
NameWorkplace Switch Workplaces
DescriptionIf you are associated with multiple workplaces, you can switch between them here.
Calloutf
NameShare Share When I Work
DescriptionShare When I Work with others.
Calloutg
NameLog Out Log Out
DescriptionLog out of When I Work.
Callout Name Description
a My Profile My Profile Your personal profile for the When I Work app.
b My Schedule My Schedule View your schedule, confirm your shifts, and pick up OpenShifts.
c My Availability My Availability Make changes to your availability.
d Notification My Alert Preferences Make changes to your alert preferences.
e Workplace Switch Workplaces If you are associated with multiple workplaces, you can switch between them here.
f Share Share When I Work Share When I Work with others.
g Log Out Log Out Log out of When I Work.

 

Updated on August 16, 2019

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