Job sites help indicate a specific place or location where your users are working away from your regular place of business. For more information, see Creating and Managing Job Sites. Hover over Workplace, then select Job Site Job Sites. In the top-right corner, click Add Job Site. Enter the job site details….
Shift confirmation is a verification measure that lets you know if your users have seen their shifts. Users that confirm their shifts know that they’re responsible to work. Shift confirmation is enabled by default. If you have manager or admin access privileges, you have the option to disable it in the Scheduling Settings. Users cannot confirm shifts that have already taken place. The way users confirm their shifts depends on whether Require Shift Confirmation is turned on or off in the Scheduling Settings. When shift confirmation is required, users are automatically prompted to confirm their newly published shifts for the…
You can copy shifts and schedules to save time and ensure you have the schedule coverage that you need. If your business has regular shifts for select users, copying shifts and setting them up for specific intervals helps you save time (so you don’t have to recreate each shift individually). Ever forget to schedule a position? By loading an existing template, you’ll be able to confidently know that your scheduled shifts cover your most critical positions. To copy a shift, hold the control key (or the command key if on a Mac) and click the shift you want to copy,…
Enable forecast tools to view how much is being spent on labor costs as you schedule and also input projected sales (future) or actual sales (past) to get a labor expenses to projected sales ratio. By default, supervisors can view and edit projected sales but cannot view daily labor cost….
Use annotations to send your staff important information about a particular day. You can send a general announcement, let your staff know that time off isn’t allowed, or let your staff know that your business will be closed that day. You can also use annotations from your iPhone, iPad, or Android phone. You must have supervisor, manager, or admin access privileges to add annotations. If you’re a supervisor, you can add annotations for your schedules only. Only one annotation can appear at a time in the “Important Upcoming Date” section of My Schedule. The exception is if there are annotations on the same…
Use month view to view the schedule, add and edit shifts, and print shifts for an entire month. Because month view offers fewer features than day or week view, we recommend using month view to review and fine tune the schedules you’ve made in the other views. Some features are not available in month view: Positions view Job Sites view Coverage view Labor budget (Forecast Tools) Availability Dragging and dropping shifts Using schedule templates Clearing the schedule Copying previous schedules Auto-Assigning shifts Exporting the schedule To switch to month view, click Month in the drop down menu above the schedule….
Your personal profile in When I Work allows you to change your password, set a profile image, set your personal information, and configure your preferences. Profile & Settings Once in the Profile & Settings, you will be able to edit your details: Callout Field/button Description a Change Password Use this to reset your password b First/Last Name Change your first and last name c Email Address/Mobile Number Update your contact information d Do not disturb hours Turn off SMS notifications during specific periods of time* e Timezone Set the timezone to your local if you work in one different from…
If you want to know who you’ll be working with on a given day, you can use When I Work to view the full team schedule for your workplace. Just like viewing your own schedule, you can view your coworkers’ schedules from any device. Your employer has the option to prevent you and your coworkers from seeing the full team schedule. Your employer can also set up the full team schedule so that you and your coworkers can only see shifts that match your positions. Click on Team Schedule NOTE: If Team Schedule is missing your employer doesn’t allow you and your coworkers…
Each user can turn their privacy settings on or off from a computer or iOS device. When privacy is turned off, your fellow coworkers can view your contact information from the Coworkers tab on the web app and mobile apps. When privacy is turned on, your coworkers can only see your name and picture. Your employer has the option to enable privacy for all users. If your employer has done so, you cannot change your personal privacy setting. If you are a supervisor, manager, or admin, enabling the privacy setting hides your phone number and email address. Users can still…
Adding a profile picture will help your managers and coworkers recognize you in the app. The image you upload must be bigger than 128×128 pixels and no bigger than 500k in size. Once an image has been uploaded, it cannot be removed in the mobile applications, only replaced. It can be deleted from the web application. Profile & Settings Hover over your avatar and click . If a picture already exists, you will click the icon to edit and upload a new one Use the file browser on your computer to select a picture. After you select the photo from the…
