Chad Busch – Page 2 – When I Work Help Center

Copying Shifts
- June 18, 2024
- Chad Busch
Overview You can copy shifts 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. You can also copy shifts on your computer and iOS device. Copy shifts To copy a shift: Open the When I Work mobile app. Tap…
Create Shift Template
- Chad Busch
Overview Shift templates save you time when you need to schedule shifts that have a consistent start and end time. Instead of manually entering in custom shift details one-by-one, shift templates allow you to schedule a shift quickly and easily. You can create shift templates on your computer or Android device. Considerations You must have supervisor, manager, or admin access privileges in When I Work to add shift templates. Supervisors can create shift templates for their schedules only. Open the When I Work mobile app. Tap Scheduler. Tap . Tap Create Custom Shift . Add all the details for the shift, then…
Create Shift Template
- Chad Busch
Overview Shift templates save you time when you need to schedule shifts that have a consistent start and end time. Instead of manually entering in custom shift details one-by-one, shift templates allow you to schedule a shift quickly and easily. You can create shift templates on your computer or iOS device. Considerations You must have supervisor, manager, or admin access privileges in When I Work to add shift templates. Supervisors can create shift templates for their schedules only. Open the When I Work mobile app. Tap Scheduler. Tap . Tap Create Custom Shift . Add all the details for the shift, then…
Checking Your Time Off Balance
- February 20, 2024
- Chad Busch
Curious about how much time off you have accrued? This article walks you through checking your time off balance. Check out Edit Time Off Balances for Users if you are an admin or manager and need to make adjustments to a time off balance. You must have attendance to use time off accruals. Your workplace must be set up to with a time off accrual policy. Hover over , then select Request Time Off. Select the time off type you want to check the balance for. Your time off balance loads in the modal. From the When I Work Staff Scheduling app,…
Edit Time Off Balances for Users
- Chad Busch
You can make adjustments to a user’s time off balances in their user profile. This is helpful if you are migrating from a system where time off balances already existed or if you need to make manual updates of balances for specific users. If you need to check your balance, see Checking Your Time Off Balance. You must have attendance and/or Payroll to use time off accruals. Your workplace must be set up to with a time off accrual policy. Only admins and managers can edit time off balances. Hover over , then select Users. Click next to the user…
Manage Time Off Accrual Policies
- Chad Busch
Time accrual policies enable your employees to earn time off based on how much they work. They can submit time off requests that are then automatically deducted from their earned time. From the Time Off Accrual section you can: Add new policies for time off accrual. Add caps to how many hours a user can accrue. Add milestones into your accrual policy. Check out Edit Time Off Balances for Users if you are an admin or manager and need to make adjustments to a time off balance. You must have attendance and/or Payroll to use time off accruals. You can…
Filtering Requests
- October 12, 2023
- Chad Busch
Use the filters on your iOS device to find the requests that need your attention. You can also filter requests on Android. Time Off Requests: Schedule Status Time off type User Shift Requests: Schedule Status Shift request type User OpenShift Requests: Schedule Status User Not seeing a request? If you can’t see a particular request, try resetting the filters. To filter shift requests: From the When I Work Staff Scheduling app, tap a request type under Requests Needing Approval. Tap , then select the relevant filters. Tap Apply Filters to view the filtered results.
Updating Billing Information (Legacy)
- July 17, 2023
- Chad Busch
You can update your billing information at any time to change which card you use to pay for When I Work. Legacy Billing Engine This article covers account and billing content prior to July 17, 2023. Check out the non-legacy articles if your screen looks different. You must be the…
Upgrading to a Paid Plan (Legacy)
- Chad Busch
Upgrading to a paid plan allows you to access When I Work features beyond your free trial. When I Work offers different plans that allow you to configure your account to best suit your needs. 2022 Plan Content This article covers the process to upgrade a free trial to a…
Add Seats to a Plan (Legacy)
- Chad Busch
More seats can be added to the account’s plan without changing your plan type. Adding more seats allows you to add more users on the Users page. If you need to update your plan to include more features, see Switching to a Different Plan. Legacy Billing Engine This article covers…

Prev Next

No items found.