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 Android device. Copy shifts To copy a shift: Open the When I Work mobile app. Tap…
Copying Shifts
- 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…
Integrations Roundup Release Notes Spring/Summer 2024
- June 13, 2024
- Chad Busch
When I Work is excited to announce new Point of Sale (POS) integrations to the product. When I Work now integrates with Square Point of Sale (POS) to increase operational efficiency through some automations. With this integration you can: Automatically create and update users in When I Work based on your users in Square POS. Review actual sales data from Square POS within your When I Work schedules. Clock in/clock out in Square POS against shifts created and edited in When I Work. Compare Square POS actual hours worked data to scheduled shifts in When I Work. Check out Square…
Clover POS Integration Reference
- April 9, 2024
- Chad Busch
When I Work integrates with Clover Point of Sale (POS) to increase operational efficiency through some automations. With this integration you can: Create and update user records in When I Work based on your users in Clover POS. Update the sales amount by day and by Schedule in When I Work based on sales data captured in Clover POS. Create and update shifts in Clover POS based on shifts created and modified in When I Work. Create and update clock in/clock out entries in When I Work based on clock ins for shifts in Clover POS. You must be on…
Basic Time Off Accruals Release Notes
- March 4, 2024
- Chad Busch
Basic Time Off Accruals enables you create time off accrual policies to start tracking time off for you and your users. If you are migrating from another time accrual tracking system you can transfer all that information right into When I Work. Create time off accrual policies for all of your time off types. Track and manage time off balances for all users. Manage Basic Time Off Accrual Policies Edit Time Off Balances for Users Checking Your Time Off Balance
Square POS Integration Reference
- February 28, 2024
- Chad Busch
When I Work integrates with Square Point of Sale (POS) to increase operational efficiency through some automations. With this integration you can: Automatically create and update users in When I Work based on your users in Square POS. Review actual sales data from Square POS within your When I Work schedules. Clock in/clock out in Square POS against shifts created and edited in When I Work. Compare Square POS actual hours worked data to scheduled shifts in When I Work. You can elect to use one or all of the integrations to Square POS listed above. Check out Integration details…
Lightspeed Retail (X-Series) POS Integration Reference
- Chad Busch
When I Work integrates with Lightspeed Retail (X-Series) POS to increase operational efficiency through some automations. With this integration you can: Automatically create and update users in When I Work based on your users in Lightspeed POS. Review actual sales data from Lightspeed POS within your When I Work schedules. You can elect to use one or all of the integrations to Lightspeed POS listed above. Check out Integration details for more information about each one. You must be on a paid When I Work plan. You must have a Lightspeed Retail (X-Series) product. You must specify what Schedule in…
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 and/or Payroll 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.

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