Chad Busch – Page 3 – When I Work Help Center

Edit Time Off Balances for Users
- February 20, 2024
- 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…
Reporting Absences
- January 25, 2024
- Chad Busch
Absence tracking allows you to report when you cannot work an assigned shift that takes place within the next 24 hours. When you report an absence, the shift is removed from your schedule and management is notified. You can also report an absence from your computer or Android device. This article walks through self-reporting absences. Users with admin, manager, and supervisor level access can report absences on behalf of a user. See Submitting Absences for Employees for more information. You can report an absence if: The setting is enabled for your workplace by your employer. The shift has to be…
Enhancements to Exports Release Notes
- December 4, 2023
- Chad Busch
Exports have been enhanced in a number of ways to make them more friendly to consume. An export for Shift Templates was also added. Export Enhancement All exports File Name Updates: Export as of run date: [export name] as of month abbreviation, day, four digit year. For example: Job Sites as of Apr 1, 2023.xlsx Exports with a timeframe, e.g. Schedule export, Shift Request, includes start and end date. For example: Schedule for Jan 5, 2023 – Jan 20, 2023.xlsx Columns reordered. Job Sites Export is sorted by job site name. Schedule Hourly tab: Name removed, First Name, Last Name…
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…
Add Time Clock & Attendance to Your Plan (Legacy)
- Chad Busch
Once you’ve mastered scheduling, take your account to the next level and add Time Clock & Attendance to your plan. 2022 Plan Content The content described in this article is for 2022 plans. If you have a legacy plan and want to add Time Clock & Attendance, you will need…
Switching to a Different Plan (Legacy)
- Chad Busch
When I Work offers different plans that allow you to configure your account to best suit your business needs. You can change plans from the Account & Billing page. Legacy Billing Engine This article covers account and billing content prior to July 17, 2023. Check out the non-legacy articles if…

Prev Next

No items found.