Chad Busch – Page 8 – When I Work Help Center

When to Use Schedules and Job Sites
- December 14, 2017
- Chad Busch
Schedules and job sites are powerful tools to help you schedule your team. In this article, we’ll examine both features and help you decide when to use them. A schedule is a way to group users. You add shifts to a schedule. A job site is an optional way to identify a specific location where a shift takes place. When you add a shift to a schedule, you can assign a job site to the shift to let the user know where to go. At the most basic level, a schedule is a way to group users. A schedule might represent…
Using the Dashboard
- November 20, 2017
- Chad Busch
The dashboard helps you see your upcoming shifts, see who is scheduled today, process requests, take OpenShifts, or customize your availability preferences. You can also clock in for shifts if mobile clock in is enabled. The Dashboard is also available from your computer or iOS device. The items that appear on the dashboard may differ based on your access level (employee, supervisor, manager, or admin) and workplace settings. Your employer has the ability to turn availability preferences on and off. If you don’t see an option to set your availability, it may be disabled for your workplace. The dashboard appears…
Unpublishing Shifts
- September 15, 2017
- Chad Busch
You may need to unpublish a shift if you accidentally published it too early, or if you need to modify the shift without making the changes immediately visible to the user. When you unpublish a shift, the assigned user can no longer see it and the user is not notified. However, the shift is still visible to supervisors, managers, and the admin. You can also unpublish shifts from your computer or Android phone. From the When I Work Staff Scheduling app, tap the Schedule tab at the bottom of the screen. Tap the shift that you need to unpublish. In the…
Unpublishing Shifts
- Chad Busch
You may need to unpublish a shift if you accidentally published it too early, or if you need to modify the shift without making the changes immediately visible to the user. When you unpublish a shift, the assigned user can no longer see it and the user is not notified. However, the shift is still visible to supervisors, managers, and the admin. You can also unpublish shifts from your iPhone/iPad or Android phone. On the shift that you want to unpublish, click Edit or Pencil button. Click Save & Unpublish. Go to the day, week, or month that you want to…
Minimizing Publish Notifications
- September 13, 2017
- Chad Busch
If you want to avoid sending your users too many notifications when you’re building the schedule, don’t publish shifts one at a time. Instead, publish the schedule for longer time periods and we’ll do our best to minimize notifications. To make sure your employees are aware of their shifts, When I Work notifies your employees when: You publish shifts that are assigned to them using the Publish & Notify button or by publishing the shift individually. You save changes to a shift that is already published. You publish OpenShifts that they’re eligible to take. You offer OpenShifts to them. You delete a…
Glossary of Terms
- August 22, 2017
- Chad Busch
Absence Tracking This feature of When I Work allows employees to report when they will not be at work. Also gives supervisors, managers, and admins the option find coverage for the shift. Access Privileges A user’s Access privilege, also called ‘role,’ determines what they can see and do in When I Work. See also employee, supervisor, manager, and admin. Account ID A unique ID for the workplace account set in the General Settings that employees can use to register for your account without an invite. Admin This user is the owner of the account and in charge of billing. The admin…
Making Separate Schedules
- August 1, 2017
- Chad Busch
You might want to set up multiple schedules if your business operates out of different physical locations/regions or you want to build separate schedules for different teams/departments. At the most basic level, a schedule is a way to group users. A schedule might represent a physical place of business, a department, a geographic region, or a group of people that you want to manage independently within When I Work. Multiple Schedule Scenario Example Separate physical places of business Uptown restaurant and Downtown restaurant Separate departments/teams Front of House and Back of House teams at a restaurant Separate geographical regions West…
Communicate With Your Team
- July 31, 2017
- Chad Busch
Good communication is critical for any workplace. When I Work offers several ways to communicate with your team. WorkChat allows everyone at your workplace to communicate in real time, no matter where they are. For example, you might want to start a discussion, share an image, send an announcement, or just let your coworkers know you’re running late. Users can send WorkChat messages from your computers, iOS device, and Android device. By default, WorkChat is turned on for your workplace. You can manage WorkChat settings from your computer. Send a group email when you need to send your team a message…
Giving Your Team Schedule Flexibility
- Chad Busch
Giving your team schedule flexibility can go a long way to keeping them happy. When I Work offers several features to take the scheduling burden off you and empower your users. The availability feature allows your users to let you know when they prefer to work and when they prefer…
Saving Time With Scheduling Shortcuts
- July 28, 2017
- Chad Busch
When I Work offers several tools that help you save time when you build the schedule. If you need to move a shift: Click and drag a shift to move it to a different user. As you move the shift around, icons appear to let you know whether users are qualified or have conflicts. Thumbs up icon means the user is qualified to take the shift (based on position). Thumbs down icon means the user is not qualified to take the shift (based on position). Month view does not support drag and drop. If you need to add another shift…

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