Curtis Branum – Page 2 – When I Work Help Center

ADP Workforce Now Direct Integration
- September 8, 2020
- Curtis Branum
This integration is no longer offered to new customers after June, 2026. Legacy customers that had this enabled are allowed to continue using the integration. The ADP Workforce Now direct integration enables you to send your payroll information directly to ADP for payroll processing. With this integration you can: Send worked hours, the pay rates for those hours, and paid time off from When I Work to ADP Workforce Now. Create new users in When I Work from your existing workers in ADP Workforce Now. Your workplace must use Time Clock & Attendance to set up payroll integrations. You must have manager…
Custom Reports Reference
- July 22, 2020
- Curtis Branum
Create a custom report to gain insights, fine tune your business, and schedule more efficiently. Use the integrated report builder to create as many custom reports as you need. You can drag and drop columns right in the app to arrange the data exactly how you want. Additionally, you can filter, sort, and rearrange the data right in the app. Any refinements you make are preserved when you export your report. Data availability for the Shifts and Times report spans the past 3 months and 3 months into the future. Data availability for the Shift History report spans the past…
Exporting Job Sites
- January 9, 2020
- Curtis Branum
Exporting job sites from your When I Work account allows you to download a spreadsheet containing each job site address, description, and assigned schedules. Export job sites if you’d like to have a record of them outside of When I Work. Check out Can I Export My Data? for more information on exporting other data from When I Work. Hover over , then select Job Sites. In the upper right corner, click Select Export Job Sites.The file downloads to your computer.
When I Work for RUN Powered by ADP® Integration
- November 19, 2019
- Curtis Branum
This integration is no longer offered to new customers after June, 2026. Legacy customers that had this enabled are allowed to continue using the integration. The When I Work for RUN Powered by ADP® connector enables you to send pay period hours from When I Work right to ADP before you close the pay period. This article provides details around the requirements to implement the connector as well as setup instructions for matching user and position information between ADP and When I Work. Read through this list to ensure that your organization meets all of the requirements. Your workplace must use…
Scheduling Settings
- May 17, 2019
- Curtis Branum
Determine how your staff use schedules by configuring your Scheduling Settings. This article is an overview of all available scheduling settings. The settings in your account are dependent upon your plan. See your account’s Plans page or When I Work Pricing for more information and a full feature list. You must have admin or manager level access to access the Scheduling Settings page. If you make any changes to Scheduling Settings, click Save in the top-right corner of the screen. Communicate settings changes to users To avoid confusion, be sure to inform users of any changes to the account’s settings. Hover over …
Zapier Integration
- April 15, 2019
- Curtis Branum
Zapier lets you connect When I Work to over 1,000 other web services. Automated connections called Zaps are set up in minutes without coding. These Zaps build workflows between apps like Google Sheets, Excel, and Slack that automate processes in When I Work. Each Zap has one app as the…
Approve User’s Timesheets
- March 14, 2019
- Curtis Branum
Timesheet approval helps keep track of which user’s timesheets have been checked for accuracy before closing out the pay period. Timesheet approval can be particularly useful for workplaces where supervisors are required to review specific timesheets before the pay period is closed out and exported. You must have admin, manager,…
Auto-Assign Shifts
- January 29, 2019
- Curtis Branum
Auto-assign shifts leverages the information already entered in your When I Work account to create a schedule. The feature automatically assigns unpublished OpenShifts to users for you to review and publish. Auto-assign shifts is only available in week view. Only unpublished OpenShifts are automatically assigned. OpenShifts with no position are only eligible to be assigned to users whose profile is not assigned to any positions. Shifts are assigned to users based on: The user’s assigned positions. The user’s assigned tags. The user’s existing shifts (published or unpublished). The user’s approved time off requests. Active filters in the scheduler. Configure additional…
Exporting Shift Requests
- January 14, 2019
- Curtis Branum
Exporting shift requests from your When I Work account allows you to download a spreadsheet containing your user’s swap and drop requests. Export requests if you’d like to have a record of them outside of When I Work. Check out Can I Export My Data? for more information on exporting other data from When I Work. The export contains the dates of the shift being swapped or dropped, the date the request was created, the status of the request, approval details, and acceptance details. Based on the date the request was created, When I Work keeps shift requests for one year. Hover…
Assign Team Tasks
- March 12, 2018
- Curtis Branum
After you schedule a team task list, you have the option to assign specific tasks in the list to a user. When a team task is assigned to someone, it is their responsibility to complete. A team task list must be scheduled before you can assign tasks from the list to…

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