Curtis Branum – Page 4 – When I Work Help Center

QuickBooks Online Integration
- July 26, 2016
- Curtis Branum
When I Work integrates with QuickBooks Online to make managing users and exporting pay period hours painless. The integration allows you to sync user names and send worked hours to QuickBooks Online. Prior to exporting this information, you will need to close out your pay period. Your workplace must use Time Clock & Attendance to set up payroll integrations. This integration is compatible with Quickbooks Online Plus with Payroll in the United States, India and Canada. Other QuickBooks Online plans are not compatible. Quickbooks Online Plus accounts must use Core, Premium, Elite or Standard. Outside payroll service integrations are not compatible. PaySuite…
Gusto Integration
- Curtis Branum
When I Work integrates with Gusto to make managing employees and exporting payroll painless. The integration allows you to: Sync employee names Send timesheets from When I Work to Gusto Send When I Work job positions to Gusto Send PTO and sick time from When I Work to Gusto Your workplace must use Time Clock & Attendance to set up payroll integrations. The linked Gusto account must have only one pay schedule. The Gusto pay period frequency and dates must match the When I Work pay period. All When I Work users with worked hours must be assigned to the single pay schedule in…
Using Schedule Templates
- July 20, 2016
- Curtis Branum
Schedule templates allow you to create a daily or weekly schedule that is reusable. If your schedules are very similar from day to day or week to week, use a template to save time and avoid creating schedules from scratch. You may use an already existing schedule or create a new one to use as a template. Templates can be made for daily or weekly schedules, but not two week or monthly schedules. Templates do not include repeating shifts by default. You can choose to include them when saving. Click Scheduler. Create a daily or weekly schedule that you’d like…
Add Unpaid Breaks to Shifts
- Curtis Branum
Add unpaid breaks to your user’s shifts to calculate total paid hours for a specific day or week in a schedule. If you use When I Work Time Clock & Attendance, unpaid breaks are not automatically deducted from user’s worked hours unless Automatically Deduct Scheduled Breaks from Timesheets is checked…
Registering With Your Workplace
- Curtis Branum
Register with your workplace in When I Work to get access to your profile and schedule. If your employer uses When I Work to track time, you can also clock in and out for shifts. Make sure your device meets the minimum requirements to run the When I Work app. There are three ways to join your workplace: Accept an email invite from your manager: If your manager sent you an invite email, accept the email invite to get started. Accept a text message invite from your manager: If your manager sent you an invite text message, accept the text…
Can I Export My Data?
- July 19, 2016
- Curtis Branum
It is your responsibility to maintain appropriate alternate backups of your When I Work data. When I Work makes it easy to export your data by offering the following exports. Use the following instructions to export the data you need from your When I Work account: Users Job Sites Pay Period Hours Schedules Shift requests Shift templates Timesheets Time off requests Absences
Minimum Requirements
- Curtis Branum
This article lists the minimum requirements to use When I Work on your computer, iOS device, or Android device. The When I Work web app supports the following internet browsers running on Windows or macOS: Google Chrome version 118 and later Firefox version 115 and later Safari version 17 and later Edge version 119 and later Make sure to download the scheduling app from the App Store as our web app is not supported by mobile web browsers. Your iPhone or iPad must be running iOS 17 or later. iOS versions 7.1–16.0 can continue to use older versions of the…
General Settings
- Curtis Branum
Input your workplace information and determine how your staff uses When I Work by configuring your General Settings. This article is an overview of all available general 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 view and modify the General Settings. If you make any changes to General Settings, click Save in the top-right corner of the screen. Communicate settings changes to users To avoid confusion, be sure to inform them of…
Reminding a User to Accept an Invite
- July 11, 2016
- Curtis Branum
If a user hasn’t accepted an invite to join your workplace, you can remind the user by sending another invite. Invites cannot be sent if a user has already registered (accepted an invite). Registered users can log in with their email address and password. Once a user has registered, the email address field in their user profile will turn grey. Invitation links expire 24 hours after being sent. You can send invites to all unregistered users at once without having to send invites one by one. Hover over , then select Users. In the top-right corner, click More button. Click Invite…

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