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Create an Account for Your Business
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Setup Recommendations for Retail
When I Work schedules, positions, and job sites are powerful tools that make scheduling fast and easy. Using these tools to their full potential is key to getting the most out of When I Work for your business. In the following sections, we’ll go through our recommendations for a small store, large...
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Dashboard and Navigation
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Using the Dashboard
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...Applies to Admins, Employees, Managers, Supervisors
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Submitting Absence for Employees
Submitting absences on behalf of employees allows you to record the absence or find coverage for the shift. You can also report an absence from a Computer or iOS device. In order to submit an absence on behalf of another employee: You must have supervisor, manager, or admin access privileges. The setting is enabled for the workplace. The shift has to be published. The shift’s start time must be within the next 24 hours or has already passed. From the When I Work Scheduling app, tap Scheduler at the bottom. Tap the shift that the employee will be absent for. Tap Report...Applies to Admins, Managers, Supervisors
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Working With Users
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Add a User
You can use the When I Work app to add a user from anywhere. You can also add a user from your computer or iOS device. You must have supervisor, manager, or admin level access to add a user. From the When I Work Scheduling app, tap More More in the bottom right...Applies to Admins, Managers, Supervisors
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Archiving a User
Archiving a user removes that person from the schedule and revokes access to your workplace. You can also archive a user from your computer or iOS device. You must have supervisor, manager, or admin level access to archive a user. Supervisors can only archive users with employee level access that are assigned to the same schedules. Admins...Applies to Admins, Managers, Supervisors
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Edit a User’s Information
You can edit a user’s information at any time from the When I Work Scheduling app. You can also edit a user from your computer or iOS device. You must have supervisor, manager, or admin level access to edit a user’s information. A registered user’s email address cannot be changed by an...Applies to Admins, Managers, Supervisors
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Changing a Registered User’s Email Address
Once a user has logged in to view the schedule, the email address field in their user profile will turn grey, and it can no longer be edited. At that point, their email address can only be changed from their individual account for security. To change their email, your user...Applies to Admins, Managers, Supervisors
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Approve Pending Users
When users register with your workplace without an invite, they must be approved by a manager to join the workplace. You can also approve pending users from your computer or iOS device. You must have admin or manager level access to approve a request to join. Pending users cannot be merged with user profiles on the Android app. Pending users can be merged from a computer or an iOS device. From the When I Work Staff Scheduling app, tap More More in the bottom-right corner of the screen. Tap Users. To view pending users, tap Pending at the top of the screen. Tap the... -
Creating and Managing Tags
Tags provide a way to define custom shift qualifications that cannot be easily captured by position alone. Think of tags like additional eligibility requirements that you can layer on top of positions. For example, tags can capture requirements like: Certifications Preferred status Tenure/seniority Skill subsets not reflected in the position Degree Geographic location The following is just one example of how tags can work alongside shifts to designate extra requirements. Shift Requirement Position Tags Lifeguard Lifeguard N/A Lifeguard, CPR Lifeguard CPR Lifeguard, CPR, Solo Lifeguard CPR, Solo Qualifications In order for an employee to be qualified for a shift with...Applies to Admins, Managers, Supervisors
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Working With Positions
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Creating and Managing Positions
Positions are used to assign users and shifts to a particular duty or skill. You can also create positions from your computer or iOS device. You must have manager or admin level access to create a position. When you modify a position, the schedule and timesheets are immediately updated. From the When I Work Scheduling app,... -
When to Use Positions and Tags
Both positions and tags define a user’s qualifications. In this article, we’ll examine both objects and help you decide when to use them. Positions assign users and shifts to a particular duty or skill. Tags provide an additional eligibility requirement that you can layer on top of positions. Positions can be...Applies to Admins, Managers, Supervisors
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Working With Schedules and Job Sites
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Creating and Managing Schedules
Schedules allow you to group users together when you’re scheduling shifts. A schedule might represent a physical place of business, a department, a geographical region, or a group of users you want to schedule independently within When I Work. You can also create and manage schedules from your computer or iOS device. You... -
Creating and Managing Job Sites
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. You can use job sites for shifts that...Applies to Admins, Managers, Supervisors
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Making Separate Schedules
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...Applies to Admins, Managers, Supervisors
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When to Use Schedules and Job Sites
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...Applies to Admins, Managers, Supervisors
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Assigning Tags
Assign tags to users, shifts, and shift templates in any combination to ensure that shifts are matched to the correct users. If you have not created any tags and want to learn more about tags, check out Creating and Managing Tags. You can also assign tags on your Computer and iOS device. You must have supervisor, manager or admin level access to assign a tag. Tags are not visible to employees. When a shift has tags assigned, an employee must be assigned all tags present in the shift to be eligible to take it. From the When I Work Scheduling app, tap Calendar Scheduler....Applies to Admins, Managers, Supervisors
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Getting the App and Logging In
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Logging In with Your Google Account
Using Google to log in to When I Work allows you to access your account with your Google account instead of logging in with an email address and password. If you don’t already have a When I Work account, register with your workplace. If your When I Work account does...Applies to Admins, Employees, Managers, Supervisors
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Downloading the When I Work App
The When I Work apps for iOS and Android let you easily access information in your When I Work account no matter where you are. Need the Time Clock Terminal app? If you’re a supervisor, manager, or admin who needs to set up a time clock terminal on an iOS...Applies to Admins, Employees, Managers, Supervisors
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Minimum Requirements
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 16 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 16 or later. iOS versions 7.1–15.0 can continue to use older versions of the...Applies to Admins, Employees, Managers, Supervisors
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How Do I Log In?
After you register with When I Work, you can log in with your email address and password to access your profile. If you used a Google email address to register with When I Work, you can use your Google account to log in. You can also use Sign in with your...Applies to Employees, Managers, Supervisors
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Registering With Your Workplace
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. This article describes how to register from your Android device. You can also join your...Applies to Employees, Managers, Supervisors
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Using When I Work with Multiple Workplaces
If you have multiple employers that use When I Work, you can switch between workplaces without having to log out. As an added benefit, email notifications are sent to one email address. Your email address associates you to your workplace. If you want to quickly switch between workplaces without logging out, use the same email address for all of your workplaces. When you start a new job, give your manager the same email address you’ve been using for other workplaces. If your manager invites you to join the workplace via text message, make sure to register with the same email...Applies to Admins, Employees, Managers, Supervisors
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Your Personal Profile
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Change Your Email Address
If you have a new email address, updating your email address in your When I Work profile ensures that email notifications and other messages are sent to the correct email address. You can also update your email address from your computer or iOS device. Supervisors, managers, and admins cannot update a registered...Applies to Admins, Employees, Managers, Supervisors
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Add a Profile Picture
Adding a profile picture helps your coworkers recognize you in the app. You can also add a profile picture from your computer or iOS device. Once an image has been uploaded to the app, it cannot be removed, only replaced with a new picture. The image must be larger than 128...Applies to Admins, Employees, Managers, Supervisors
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Enable Log In with Two-Step Verification
Two-step verification adds a second layer of security to your account by requiring another verification method beyond your initial password. This article covers enabling two-step verification on your Android device. You can also enable and log in with two-step verification on your computer or iOS device. If you choose the authenticator app path, install an Authenticator App on your mobile device. When I Work recommends Authy, LastPass, or Google Authenticator. Tap More More in the bottom-right corner of the screen. Tap Profile & Settings. Tap the Two-Step Verification field. (Optional) If you haven’t already, tap an Authenticator App to download. If you already...Applies to Admins, Employees, Managers, Supervisors
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Configure Two-Step Verification
Two-step verification adds a second layer of security to your account by requiring another verification method beyond your initial password. This article covers configuring two-step verification on your Android device. You can also configure two-step verification on your computer or iOS device. Two-Step Verification Technical Reference For more information about two-step verification, see Two-Step Verification Technical Reference. If you choose to use an authenticator app, When I Work recommends Authy, LastPass, or Google Authenticator. Two-step verification is an opt-in feature. From the When I Work Scheduling app, tap More More in the bottom-right corner of the screen. Tap Profile Settings. Tap Enabled...Applies to Admins, Employees, Managers, Supervisors
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Manage Your Pay Information
You can manage your pay information in your user profile. Pay information includes: Bank account information Tax withholding information You can also manage your pay information from a computer or iOS device. Have your banking information readily available to speed up the process. From the When I Work Staff Scheduling app, tap More. Tap Profile & Settings, then tap Pay. To manage a bank account, tap Manage Accounts in the Bank Account Section. Follow the prompts to complete. To manage tax withholdings, click Set Withholdings in the Taxes section. Follow the prompts to complete. From the When I Work Staff Scheduling...Applies to Admins, Employees, Managers, Supervisors
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Alerts and Notifications
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Setting Alert Preferences
Update your alert preferences to customize how you’re automatically notified by When I Work. You can also set alert preferences from your computer or iOS device. For each alert, you can choose how you’d like to be notified: Email: Just like it sounds—we’ll send you an email. Mobile: If you’re logged in to the When I Work app on your iOS device, or Android device, you’ll be notified in the app. If you’re not logged in, we’ll send you a text message. If you have employee or supervisor level access, we’ll only send you alerts for the schedules that you belong to....Applies to Admins, Employees, Managers, Supervisors
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Remove Phone Number from Blocklist
If you have previously opted out from SMS messages from When I Work, you can remove your number from the SMS blocklist and resume SMS delivery. Your phone number may have been blocklisted if you have replied STOP, UNSUBSCRIBE, CANCEL, END or QUIT to SMS messages from When I Work....Applies to Admins, Employees, Managers, Supervisors
Payroll
View Payroll Documents
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Managing Paystubs for Employees
Employees can view and download their paystubs in the When I Work Android app. You can also manage your paystubs using a computer or your iOS device. From the When I Work Scheduling app, tap Hours & Pay. Tap a Paycheck or View All to see all of your checks. Tap Paystub. When prompted, enter your password then tap Confirm. From the When I Work Scheduling app, tap Hours & Pay. Tap a Paycheck or View All to see all of your checks. Tap Paystub. When prompted, enter your password then tap Confirm. Tap .Applies to Employees
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Managing Paystubs for Managers
Admins, Managers, and Supervisors can view and download their paystubs in the When I Work Android app. You can also manage your paystubs using a computer or your iOS device. From the When I Work Scheduling app, tap More then tap My Hours & Pay. Tap a Paycheck or View All to see all of your checks. Tap Paystub. When prompted, enter your password then tap Confirm. From the When I Work Scheduling app, tap More then tap My Hours & Pay. Tap a Paycheck or View All to see all of your checks. Tap Paystub. When prompted, enter your...Applies to Admins, Managers, Supervisors
Account Plan & Billing
Handling Billing and Invoices
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Nonprofit 501(c)(3) Organizations
When I Work is happy to work with 501(c)(3) and 501(c)(19) organizations to discuss pricing options for organizations planning to have less than 100 users. We require documentation to verify your status as a tax-exempt charitable organization: If you’re located in the United States, we require documentation to verify your official...Applies to Admins
Account Settings
Attendance Settings
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How Paid Break Reporting Works
The paid break reporting feature allows users to report that they have taken all of their required paid breaks during their shift. If the user did not take their paid breaks, they can leave a note explaining why the breaks were missed for the employer’s records. Timesheet exports will highlight...Applies to Admins, Managers, Supervisors
Scheduling
Introduction to Scheduling
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Scheduling Basics
When I Work Scheduling is a comprehensive scheduling tool that helps you save time and instantly communicate the schedule to your users. At the most basic level, scheduling your team involves adding shifts and publishing the schedule. The When I Work schedule is made up of shifts just like any schedule. Every shift is built with the same building blocks. Building Block Description User (Required) The person that is responsible for working the shift. Start and end time (Required) When the shift begins and ends. Position (Optional) The job the user will be performing, such as barista, cashier, or manager....Applies to Admins, Managers, Supervisors
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Giving Your Team Schedule Flexibility
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...Applies to Admins, Managers, Supervisors
Scheduling
Creating the Schedule
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Using Annotations
Use annotations to send your staff important information about a particular day. You can create a general announcement, block time off requests, or indicate your business will closed that day. You can also use annotations from your computer, iPhone, or iPad. Types of Annotations Each annotation has one or more...Applies to Admins, Managers, Supervisors
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Finding a Replacement for a Shift
If a user is unable to work an assigned shift, you can offer the shift to other qualified users. The first user to accept the offer is automatically assigned to work the shift. You can also find a replacement from your computer, iPhone, or iPad. From the When I Work...Applies to Admins, Managers, Supervisors
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Scheduling a Shift
If you need to schedule a shift on the go, the When I Work Scheduling app for Android has you covered. You can add a custom shift or use a shift template to save time. You can also create shifts from a computer or iOS device. From the When I Work Scheduling app, tap Schedule Scheduler on the bottom of the screen. Tap Add, in the bottom-right corner. You will see a list of shift templates that can be used to recreate commonly used shift details. If you haven’t added shift templates for shifts that regularly occur, create a shift template. If...Applies to Admins, Managers, Supervisors
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Identifying Scheduling Conflicts
Schedule your staff more effectively in the Android app by viewing their scheduling conflicts. Conflicts occur if a user is scheduled when they: Already have a scheduled shift Break a scheduling rule Have approved time off Have indicated they’re unavailable to work When creating or editing a shift, you can select to assign the shift as an OpenShift for users to pick up, or directly to an agent. a. Qualified Users are users that have the correct Position and Tag assignments to be eligible to take the shift. b. All Employees are all users assigned to the Schedule. c. Tap...Applies to Admins, Managers, Supervisors
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Copying Shifts
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...Applies to Admins, Managers, Supervisors
Scheduling
Templates
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Create Shift Template
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...Applies to Admins, Managers, Supervisors
Scheduling
OpenShifts
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Taking OpenShifts
OpenShifts appear when your employer creates shifts that you and your coworkers can pick up yourselves. Taking an OpenShift automatically adds the shift to your schedule. You can also take OpenShifts from your computer or iPhone/iPad. OpenShifts are available on a first come, first serve basis. OpenShifts are available for...Applies to Admins, Employees, Managers, Supervisors
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Scheduling an OpenShift (Open Scheduling)
Schedule an OpenShift when you’d like a user to pick up a shift instead of assigning it to a specific person. OpenShifts are a good fit when: You want to give your users the flexibility to pick up shifts that work best for them. Your user’s availability is complicated, and letting them pick up shifts themselves saves time for everyone. You can also schedule an OpenShift from your computer or iPhone. From the When I Work Scheduling app, tap Calendar Schedule on the bottom of the screen. Tap More button, then tap Create Shift. You will see a list of shift templates that can...Applies to Admins, Managers, Supervisors
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How Shift Bidding Works (OpenShift Requests)
Shift Bidding, also called OpenShift Requests, is an option within an OpenShift that allows users to express interest in the shift. You can then view who has requested to pick up the OpenShift and select and approve a user to work the shift. The Shift Bidding option helps you moderate...Applies to Admins, Managers, Supervisors
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How OpenShifts Work
Schedule an OpenShift when you’d like a user to pick up a shift instead of assigning it to a specific person. OpenShifts are a good fit when: You want to give your users the flexibility to pick up shifts that work best for them. Your user’s availability is complicated, and...Applies to Admins, Managers, Supervisors
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Require OpenShift Pick Up Approval (Shift Bidding)
Shift Bidding, also called OpenShift Requests, is an option within an OpenShift that allows users to express interest in the shift. Require pick up approval on OpenShifts to allow users to bid on the shift. You can also require pick-up approval from your web app or iOS device. Create or edit an OpenShift in the scheduler to require pick up approval. From the When I Work Scheduling app, tap Calendar Scheduler. Tap Add Create Shift. If you see the shift you want to create in the list of Shift Templates, tap it to use that template. If you haven’t made templates for regular shifts,...Applies to Admins, Managers, Supervisors
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Labor Sharing Reference Guide
Labor Sharing helps increase your shift coverage by looking at eligible and available users on other schedules you currently have set up. Labor Sharing is useful when you need to fill vacant OpenShifts, backfill dropped shifts, or find coverage for user’s planned time off Labor sharing is accomplished by sharing...Applies to Admins, Managers, Supervisors
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How Overlapping OpenShifts Work
The overlapping OpenShift coverage option allows users to pick up OpenShifts that overlap with currently scheduled shifts. This permits users to double up on shifts that have overlapping times if the user can cover enough of the OpenShift. Overlapping OpenShifts can be used without or with shift bidding (OpenShift pick-up...Applies to Admins, Managers, Supervisors
Scheduling
Schedule Views and Filters
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Schedule Views
The When I Work Scheduling app for Android allows you to view and manage the full schedule, OpenShifts, and your personal schedule. If you have employee access privileges, check out our employee schedule views article. From the When I Work Scheduling app, tap Calendar Scheduler at the bottom of the screen....Applies to Admins, Managers, Supervisors
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Schedule Views for Employees
The When I Work Scheduling app allows you to view your personal schedule, the full schedule, and available OpenShifts. If you have supervisor, manager, or admin access privileges, check out our schedule views article for management. From the When I Work Scheduling app, tap Calendar Scheduler. The My Shifts view appears by...Applies to Employees
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Schedule Filtering
You can filter shifts by schedules, job sites, positions, tags and users. If you like, you can apply multiple filters at once; in this case, only shifts that match all of the applied filters are displayed. You can also filter the schedule from your computer or iPhone. From the When I Work Scheduling app, tap Schedule Scheduler on the bottom of the screen. Tap Preferences in the top-right corner to view the filter options. The filters screen appears. Tap Schedule. Tap the schedule that you want to view shifts for. Tap Checkmark to save your selection. (Optional) Apply job sites, positions, tags, or...Applies to Admins, Managers, Supervisors
Scheduling
Using Availability
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Setting Your Availability
Set your availability preferences to let your employer know when you prefer to work and when you prefer not to work. By default, you’re set to be available all day. You can also set your availability preferences from your computer or iPhone. Your availability is a preference that your employer can take...Applies to Admins, Employees, Managers, Supervisors
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Editing a User’s Availability
Availability preferences let you know when a user prefers to work. You might need to edit a user’s availability yourself if the user communicates preferences to you outside of When I Work. You can also edit a user’s availability preferences from your computer or iPhone. You must have supervisor, manager, or admin access privileges to set availability preferences on behalf of a user. You can add, edit, or delete availability preferences that take place in the future but not preferences that take place in the past or on the current day. Users can set their their own availability preferences. Encourage them to set their...Applies to Admins, Managers, Supervisors
Scheduling
Using Tasks
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Completing Tasks
Tasks let you know which activities need to be completed at your workplace. You can also complete tasks from your iPhone. If you have supervisor, manager, or admin access privileges, you can add, schedule, and assign tasks from your computer. You must be scheduled to work to view and complete tasks. If you’re scheduled to work and can’t see the tasks your manager added, make sure you have the latest version of the When I Work Scheduling app. From the When I Work Scheduling app, go to the Dashboard. If the Your Next Shift card references Tasks Tasks, there are tasks to complete...Applies to Admins, Employees, Managers, Supervisors
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Monitoring Tasks
You can monitor team task completion and mark tasks complete from your mobile device. Tasks can also be monitored from a Computer or on the iOS app. Use the Dashboard Dashboard to monitor daily tasks. From the When I Work Scheduling app, go to the Dashboard Dashboard. You can see if there are tasks assigned to your current shift. Tap the shift to view the details and tap the Tasks Tasks section to view the tasks for the shift or team. The Tasks page shows which tasks are completed, who completed them, and when they were completed. a. View the Shift Tasks assigned...Applies to Admins, Managers, Supervisors
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Setting Up Team Task Lists
Create team task lists to capture tasks that need to be completed by your staff. Any user working that day can complete the tasks or specific tasks can be assigned to a user. Team task lists are for activities or duties that are completed collaboratively by the people working that day. To assign tasks to a shift, see Setting Up Shift Task Lists. You can also set up team tasks from your Computer or iOS device. From the When I Work Scheduling app, tap More More on the bottom-right. Tap Task Lists. Set up a new team task list...Applies to Admins, Managers, Supervisors
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Setting Up Shift Task Lists
Create shift task lists to capture tasks that need to be completed during a particular shift. Shift task lists can be added on the scheduler to custom shifts and to shift templates. Shift task lists are for duties that are to be completed by a single user during their scheduled shift. For tasks that can be completed by any user working, see Setting Up Team Task Lists. You can also set up shift tasks from a Computer or iOS device. From the When I Work Scheduling app, tap Menu button in the top-left corner of the screen then tap Task...Applies to Admins, Managers, Supervisors
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Scheduling Shift Tasks
When your shift task list is ready, you can add it to shifts to make its tasks visible to your users. Shift task lists can also be scheduled from a Computer or iOS device. Shift task lists are assigned to shifts on the scheduler or added to a shift template. From the When I Work Scheduling app, tap Calendar Scheduler. Tap Add in the bottom-right corner of the screen. If you want to add a one-off shift, tap Custom Shift. If you want to add a shift you frequently schedule, tap one of your shift templates. If you haven’t added shift templates for shifts...Applies to Admins, Managers, Supervisors
Scheduling
Sending the Schedule to Your Team
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Unpublishing Shifts
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....Applies to Admins, Managers, Supervisors
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Publishing Shifts
If you need to publish an existing shift on the go, the When I Work Scheduling app for Android has you covered. Publishing shifts allows users to see their shifts when they log in and sends them notifications based on their alert preferences. The When I Work Scheduling app for...Applies to Admins, Managers, Supervisors
Scheduling
Processing User Requests
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Processing Shift Requests
When users ask to swap or drop a shift, you can use the When I Work Scheduling app to process the requests from your Android phone. You can also process requests from your computer or iPhone. You must have supervisor, manager, or admin access privileges to process employee requests. If you’re a supervisor, you can only process requests for employees that belong to your schedules. Swap and drop requests do not require approval if Require Manager Review for Swaps and Drops is turned off in the Scheduling Settings. All requests have a status. Learn more about the different Shift Request Statuses. From the When...Applies to Admins, Managers, Supervisors
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Processing Time Off Requests
When users request time off, you can use the When I Work Scheduling app to process the requests from your Android phone. You can also process requests from your computer or iPhone. You must have supervisor, manager, or admin access privileges to process employee requests. If you’re a supervisor, you can only process requests for employees that belong to your schedules. Time off requests do not require approval if Require Approval for Employees and Require Approval for Supervisors is turned off in the General Settings. If you submit a time off request on an employee’s behalf, the request is automatically approved. All requests have a...Applies to Admins, Managers, Supervisors
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Statuses for Shift Requests
Every shift request made by a manager or an employee will have a status. Learn more about processing shift requests from your computer, iPhone or Android phone. The following are the definitions for the statuses you will find when moderating: Status Description Pending Approval The request is waiting for approval from management.1...Applies to Admins, Managers, Supervisors
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Statuses for Time Off Requests
Every time off request made by a Manager or employee will have a status. Learn more about processing time off requests from your computer, iPhone or Android phone. The following are the definitions for the statuses you will find when moderating: Status Description Pending Approval The request is waiting for approval from...Applies to Admins, Managers, Supervisors
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Process OpenShift Requests
When users bid on OpenShifts, use the When I Work Employee Scheduling app to process OpenShift requests from your Android device. You can also process OpenShift requests from your computer or iOS device. You must have supervisor, manager, or admin access privileges to process employee requests. If you’re a supervisor, you can only process requests for employees that belong to your schedules. All requests have a status. Learn more about the different OpenShift Request Statuses. You can process OpenShift requests on the Requests screen. From the When I Work Scheduling app, tap the Open Requests dashboard card. Tap the OpenShift request you want to...Applies to Admins, Managers, Supervisors
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Filtering Requests
Use filtering on your Android device to locate and respond to Time Off Requests, Shift Requests, and Openshift Requests. You can also filter requests on iOS. 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. From the When I Work Scheduling app tap Time Off Requests, Shift Requests or OpenShift requests on the Dashboard. Tap the Filter icon on the top right. Tap the type of Filter you want to edit. Tap...Applies to Admins, Managers, Supervisors
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Processing Absences
Processing absences allows you to review the absence or find coverage for the shift. You can also process absences from your Computer or iOS device. From the When I Work Scheduling app, tap More at the bottom. Tap Absences. Tap the Absence you want to review or find a replacement for. (Optional) Tap Get Shift Covered (A). If the Absence needs to be deleted, tap the on the top right (B). You can either Create a Drop Request (A) or Move to OpenShift (B). If you tap Move to OpenShift, the shift is instantly moved and will be able to...Applies to Admins, Managers, Supervisors
Scheduling
Checking the Schedule
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Confirming Your Shifts
Confirm your shifts to let your employer know that you’ve seen your shifts and you know they’re your responsibility. You can also confirm shifts from your computer or iPhone. Your employer has the option to require shift confirmation: If shift confirmation is required, you’re automatically prompted to confirm your shifts when you sign in. All users are...Applies to Employees, Managers, Supervisors
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Viewing Your Schedule
Use the When I Work Scheduling app for Android to get your schedule no matter where you are. You can also get your schedule from your computer or iPhone. From the When I Work Scheduling app, go to the Dashboard. Find the Your Next Shift card, which shows your next upcoming...Applies to Admins, Employees, Managers, Supervisors
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Viewing Your Coworkers’ Schedules
If you want to know who you’ll be working with on a given day, you can use the When I Work app to view the full schedule for your workplace. You can also view the full schedule from your computer or iPhone. Your employer has the option to prevent you and your...Applies to Admins, Employees, Managers, Supervisors
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Receiving Your Schedule By SMS
When your Manager invites you to the schedule, you will receive a welcome SMS message if your mobile number was inputted. Reply with YESWIW to get schedule updates via SMS. If you are logged into the When I Work iPhone, iPad, or Android app, you will receive mobile alerts by push...Applies to Admins, Employees, Managers, Supervisors
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My Hours
The My Hours page in the iOS app and Android app displays your total and average hours weekly. Use the My Hours page to track and monitor your hours as well as find more hours. The My Hours page graphs a five-week period: Two historical weeks One current week and Two future/projected weeks If the account uses When I Work Time Clock & Attendance, past weeks will use timesheet data. The current and future weeks will use scheduled hours. My hours From the When I Work Scheduling app, tap More More in the bottom-right corner. Tap My Hours to see the breakdown of...Applies to Admins, Employees, Managers, Supervisors
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Identifying Annotations
Your employer can set up annotations to communicate important announcements about your workplace that can be viewed in the When I Work app. Annotations also display on the web and iOS apps. Your employer can create three types of annotations. Type Description Announcement General messages and workplace announcements. Time Off Not Allowed Indicates time off requests aren’t allowed on the selected days.* Business Closed Indicates the business is closed. * supervisors and managers can still submit time off requests on behalf of users. Annotations can be viewed several places within your When I Work profile. Type Dashboard Schedule Time Off Request...Applies to Admins, Employees, Managers, Supervisors
Scheduling
Time Off and Shift Requests
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Requesting Time Off
When you need to take time off from work, use the When I Work Scheduling app for Android to send the request to your manager for approval. Time off can be submitted as unpaid, paid (PTO), sick, or holiday. You can also request time off from your computer or iPhone/iPad. If...Applies to Admins, Employees, Managers, Supervisors
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Get Your Shifts Covered
If you’re unable to work one of your shifts you have a few options to get your shift covered: Shift Release – give your shift up to an OpenShift Shift Drop – give your shift to a coworker Shift Swap – trade shifts with a coworker Each shift coverage option...Applies to Admins, Employees, Managers, Supervisors
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Accept Shift Swap and Drop Requests
If your coworker cannot work an assigned shift, they can invite you to cover their shift. They may ask you to trade shifts (swap) or take a shift (drop). You can accept shift coverage requests from your Android device. You can also accept swap and drop requests from your computer or iOS...Applies to Admins, Employees, Managers, Supervisors
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Time Off Types
Every time off request created must have a time off type. The type of time off communicates why the user is taking time off. The time off request feature in When I Work may not fully align with your employer’s rules for time off. For more information on how your...Applies to Admins, Employees, Managers, Supervisors
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Bid on OpenShifts (OpenShift Requests)
Some OpenShifts may require pick-up approval by management. Bid on an OpenShift to express interest in a shift. Management then selects a user from the list of interested users to assign the shift. You can also request to work OpenShifts on the web app or an iOS device. From the When I Work Scheduling app, tap the Open Shifts Available card on the Dashboard. Tap the OpenShift that you want to take. Tap Request Shift. A confirmation appears at the bottom. Pending Approval After you submit your OpenShift request, it is sent to your manager for approval. You will be notified if you are...Applies to Admins, Employees, Managers, Supervisors
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How Tracking Absences Works
Absence tracking is a feature that allows users to report when they cannot work an assigned shift that takes place within the next 24 hours. When users report an absence, management is notified that the assigned person will not be working and coverage is needed. Absence tracking is available from...Applies to Admins, Managers, Supervisors
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Reporting Absences
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 iOS 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...Applies to Admins, Employees, Managers, Supervisors
Time Clock & Attendance
Introduction to Attendance
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How Does the Attendance Free Trial Work?
Use the 14-day free trial to try Time Clock & Attendance at no cost. During that time you’ll have full access to all attendance features. Time Clock & Attendance allows you to easily track time for your workplace with flexible time clock options and streamline payroll processing. You can configure...Applies to Admins
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How Does Free Attendance Work?
The Free Attendance service offers core When I Work Time & Attendance features in addition to your Scheduling service at no cost for accounts with up to 75 users. Free Attendance is Retired Starting in February, 2021, the Free Attendance option is no longer available to be added to new...Applies to Admins
Time Clock & Attendance
Tracking Tips
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Reporting Your Tips
With tips tracking enabled, you are prompted to enter your tips and any relevant notes upon clocking out of your shift. You can also report your tips on a computer or iOS device. Clock out of your shift. Enter the amount of tips you earned and any notes that would be helpful. Tap Clock Out.Applies to Admins, Employees, Managers, Supervisors
Time Clock & Attendance
Clocking In and Out
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Clocking In and Out
If your workplace allows mobile clock in, you can clock in and out from the When I Work Scheduling app on your Android phone. You can also clock in and out from your iPhone. Your employer has the option to require that you clock in no more than 5, 15, or 30 minutes early. Your employer has the option to require that you clock in within a specific distance of the location or job site where your shift is scheduled. Your employer can enable notifications to remind you to clock in or clock out from a shift. Your employer can enable...Applies to Admins, Employees, Managers, Supervisors
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Clocking an Employee In or Out (Scheduling App)
If you’re a supervisor, manager, or admin, you can clock in or out on behalf of your employees from your Android device. You can also clock in on behalf of your employees from your computer or iOS device. If you need to clock in or out for your own shift, see Clocking In and Out from Android. If you’re a supervisor, you can only clock in or out on behalf of employees that belong to your schedule. From the When I Work Scheduling app, tap Employee Activity At the bottom of the screen, tap Clock others in or out? Tap...Applies to Admins, Managers, Supervisors
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Setting Up a Time Clock Terminal
A time clock terminal is a dedicated computer or mobile device at your workplace that is used solely for clocking in and out. You might set up a time clock terminal at an entrance, break room, or central location at your workplace. Users clock in and out from the terminal...Applies to Admins, Managers, Supervisors
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Clocking In and Out From a Time Clock Terminal
A time clock terminal is a device at your workplace that is used solely for clocking in and out. If your employer has set up a terminal on an Android device, perform these steps to clock in and out. If your employer has set up a terminal on a different...Applies to Admins, Employees, Managers, Supervisors
Time Clock & Attendance
Breaks
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Take a Lunch Break
You can track your lunch breaks while you’re clocked in. These breaks are also called unpaid breaks. Check with your Manager to find out if you should record your breaks in When I Work. You must be clocked in to start a lunch break. From the When I Work Scheduling...Applies to Admins, Employees, Managers, Supervisors
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Take a Lunch Break on a Time Clock Terminal
You can track your lunch breaks while you’re clocked in. These breaks are also called unpaid breaks. Check with your manager to find out if you should record your breaks in When I Work. You must be clocked in to start a lunch break. Near the bottom of the screen,...Applies to Admins, Employees, Managers, Supervisors
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Reporting Paid Breaks on a Time Clock Terminal
You can report on your paid breaks upon clock out. Your manager has the option to turn off paid break reporting in the account’s settings. Paid breaks are recorded upon clock out. Near the bottom of the screen, enter your employee ID or email address. Tap Right. Tap Clock Out. Tap Yes or No to answer...Applies to Admins, Employees, Managers, Supervisors
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Reporting Paid Breaks
You can report on your paid breaks upon clock out. Your Manager has the option to turn off paid break reporting in the account’s settings. Paid breaks are recorded upon clock out. Tap Clock Out on the Dashboard. Tap Yes or No to answer the prompt. If Yes, skip to step 4. Tap How many weren’t taken...Applies to Admins, Employees, Managers, Supervisors
Time Clock & Attendance
Working with Timesheets
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How Timesheet Hours Are Calculated
To ensure timesheets are consistent, When I Work uses a standard calculation method to record worked hours. When I Work uses the following rules to calculate worked hours: When a user clocks in or out, When I Work records the hour and minute. Seconds are not recorded. For example, a...Applies to Admins, Managers, Supervisors
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Reviewing and Editing Timesheets
If you’re a supervisor, manager, or admin, you can use the When I Work Scheduling app for Android to review and edit timesheets. You can also edit timesheets from your computer or iPhone/iPad. You must have manager or admin access privileges to edit employee timesheets for all schedules. If you...Applies to Admins, Managers, Supervisors
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Reviewing and Editing Your Timesheet
If you use When I Work to clock in and out, review your timesheet to see how many hours you’ve worked during a pay period. You can also edit your timesheet if your employer has chosen to allow it. You can also review and edit your timesheet from your computer, iPhone,...Applies to Employees
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How Overtime is Calculated
When I Work automatically calculates overtime based on weekly and daily thresholds configured by the admin or manager. In the General Settings, there is an option to change the overtime thresholds. When I Work can calculate weekly, daily, and daily double overtime. Overtime Pay is calculated based on the hourly...Applies to Admins, Employees, Managers, Supervisors
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Weighted Average Overtime
If a user works more than one position with different pay rates in the work week, When I Work calculates a user’s overtime using the weighted average wages of the positions worked. Weighted average overtime is currently only supported on weekly or every two week pay periods. Weighted average overtime...Applies to Admins, Employees, Managers, Supervisors
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How Timesheet Rounding Works
The timesheet rounding option allows timesheet entries to be rounded to the nearest 5, 6, or 15 minutes to align with your payroll requirements and workplace policies. Both rounded and actual timesheet entries can be exported and rounded entries can be sent to a supported payroll integration. Enabling timesheet rounding...Applies to Admins, Managers, Supervisors
Time Clock & Attendance
Clair On-Demand Pay
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Clair On-Demand Pay Employee Adoption Guide
This article is intended to serve as a guide for how to share and help your team get started with Clair On-Demand Pay. Clair On-Demand Pay is included in the Time & Attendance product and gives users an opportunity to access their earned wages as soon as they clock out. Once On-Demand Pay is turned on in your account, users are given prompts to sign up on the dashboard and clock out screens in the When I Work mobile app. Setup is started in the When I Work web app and completed by setting up Clair. This guide gives you...Applies to Admins, Managers, Supervisors
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Clair On-Demand Pay Manager Reference
When I Work teams up with Clair, an on-demand pay provider to offer U.S.-based users access to a portion of their earnings as soon as they clock out. Clair’s mission is to bring financial confidence to America’s hourly workforce. This integration is included in the When I Work Attendance product...Applies to Admins, Employees, Managers, Supervisors
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Clair On-Demand Pay FAQ
On-Demand Pay means users can take wage advances based on the hours they have already completed instead of waiting for payday¹. When I Work teamed up with CLair to provide this at no cost to employers², no impact on payroll, with fee-free³ and instant options for users4. This allows users to take an advance based on their hours worked, available in the When I Work mobile app. No cost to you No changes to payroll Clair in-house support team The Clair On-Demand Pay Reference Guide is a guide for how you turn On-Demand Pay on in your When I Work...Applies to Admins, Employees, Managers, Supervisors
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Clair On-Demand Pay Employee Reference
Clair On-Demand Pay gives you access to a portion of your earnings as soon as you clock out of work. This article guides you through setting up Clair On-Demand Pay easily from the When I Work mobile apps. Disclosure All Advances are originated by Pathward®, N.A. All Advances are subject to eligibility criteria and application review. Terms and conditions apply. Set up Clair from the iOS or Android When I Work mobile apps. The setup tile is available on the Dashboard and My Hours pages. Account Creation Use of Clair is subject to additional terms as provided by Clair. All...Applies to Employees
Team Communication
Sending Emails and TeamTxt Messages
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Sending Group Emails
Using Group Emails from When I Work allows you to quickly communicate with all users, specific positions, or specific users about changes on the schedule or at the business. You can also send group emails from your computer or iPhone/iPad. You must have supervisor, manager, or admin access privileges to send a group email. Email...Applies to Admins, Managers, Supervisors
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Contact Your Employer
If you have questions regarding your schedule or timesheets, you can message your employer using When I Work. Use WorkChat or send an email through the mobile app to simplify communication with your managers and supervisors. You can connect with your managers and supervisors using WorkChat from your profile on a computer, the Android app or the iOS app. NOTE: If you don’t see WorkChat in the web and mobile apps WorkChat may be disabled by your employer. Try sending an email instead. From the When I Work Scheduling app, tap More More on the bottom-right of the screen. Tap Email...Applies to Employees
Team Communication
WorkChat
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Managing WorkChat
WorkChat allows you and your staff to send messages and images in real time without exchanging personal contact information. For example, you might want to start a discussion, share an image, send an announcement, or just let your employees know you’re running late. If you have manager or admin access privileges, you... -
Using WorkChat
WorkChat is a secure communication tool that allows you and your staff to send messages and images in real time without exchanging personal contact information. WorkChat can be further customized to fit exactly the type of communication you’d like for your staff to have access to. For example: Use in broadcast-only mode so managers can send out one-way messaging to all staff. Empower employees to start and post in custom channels to communicate with one another. You can also use WorkChat from your computer or the iPhone/iPad app. If you have manager or admin access privileges, you can manage WorkChat settings for...Applies to Admins, Employees, Managers, Supervisors
Team Communication
Documents
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Communicate With Your Team
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...Applies to Admins, Managers, Supervisors
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Viewing Documents
You can view documents in the When I Work mobile app. You can also view and share documents from your computer or iPhone/iPad. From the When I Work Scheduling app, tap Menu button More. Tap Documents. Tap the document you want to view. The document opens in your device’s default viewer.Applies to Admins, Employees, Managers, Supervisors
FAQs & Reference
FAQs
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Resetting a Forgotten Password
Follow these instructions if you forgot your password and need to create a new one. If you know your current password, you can change your password from your profile. If you’ve forgotten your password, request a password reset email. The password reset email expires after one hour. If you have...Applies to Admins, Employees, Managers, Supervisors
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I Can’t Log In
If you’re having trouble logging into your When I Work account, follow the steps in this article to troubleshoot and get back into your account. The app displays an “Incorrect username and/or password” message at the top of the screen when you log in with the wrong email address or...Applies to Admins, Employees, Managers, Supervisors
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I Can’t Reset My Password
Resetting your password relies on the email address set in your When I Work profile. If your email address is incorrect in When I Work, or if you enter the wrong email address, you won’t be able to reset your password. If this happens, you need to change your email...Applies to Admins, Employees, Managers, Supervisors
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Where can I find my employee ID?
An employee ID is a unique numeric identification code set by your employer. You can use this ID to clock in and out on a time clock terminal. Your employee ID is visible in the Profile & Settings section of the Android or iOS app. Employee IDs are set by the...Applies to Employees
FAQs & Reference
Troubleshooting Guides
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Troubleshooting Mobile Time Clocks
Overview If your users are having trouble clocking in or clocking out from the When I Work app on their iOS and Android devices, follow the steps in this article to troubleshoot and resolve the issue. Considerations You must have manager or admin access privileges to perform some troubleshooting steps in...Applies to Admins, Managers, Supervisors
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Troubleshooting a Time Clock Terminal on a Tablet or Phone
If your users are having trouble clocking in from a time clock terminal on an iPad, iPhone, Android phone, or Android tablet, follow the steps in this article to troubleshoot and resolve the issue. If your time clock terminal is running on a computer, check out our troubleshooting article on...Applies to Admins, Managers, Supervisors
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Troubleshooting WorkChat
Having trouble with WorkChat? Use this article to help find a solution so you can get back to communicating with your team. Your employer has the option to turn WorkChat on and off. Log into your profile via the web and click WorkChat WorkChat on the toolbar to open WorkChat. A Message Staff...Applies to Admins, Employees, Managers, Supervisors
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Troubleshooting Registration
If your users are having trouble registering their profile and joining your workplace, follow the steps in this article to troubleshoot the issue. If a user is already registered, check out I Can’t Log In for log in troubleshooting steps. Users can sign up for a new profile from the...Applies to Admins, Employees, Managers, Supervisors
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Troubleshooting Mobile Time Clock Location Issues
Overview If you are having trouble clocking in or clocking out from the When I Work app on your iOS or Android devices, follow the steps in this article to troubleshoot and resolve the issue. This article shows screenshots from the When I Work Staff Scheduling app for iOS. If...Applies to Employees
FAQs & Reference
References
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Language Support
When I Work offers and supports our web and mobile applications in English. Set the device language on iOS or Android to translate the app. Platform Language Web English iOS English, Spanish, French, Italian, German Android English, Spanish, French, Italian, German The Customer Care team at When I Work provides support...Applies to Admins, Employees, Managers, Supervisors
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Glossary of Terms
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...Applies to Admins, Managers, Supervisors
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Employee Resources
Use this guide to set up your profile and get started with When I Work. This guide assumes that you have received an email or text message invite from your manager to perform this setup. Resources linked in this guide lead to articles related to use of When I Work...Applies to Employees
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Supervisor Resources
Use this guide to set up your profile and get started with When I Work. This guide assumes that you have received an email or text message invite from your manager to perform this setup. Resources linked in this guide lead to articles related to use of When I Work...Applies to Supervisors
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Transport Layer Security (TLS) v1.2 Reference
When I Work strives to comply with industry standard best practices that ensure your data stays private and secure. A TLS v1.2 compliant version of your web browser or mobile app is required to connect to When I Work. If your web browser or mobile app is not compliant, you...Applies to Admins, Employees, Managers, Supervisors
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Shift Coverage Reference Guide
Shift coverage provides flexible scheduling options to increase employee accountability for their schedule and help ensure all of the shifts you need covered are filled. The shift coverage options include: Overlapping OpenShift pick-up – users can pick-up available OpenShifts that overlap their assigned shifts Shift release – reassigns a user’s...Applies to Admins, Employees, Managers, Supervisors
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Security Reference Guide
When I Work strives to comply with industry standard best practices that ensure your data stays private and secure. Use the following article as a guide to learn more about the security measures that When I Work has implemented for the web app and mobile apps. Check out our Trust Center to dive deeper into the measures When I Work has taken to build a secure platform. When I Work uses token-based authentication for the web app and mobile apps. Token-based authentication is a secure verification method that enables users to log in once to the When I Work app and... -
Two-Step Verification Technical Reference
Two-step verification adds a second layer of security to your account by requiring another method of verification beyond your initial password. Two-step verification is a way to ensure secure access to When I Work for everyone in your organization. Any malicious access attempts to When I Work accounts require a password and an authentication code in order to succeed. When I Work offers two-step verification as a way to confirm appropriate users are performing sensitive actions in your profile or as an optional feature for your account. Once enabled, two-step verification is required at each login to When I Work....Applies to Admins, Employees, Managers, Supervisors
FAQs & Reference
Get Help
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Contacting Us
If you need help with When I Work, you can contact our Customer Care team for assistance. You can also contact us from your computer or iOS device. When I Work offers support through tickets and live chat rather than phone assistance. Online support allows us to quickly and efficiently deliver the answers you need. We decided to keep our support online for a few reasons: We can instantly view your workplace, account activity, system details, and other information so we can troubleshoot effectively. Managing your account is a visual process. We frequently ask you to send us screenshots, videos, and links to help...Applies to Admins, Employees, Managers, Supervisors
FAQs & Reference
Product Updates
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Document Storage Release Notes
Document storage enables you to create a centralized repository of important documents for your employees to reference. It’s perfect for storing your employee handbook or an on-boarding checklist. Documents can be uploaded and shared on the When I Work web app, and viewed on all platforms. Document storage is available...Applies to Admins, Employees, Managers, Supervisors
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OpenShift Requests Release Notes
OpenShift Requests, also called Shift Bidding, is an option within OpenShifts that allows employees to express interest in the shift for a management to approve. The Shift Bidding option helps schedulers moderate the OpenShift pick up process to get the most qualified employees into the right shifts. OpenShift Requests is available...Applies to Admins, Employees, Managers, Supervisors
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Shift Tasks Release Notes
Tasks have been enhanced to include Shift Tasks. Shift Tasks increase employee accountability by allowing you to add tasks list directly to their scheduled shifts. This feature enables you to schedule tasks across schedules, assign tasks to shifts, and monitor progress as tasks are completed. Shift Tasks are available to all current plan types. Shift Tasks can be assigned to individual shifts or shift templates for future reuse. Check the status of Team Tasks and Shift Tasks from the Dashboard & Scheduler in the When I Work web app. Employees complete tasks on their iOS device or Android device. For more...Applies to Admins, Employees, Managers, Supervisors
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Overtime Visibility Release Notes
Overtime visibility displays the overtime impact when scheduling. Your account’s overtime thresholds are used to calculate an employee’s potential overtime when assigning a shift. Overtime visibility is available right in the Scheduler, where you can switch between Hours mode and forecast tools mode for weekly employee totals, and schedule day... -
Overtime Visibility for OpenShift Requests Release Notes
Overtime visibility has been added to the OpenShift Requests feature. OpenShift requests that are pending manager approval display the max hours and overtime impact for potential takers. A badge appears for any employee that will acquire max hours or overtime when processing OpenShifts requests. Hover over the badge for a breakdown... -
Shift Coverage Release Notes
We have enhanced the way in which you can empower your employees to self-schedule, giving you the confidence that you’ll have the coverage you need each day. Employees can now choose to release a shift to an OpenShift in addition to swapping or dropping the shift. Shift Release is a...Applies to Admins, Employees, Managers, Supervisors
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WorkChat Enhancements Release Notes
WorkChat has been enhanced to fit exactly the type of communication you’d like for your staff to have access to. You can: Use WorkChat in broadcast-only mode so managers can send out one-way messaging to all staff. Empower employees to start and post in custom channels to communicate with one...Applies to Admins, Employees, Managers, Supervisors
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Labor Sharing Release Notes
Labor Sharing is a way to increase your shift coverage by looking at eligible and available employees on your other schedules. Use Labor Sharing when you need to fill vacant OpenShifts, backfill dropped shifts, or find coverage for your employees’ planned PTO. Advanced Feature Don’t see this feature? Check out the plans page to upgrade to a plan with access to Labor Sharing. Share shifts between schedules using Shared OpenShifts. Edit your existing schedules’ OpenShifts to be Shared OpenShifts, or create new Shared OpenShifts. Schedule Shared OpenShifts in the When I Work web app, on your iOS device, or...Applies to Admins, Managers, Supervisors
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Availability Enhancements Release Notes
Availability has been enhanced to enable admins and managers to enforce how many days notice you need to change availability. Enforcement can help better manage employees making last-minute changes to their availability. New field in Scheduling Settings for Availability that enables the admin or manager to set days notice required for... -
WorkChat Enhancements for iOS and Android Release Notes
WorkChat has been updated so you can customize your communication with your team from the iOS and Android apps. Remove users from channels: Now you can simply remove employees from channels instead of creating a new channel. Improved channel creation: Create new channels without having to first send a message. ...Applies to Admins, Employees, Managers, Supervisors
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Overlapping OpenShift Coverage Release Notes
The overlapping OpenShift coverage option allows employees to pick up OpenShifts that overlap with currently scheduled shifts. This permits employees to double up on shifts that have overlapping times if the employee can cover enough of the OpenShift. Overlapping OpenShifts can be used without or with shift bidding (OpenShift pick-up approval) enabled....Applies to Admins, Employees, Managers, Supervisors