Setting Up Scheduling for Your Workplace
Applies to Admins, Managers, Supervisors
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Create an Account for Your Business
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This article walks through how to start Scheduling with When I Work. If you would like to use the Scheduling and the Time Clock & Attendance services together, see Setting Up Scheduling and Time Clock & Attendance for Your Workplace. This article describes how to set up your account from...
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Setup Recommendations for Food Service
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 food truck,... -
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... -
Create an Additional Workplace
Multiple When I Work workplaces can be linked to the same email address. To create a new workplace under your already registered email address, follow this guide. This guide shows how to create a new workplace as an employer. If you are looking to join an already existing workplace, check...Applies to Admins, Managers, Supervisors
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Setting Up Scheduling and Time Clock & Attendance for Your Workplace
This article walks through how to set up your account to use Scheduling and Time Clock & Attendance together. If you would like to use Scheduling alone, see Setting Up Scheduling for Your Workplace. This article describes how to set up your account from a computer. While you can also...Applies to Admins
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Dashboard and Navigation
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Web App Navigation Reference for Employees
Use this article to help you find settings or features in the When I Work web app. This article is intended for users with employee level access. The navigation bar is the starting point for all the actions in the When I Work web app. Callout Name a Notifications b My Schedule c Team Schedule¹ d Attendance² e WorkChat f Requests g Coworkers h Documents i Profile ¹This menu is only available if your employer has allowed you to view your coworkers’ schedules. ²This menu is only available if your account has the Attendance feature enabled. Notifications The Notifications area in the...Applies to Employees
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Web App Navigation Reference for Managers
Use this article to help find settings or features in the When I Work web app. This article is intended for users with admin, manager, or supervisor level access. If you are an employee, check out Web App Navigation Reference for Employees. The navigation bar is the starting point for all the actions in the When I Work web app. Callout Name a Notifications b Dashboard c Scheduler d Attendance e WorkChat f Requests g Workplace h Gear¹ i Profile ¹This menu item is not available to the supervisor access level. Notifications The Notification area in the top-left corner of the...Applies to Admins, Managers, Supervisors
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Using the Dashboard (Scheduling and Attendance)
The dashboard gives you a quick look at what’s going on in your business. You’re able to monitor shift coverage, labor costs, and attendance notices right from one page. If you don’t use Time Clock & Attendance with Scheduling, check out Using the Dashboard (Scheduling Only Accounts) instead. The dashboard is only available to users with supervisor, manager, or admin access. You must have manager or admin level access to view the Worked Labor Cost and Pay Period Forecast sections of the Dashboard. Your users must have hourly rates for the Time Clock & Attendance data to report correctly. Your dashboard can be...Applies to Admins, Managers, Supervisors
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Using the Dashboard (Scheduling Only)
The dashboard gives you a quick look at what’s going on in your business. You’re able to monitor shift coverage and labor costs from one page. If you use Time Clock & Attendance with Scheduling, check out Using the Dashboard (Scheduling and Attendance) instead. The dashboard is only available to users with supervisor, manager, or admin access. You must have manager or admin level access to view the Scheduled Labor Cost and Labor Trend sections of the Dashboard. Your dashboard can be customized to hide and rearrange cards to highlight the information that is most valuable to you. To configure your dashboard,...Applies to Admins, Managers, Supervisors
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User Access
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User Access Privileges
Users within the workplace account can be given employee, supervisor, manager, or admin access privileges. Also called “access levels”, these levels of access determine what users can see and do in When I Work. New users are set up as employees by default. Set a user’s access level as employee...Applies to Admins, Managers, Supervisors
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Allow a Supervisor to View Employees’ Wages
By default, supervisors are unable to view the wages of employee-level users. You may want to give a supervisor access to view employees’ wages so they can: View labor costs while scheduling View employees’ wages in timesheet exports and pay period summaries (Time Clock & Attendance) You must have admin...Applies to Admins
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Giving Managers Access to Manage Timesheets and Pay Periods
Giving a manager access to manage timesheets and pay periods allows them to edit and close out pay periods. They can also configure pay period settings in the Attendance Settings. You must have admin level access to give a manager access to manage timesheets and pay periods. Supervisors cannot be...Applies to Admins
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Working With Users
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Reminding a User to Accept an Invite
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...Applies to Admins, Managers, Supervisors
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Assigning Users to Positions and Schedules
Assign users to multiple positions or schedules at once to save time instead of assigning their positions or schedules one by one. Removing a user from a position does not affect their scheduled shifts. If you remove a user from a schedule: Their past shifts are hidden from the schedule....Applies to Admins, Managers, Supervisors
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Sorting Users
Sorting allows you to modify the order that users appear on the scheduler. Sorting your users allows you to modify the order they appear on the scheduler. You can sort users by first or last name, or you can custom sort if you prefer to view employees in a different...Applies to Admins, Managers, Supervisors
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Reactivating Archived Users
If you have people re-joining your business, you can reactivate an archived user to restore their previous user profile instead of adding a new profile. When you reactivate a user: They do not receive a notification that they’ve been reactivated. After reactivating a user’s profile, their information repopulates in the...Applies to Admins, Managers, Supervisors
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Attendance Alerts & Exempt Status
If users do not need to clock in and clock out or do not need overtime calculated, you can disable attendance reminders and prevent overtime from being calculated for them. Enable this setting to make a user exempt from overtime pay calculations. For example, the user is salaried. Hover over...Applies to Admins, Managers, Supervisors
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Archive a User
Archiving a user removes that person from the schedule, deactivates their user profile and revokes access to your workplace. 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 and managers...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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Hiding a User from the Schedule
If you don’t intend to schedule a user for shifts, you can hide the user from the schedule. For example, if the managers at your workplace make the schedule but are not hourly workers themselves, you might want to hide them from the schedule. You must have supervisor, manager, or...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 iOS device or Android device. You must have admin or manager level access to approve a request to join. If a user... -
Add and Edit Users
Add users and manage their information to make sure their profiles are configured to fit your needs. In addition to their contact information, your user’s profiles contain their assigned schedules, positions, and wage information. You can also edit a user’s information from your iOS device or Android device. Supervisors can edit user’s...Applies to Admins, Managers, Supervisors
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Exporting Users
Exporting your users provides you with a spreadsheet containing their contact and profile information. Export your users if you want a spreadsheet containing their information outside of When I Work, or if you need to import users into another account. Check out Can I Export My Data? for more information...Applies to Admins, Managers, Supervisors
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Remove Email Address from Blocklist
If a user’s email address is blocklisted, the user does not receive email notifications from When I Work. Remove a user’s email address from the blocklist on the Users page via the web. A blocklist is a list that identifies IP addresses or domains that is used by Internet service...Applies to Admins
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View Archived Users
If you have previously archived a user, you can view a list of users whose profiles are inactive along with the date they were archived. If you wish to reactivate user profiles, see Reactivating Archived Users. You must have admin, manager or supervisor level access to view archived users. supervisors cannot...Applies to Admins, Managers, Supervisors
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Download the User Import Template
When I Work provides a downloadable user import template that helps to streamline your user import process. If you already have a user spreadsheet set up, you can import that file into When I Work. However, we recommend using the When I Work user import template for best results. Headers... -
Importing Users
Whether you’re building a brand new account or updating your existing roster, the user import feature has several benefits and makes maintaining your team’s information easy. We offer a user import template that streamlines the import process. With the user import feature, you can: Add all of your users in... -
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...Applies to Admins, Managers, Supervisors
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Exporting Archived Users
If you need to gather information about users you have archived, you can export the archived user’s information. You must have Admin or Manager role permissions to export an archived user The export file contains same fields as the user export with 2 additional columns: Archived Date: The date the...
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Working With Positions
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How to Assign Different Rates For Different Positions
If a user is paid differently based upon the position they are working, set up their hourly rate settings to make the position-based rate assignments automatic. If you haven’t already done so, add positions and assign positions to your users. Hover over Workplace, then select Employee Users. Click Edit that...Applies to Admins, Managers, Supervisors
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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 add positions from your iOS device and Android device. You must have manager or admin level access to create a position. When you add or modify a position, the schedule and timesheets are immediately updated.... -
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 iOS device or Android device. You... -
Importing Job Sites
You can import job sites using our import tool and pre-formatted spreadsheet. This feature is useful when you have a lot of job sites you want to add at once. We recommend using our job site import template: Job Site Import Template If you don’t use our template, make sure... -
Scheduling Shifts at Job Sites
Job sites help indicate a specific place or location where your users are working away from your regular place of business. For more information, see Creating and Managing Job Sites. Hover over Workplace, then select Job Site Job Sites. In the top-right corner, click Add Job Site. Enter the job site details....Applies to Admins, Managers, Supervisors
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Add Latitude/Longitude for Geolocation
When adding a physical address to a job site or schedule, look at the Google Maps visualization and verify that the pin best reflects your physical address. If the Google Maps visualization does not match the physical address where you want users to clock in, you may want to assign...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...Applies to Admins, Managers, Supervisors
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Exporting Schedules
Exporting schedules allows you to download a spreadsheet with your schedule information. Export schedules if you’d like to keep a record of them outside of When I Work. Schedule exports can be customized to fit your needs. Check out Can I Export My Data? for more information on exporting other...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 from your iOS device...Applies to Admins, Managers, Supervisors
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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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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 99 and later Firefox version 100 and later Safari version 14 and later Edge version 100 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 15 or later. iOS versions 7.1–12.0 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. You can also join your workplace from an iOS device or Android device. There are...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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Log in with Third-Party Connect (Single Sign On)
The Single Sign On (SSO) integration allows you to use your existing corporate authentication to access When I Work. Use the When I Work log in page to access your account using a third-party connect. From your computer, use a supported web browser to sign in to When I Work on the web....Applies to Admins, Employees, Managers, Supervisors
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Signing in with Your Apple ID
Using Apple to sign in to When I Work allows you to access your account with your Apple ID 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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Your Personal Profile
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Change Your Password
Follow these instructions if you know your current password and want to change it. If you’ve forgotten your password, you can reset your password. Hover over your name, then select My Profile My Profile. Click Change Password at the top right. Enter your current password in the Current Password field. Enter a...Applies to Admins, Employees, Managers, Supervisors
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Add a Profile Picture
Adding a profile picture will help your managers and coworkers recognize you in the app. You can also add a profile picture from your Android device or iOS device. The image you upload must be bigger than 128×128 pixels and no bigger than 500k in size. Hover over your name, then select My Profile My Profile....Applies to Admins, Employees, Managers, Supervisors
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Change Your Privacy Preference
Each user can turn their privacy settings on or off from a computer or iOS device. When privacy is turned off, your fellow coworkers can view your contact information from the Coworkers tab on the web app and mobile apps. When privacy is turned on, your coworkers can only see...Applies to Admins, Employees, Managers, Supervisors
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Updating Your Profile Settings
Your personal profile in When I Work allows you to change your password, set a profile image, set your personal information, and configure your preferences. Hover over your name, then select My Profile My Profile. Click Change Password, then enter a new password. For more information, see Changing Your Password. Hover over...Applies to Admins, Employees, Managers, Supervisors
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Change Your Email Address
If you have a new email address, updating your email address in your profile ensures that email notifications and other messages are sent to the correct email address. You can also update your email address from your iOS device or Android device. Supervisors, managers, and admins cannot update a registered user’s...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 method of verification beyond your initial password. This article covers enabling two-step verification on your computer. You can also enable and log in with two-step verification on your Android device or iOS device. If you have...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 method of verification beyond your initial password. This article covers configuring two-step verification on your computer. You can also configure two-step verification on your iOS device or Android device. Two-Step Verification TechnicaApplies to Admins, Employees, Managers, Supervisors