Overview
You can use the When I Work app to add a user from anywhere.
You can also add a user from your computer or Android device.
Considerations
You must have supervisor, manager, or admin level access to add a user.
Add a user
- From the When I Work Staff Scheduling app, tap More in the bottom-right corner of the screen.
- Tap Users.
- Tap in the top-right corner of the screen.
- Add the user’s details:
- Profile picture
- First name
- Last name
- Phone number
- Email address
- Employee ID
- Role
- Max Hours/ Week
- Timezone
- Notes
- Add the user’s assignments:
- Add the Schedules where the user will be working. Tap to add schedules.
- Add the Positions the user is qualified to work. Tap to add positions.
- Add the Tags the user is qualified to work. Tap to add tags.
- When you’re finished, tap Save in the top-right corner of the screen. Tap Save again to confirm.
User details
| Picture |
| (Optional) Profile picture. |
| First Name |
| (Required) The user’s first name. |
| Last Name |
| (Required) The user’s last name. |
| Phone |
| (Recommended) Include the user’s phone number to send an invite. |
|
(Recommended) Include the user’s email address to send an invite. Only the user can edit their email address once they’ve registered their profile. |
| Max Hours/Week |
| (Optional) The maximum number of hours that the user prefers to work per week. |
| Timezone |
| (Optional) Set a custom time zone to translate the user’s shift times to their time zone |
| Role |
| (Required) Access privileges given to the user. |
| Employee ID |
| (Optional) If you’re using the Time Clock & Attendance, the user can use an employee ID or email addresses to clock in. |
| Notes |
| (Optional) Descriptive information about the user. |
| Schedules |
| (Required) Schedules where the user works. |
| Positions |
| (Recommended) Positions the user is qualified to work. |
| Tags |
| (Optional) Tags the user is qualified to work. |
| Name | Description |
| Picture | (Optional) Profile picture. |
| First Name | (Required) The user’s first name. |
| Last Name | (Required) The user’s last name. |
| Phone | (Recommended) Include the user’s phone number to send an invite. |
|
(Recommended) Include the user’s email address to send an invite. Only the user can edit their email address once they’ve registered their profile. |
|
| Max Hours/Week | (Optional) The maximum number of hours that the user prefers to work per week. |
| Timezone | (Optional) Set a custom time zone to translate the user’s shift times to their time zone |
| Role | (Required) Access privileges given to the user. |
| Employee ID | (Optional) If you’re using the Time Clock & Attendance, the user can use an employee ID or email addresses to clock in. |
| Notes | (Optional) Descriptive information about the user. |
| Schedules | (Required) Schedules where the user works. |
| Positions | (Recommended) Positions the user is qualified to work. |
| Tags | (Optional) Tags the user is qualified to work. |