Chad Busch – Page 2 – When I Work Help Center

Edit Time Off Balances for Users
- February 20, 2024
- Chad Busch
You can make adjustments to a user’s time off balances in their user profile. This is helpful if you are migrating from a system where time off balances already existed or if you need to make manual updates of balances for specific users. If you need to check your balance, see Checking Your Time Off Balance. You must have attendance and/or Payroll to use time off accruals. Your workplace must be set up to with a time off accrual policy. Only admins and managers can edit time off balances. Hover over , then select Users. Click next to the user…
Manage Time Off Accrual Policies
- Chad Busch
Time accrual policies enable your employees to earn time off based on how much they work. They can submit time off requests that are then automatically deducted from their earned time. From the Time Off Accrual section you can: Add new policies for time off accrual. Add caps to how many hours a user can accrue. Add milestones into your accrual policy. Check out Edit Time Off Balances for Users if you are an admin or manager and need to make adjustments to a time off balance. You must have attendance and/or Payroll to use time off accruals. You can…
Filtering Requests
- October 12, 2023
- Chad Busch
Use the filters on your iOS device to find the requests that need your attention. You can also filter requests on Android. 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. To filter shift requests: From the When I Work Staff Scheduling app, tap a request type under Requests Needing Approval. Tap , then select the relevant filters. Tap Apply Filters to view the filtered results.
Updating Billing Information (Legacy)
- July 17, 2023
- Chad Busch
You can update your billing information at any time to change which card you use to pay for When I Work. Legacy Billing Engine This article covers account and billing content prior to July 17, 2023. Check out the non-legacy articles if your screen looks different. You must be the…
Upgrading to a Paid Plan (Legacy)
- Chad Busch
Upgrading to a paid plan allows you to access When I Work features beyond your free trial. When I Work offers different plans that allow you to configure your account to best suit your needs. 2022 Plan Content This article covers the process to upgrade a free trial to a…
Add Seats to a Plan (Legacy)
- Chad Busch
More seats can be added to the account’s plan without changing your plan type. Adding more seats allows you to add more users on the Users page. If you need to update your plan to include more features, see Switching to a Different Plan. Legacy Billing Engine This article covers…
Add Time Clock & Attendance to Your Plan (Legacy)
- Chad Busch
Once you’ve mastered scheduling, take your account to the next level and add Time Clock & Attendance to your plan. 2022 Plan Content The content described in this article is for 2022 plans. If you have a legacy plan and want to add Time Clock & Attendance, you will need…
Exporting Archived Users
- April 25, 2023
- Chad Busch
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…
Scheduling Rules Reference
- October 29, 2021
- Chad Busch
Scheduling rules are available to help promote a more thoughtful schedule that keeps the well-being of the employees at a high focus point. They can also be used to meet local guidelines around scheduling, such as required-time off per week. Scheduling Concerns are shown in the following areas: Create shift dialog Drag and drop shift actions OpenShift edits or manager drop shifts User name on Scheduler Confirmation dialog when publishing the schedule Published shifts that could cause a concern if a user would pick it up are not shown to users as an available OpenShift or swap/drop. Users that want…
Setting Up Shift Task Lists
- October 18, 2021
- Chad Busch
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. Set up a new shift task list to group tasks that need to be completed during the assigned shifts. From…

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