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  • Clair On-Demand Pay Manager Reference

    • February 22, 2022
    • Chad Busch

    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…

  • Clair On-Demand Pay Employee Adoption Guide

    • Chad Busch

    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…

  • 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…

  • Setting Up Team Task Lists

    • Chad Busch

    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…

  • Setting Up Shift Task Lists

    • 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…

  • Setting Up Team Task Lists

    • Chad Busch

    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…

  • Creating and Managing Tags

    • September 20, 2021
    • Chad Busch

    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…

  • Creating and Managing Tags

    • Chad Busch

    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…

  • Import Users From Contacts

    • September 2, 2021
    • Chad Busch

    Importing your staff from contacts on your iOS device is useful if you already have their information stored in the contacts on your device. You can import one or many to help simplify your user creation process. When I Work does not share your contact’s information. Your contacts are only…

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