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…
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…
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…
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…
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…
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…
Webhooks send event data from When I Work to an endpoint that you set up letting you know about certain changes that happen in near real-time within your account. Webhooks also allow for a push model where you are notified about changes made on the backend. The Endpoint is the…
Role Permissions provide admins more centralized control over the permissions and access allowed for managers and supervisors. This article covers specifics surrounding each Role Permissions setting in the General Settings. To adjust the Role or “access level” of a specific user, see User Access Privileges. Callout Description a Check to allow Managers access to the Gear menu and make changes to Settings (General, Scheduling, Attendance, Integrations). b Check to allow Managers to view and make changes to the following Workplace objects: Schedules Positions Job Sites Shift Templates Tags Callout Description a Check to allow Supervisors to view and make changes…
You can create additional time off types to align with your workplace’s time off policies. There is no limit to the amount of additional types you create and they can be set as unpaid, paid, or both. This is useful when you want to add types like Jury Duty, Bereavement,…
Each When I Work has three slots available for admins who control payments and the life of the account. The admin is the only user role with access to the Account & Billing page. The Primary Contact can only be assigned to a user with admin level access. Hover over Gear, then…
