Chad Busch – Page 5 – When I Work Help Center

Add Time Clock & Attendance to Your Plan
- February 5, 2021
- Chad Busch
Once you’ve mastered scheduling, take your account to the next level and add Time Clock & Attendance to your plan. Current 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 to switch to a 2022 plan. You must have admin access privileges in order to add Time Clock & Attendance. Hover over , then select Account & Billing. Click Change Plan. Click the toggle for Time & Attendance. Click Select Plan. Review the changes to the plan, then click Complete Purchase.
Assigning Tags
- December 9, 2020
- Chad Busch
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 on your Computer and…
Assigning Tags
- Chad Busch
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 on your Computer and iOS device. You must have supervisor, manager or admin level access to assign a tag. Tags are not visible to employees. When a shift has tags assigned, an employee must be assigned all tags present in the shift to be eligible to take it. From the When I Work Scheduling app, tap Calendar Scheduler….
Scheduler Position View Reference Guide
- December 8, 2020
- Chad Busch
Position view displays shifts grouped by assigned position. Use position view if you’d like to schedule coverage based on which positions need to be filled. Position view can be used in the week, two-week, or month time views. Time off requests and availability preferences are not displayed in this view. User’s availability appears when you add or edit a shift. Go to the
Scheduler User View Reference Guide
- Chad Busch
User view allows you to view the schedule organized by user. Use user view if you prefer to think about schedule coverage based on who is scheduled. User view can be used in day, week, two-week, and month time views. Time off requests and availability preferences are displayed in this view. If you’d like to adjust the order that users appear, check out Sorting Users. Go to the
Scheduler Coverage View Reference Guide
- Chad Busch
Coverage view displays shifts in chronological order based on start time. Coverage view is a great tool to use when you want to make sure you have an entire week’s worth of shifts covered. It also helps you to determine any gaps for priority shift times. Coverage view can be used in the week, two-week, or month time views. Time off requests and availability preferences are not displayed in this view. User’s availability appears when you add or edit a shift. Shifts at other schedules are not displayed in this view. When shifts have the same start time, their order will be determined…
Troubleshooting Registration
- October 13, 2020
- Chad Busch
If your users are having trouble registering their profile and joining your workplace, follow the steps in this article to troubleshoot the issue. If a user is already registered, check out I Can’t Log In for log in troubleshooting steps. Users can sign up for a new profile from the…
How Shift Templates Work
- September 17, 2020
- Chad Busch
Shift templates allow you to efficiently schedule shifts that have a consistent start and end time. Instead of manually entering in custom shift details one-by-one, shift templates allow you to schedule a pre-created shift quickly and easily. Don’t have any shift templates created yet? Check out Creating and Managing Shift Templates. You must have supervisor, manager, or admin access privileges in When I Work to use shift templates. In order to appear on a schedule, a shift template must be assigned to that schedule. Available shift templates are impacted by Filtering the Schedule. There are a few qualifications that need to be met in order…
Exporting Custom Timesheets
- Chad Busch
Custom timesheet exports allow you to download customized spreadsheets containing timesheet data. You can create this export for a custom date range outside of your pay periods. Custom timesheet exports also allow you to filter the export based on schedules, job sites, positions, and users. All timesheet exports contain raw…
Max Hours Enforcement Reference
- Chad Busch
Max hours Enforcement enables you to enforce the maximum amount of hours each user can work per week when picking up OpenShifts. You can use this feature to: Prevent users from taking too many OpenShifts or shift requests. Control your workforce labor costs. Max hours enforcement uses the Max Hours/Week…

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