When your team task list is ready, you can add it to the schedule to make its tasks visible to your users. You can set the list to automatically repeat daily or weekly, or you can pick the days it should be active. To schedule shift tasks instead, check out…
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…
Use task lists to let your users know what activities they need to complete on a given day or during their shift. Then monitor the task lists to ensure those activities are completed. Task lists can be created, assigned, and monitored from a computer, iOS device or Android device. Tasks can only be completed from an iOS device or Android device. When I Work offers two types of task lists: Team Tasks and Shift Tasks. List type Description Team Tasks Create team task lists for activities or duties that are completed collaboratively by the users working that day. Team tasks…
Schedules and job sites are powerful tools to help you schedule your team. In this article, we’ll examine both features and help you decide when to use them. A schedule is a way to group users. You add shifts to a schedule. A job site is an optional way to identify a specific location where a shift takes place. When you add a shift to a schedule, you can assign a job site to the shift to let the user know where to go. At the most basic level, a schedule is a way to group users. A schedule might represent…
The dashboard helps you see your upcoming shifts, see who is scheduled today, process requests, take OpenShifts, or customize your availability preferences. You can also clock in for shifts if mobile clock in is enabled. The Dashboard is also available from your computer or iOS device. The items that appear on the dashboard may differ based on your access level (employee, supervisor, manager, or admin) and workplace settings. Your employer has the ability to turn availability preferences on and off. If you don’t see an option to set your availability, it may be disabled for your workplace. The dashboard appears…
You may need to unpublish a shift if you accidentally published it too early, or if you need to modify the shift without making the changes immediately visible to the user. When you unpublish a shift, the assigned user can no longer see it and the user is not notified. However, the shift is still visible to supervisors, managers, and the admin. You can also unpublish shifts from your computer or Android phone. From the When I Work Staff Scheduling app, tap the Schedule tab at the bottom of the screen. Tap the shift that you need to unpublish. In the…
You may need to unpublish a shift if you accidentally published it too early, or if you need to modify the shift without making the changes immediately visible to the user. When you unpublish a shift, the assigned user can no longer see it and the user is not notified. However, the shift is still visible to supervisors, managers, and the admin. You can also unpublish shifts from your iPhone/iPad or Android phone. On the shift that you want to unpublish, click Edit or Pencil button. Click Save & Unpublish. Go to the day, week, or month that you want to…
If you want to avoid sending your users too many notifications when you’re building the schedule, don’t publish shifts one at a time. Instead, publish the schedule for longer time periods and we’ll do our best to minimize notifications. To make sure your employees are aware of their shifts, When I Work notifies your employees when: You publish shifts that are assigned to them using the Publish & Notify button or by publishing the shift individually. You save changes to a shift that is already published. You publish OpenShifts that they’re eligible to take. You offer OpenShifts to them. You delete a…
Absence Tracking This feature of When I Work allows employees to report when they will not be at work. Also gives supervisors, managers, and admins the option find coverage for the shift. Access Privileges A user’s Access privilege, also called ‘role,’ determines what they can see and do in When I Work. See also employee, supervisor, manager, and admin. Account ID A unique ID for the workplace account set in the General Settings that employees can use to register for your account without an invite. Admin This user is the owner of the account and in charge of billing. The admin…
You might want to set up multiple schedules if your business operates out of different physical locations/regions or you want to build separate schedules for different teams/departments. At the most basic level, a schedule is a way to group users. A schedule might represent a physical place of business, a department, a geographic region, or a group of people that you want to manage independently within When I Work. Multiple Schedule Scenario Example Separate physical places of business Uptown restaurant and Downtown restaurant Separate departments/teams Front of House and Back of House teams at a restaurant Separate geographical regions West…
