Chad Busch – Page 4 – When I Work Help Center

Monitoring Tasks
- September 10, 2019
- Chad Busch
You can monitor team task completion and mark tasks complete from your mobile device. Tasks can also be monitored from a Computer or on the iOS app. Use the Dashboard Dashboard to monitor daily tasks. From the When I Work Scheduling app, go to the Dashboard Dashboard. You can see if there are tasks assigned to your current shift. Tap the shift to view the details and tap the Tasks Tasks section to view the tasks for the shift or team. The Tasks page shows which tasks are completed, who completed them, and when they were completed. a. View the Shift Tasks assigned…
Monitoring Tasks
- Chad Busch
You can monitor team task completion and mark tasks complete from your mobile device. Tasks can also be monitored from a Computer or on the Android app. Use the Dashboard Dashboard to monitor daily team tasks. From the When I Work Staff Scheduling app for iPhone and iPad, go to the Dashboard…
Scheduling Shift Tasks
- Chad Busch
When your shift task list is ready, you can add it to shifts to make its tasks visible to your users. You can schedule the list to a single shift or add the list to a shift template to use over and over. To schedule team task lists instead, check…
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…
Viewing the Timesheet Edit History
- August 27, 2019
- Chad Busch
View the edit history of a particular timesheet entry to see when the entry was created, any edits made to the entry and who made the changes. You can also view the map where users clocked in and clocked out. View the edit history when you have multiple users reviewing…
Change the Weekly Overtime Boundary
- August 19, 2019
- Chad Busch
Accounts that calculate weekly overtime from the start of the pay period have the option to switch their overtime calculation to the start of the work week. The advantages of switching your account’s overtime boundary to the start day of the week include: Keeping things simple: Switching allows for overtime…
How OpenShifts Work
- July 31, 2019
- Chad Busch
Schedule an OpenShift when you’d like a user to pick up a shift instead of assigning it to a specific person. OpenShifts are a good fit when: You want to give your users the flexibility to pick up shifts that work best for them. Your user’s availability is complicated, and letting them pick up shifts themselves saves time for everyone. The OpenShifts feature allows you to add shifts to the scheduler that users can select to work based on their eligibility. Schedule OpenShifts using shift templates or by creating custom shifts. TIP: Collapse the OpenShifts row when there are at least…
How Shift Bidding Works (OpenShift Requests)
- July 24, 2019
- Chad Busch
Shift Bidding, also called OpenShift Requests, is an option within an OpenShift that allows users to express interest in the shift. You can then view who has requested to pick up the OpenShift and select and approve a user to work the shift. The Shift Bidding option helps you moderate the OpenShift pick up process to get the most qualified people into the right shifts. Require pick up approval on OpenShifts to allow users to bid on the shift. Shifts requiring pick up approval are marked with a pick up approval icon in the scheduler. You can also create OpenShifts…
Manage User Seats
- July 9, 2019
- Chad Busch
You can add or remove user seats in your 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. You must have admin access privileges in order to add or remove seats from a plan. Hover over , then select Account & Billing. Click Manage Seats. Click + or – to change the number of seats allowed in your account. (Optional) Enter a coupon code then click Apply. Click Complete Purchase to confirm your changes. Your changes take effect…
Deleting OpenShifts
- June 24, 2019
- Chad Busch
Overview If you no longer need an OpenShift or you accidentally scheduled it, you can delete it from the schedule. Hover over the OpenShift you want to delete. Click More button. Select Delete. Alternatively, you can edit the OpenShift, then click Delete. Click Confirm Delete. Clear all OpenShifts for the week from week view….

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