Curtis Branum – When I Work Help Center

Processing Absences
- March 7, 2023
- Curtis Branum
Overview When an employee reports an absence, you can view the note for the absence or find coverage for the shift. You can also process absences from your Android or iOS device. Considerations You must have supervisor, manager, or admin access privileges in order to process absences. You can respond to absences in three locations: From the dashboard under Attendance Notices From the Absence Page From the Scheduler Absence tracking can be used alongside the shift coverage options in the Scheduling settings. Note: When the start time of a shift has already passed, the absence can be reported, but the shift…
Square Integration Reference
- April 19, 2022
- Curtis Branum
When I Work integrates with Square Payroll for quick and seamless time tracking and payroll services. The integration allows you to sync employees, schedules, and time entries between the systems. Your workplace must use Time Clock & Attendance to set up payroll integrations. This integration is available for US customers only. Employees must be active in Square Team Management in order for users to sync to Square Payroll. NOTE: You do not need a separate subscription to Square Team Plus. If you do have a Square Team Plus plan, there are features in Team Plus that are not supported by When…
Shift History Report Details
- March 15, 2022
- Curtis Branum
Use the Shift History report to trace shift changes that can help resolve labor disputes, hold employees and schedule managers accountable for their actions, and identify patterns of behavior over time. Shift history is available for shifts from the last 60 days. Shifts assigned to archived users are included in…
Shift History Report Example Scenarios
- Curtis Branum
This article provides examples of some data that can be pulled from the Shift History report within the reporting feature of When I Work. For a more detailed look at what you can do with custom reports, check out Custom Reports Reference and Creating and Refining Custom Reports. This report is useful to see all the shifts that have been deleted over a certain time period. Click Reports. Click Custom Reports, then click New Report. Create a Shift History report for the date range you want. Expand Reason Code filter, then click delete. This report is useful to perform audits of shift edits…
Creating and Refining Custom Reports
- March 10, 2022
- Curtis Branum
When I Work provides a rich interface for creating custom reports then refining each to look at data about your workplace analytically. Once you have created a custom report, you can refine the data within the report and save the report definitions to run the report again in the future. Considerations Data availability for the Shifts and Times report spans the past 3 months and 3 months into the future. Data availability for the Shift History report spans the past 60 days. Reports cover a 180 day duration period. Data in the Shifts and Times reports are available in real-time….
Shifts Report Example Scenarios
- March 9, 2022
- Curtis Branum
This article provides examples of some data that can be pulled from the Shifts report within the reporting feature of When I Work. For a more detailed look at what you can do with custom reports, check out Custom Reports Reference and Creating and Refining Custom Reports. You might want to view unfilled OpenShifts in order to determine whether you’re meeting your staffing requirements, or to determine whether certain types of OpenShifts are less desirable to your users and correct the issue. Click Reports. Click Custom Reports, then click New Report. Create a Shifts report for the date range you want. Expand the…
Times Report Example Scenarios
- Curtis Branum
This article provides examples of some data that can be pulled from the Times report within the reporting feature of When I Work. For a more detailed look at what you can do with custom reports, check out Custom Reports Reference and Creating and Refining Custom Reports. If you’re having performance issues with a particular user, you might want to review all their punched times to check for irregularities. Click Reports. Click Custom Reports, then click New Report. Create a Times report for the date range you want. Filter by: Employee Last Name Employee First Name Employee ID You might want to summarize…
Time Entries Report Details
- February 22, 2022
- Curtis Branum
Use the Time Entries report to compare time entries to scheduled shifts as well as determine patterns of behavior that might contribute to attendance issues. You can also dig into more detailed clock in and clock out information not visible elsewhere in When I Work. Time entries for archived users…
Shifts Report Details
- Curtis Branum
Use the Shifts report data to understand how managers and employees are interacting with their schedule. For example, you can: See which OpenShifts aren’t being filled Identify no shows (blank time entry) Shifts assigned to archived users are included in the report. Data in the Shifts report are available in…
Track Hours and Labor in the Scheduler
- December 8, 2020
- Curtis Branum
When I Work makes keeping track of hours easy as you’re building the schedule. The schedule displays total scheduled hours for the week or day and total scheduled hours per user. All hours are counted based on the workday start time. This is set to 12 AM by default. Contact our Care team if you’d like to adjust this setting. Filtering the schedule impacts the totals displayed. When I Work alerts you if you’ve scheduled a user beyond their max hours but does not prevent you from scheduling shifts beyond a user’s max hours Tracking overtime hours? View overtime while scheduling…

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