mgrhelp.when2work.commgrhelp

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Email support@when2work.com Video Demos Overviews for Managers Manager Interface Overview (Demo) Uploading File of Employees (Demo) Creating Your First Schedule (Demo) Quick Future Schedules (Demo) Email And Text Notifications (Demo) Additional Account Managers (Demo) App for iOS (Demo) Schedule Grid View (Bulk Edit) (Demo) Recently Deleted Shifts View (Demo) Setting Up Multiple Locations (Demo) Multiple Locations in One Account (Demo) Multiple Accounts Linked in Group (Demo) Multiple Usernames / Switch List (Demo) Double-booking (Demo) Manager How To (Positions/Job Topics) Positions - Add New (Demo) Editing Positions (Demo) Setting Optional Position Preferences (Skills) (Demo) Manager How To (Employee Related Topics) Add New Employees (Demo) Send Sign In Instructions (Demo) Editing Employees (Demo) Deleting Employees (Demo) Track Attendance Sick, Tardy & No Show (Demo) Payrates (Demo) Managing Optional Alert Dates (Demo) Help Pages - Overview Before You Begin Scheduling Quick Overview Setup Steps Simple Scheduling Multiple Locations or Departments Trial Tips - Help & How To's Add Your Positions (Jobs) Add Your Employees Floating Employees Upload Employees from a CSV File W2W "Must See" Features W2W Newest Features Added Your First Schedule Enter Previously Scheduled Week "Navigate" to a New Schedule Week Automatic Scheduling - Week to Week Create New Schedules IMPORT - Week or Template - Results Summary Import - "Undo" Import AUTOFILL - Automatic Assignments - Results Summary Auto Assign Quick Schedule Changes Add Notes to the Schedule ANALYZE Shifts for Conflicts PUBLISH Your Schedule Make Changes (after Publishing) Email Schedules to Employees PRINT Schedules - PDF / Printer Export to Clipboard Send Reminders / Message Employees Working a Certain Date Can W2W Create the Shifts? View Schedules Without Login - Read Only Enter Availability for the Staff Viewing / Editing Schedules The 13 Schedule Views By Employee View - DRAG/DROP Schedule Grid View (Bulk Edit) Recently Deleted Shifts SHIFTS - Click to Edit/Delete/Clone - Replacements - Who's Available - Add Shifts - Delete Shifts - Edit/ Delete Multiple Shifts - Delete / Unassign Multiple Shifts - Change Position of Shift - Add Lunch or Breaks - Shift Start & End Time - Set Paid Hours of Shifts - Breaks - Doublebook - Overlapping Shifts - Repeat Shifts Over Multiple Weeks - Clear (Unassign Multiple Shifts) - Manually Assign Employees - Shifts missing? - Split Shifts - Multiple Shifts Per Day - Find - Grid Search - Add Shift - Set Default Position - Search for Shifts - History - Track Changes~ SCHEDULES - Add Meetings / Daily Notes - Automatic Notifications Sent - Track Who's Seen Schedules - Delete a Schedule Week - Show to Third Party - Who's On Now / Later - Log In Via Phone/Tablet* - Track Schedule History (Publish, Import, AutoFill) Mobile Login* Multiple Usernames / Switch List Employees Signing In EMPLOYEES - Let Them Sign In? Everyone has a Unique Username Send or Print Sign In Instructions Work Time Preferences Control What Employees Can Do What do Employees see? Let Employees Add / Edit Shifts Employees Not Seeing schedules? View Employee Help Pages Mobile W2W Apps Mobile Version Tips Android App Signing In with Blackberry Windows & All Other Smartphones Program Details AutoFill - Automatic Scheduling AUTOFILL - How it Works - No Employees Assigned? - AutoFill by "Priority Group" - AutoFill by "Seniority" (Hire Date) - AutoFill Certain Positions Separately - Assign Employee Before AutoFill - Prevent AutoFill of Employee - Evenly Distribute "Special Shifts" - Ignore Employee Preferences - Minimum Time Off Between Shifts - Minimum Hours Per Week Why is Employee Over Max Hours? How far in advance can I schedule? How far back are schedules saved? How do I save my data? Create same shifts every week? Split Shifts - Multiple Shifts Per Day? What are Priority Groups? How to schedule monthly / biweeky? Max Hours / Shift Set Defaults? See open unassigned shifts Locate Imported Template Name Repeat shifts for # weeks? Add Multiple Employees To One Shift? Tasks During Shifts? Publishing - Making Schedules Public PUBLISH - Why Publish? - Publish Open Schedule - Unpublish - Retract Schedule - Changes (after Publishing) - Preventing or Missing Messages Publish Part of Schedule? Publish only certain employees? Publish Automatically? Importing Schedules (Templates) SCHEDULES - Edit/Copy - Save a Week Template - Create Day Template - Import Into Week or Day - "Undo" Import - Change A Saved Template - Import One Position/Category - Import a Day/Week from Future - Clear Workers - Unassign Shifts* - Delete a Template Schedule Views & Layouts SCHEDULE VIEWS - Overview* - Chart of Functions for Each* - By Employee - Drag/Drop* - Calendar Daily View - Calendar Weekly View - Calendar Monthly View - By Position Daily & Weekly View - Sortable List Daily & Weekly View - Category Chart View - In-Out Time Chart View - Graphical Daily & Weekly View - Multi-Shift Edit Daily & Weekly View - Availability / Coverage Daily View - Statistics WEEKLY View - Statistics DAILY View - Statistics MONTHLY View SCHEDULE OPTIONS - Locations - Change Layout - Font, etc. - Change Start Date - Filter the View/Printout - Filter to Show Pinned Employees - Show Holidays - Days Closed - Send Individuals Schedules - Overtime Hours - Employee Names Missing Show Time Off on Schedule Repeating Assignments Hide Certain Employees Hide Days of the Week? Yearly Schedule View Statistics? Position Exclusion Employee Cannot See Schedule Hide Shift Times **Mobile App & Login Positions - Jobs, Groups & Locations POSITIONS - defined - Add Position - Edit Position - Delete Position - Restore Deleted Position - Set Each Employee's Positions (Jobs) - Location-Specific Positions - Color Code Positions? POSITION GROUP - Create - Edit Position Group - Delete Position Group - How Position Groups Can Be Used Position Preferences - Skills Printouts - Reports - Exporting PRINT Schedules - PDF / Printer - Daily/Monthly Schedules - Custom Reports - Daily Sign In Sheet - Print Time Sheets - Problems - Page Breaks, Colors EXPORT - Employee Details - Export Schedules & Data - Export Shift Data to Other Programs - Export to Google Calendar - Google Export - Just My Shifts - Google Export Trouble - Google - Sync Multiple Accounts - Export to Outlook - Export to (VCAL) Employees - Sync to iPhone Calendar Sign In Sheet - Multiple Days Track Late, Absences, Called Out, etc. Payroll Estimate Report Timeclock What do exports look like? Email / Texts & Notifications Ways to Communicate EMPLOYEE EMAIL - Not Required - Notifications Sent to Employees - Add Employee Email - Edit Employee Email - Delete Employee Email - Email Marked "Invalid" - Email Marked "None" - Not Receiving Emails - Schedule Reminders* - Text Messages** - Add Employee Text Address Track shift change notifications My Email "Reply-to" Option* Text Messages To Me Stop Notices to Unscheduled Employees Can I stop notifications? List of Employee Emails Employees - Viewing, Editing, Deleting EMPLOYEES - List (grid tips) - Employee Positions Grid - View Employee Details - Add Employee - Upload Employees - Revert Employee Upload - Edit Employee Information - "Bulk Edit" Employees - Custom Employee Fields - Pay Rates - Alert Dates - Send Alert Date Reminders - Edit Work Time Preferences - Delete Availability/Preferences - Track Preference Changes - Set FUTURE Repeating Preferences - Sort Order of Employees - Print Individual Monthly Schedules* - View Employees Not Scheduled - Sign Into Employee's View - Change Employee Login - Stop Employee Having Access - Suspend Employee - Stop Login - Delete or Deactivate an Employee - View Deleted Employee - Restore a Deleted Employee - Move Data Between Accounts - Date Preferences Last Changed - Differentiate groups Add Employee Numbers Let Em...