These guide pages are for coordinators using WhenToHelp.com Volunteer Scheduling
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W2H Help For Coordinators
- – Sort order of Positions
- “Bulk Delete” Helpers
- “Navigate” to a New Schedule Week
- 2 Week Statistics View – (compare target hours)
- Add Notes to the Weekly Schedule
- Add Your Helpers
- Add Your Positions (Jobs)
- Alternative Method To Edit Templates
- ANALYZE Shifts for Conflicts
- AUTOFILL – Automatic Assignments
- Automatic Scheduling – Week to Week
- Can W2H Create the Shifts?
- Change a Shift’s Day
- Close My Account – Cancel Subscription
- Control What Helpers Can Do
- Create New Schedules
- Download our W9
- Email Schedules to Helpers
- Enter Availability for Helpers
- Enter Previously Scheduled Week
- Export to Clipboard
- Geographic Access Restrictions?
- Have Helpers Signed In?
- Home
- How To View & Disable Chrome Extensions
- IMPORT – Week or Template ***
- Make Changes (after Publishing)
- Messaging – Send to Group
- Monthly Scheduling
- Prefs – Let Helpers View Only?
- PRINT Schedules – PDF / Printer
- Printing & Exporting
- Promote WhenToHelp
- PUBLISH – Why Publish a Schedule Week?
- PUBLISH Your Schedule
- Quick Overview
- Quick Schedule Changes
- Recent Tradeboard Posts
- Reports > Standard Reports
- Reports > Third Party Programs
- Results Summary Auto Assign
- Results Summary Import
- Send Reminders / Message Helpers Working a Certain Date
- Sent message forwarding receipt confirmation
- Setup Steps
- Shift History – Per Shift & Export Report
- Shift notes just for Coordinators?
- Shifts / Positions Purple Dot or Underline?
- Simple Scheduling
- Special Scheduling Needs & Scenarios
- Time Off Grid (includes Pending, Approved & Denied)
- Time Off Report Date Range
- Tracking & Reports
- Trial Tips – Help & How To’s ***
- Upload documents to W2H?
- Upload Helpers from a CSV File
- Uploading Shifts From File
- View Schedules Without Login – Read Only
- W2H “Must See” Features
- W2H Newest Features Added
- Why Is Position Not Adding?
- – Chart of Functions for Each
- – Daily/Monthly Schedules
- AUTOFILL – How it Works
- CATEGORIES – Why Use?
- Contact Customer Support
- HELPERS – Let Them Sign In?
- HELPERS – List (grid tips)
- MESSAGING – How it Works
- Mobile Version Tips
- POSITIONS – defined
- Pricing – Rates – Fees
- Privacy – Security
- SCHEDULES – Edit/Copy
- SETTINGS > Organization & My Info
- The 13 Schedule Views
- TIME OFF – Coordinator-Entered
- TRADEBOARD – How it Works
- Ways to Communicate
- Why Can’t I Sign In?
- Your Organization Bulletin Board
- – Add Category
- – Custom Reports
- – Partial Day Time Off- Repeating
- – Require Coordinator Approval
- – Send Message to ‘Everyone’
- Add Position
- By Helper View – DRAG/DROP
- Calendar Daily View
- Create / Print Invoice?
- Everyone has a Unique Username
- Grids Not Appearing in IE
- HELPER EMAIL – Not Required
- Helper Home Page Notice
- Helper Positions Grid
- No Helpers Assigned?
- Publish Open Schedule
- Retrieve Username/Password Automatically
- Save a Week Template
- – “At Will” Trades, Drops, Pickups
- – Daily Sign In Sheet
- – Edit Category
- – Notifications Sent to Helpers
- – Save Messages
- – Time Off & Overnight Shifts
- – View Helper Details
- AutoFill by “Priority Group”
- Calendar Weekly View
- Create Day Template
- Edit Position
- Event Scheduling
- Helper Sees Coordinator Interface?
- Making Suggestions
- Menus Not Working
- Paying Online
- Schedule Grid View (Bulk Edit)
- Send or Print Sign In Instructions
- SETTINGS > My Notifications
- Unpublish – Retract Schedule
- – Add Helper
- – Add Helper Email
- – Approve & Keep Overlapping Shift
- – Delete Messages
- – Print Time Sheets
- – View Helper Tradeboard
- AutoFill by “Seniority” (Hire Date)
- Calendar Monthly View
- Changes (after Publishing)
- Delete Category
- Delete Position
- HELPERS – Set Permissions
- Import Into Week or Day
- Payment without login
- Recently Deleted Shifts
- Rotational Schedules
- Stop Username/Password From Filling In
- Time Preferences
- Using HTML Code / Adding Links
- – Auto Forward Messages to Email
- – Edit Helper Email
- – Helper Requests
- – Problems – Page Breaks, Colors
- – Revert Helper Upload
- – Set Shifts to Categories
- – Track & Approve Pending Trades
- “Undo” Import
- A and B Weekend Rotations
- Add Map or Link to Shift
- AutoFill Certain Positions Separately
- By Position Daily & Weekly View
- COORDINATORS – Add/Edit
- Preventing or Missing Messages
- Restore Deleted Position
- SAML Compliant?
- SHIFTS – Click to Edit/Delete/Clone
- Your Total Number of Helpers
- – Add Shifts Using Categories
- – Delete Helper Email
- – Edit & Set Coordinator Permissions
- – Edit A Schedule Template
- – Edit Helper Information
- – List Page
- – Set up my email “Reply To”
- – Track Trades
- Assign Helper Before AutoFill
- EXPORT – Helper Details
- IP Checking Security Feature
- Nothing Happens When I Click…
- Publish Part of Schedule?
- Replacements – Who’s Available
- Seasonal Organizations
- Set Each Helper’s Positions (Jobs)
- Sortable List Daily & Weekly View
- Upgrade to Higher Paid Level
- What do Helpers see?
- – “Bulk Edit” Helpers
- – Change/Delete Time Off Request
- – Edit Coordinator Emails & Notices
- – Email Marked “Invalid”
- – Export Schedules & Data
- – Import One Position/Category
- – Pickup Request History
- – Selectively AutoFill with Categories
- – Sending Message Attachments
- Add Shifts
- Can I Get a Personal Demo?
- Category Chart View
- Let Helpers Add / Edit Shifts
- Location-Specific Positions
- Prevent AutoFill of Helper
- Publish only certain helpers?
- Upgrade if Exceeding Paid Level
- Window Blocked – Beeping
- – Block Time Off Dates
- – Custom Helper Fields
- – Delete a Scheduling Coordinator
- – Email Marked “None”
- – Export Shift Data to Other Programs
- – Let Helpers View Categories
- Color Code Positions?
- Delete Shifts
- Evenly Distribute “Special Shifts”
- Helpers Not Seeing Schedules?
- Import a Day/Week from Future
- In-Out Time Chart View
- No Helpers Listed as Available
- Other Languages
- Publish Automatically?
- Send an URGENT ALERT
- SETTINGS > Billing – Create Invoice
- Who Picked up Shift First?
- – Coloring Shifts
- – Email Coordinator Sign In Instructions
- – Export to Google Calendar
- – Not Receiving Emails
- – Using ‘Shifts’ for Time Off
- Automatic Shift Reminders
- Buttons Missing (Import, etc.)
- Delete a Template
- Edit / Delete Multiple Shifts
- Graphical Daily & Weekly View
- Ignore Helper Preferences
- POSITION GROUP – Create
- SETTINGS > Billing – Pay by Check
- Trades Not Showing Up
- View Helper Guide Pages
- – Alert Dates
- – Category Default Shift Colors
- – Coordinators Who are Also Helpers
- – Google Export – Just My Shifts
- – Let Helpers See All Time Off
- – Text Messages
- Blue Screen – Pages Not Updating
- Delete / Unassign Multiple Shifts
- Edit Position Group
- Let helpers message multiple
- Minimum Time Off Between Shifts
- Multi-Shift Edit Daily & Weekly View
- Tradeboard Shifts Missing
- – Add Helper Text Address
- – Create CATEGORY GROUPS
- – Google Export Trouble
- – Main Coordinator (About / Change)
- – Send Alert Date Reminders
- – Trades are Cleared When…
- Availability / Coverage Daily View
- Browser Issues – Spyware/Adware
- Can I read helper messages?
- Change Position of Shift
- Delete Position Group
- Differentiate types of Time Off?
- Minimum Hours Per Week
- What Happens If My Account Expires?
- – Edit Time Preferences
- – Google – Sync Multiple Accounts
- – Restrict Coordinators to Certain Helpers
- Add Lunch or Breaks
- Cannot Help vs Time Off
- Client Information
- Helpers getting lots of changes
- How Position Groups Can Be Used
- Let Helpers Pick Up Open Shifts
- Statistics WEEKLY View
- Track shift change notifications
- Why is Helper Over Max Hours?
- – Coordinator Receiving Email but no Message
- – Delete Availability/Preferences
- – Export to Outlook
- How far in advance can I schedule?
- Position Preferences – Skills
- Set “Cannot Help” Times
- Shift Start & End Time
- Statistics DAILY View
- Text Messages To Me
- Trade / Pick Up Part of Shift
- Workaround Adding Helper Photo
- – Export to (VCAL) Helpers
- – Track Preference Changes
- Change Your Own Username or Password
- Cut Off Time for Trades or Pickups
- Find Time Off Request Timestamp
- How far back are schedules saved?
- MAC troubleshooting
- Set Hours of Shifts – Breaks
- Statistics MONTHLY View
- Stop Notices to Unscheduled Helpers
- What Happens When I Pay?
- – Set FUTURE Repeating Preferences
- – Sync to iPhone Calendar
- Can I stop notifications?
- Coordinators can be signed in at once?
- Doublebook – Overlapping Shifts
- How do I save my data?
- Safari Mac Download Trouble
- SCHEDULE OPTIONS – Locations
- Trade Approval Comments?
- Why preferences not showing?
- – Sort Order of Helpers
- Change Layout – Font, etc.
- Create same shifts every week?
- Helper with Tradeboard trouble?
- List of Helper Emails
- Remove or replace a coordinator
- Repeat Shifts Over Multiple Weeks
- Sign In Sheet – Multiple Days
- Time Off Report – Exclude Weekends
- – View Helpers Not Scheduled
- Change Start Date
- Clear (Unassign Multiple Shifts)
- Does W2H Provide Training?
- Limit to Number of Time Offs?
- Split Shifts – Multiple Shifts Per Day?
- Track Late, Absences, Called Out, etc.
- Unfilled open shifts on Tradeboard?
- – Sign Into Helper’s View
- Filter the View/Printout
- How Do Helpers Request Time Off?
- Links Not Working?
- Manually Assign Helpers
- What are Priority Groups?
- – Change Helper Login
- Filter to Show Pinned Helpers
- How to schedule monthly / biweeky?
- IE Compatibility Mode
- Shifts missing?
- Time Off – Change Decision
- – Stop Helper Having Access
- How Can a Coordinator Request Time Off?
- Max Hours / Shift Set Defaults?
- Maximum Shift Length
- Show Holidays – Days Closed
- Split Shifts – Multiple Shifts Per Day
- What do exports look like?
- – Suspend Helper – Stop Login
- Find – Grid Search
- Helpers Can’t See Trades in App
- See open unassigned shifts
- Send Individuals Schedules
- Track Accrued Vacation Time?
- – Delete or Deactivate a Helper
- Add Shift – Set Default Position
- Locate Imported Template Name
- Overtime Hours
- Time Off Missing?
- – View Deleted Helper
- Helper Names Missing
- Helper Trouble Signing In
- Repeat shifts for # weeks?
- Search for Shifts
- – Restore a Deleted Helper
- Add Multiple Helpers To One Shift?
- History – Track Changes
- Show Time Off on Schedule
- Text Validation Code Not Received
- Repeating Assignments
- SCHEDULES – Add Meetings / Daily Notes
- Tasks During Shifts?
- Total Hours are Wrong
- – Date Preferences Last Changed
- Automatic Notifications Sent
- Hide Certain Helpers
- – Differentiate groups
- Hide Days of the Week?
- How To Do Rotations
- Add Helper Numbers
- Delete a Schedule Week
- Time Display AM/PM or 24 Hour
- Yearly Schedule View Statistics?
- API Access?
- Let Helpers Set Prefs / Cannot Help
- Position Exclusion
- Show to Third Party
- Helper Can’t See Open Shifts
- Helper Cannot See Schedule
- Student class times not available?
- Who’s On Now / Later
- Color code helpers?
- Hide Shift Times
- Track Schedule History (Publish, Import, AutoFill)
- Track Who’s Seen Schedules
- All helpers see others’ phone?
- Why “Cannot Help” is Not Saving?
- Can I Resend a Notification?
- Can I track helpers?
- Can W2H Integrate With Others?
- What happens if delete helper?
- Can Helpers Confirm Shifts?
- Set Helper Termination Date?
- Hide Staff List from Helpers
- Remove My Logo
- Set Helpers to Not See Full Schedule
- Why am I Seeing Last Month?
- Max Number of Helpers?
- Slow System Speed?
- Report / Print Preferences