Setup Steps – WhenToHelp Coordinator Help

Sign In Welcome Wizard Enter Jobs & Helpers Basic Information	–	Multiple Locations or Departments?
	–	Overview of Scheduling
	–	Positions: Add \| Edit
	–	Helpers: Add / Upload \| Edit
	–	Grid showing Helpers & Positions

Schedules Setup Enter a currently assigned schedule week	–	Initial Shifts: Add / Upload \| Edit \| Delete
	–	By Helper View – Drag/Drop Shifts
	–	Try Categories for adding similar shifts
	–	Ways to View Schedules – 13 Customizable Formats
	–	Save Initial Week as Template

	–	Import and AutoFill unassigned shifts
Automatic Scheduling Import & AutoFill	–	Default AutoFill maximums 40 hr/week 1 shift/day 14 hrs/day
	–	Time Preferences can be used
	–	Time off, when approved then the schedule is updated
	–	ANALZYE Shifts for Conflicts
	–	Open Scheduling – Let Helpers Choose Shifts

Sharing Schedules Publishing	–	Setting Helper Permissions
	–	Entering Helper Email / Text Addresses & Notifications
	–	Helper Access
	–	Send Helpers Sign In Instructions
	–	Publishing a Schedule Week
	–	Track who has seen their schedule or been notified
	–	Easy Changes after Publishing – Find Replacements
	–	Printing Schedules
	–	Share Schedules with Third Parties

Communicate & Delegate	–	Ways to Communicate
	–	My Notifications
	–	Helper Notifications
	–	Add Other Scheduling Coordinators

getting started, overview, setup, tutorial