We continually update WhenToHelp with new features suggested by our users. We welcome all suggestions and ideas for improving our service. Suggestions can be sent by clicking the “Contact WhenToHelp” link at the bottom of most pages of your account or emailing feedback@when2work.com.
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