Partial Publish a Week – Publish only certain positions
Now each week you can publish positions or position groups separately
Coordinators with permission to Publish/Unpublish can choose to publish all positions or selected positions in the Publish/Unpublish window
Helpers still only see schedule data for published positions and will not see or receive notices about any shifts for unpublished positions.
Shift History now shows entries for Publish/Unpublish
This can help when tracking changes made to shifts, allowing you to know whether the position for that shift was published or unpublished.
Updated Mobile Apps
Helpers can perform all functions in the mobile version without having to “Launch Full Version”, including updating information & login details, connecting to Google Calendar, and if allowed add/editing preference data & making private trades, etc.
Tradeboard icons added to Graphical schedule view
The graphical schedule view now allows you to see the tradeboard icons on shifts that are posted to the tradeboard, or pending coordinator approval.
New alert on home page for coordinators and helpers if no login retrieval email exists
This reminder will hopefully help everyone to have an email entered so that they can retrieve their login when needed.
New Time Off “Rolling Block Date Window”
Control when helpers can ask for time off
This new feature for paid accounts can make it easy to always require that helpers only ask for time off during a certain window of time. Ex. requiring them to request 7 days or more in advance or not more than a certain number of days ahead. This “rolling block” for requests is for all positions.
Only coordinators with permission to approve time off AND update company settings can create and edit this time off block window.
New Recent Tradeboard Posts Page
To quickly know what is new on the Tradeboard
This new page shows a list sorted with the most recent Tradeboard posts at the top.
New Weekly Stats Field
To show if helper is over Max Days Per Week on the Weekly Stats View
This new field helps you spot if anyone is scheduled over their set maximum days per week.
This column can be turned off and on using the “Change Layout” link.
Trades Awaiting Approval now has Conflict Checking
Click the button for any pending request to check for possible conflicts if approved
This new feature makes it easy to ascertain whether a trade or pickup will cause a conflict.
Set Your Preferred Position Sort Order
Now you can drag and drop positions in any order
Coordinators with permission to edit positions can now set the sort order of positions using drag/drop and this will reorder the positions on all views for all users.
Upload Shifts from a File
Upload a file of shifts into any unpublished week
Coordinators with permission can now upload a csv file of shifts similar to importing a saved template. →More
Expanded Conflict Checking
Now you will be prompted if a conflict is found when you are adding or editing a shift from anywhere.
Now you will be prompted about many different conflicts and you can choose to cancel, fix the issue and then add or edit again or you can click that it is okay to add with the existing conflicts. →More
Analyze Now has More Checks & Alerts
Quickly know if changes made have now caused conflicts
New checks include – whether helper is currently set to work that position (click notice to quickly correct), over their set max hours/shifts per day etc.
Quick Shift Add & Edit Added to Availability Schedule View
Making the view even easier to use for editing schedules
Now on the Availability schedule view you and update your Change Layout to allow use of the Quick Shift Add and Quick Shift Edit layers to quickly make schedule changes.
Now ‘Urgent Alerts’ also appear in Messaging
Now you can track urgent alerts and review them in your messaging section. Recipients can reply to your urgent alert similar to regular messaging.
Now Drag/Drop Shifts on Calendar Week
Move shifts between days of the week
Drag drop shift or Ctrl drag/drop to clone a copy of a shift to another day for the same position.
Time Off Can Appear on Calendar Week
Use the Change Layout link to add Time Off to the bottom of the Schedule
Choose whether to show time off on that Calendar Weekly view or to include approved time off on the printout.
New Biweekly Statistics View with Target Hours
Helpful for those with a two week pay period
In the top menu under Schedules choose Statistics > 2 Weeks (compare target hours). Set target hours by clicking the pencil icon in that column. Show all columns available using the “Change Layout” link.
Position Group Dropdown on Add Helper Page
If you use Position Groups you can set that filter on the dd Helper page
This allows users with a lot of positions to filter to show just certain groups of positions when adding an helper.
Fast Pending Trade/Pickup Approval
Now you can click the Pending Trade icon for quick access
On the By Helper schedule view you can click the tradeboard icon next to the shift to open a layer where you can view and approve/deny that offer.
New Template Viewer / Editor
Quickly view, update and add shifts to a saved template
Coordinators with permission to “Import Templates” can view the shifts in a template and coordinators who also have permission to “Save / Edit Templates” can make changes to templates.
You can quickly see the shift counts for various positions, helpers and days and also bulk edit and add shifts and save the template with the same name or save as a new name. →More
Quickly approve Trades/Pickups from Shift Change
Now the tradeboard notice is clickable on the Quick Shift Edit and Shift Change window
Improved Reports Section with Find & Favorites
Our custom reports and third party exports are now separate and easier to find
You can preview the coming “Reports” section improvements by clicking the”Try our New Reports Pages” button off your “Reports” section. The new “Reports” section will have three tabs: one to direct you to our standard reports, and the other two tabs “Custom Reports” and “Third Party Exports” allow you to see recently used reports at top and star your “favorites”, making it helpful to see them at the top of your list. And to quickly locate your reports, try the “Find” feature by typing the report name →More
New “Refer a Friend” Program
Quick and easy way to give 45 day trials & earn a free month or a $30 Amazon gift card
Share the love by referring friends and giving them a 45 day free trial. Track your referrals right in your account and now can choose award of either free month on your subscription or a $30 Amazon gift e-card. Check out the details by choosing from the top menu SETTINGS, then click the “Refer” tab or choose Refer a Friend in the top menu under SETTINGS.
On Messages List pages use “Find” to Locate Messages
Start typing a word to filter your messages and quickly find them
On your Old and Sent Messages you can use the Find field to locate messages quickly. If you have more than 50 messages saved you can click the link to view all and then use the Find to search all.
Ability to have users “Confirm Receipt” from forwarded message emails
Now view on Coordinator sent messages whether message was read or confirmed by email
This feature is for coordinator “sent” messages and will allow forwarded message email recipients to click a link to confirm that they received it. This is helpful when sending a notice to many helpers, for example, and you want to see who have viewed it only OR confirmed receipt by email. →More
Updated “By Helper” & Calendar Week Schedule View
When you scroll down, the date row stays visible at the top for easy reference
This feature is available in most browsers, and can be quite handy when scrolling down the page.
Quickly send Helper Sign In Instructions from Helper List
Check off one or more helpers and click to send them sign in instructions
While you can always send sign in instructions to all helpers who have never signed in and you can send from any Edit Helper page, now you also can go to your Helper List page and check off one or more helpers and click the link to send the selected helper their individual login instructions. →More
Improved Time Off Editing
See conflicting shifts and choose whether to unassign
This was previously added for the approving Time Off page, but now also works on the Edit Time Off page. Note that when EDITING a time off the conflicting shifts default to not be unassigned but you can check off to unassign them if you like.
Added Ability to Quickly Approve/Deny Trades or Pickups
From the Quick Shift Edit layer you can click to approve or deny requests
When you click a shift on the By Helper or Schedule Grid view that has a pending trade or pickup on the By Helper or Schedule Grid view, you can click the highlighted notice and approve that trade or pick up right from that window.
Quickly Approve/Deny Pending Time off from By Helper & Grid views
Click any Pending Time off to approve or deny it from that page.
This feature can make it easy to see the scheduled shifts and also the pending time off and approve or deny each one right from that page.
Helpers Details Schedules pages show Time Off and Tradeboard Icons
Quickly view the helper’s shifts along with pending and approve time off and TB icons
Now the coordinator view of an helper’s schedule in the view helpers details page includes their pending and approved time off and also indicates if shifts are on the tradeboard or awaiting coordinator approval.
New Third Party Solutions Exports
Exports for over 50 different programs on the Reports page
Don’t see your preferred program? Just email us to request a new Third Party Program Export and we would be happy to see if it can be added.
Payment confirmation emails will include a printable paid invoice
When paying from within your account we will include a paid invoice for your records
This confirmation email will be similar to what was sent in the past, but will also now include a printable paid invoice that will include the last four digits of the credit card. This email is sent only to the payer’s email as entered when you make a payment through your Settings>Payments page.
Improved “Bulk Edit” on the Schedule Grid
Quickly update multiple shift details
We updated this feature to allow for selecting multiple shifts and when you click “Bulk Edit” you can now clear the description on the selected shifts.
New “Count of Days Scheduled” Report
Printout or Export a breakdown of By Helper Details
A new reports added “By Helper – Days Scheduled” that includes the list of helpers and the shifts, hours and approximate cost and also includes the count of days scheduled in that date range. This can be useful for organizations that need to determine the number of days each helper has been assigned in a given date range in addition to their total hours and approximate cost.
Message Details Now Has Clickable From: Helper Name
To quickly view that helper’s details
This allows you to quickly see that helper’s details: Information, Schedules/Preferences and Time off right from the message details page.
Ability to have users “Confirm Receipt” from forwarded message emails
Now view on sent messages whether message was read or confirmed by email
This will allow forwarded message email recipients to click a link to confirm that they received it. This is helpful when sending a notice to many helpers, for example, and you want to see who have viewed it only OR confirmed receipt by email.
Payment confirmation emails will include a printable paid invoice
When paying from within your account we will include a paid invoice for your records
This confirmation email will be similar to what was sent in the past, but will also now include a printable paid invoice that will include the last four digits of the credit card. This email is sent only to the payer’s email as entered when you make a payment through your Settings>Payments page.
Previous New Features:
“Bulk Edit” Helpers
Quickly update multiple helper details
You can quickly update some or all helpers on the HELPERS > List page grid.
This can be useful to update the AutoFill maximums for a number of helpers at once or to select certain helpers and quickly set them into a Priority Group. →More
Better Control of your Publish Notifications
Choose to only send notifications to those scheduled that week.
Coordinators with permission to change organization settings can go to their SETTINGS>Info page and choose to only send Publish Notifications to those who are scheduled in that week.
Quickly view break times and shift paid hours
Can help spot if a shift was entered with the wrong AM/PM etc.
The Grid schedule view now has three new columns you can use to view for each shift:
Paid Hours – the hours W2H is using for that shift (whether set manually or autocalculated)
Total Hours – the actual time between the shift start and end time
Unpaid Hours – the difference between Paid Hours & Total Hours (so for instance the unpaid break time)
So by clicking for instance on the Pd Hrs column title twice, you will sort the longest shifts to the top (which can help spot a shift set to the wrong AM/PM) or you can sort by the Unpaid Hrs to be sure no shift looks like it has an incorrect unpaid break time.
In the paid version, prevent helpers from asking for certain dates off!
Coordinators with permission can set up Time Off “Blocked Dates”
On your TIME OFF> Time Off Blocked Dates page you can see a quick list and count of the approved, pending and denied time off for any date and you can add a block to any date to prevent new requests from being submitted.
Any date in the future can be blocked. You can block “All Positions” and have no requests for that date or you can specify a Position or Position Group for the block and each date can have any number of Positions blocked. Then when an helper who can work that Position tries to submit time off that overlaps that date, they will be blocked and told they cannot request that date off.
Only coordinators with BOTH permission to “Approve / Deny Time Off” AND “Change Organization Settings” can add time off blocks. Other coordinators can see blocked dates but they cannot add or edit them.
Approve Time off and Choose to Keep Conflicting Shifts Assigned
Helpful when you have overnight shifts
Now on the Pending Time Off page, you will see a checkbox next to each conflicting shift. If you uncheck a shift and then approve the request, that will keep the helper assigned to that shift.
The helper will receive a notification of the time off approval and also be reminded of the shift you chose to keep assigned if that shift is on a published week.
Now See Pending Time Off Requests along with Approved on the By Helper Schedule View
Coordinators with permission to approve time off can view and click any Pending Time Off on the By Helper view to approve or deny it right in the popup window.
If your Change Layout is set to show Time Off, you will now see not only the approved time off but also any pending time off. You also can choose to keep any conflicting shift assigned if you like.
Restore Multiple Deleted Helpers
Saves you time when restoring a number of deleted helpers
Helpful for seasonal organizations who bring back many helpers at once.
On the HELPERS > Deleted Helpers page, you can now check off a number of helpers and click the “Restore Helpers” link to restore them all at once instead of one-by-one.
Notifications Emails are HTML
Any user can choose to change back to plain text
Now our email notifications are sent out as HTML. If you have any trouble with the format of your notices you can always set your email back to receive the older “plain text” type emails on your SETTINGS> My Notifications page by clicking to Edit the email and choosing “plain text” as the type.
Previous New Features Added:
View recently deleted shifts on new schedule view!
Coordinators with permission to add shifts can also restore deleted shifts
This new schedule view allows you to quickly search, find and filter through shifts that have been deleted from that schedule week in the past 45 days. You can review the deleted shifts to view when they were deleted and who deleted them.
Also coordinators with permission to Add shifts can Restore selected shifts to put them back in the schedule if needed and on published weeks you can check off to send a notification to affected helpers. Note that when restoring shifts our system does not check for conflicts, so you may want to run ‘Analyze Shifts’ after restoring.
Also, all schedule views have a new “Recently Deleted Shifts” count link at the bottom of each week next to the Schedule History link, and the Shift History log of recent shift changes will include when a shift is deleted so you can see that information when running the ‘Export Recent Shift History’ off our “REPORTS” section. →More
New “Shift Grid” Schedule View
Makes it easy to locate shifts and view any column of information
This new schedule view allows you to quickly sort, search, find, analyze and filter the list of shifts.
You can check the box to select some or all shifts and then send a message, unassign, send a shift reminder, copy to clipboard or delete the selected shifts. You also can “Bulk Edit” shifts (see below).
Bulk Edit Shifts in a Week on the New “Shift Grid” Schedule View
Select shifts and make a change to all those shifts
On the new Shift Grid schedule view, you can sort the view, check off all or some of the shifts and then click to “Bulk Edit” those shifts.
This allows you to quickly change the color, category, times, position, duration or description of selected shifts all at once.
New “Deleted Helpers” Grid
Advance sort and find options
Now you can view the list of deleted helpers and sort by any column, and the view defaults initially to put the most recently deleted at top of page. Coordinators with permission to Add Helpers can also Restore a helper, which assigns them a new temporary username and password. It does not reassign them to any previously unassigned shifts.
New Super Fast “FIND” Feature on Grids
Quickly search any grid to locate any helper or shift
As you start typing in the “Find” box, the grid will be limited to just matching helpers on the Helper List pages or to those shifts on the new Shift Grid and Shift Change window.
Click the ‘X’ on the Find box or the yellow filter banner to cancel Find.
The Find feature looks in all the columns you have chosen with the ‘Select Columns’
Customize our “Helper” Label
Now the Main Coordinator can choose from a list of labels
Some coordinators prefer not to label their workers as “helpers.” Now the main coordinator can customize this label on their SETTINGS>Info page.
Choices now include: Helper, Contractor, and Worker. This affects what coordinators and helpers see in our system and also the notifications that are sent out by email.
Note, however, our Help files & videos and support answers will still refer to the default ‘helper’ labels.
Handle Multiple Usernames with new “Switch List” Feature
Quickly access multiple usernames through a single login
Many users have multiple usernames, ex. if they have a coordinator and helper login, or if they are a coordinator or helper on more than one WhenToHelp account.
Now you can pick your favorite login as your ‘power username’ and create a ‘switch list’ to associate your other usernames with it, then in the top menu a lightning bolt icon will have a drop down menu so you can quickly switch to another username’s display. This makes switching between displays easier, and if you “Shift-click” the username it will open the new session in a new browser window.
Note if the login details for a username in a switch list are reset or deleted, that username is automatically removed from all switch lists.
Coordinators can add other coordinator and helper usernames. Helpers can only add other helper usernames. The usernames can be for another login on the same account, or a different account.
New Time Off Calendar Highlights Requested Days
Now you can see on the calendar the days included
When coordinators or helpers add time off, as they choose the number of full days off the calendar will highlight the associated days in the request and the ‘Until midnight on …’ note will make it clear what the end date of the time off will be.