{"id":117,"date":"2018-02-22T02:42:27","date_gmt":"2018-02-22T02:42:27","guid":{"rendered":"https:\/\/when2work.com\/help\/guide\/?page_id=117"},"modified":"2020-09-13T19:35:53","modified_gmt":"2020-09-13T19:35:53","slug":"h-overview","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/guide\/h-overview\/","title":{"rendered":"Quick Overview"},"content":{"rendered":"

CREATE SCHEDULES – Quick Overview<\/h2>\n
\n

Review Positions (Jobs) & Helpers<\/h3>\n

\"\"<\/a>Verify that you have added the Positions<\/strong> (Jobs) that you want to use. \u2192More<\/a><\/p>\n

Set which helpers can work each position on the Positions Grid<\/strong> \u2192More<\/a><\/p>\n

You also can add or upload new helpers. \u2192 More<\/a><\/p>\n

\n

Your First Schedule<\/h3>\n

\"\"<\/a>You are now ready to create your initial schedule. The easiest way to put in your first schedule is to enter the shifts from one of your already prepared schedules. \u2192More<\/a><\/p>\n

After entering your first schedule of shifts – your work is done…all that is left to do is Publish<\/strong> if you want to allow your helpers to view it online. \u2192More<\/a><\/p>\n

Your future weeks’ scheduling can now be automated.<\/p>\n

\n

Future Weeks – Automatic Scheduling<\/h3>\n
    \n
  1. Navigate<\/strong><\/a> to new week<\/li>\n
  2. Import<\/strong><\/a> to bring in a saved template<\/a> or previous week’s schedule (clearing the work assignments) and make any necessary changes to the shifts.<\/li>\n
  3. AutoFill<\/strong> <\/a>to automatically assign the shifts to the best helpers for that particular week.\u00a0AutoFill will use approved time off<\/a> and any helper work-time preferences<\/a> along with each helper’s maximum hours\/shift per day\/week<\/a> to instantly create the best schedule possible.<\/li>\n
  4. Publish<\/strong><\/a> the schedule to make it viewable by helpers when they sign into their individual helper account<\/a>. When you Publish<\/strong>, helpers can also receive their schedules by email<\/a><\/li>\n<\/ol>\n

    \"\"<\/a><\/p>\n

    \n

    Quickly send sign in instructions to all helpers who have not yet signed in. \u2192More<\/a><\/p>\n

    You can also control what helpers can see and do when they sign in. \u2192More<\/a><\/p>\n

     <\/p>\n

    start building the system, step by step, how do i start<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

    CREATE SCHEDULES – Quick Overview Review Positions (Jobs) & Helpers Verify that you have added the Positions (Jobs) that you want to use. \u2192More Set…<\/p>\n

    MoreQuick Overview<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/117"}],"collection":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/comments?post=117"}],"version-history":[{"count":4,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/117\/revisions"}],"predecessor-version":[{"id":4426,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/117\/revisions\/4426"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/media?parent=117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}