{"id":125,"date":"2018-02-22T02:44:24","date_gmt":"2018-02-22T02:44:24","guid":{"rendered":"https:\/\/when2work.com\/help\/guide\/?page_id=125"},"modified":"2020-09-13T19:41:57","modified_gmt":"2020-09-13T19:41:57","slug":"h-trialtips","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/guide\/h-trialtips\/","title":{"rendered":"Trial Tips &#8211; Help &#038; How To&#8217;s ***"},"content":{"rendered":"<h3>Quick Links<\/h3>\n<ul>\n<li><a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-before\/h-overview\/\">How do I start?<\/a><\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/guide\/h-let-emps-signin\/h-let-emps-signin\/\">Helper access<\/a><\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-before\/h-features\/\">&#8220;Must see&#8221; features<\/a><\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-email-notific\/h-communicate-emps\/\">Ways to communicate<\/a><\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/guide\/h-sub-before\/h-simple-scheduling\/\">Basic scheduling<\/a><\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/guide\/h-tracking-reports\/\">Tracking &amp; reports<\/a><\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/guide\/h-special-scheduling\/\">Special scheduling situations<\/a><\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/guide\/h-printing-exporting\/\">Printing &amp; exporting<\/a><\/li>\n<li><a href=\"https:\/\/when2work.com\/help\/guide\/h-let-emps-signin\/h-emp-prefs\/\">Helper availability<\/a><\/li>\n<\/ul>\n<h3>How do I?<\/h3>\n<table cellpadding=\"3\">\n<tbody>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">HELPERS<\/td>\n<td><a title=\"How to Add an Helper\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-before\/h-update-add-emps\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add<\/a> \/ <a href=\"https:\/\/when2work.com\/help\/guide\/h-import-emps\/\">Upload<\/a><\/td>\n<td><a title=\"How to View\/Edit an Helper's Details\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-emp-view-edit\/h-edit-emp-det\/\" target=\"_blank\" rel=\"noopener noreferrer\">View\/Edit<\/a><\/td>\n<td><a title=\"How to Delete an Helper\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-emp-view-edit\/h-delete-emp\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td>&nbsp;<\/td>\n<td><a title=\"How to Send Helpers Schedule Reminders\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-send-reminders\/\" target=\"_blank\" rel=\"noopener noreferrer\">Remind<\/a><\/td>\n<td><a title=\"How to control what Helpers can see and do when they sign in\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-settings\/h-co-settings-emp-perm\/\" target=\"_blank\" rel=\"noopener noreferrer\">Permissions<\/a><\/td>\n<td><a title=\"How to export Helper details\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-printouts\/h-export-emp-data\/\" target=\"_blank\" rel=\"noopener noreferrer\">Export<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid; height: 5px;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">POSITIONS<\/td>\n<td><a title=\"How to Add a Position\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-before\/h-add-positions\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add<\/a><\/td>\n<td><a title=\"How to Edit a Position Label\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-positions\/h-edit-positions\/\" target=\"_blank\" rel=\"noopener noreferrer\">Edit<\/a><\/td>\n<td><a title=\"How to Delete a Position\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-positions\/h-delete-positions\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">SHIFTS<\/td>\n<td><a title=\"How to Add a Shift\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-add-shift\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add<\/a> \/ <a href=\"https:\/\/when2work.com\/help\/guide\/uploading-shifts-from-file\/\">Upload<\/a><\/td>\n<td><a title=\"How to Edit\/Change a Shift or Copy\/Clone it\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-making-sched-change\/\" target=\"_blank\" rel=\"noopener noreferrer\">Edit\/Copy<\/a><\/td>\n<td><a title=\"How to Delete Shifts\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-delete-shift\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td>&nbsp;<\/td>\n<td><a title=\"How to Repeat Shifts over a number of weeks\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-repeat-shifts\/\" target=\"_blank\" rel=\"noopener noreferrer\">Repeat<\/a><\/td>\n<td><a title=\"How to use Drag\/Drop on the By Helper view to move, change or copy a shift\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-by-emp-drag-drop\/\" target=\"_blank\" rel=\"noopener noreferrer\">Drag\/Drop<\/a><\/td>\n<td><a title=\"How to Unassign a shift or multiple shifts\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-replacements\/\" target=\"_blank\" rel=\"noopener noreferrer\">Unassign<\/a><\/td>\n<\/tr>\n<tr>\n<td>&nbsp;<\/td>\n<td><a title=\"How to allow Helpers to use the Tradeboard to trade, drop or pick up shifts\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-tradeboard\/h-opt-tradeboard\/\" target=\"_blank\" rel=\"noopener noreferrer\">Trade<\/a><\/td>\n<td><a title=\"How to Search for shifts\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-search\/\" target=\"_blank\" rel=\"noopener noreferrer\">Search<\/a><\/td>\n<td><a title=\"How to view a Shift's History to see details on who and when it was created and changed\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-shift-history\/\" target=\"_blank\" rel=\"noopener noreferrer\">Track<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">SCHEDULES<\/td>\n<td><a title=\"How to Create your first schedule\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-firstsched\/h-add-first-shifts\/\" target=\"_blank\" rel=\"noopener noreferrer\">Create<\/a><\/td>\n<td><a title=\"How to make changes to a schedule and copy\/Import into later weeks\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-importing-schedules\/h-edit-schedule\/\" target=\"_blank\" rel=\"noopener noreferrer\">Edit\/Copy<\/a><\/td>\n<td><a title=\"How to Delete a Schedule week or multiple shifts\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-delete-multiple-shifts\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td>&nbsp;<\/td>\n<td><a title=\"How to Import another week or template into the current week\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-import\/\" target=\"_blank\" rel=\"noopener noreferrer\">Import<\/a><\/td>\n<td><a title=\"How to AutoFill to automatically assign open shifts based on helper work time preferences\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-auto-assign\/\" target=\"_blank\" rel=\"noopener noreferrer\">AutoFill<\/a><\/td>\n<td><a title=\"How to Publish a schedule week and make it available to helpers online and send workers their schedule via email\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-publishing\/\" target=\"_blank\" rel=\"noopener noreferrer\">Publish<\/a><\/td>\n<\/tr>\n<tr>\n<td>&nbsp;<\/td>\n<td><a title=\"How to Print the schedule using the Print button on the twelve different views and the change layout options\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-print-export\/\" target=\"_blank\" rel=\"noopener noreferrer\">Print<\/a><\/td>\n<td><a title=\"Another method besides Publishing to send individual schedules to helpers\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-sched-view-layouts\/h-view-indiv-monthly\/\" target=\"_blank\" rel=\"noopener noreferrer\">Send<\/a><\/td>\n<td><a title=\"How to Analyze shifts for any conflicts with current helper work time preferences\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-auto-sched-week\/h-analyze\/\" target=\"_blank\" rel=\"noopener noreferrer\">Analyze<\/a><\/td>\n<\/tr>\n<tr>\n<td>&nbsp;<\/td>\n<td><a title=\"How to try out the twelve various Schedule Views to see which one works the best for you\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-stand-views\/\" target=\"_blank\" rel=\"noopener noreferrer\">Layouts<\/a><\/td>\n<td><a title=\"How to track a Schedule's history - who and when it was Imported, AutoFilled, Published, Cleared etc.\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-view-edit-sched\/h-schedule-history\/\" target=\"_blank\" rel=\"noopener noreferrer\">Track<\/a><\/td>\n<td><a title=\"How to Export Schedule Data to your computer or for use with other programs\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-printouts\/h-exporting\/\" target=\"_blank\" rel=\"noopener noreferrer\">Export<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">EMAIL \/ TEXT<\/td>\n<td><a title=\"How to Add an Helper Email or Text Message Address\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-email-notific\/h-emp-add-email\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add<\/a><\/td>\n<td><a title=\"How to Edit an Helper Email or Text Message Address\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-email-notific\/h-emp-edit-email\/\" target=\"_blank\" rel=\"noopener noreferrer\">Edit<\/a><\/td>\n<td><a title=\"How to Delete an Helper Email or Text Message Address\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-email-notific\/h-emp-delete-email\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">PREFERENCES<\/td>\n<td><a title=\"How to Add Helper Work Time Preferences - Prefer, Dislike &amp; Cannot Work Times\" href=\"https:\/\/when2work.com\/help\/guide\/h-let-emps-signin\/h-emp-prefs\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add<\/a><\/td>\n<td><a title=\"How to Edit Helper Work Time Preferences\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-emp-view-edit\/h-edit-prefs\/\" target=\"_blank\" rel=\"noopener noreferrer\">Edit<\/a><\/td>\n<td><a title=\"How to Delete Helper Work Time Preferences\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-emp-view-edit\/h-delete-prefs\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">TEMPLATES<\/td>\n<td><a title=\"How to Create &amp; Save a Schedule Template\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-importing-schedules\/h-create-sched-temp\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add<\/a><\/td>\n<td><a title=\"How to Edit an existing Schedule Template\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-importing-schedules\/h-changing-template\/\" target=\"_blank\" rel=\"noopener noreferrer\">Edit<\/a><\/td>\n<td><a title=\"How to Delete an existing Schedule Template\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-importing-schedules\/h-delete-saved-sched\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">TIME OFF<\/td>\n<td><a title=\"How to add a Time Off for an Helper\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-time-off-cannot\/h-mgr-ent-timeoff\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add<\/a><\/td>\n<td><a title=\"How to Edit an existing approved Time Off\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-time-off-cannot\/h-chgn-timeoff\/\" target=\"_blank\" rel=\"noopener noreferrer\">Edit<\/a><\/td>\n<td><a title=\"How to Delete an existing approved Time Off\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-time-off-cannot\/h-chgn-timeoff\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">CATEGORIES<\/td>\n<td><a title=\"How to Add a New Category and set shifts into that Category\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-cat-sft-colors\/h-add-new-cat\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add<\/a><\/td>\n<td><a title=\"How to Edit Category Labels\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-cat-sft-colors\/h-edit-category\/\" target=\"_blank\" rel=\"noopener noreferrer\">Edit<\/a><\/td>\n<td><a title=\"How to Delete Category Labels\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-cat-sft-colors\/h-delete-category\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">COORDINATORS<\/td>\n<td><a title=\"How to Add another Coordinator and set their Permissions (Main Coordinator only)\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-settings\/h-add-mgr\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add<\/a><\/td>\n<td><a title=\"How to Edit a Coordinator's Information &amp; Permissions\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-settings\/h-edit-mgr\/\" target=\"_blank\" rel=\"noopener noreferrer\">Edit<\/a><\/td>\n<td><a title=\"How to Delete a Coordinator\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-settings\/h-delete-coordinator\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">MESSAGE \/ TEXT<\/td>\n<td><a title=\"How to send a Message or Text Alert\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-msg-text-alerts\/h-how-message\/\" target=\"_blank\" rel=\"noopener noreferrer\">Send<\/a><\/td>\n<td><a title=\"How to save a Message so it will not be purged from the system after 30 days\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-msg-text-alerts\/h-save-message\/\" target=\"_blank\" rel=\"noopener noreferrer\">Save<\/a><\/td>\n<td><a title=\"How to Delete Messages\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-msg-text-alerts\/h-delete-message\/\" target=\"_blank\" rel=\"noopener noreferrer\">Delete<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">REPORTS<\/td>\n<td>&nbsp;<\/td>\n<td><a title=\"How to create custom Reports for any date range - shifts, hours, time off and payroll\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-printouts\/h-custom-reports\/\" target=\"_blank\" rel=\"noopener noreferrer\">Create<\/a><\/td>\n<td><a title=\"How to Export Data for backup or for use in other programs\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-printouts\/h-export-other-programs\/\" target=\"_blank\" rel=\"noopener noreferrer\">Export<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-bottom: 1px silver solid;\" colspan=\"4\">\u00a0<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: right;\">EXPORTS<\/td>\n<td><a title=\"How to Export Hours Worked by each Helper\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-printouts\/h-custom-reports\/\" target=\"_blank\" rel=\"noopener noreferrer\">Hours<\/a><\/td>\n<td><a title=\"How to Export a Schedule Week's information\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-printouts\/h-exporting\/\" target=\"_blank\" rel=\"noopener noreferrer\">Schedule<\/a><\/td>\n<td><a title=\"How to Export Schedule Statistics\" href=\"https:\/\/when2work.com\/help\/guide\/h-sub-printouts\/h-export-other-programs\/\" target=\"_blank\" rel=\"noopener noreferrer\">Stats<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Quick Links How do I start? Helper access &#8220;Must see&#8221; features Ways to communicate Basic scheduling Tracking &amp; reports Special scheduling situations Printing &amp; exporting&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/guide\/h-trialtips\/\">More<span class=\"screen-reader-text\">Trial Tips &#8211; Help &#038; How To&#8217;s ***<\/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\/125"}],"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=125"}],"version-history":[{"count":4,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/125\/revisions"}],"predecessor-version":[{"id":4431,"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/pages\/125\/revisions\/4431"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/guide\/wp-json\/wp\/v2\/media?parent=125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}