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Can I publish by category?

You can publish by Position, but in our system you cannot publish by Category.  Usually locations would be created using positions so that you can set which employees can work (even if you prefer they work) each position.

You can add the location information into the Positions like “Uptown – Cashier,” “Downtown – Cashier,” so that the Positions include both the location and job name.  Then you can edit each employee to work the appropriate locations and jobs, and when you create shifts you select the Position that represents the location and job for the shift and the employees able to work that shift will appear.

Once your location-specific positions are set up, you can view a certain group of your Positions at a time using what we call a “Position Group.”  You’ll want to create a Position Group for each location.  

You will now be able to filter the schedule views and employee lists to see only a specific location.

In our system, you can Publish your schedule all at once, or Publish each Position (or Position Group) separately. On any Weekly Schedule view, when you click Publish, you can choose the ‘Selected Positions’ tab. There you can check off the Positions you’d like to Publish, and then click the Publish button.

Only the Positions you selected are Published; any shifts for Positions that you did not Publish are not visible to employees, but remain Unpublished.

Notifications will be sent to employees if they have the ‘New Schedule Published’ notification set up.

Note that when a week is completely Published, it is marked with a red stripe, but when only some of the Positions are Published, it will be marked with a purple stripe. In addition, Published Positions are marked on the dropdown menu with a purple highlight.

Note, if your groups do NOT share employees, and do not need to see each other’s schedules, you might consider creating a linked WhenToWork account for your different scheduling groups. This way each group can maintain and control their schedules independently, and the accounts will be linked for billing purposes (so one payment will cover the combined number of employees in all of your linked accounts). The pricing is the same whether you keep your employees in one account, or split them into several linked accounts. Since the employees and managers cannot see the data from another account however, this means they would only be able to see the data within their own account. 

 

 

separate publishing per category