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Event Scheduling

Many WhenToWork users schedule events. Here are some tips if you are scheduling employees for events:

  • You can create Categories to help with adding shifts for events. Define a category with “default Add Shift Settings” (ex. you can enter the time, and the description information about the event location or client name, etc.) Then when you add shifts for the event, you can choose that event Category first and those event defaults will be entered for you. Note that for employees to see Category labels on shifts, you will need to set Permission 2 on the SETTINGS> Global Employee Permissions page to “Yes.”

  • Or if you have repeating events at a certain location, you might want to create separate Positions that include the location (ex. Server – Location A; Setup – Location A). This will allow you to filter your view to only one Position Group – servers across all locations, servers in just one location, everyone in one location, etc. 

  • Or you can use the Shift Description when adding or editing shifts to enter information about the events. Description display can be turned on and off using the “Change Layout” link on most Schedule Views. But note that Employees can always see shift descriptions.

  • Or create a Template and Import sets of shifts for events. When you Import, you can set all shifts to have a shift description that explains the event, location details, etc.

  • Or if you have a website you can upload documents there – create an information document about the current event, upload it to your website and then add a link to it in the Schedule Notes at the bottom of the schedule week. The link will display on the schedules for employees and will be included when they receive their schedule by email.

Contact us using the “Contact W2W” link at the bottom of your manager homepage and send us information about your specific event scheduling, and we will be happy to make suggestions to help you in setting up your account and in your week to week scheduling.