
{"id":1131,"date":"2018-05-08T17:14:33","date_gmt":"2018-05-08T17:14:33","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=1131"},"modified":"2021-08-17T16:54:50","modified_gmt":"2021-08-17T16:54:50","slug":"h-why-use-shift","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-why-use-shift\/","title":{"rendered":"CATEGORIES &#8211; What are they and why use?"},"content":{"rendered":"<p>Categories relate to shifts &#8211; each shift can be set into one category.\u00a0<\/p>\n<p>You might want to\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-add-new-cat\/\">create Categories<\/a>\u00a0for your shifts for many reasons. It allows you to\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-filtering\/\">filter<\/a>\u00a0schedules or pending trades to show only certain groups (beyond\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-filtering\/\">filtering<\/a>\u00a0by Position or Position Group), and for certain time periods (Night Shifts, Day Shifts), etc.<\/p>\n<p>Or you might want to create\u00a0<strong><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-printouts\/h-custom-reports\/\">REPORTS<\/a><\/strong>\u00a0to track certain types of shifts (ex.\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-printouts\/h-late\/\">Late, Weekend or Called Out<\/a>, etc.). The shift Category can also appear on various schedule views for each shift and some views can group shifts by Category (ex. Calendar Weekly). You also can <a href=\"https:\/\/when2work.com\/help\/mgr\/h-co-settings-emp-perm\/\">set whether categories are viewable by Employees<\/a>.<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sscat.png\"><img class=\"aligncenter size-full wp-image-7881\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sscat.png\" alt=\"\" width=\"700\" height=\"378\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sscat.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/sscat-300x162.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>If you have shifts with similar begin and end times over multiple Positions, you can\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-add-new-cat\/\">create Categories<\/a>\u00a0with &#8220;Add Shift Default Settings&#8221; by clicking the Category drop down box and choosing\u00a0<strong>Add\/Edit Categories<\/strong>\u00a0to create Categories. (Ex. if you have similar night shifts for different Positions, you can create a NIGHT Category and enter defaults so that when you\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-add-shift\/\">Add Shifts<\/a> you can first choose that Category and the fields you set up like the start and end time, will be pre-populated, but changeable, in the &#8220;Add Shifts&#8221; window).\u00a0<\/p>\n<h3>You can create Categories for:<\/h3>\n<ul>\n<li>Different events &#8211; you can set the Category &#8220;default description&#8221; to reflect event details.\u00a0<\/li>\n<li>Clients that employees deal with on a repeated basis, allowing you to run reports based on client.<\/li>\n<li>Special shifts that you want to distribute evenly to all employees (See\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-autofill\/h-autofill-pos-sep\/\">Selective AutoFill<\/a>). You may want to make sure, for example, that all employees work at least one night shift per week. Or you may want to be sure your &#8220;less popular&#8221; shifts are evenly distributed between all employees.\u00a0<\/li>\n<li>You can create Categories for any reason.\u00a0<\/li>\n<\/ul>\n<h3>There are many reasons to put shifts into Categories:<\/h3>\n<ol>\n<li><strong>Better control of AutoFill<\/strong>. Example: You can set all your weekend shifts (for some or all Positions) to a Category (WKND for example), then\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-filtering\/\">filter<\/a> your schedule to that Category before AutoFilling to get a better equal distribution of your weekend shifts before unfiltering to show all the shifts and using AutoFill again to assign the remaining non-weekend shifts.<\/li>\n<li><strong>Create an &#8220;at-a-glance&#8221; view<\/strong>\u00a0of who is working certain types of shifts through the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-compressed\/\">Category Chart<\/a>&#8216;s display of the assigned shifts&#8217; Categories for up to a month at a time.<\/li>\n<li><strong>Get statistics<\/strong>\u00a0(either through\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-stats-view\/\">Statistics<\/a>\u00a0schedule view or the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-printouts\/h-custom-reports\/\">Reports<\/a> section) on which employees have worked shifts of certain Categories like &#8220;overnight&#8221;, &#8220;premium shift&#8221;, &#8220;called out&#8221; or &#8220;late&#8221; or for a certain event or client Category.<\/li>\n<li><strong>For Commonly added shifts<\/strong>\u00a0you can set a Category default: Position, start and end time, duration, color and\/or description. When\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-add-shift\/\">adding new shifts<\/a>, just choose the Category first and the shift is automatically defaulted to your choices.<\/li>\n<li><strong>Grouping Categories<\/strong>\u00a0choose which Categories to display together by creating\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-cat-groups\/\">Category Groups<\/a>\u00a0(similar to the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-positions\/h-create-pos-groups\/\">Position Groups<\/a>). You can use these Category Groups as shortcuts to view statistics or create reports as well.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">categories categories categories category\u00a0 categories categories categories\u00a0 categories categories categories\u00a0 categories\u00a0 set weekend\u00a0 OPTIONAL CATEGORY\u00a0 cetegories\u00a0 multiple projects name shift <span class=\"_GApu  _GAl ACTION-drilldown TARGET-0-88 \">can you assign employees to a category<\/span><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Categories relate to shifts &#8211; each shift can be set into one category.\u00a0 You might want to\u00a0create Categories\u00a0for your shifts for many reasons. It allows&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-why-use-shift\/\">More<span class=\"screen-reader-text\">CATEGORIES &#8211; What are they and why use?<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/1131"}],"collection":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=1131"}],"version-history":[{"count":21,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/1131\/revisions"}],"predecessor-version":[{"id":7882,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/1131\/revisions\/7882"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=1131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}