{"id":117,"date":"2018-02-22T02:42:27","date_gmt":"2018-02-22T02:42:27","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=117"},"modified":"2022-10-15T02:51:33","modified_gmt":"2022-10-15T02:51:33","slug":"h-overview","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-overview\/","title":{"rendered":"Quick Scheduling Overview"},"content":{"rendered":"

CREATE SCHEDULES – Quick Overview<\/h2>\n
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Review Positions (Jobs) & Employees<\/h3>\n

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

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

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

\n

Your First Schedule<\/h3>\n

\"menuYou are now ready to create your initial schedule. The easiest way to put in your first schedule is to add or upload a file of shifts from one of your previously 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> all or part of it, if you want to allow your employees to view it online. You can always make changes before or after Publishing. \u2192More<\/a><\/p>\n

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

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Future Weeks – Automatic Scheduling
\n\"\"<\/a><\/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. Or you can Upload a csv file<\/a> of shifts.<\/li>\n
  3. AutoFill<\/strong> <\/a>to automatically assign any unassigned shifts to the best employees for that particular week. AutoFill will use approved time off<\/a> and any employee work-time preferences<\/a> along with each employee’s maximum hours\/shift per day\/week<\/a> constraints you have set to instantly create the best schedule possible.<\/li>\n
  4. Publish<\/strong><\/a> all or part of the schedule<\/a> to make it viewable by employees when they sign into their individual employee login<\/a>. When you Publish<\/strong>, employees can also receive their schedules by email<\/a><\/li>\n<\/ol>\n
    \n

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

    You can also control what employees 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) & Employees Verify that you have added the Positions (Jobs) that you want to use. \u2192More Set…<\/p>\n

    MoreQuick Scheduling 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\/mgr\/wp-json\/wp\/v2\/pages\/117"}],"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=117"}],"version-history":[{"count":21,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/117\/revisions"}],"predecessor-version":[{"id":8958,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/117\/revisions\/8958"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}