{"id":119,"date":"2018-02-22T02:42:50","date_gmt":"2018-02-22T02:42:50","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=119"},"modified":"2023-07-22T17:39:39","modified_gmt":"2023-07-22T17:39:39","slug":"h-overview-setup","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-overview-setup\/","title":{"rendered":"Setup Steps"},"content":{"rendered":"<p>upload<\/p>\n<p><style>\ntd{border:none;<span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span>}<\/style>\n<\/p>\n<table style=\"border-width: 0px; border-right-color: #c0c0c0; border-bottom-color: #c0c0c0; width: 100%; height: 918px;\" cellspacing=\"3\">\n<tbody>\n<tr style=\"height: 22px;\">\n<td style=\"text-align: center; border: 1px solid #808080; width: 200px; background-color: #eff2fa; height: 110px;\" rowspan=\"5\"><strong><br \/>\nSign In<br \/>\n<\/strong><span style=\"font-weight: normal;\">Welcome Wizard<br \/>\nEnter Jobs &amp; Employees<\/span><strong><br \/>\nBasic Information<br \/>\n<\/strong><\/td>\n<td style=\"width: 20px; height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-before\/h-multiple-loc\/\">Multiple Locations\u00a0 or Departments?<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-before\/h-overview\/\">Overview of Scheduling<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\">Positions:\u00a0\u00a0<a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-before\/h-add-positions\/\">Add\u00a0<\/a>\u00a0|\u00a0\u00a0<a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-positions\/h-edit-positions\/\">Edit<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\">Employees:\u00a0\u00a0<a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-before\/h-update-add-emps\/\">Add<\/a>\u00a0 | <a href=\"https:\/\/when2work.com\/help\/mgr\/h-import-emps\/\" style=\"border: 0px; color: #800000;\">Upload<\/a> |\u00a0 <a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-emp-view-edit\/h-edit-emp-det\/\">Edit<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-emp-view-edit\/h-tips-emplist-grid\/\">Grid showing Employees &amp; Positions<\/a><\/td>\n<\/tr>\n<tr style=\"height: 86px;\">\n<td style=\"text-align: center; border-width: 0px; border-right-style: solid; width: 200px; height: 86px;\"><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2018\/06\/downarrow.gif\"><img class=\"noborder aligncenter wp-image-1523 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2018\/06\/downarrow.gif\" alt=\"down arrow\" width=\"40\" height=\"40\" \/><\/a><\/td>\n<td style=\"height: 86px;\" align=\"center\">\u00a0<\/td>\n<td style=\"height: 86px;\">\u00a0<\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"text-align: center; border: 1px solid #808080; width: 200px; background-color: #eff2fa; height: 88px;\" rowspan=\"4\"><strong><br \/>\nSchedules Setup<br \/>\n<\/strong><span style=\"font-weight: normal;\">Enter a currently<br \/>\nassigned schedule week<\/span><\/td>\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\">Initial Set of Shifts:\u00a0\u00a0<a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-firstsched\/h-add-first-shifts\/\">Add<\/a>\u00a0 | <a href=\"https:\/\/when2work.com\/help\/mgr\/uploading-shifts-from-file\/\" style=\"border: 0px; color: #800000;\">Upload<\/a> |\u00a0 <a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-making-sched-change\/\">Edit<\/a>\u00a0 |\u00a0\u00a0<a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-delete-shift\/\">Delete<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-by-emp-drag-drop\/\">By Employee Schedule View &#8211; Drag\/Drop Shifts<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-why-use-shift\/\">Try Categories for adding similar shifts<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-stand-views\/\">Ways to View Schedules &#8211; 12 Customizable Formats<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\">\u00a0<\/td>\n<td style=\"text-align: center; height: 22px;\">\u00a0&#8211;<\/td>\n<td style=\"height: 22px;\"><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-create-sched-temp\/\" style=\"border: 0px; color: #800000;\" >Save Your Initial Week as Template<\/a><\/td>\n<\/tr>\n<tr style=\"height: 86px;\">\n<td style=\"text-align: center; border-width: 0px; border-right-style: solid; width: 200px; height: 86px;\"><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2018\/06\/downarrow.gif\"><img class=\"noborder aligncenter wp-image-1523 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2018\/06\/downarrow.gif\" alt=\"down arrow\" width=\"40\" height=\"40\" \/><\/a><\/td>\n<td style=\"height: 86px;\" align=\"center\">\u00a0<\/td>\n<td style=\"height: 86px;\">\u00a0<\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\">\u00a0<\/td>\n<td style=\"text-align: center; height: 22px;\">\u00a0&#8211;<\/td>\n<td style=\"height: 22px;\"><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-importing-schedules\/h-importing\/\" style=\"border: 0px; color: #800000;\">Import<\/a> and <a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-autofill\/\" style=\"border: 0px; color: #800000;\">AutoFill<\/a> unassigned shifts<\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"text-align: center; border: 1px solid #808080; width: 200px; background-color: #eff2fa; height: 110px;\" rowspan=\"5\">\n<p>&nbsp;<\/p>\n<p>Automatic Scheduling<br \/>\n<span style=\"font-weight: normal;\">\u00a0Import &amp; AutoFill<\/span><\/p>\n<\/td>\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-emp-view-edit\/h-tips-emplist-grid\/\">Default AutoFill maximums 40 hr\/week 1 shift\/day 14 hrs\/day<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-let-emps-signin\/h-emp-prefs\/\">Work Time Preferences can be used<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-time-off-cannot\/h-mgr-ent-timeoff\/\">Time off, when approved, can automatically update the schedule<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-analyze\/\">ANALYZE Shifts for Conflicts<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-publishing\/h-publish-open\/\">Open Scheduling &#8211; Let Employees Choose Shifts<\/a><\/td>\n<\/tr>\n<tr style=\"height: 86px;\">\n<td style=\"text-align: center; border-width: 0px; border-right-style: solid; width: 200px; height: 86px;\"><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2018\/06\/downarrow.gif\"><img class=\"noborder aligncenter wp-image-1523 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2018\/06\/downarrow.gif\" alt=\"down arrow\" width=\"40\" height=\"40\" \/><\/a><\/td>\n<td style=\"height: 86px;\" align=\"center\">\u00a0<\/td>\n<td style=\"height: 86px;\">\u00a0<\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"text-align: center; border: 1px solid #808080; width: 200px; background-color: #eff2fa; height: 176px;\" rowspan=\"8\">\n<p>&nbsp;<\/p>\n<p>Sharing Schedules<br \/>\n<span style=\"font-weight: normal;\">Publishing<\/span><\/p>\n<\/td>\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-settings\/h-co-settings-emp-perm\/\">Setting Employee Permissions<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-email-notific\/h-emp-add-email\/\">Entering Employee Email \/ Text Addresses &amp; Notifications<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-let-emps-signin\/h-let-emps-signin\/\">Employee Access<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-let-emps-signin\/h-send-emp-inst\/\">Send Employees Sign In Instructions<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-publishing\/\">Publishing a Schedule Week<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-tracking\/\">Track who has seen their schedule or been notified<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-make-changes-pub\/\">Easy Changes after Publishing &#8211; Find Replacements<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-print-export\/\">Printing Schedules<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\">\u00a0<\/td>\n<td style=\"text-align: center; height: 22px;\">\u00a0&#8211;<\/td>\n<td style=\"height: 22px;\"><a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-view-edit-sched\/h-show-to-non\/\" style=\"border: 0px; color: #800000;\">Share Schedules with Third Parties<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"text-align: center; border-width: 0px; border-right-style: solid; width: 200px; height: 22px;\">\u00a0<\/td>\n<td style=\"height: 22px;\" align=\"center\">\u00a0<\/td>\n<td style=\"height: 22px;\">\u00a0<\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"text-align: center; border: 1px solid #808080; width: 200px; background-color: #eff2fa; height: 88px;\" rowspan=\"5\"><strong><br \/>\nCommunicate<br \/>\n&amp; Delegate<\/strong><br \/>\n<strong><br \/>\n<\/strong><\/td>\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-email-notific\/h-communicate-emps\/\">Ways to Communicate<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-settings\/h-my-notifications\/\">My Notifications<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-email-notific\/h-email-notifcations\/\">Employee Notifications<\/a><\/td>\n<\/tr>\n<tr style=\"height: 22px;\">\n<td style=\"height: 22px;\" align=\"center\">&#8211;<\/td>\n<td style=\"height: 22px;\"><a style=\"border: 0px; color: #800000;\" href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-settings\/h-add-mgr\/\">Add Other Scheduling Managers<\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\">&#8211;<\/td>\n<td><a href=\"https:\/\/when2work.com\/help\/mgr\/h-custom-reports\/\">Run Reports<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span class=\"extrawords\">getting started, overview, setup, tutorial<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>upload Sign In Welcome Wizard Enter Jobs &amp; Employees Basic Information &#8211; Multiple Locations\u00a0 or Departments? &#8211; Overview of Scheduling &#8211; Positions:\u00a0\u00a0Add\u00a0\u00a0|\u00a0\u00a0Edit &#8211; Employees:\u00a0\u00a0Add\u00a0 |&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-overview-setup\/\">More<span class=\"screen-reader-text\">Setup Steps<\/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\/119"}],"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=119"}],"version-history":[{"count":15,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/119\/revisions"}],"predecessor-version":[{"id":9837,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/119\/revisions\/9837"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}