{"id":793,"date":"2018-05-04T02:32:23","date_gmt":"2018-05-04T02:32:23","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=793"},"modified":"2022-10-14T18:19:10","modified_gmt":"2022-10-14T18:19:10","slug":"h-edit-prefs","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/h-edit-prefs\/","title":{"rendered":"Set \/ Edit Employee Work Time Preferences &#8211; Availability \u25b6"},"content":{"rendered":"<p><iframe title=\"Availability Preferences\" src=\"https:\/\/player.vimeo.com\/video\/746597873?h=33c094c9f4&amp;dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<p><strong>Edit Employee Availability\/Preferences\u00a0<\/strong><\/p>\n<p>Note that employee work time preferences do not change any already-assigned shifts &#8211; they can be used by\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-autofill\/\">AutoFill<\/a>\u00a0if you automatically assign shifts. You can also use the\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-sched-view-layouts\/h-sortable-list-view\/\">Analyze feature<\/a>\u00a0at any time to see how the assigned shifts compare to the current work time preferences. Also, the preferences can be useful when looking for replacements for shifts.<\/p>\n<h2>Employee work time preferences can be used for the following:<\/h2>\n<ul>\n<li>These preferences can be considered when AutoFill optimizes the schedule assignments each week<\/li>\n<li>When you click any shift, the Shift Change window will show a list of employees who are available to work that shift. Employees who have set that time to &#8220;prefer to work&#8221; are listed first so that you will know the best employees to work that shift.\u00a0<\/li>\n<\/ul>\n<h2>Employees normally set their own preferences when they sign in.<\/h2>\n<p>If you allow your employees to sign in at WhenToWork, you can also\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-settings\/h-co-settings-emp-perm\/\">allow them to set their own Work Time Preferences<\/a>\u00a0(prefer and dislike times &#8211; you can even let them set their own Cannot Work times) down to 15 minute increments.\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-emp-view-edit\/h-emp-prefs-track\/\">You can track when the preferences were last updated<\/a>.<\/p>\n<p><span class=\"highlight\"><strong>REPEATING Weekly Preferences (and FUTURE REPEATING Weekly Preferences) should be set first<\/strong><\/span>, then if certain dates are different, you can set those using\u00a0<strong>Set Date Specific Preferences<\/strong>. Date Specific Preferences always override Repeating Weekly Preferences.<\/p>\n<h2>To change the REPEATING WEEKLY Work Time Preferences for employees<\/h2>\n<p>From any page:\u00a0<\/p>\n<ul>\n<li>In the top menu, click\u00a0<strong>EMPLOYEES<\/strong><\/li>\n<li>Click the\u00a0<strong>magnifying glass\u00a0<img class=\"noborder alignnone wp-image-2069 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2018\/07\/icon__fa-search-e1531257746639.png\" alt=\"magnify glass icon\" width=\"18\" height=\"18\" \/><\/strong>\u00a0next to the employee name to open the employee details window\u00a0<\/li>\n<li>Click the\u00a0<strong>Schedule\/Preferences<\/strong>\u00a0tab<\/li>\n<li>Click the\u00a0<strong>Set REPEATING WEEKLY<\/strong>\u00a0button to open the preferences window. (These are the normal daily\u00a0preferences for the employee and can be set down to 15 minutes for each day of the week). Note each day always shows Midnight to Midnight.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/1-Edit-Work-Time-Preferences.png\"><img class=\"aligncenter wp-image-3808 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/1-Edit-Work-Time-Preferences.png\" alt=\"employee details schedule preferences set repeating weekly\" width=\"700\" height=\"543\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/1-Edit-Work-Time-Preferences.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/1-Edit-Work-Time-Preferences-300x233.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>To set &#8220;prefer to work&#8221; times, click the green color swatch and then &#8220;paint&#8221; over the times you would like to change by pressing the left mouse button and holding until you want to stop painting<\/li>\n<li>Click a day name to change that whole day to that color or click the time to set that whole column<\/li>\n<li>Be sure to click the\u00a0<strong>SAVE<\/strong>\u00a0button<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/2-Edit-Work-Time-Preferences.png\"><img class=\"aligncenter wp-image-3809 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/2-Edit-Work-Time-Preferences.png\" alt=\"repeating weekly preferences\" width=\"700\" height=\"379\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/2-Edit-Work-Time-Preferences.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/2-Edit-Work-Time-Preferences-300x162.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>You can save the preferences as a &#8220;Preference Template&#8221; to be used for setting up other employees. For example, you can quickly add Cannot Work hours for all employees who are minors by loading that preference template into each employee&#8217;s REPEATING Weekly Preferences grid.<\/li>\n<li>Also, if these Repeating Preferences will change on a certain date, click the\u00a0<strong>Set\u00a0FUTURE Weekly Repeating<\/strong> button to have a new set of new preferences go into effect on a certain date.<\/li>\n<\/ul>\n<p><span class=\"red\"><strong>To change any DATE SPECIFIC Preferences<\/strong><\/span>\u00a0&#8211; after setting the normal repeating preferences for an employee, you can then set any dates that have different preferences using the\u00a0<strong>Set DATE SPECIFIC button<\/strong>.<\/p>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/3-Edit-Work-Time-Preferences.png\"><img class=\"aligncenter wp-image-3811 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/3-Edit-Work-Time-Preferences.png\" alt=\"date specific preferences\" width=\"700\" height=\"572\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/3-Edit-Work-Time-Preferences.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/3-Edit-Work-Time-Preferences-300x245.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>From the View Employee window, click the\u00a0<strong>Set DATE SPECIFIC<\/strong>\u00a0button<\/li>\n<li>In this window, you can use the paint colors and and click and &#8220;paint&#8221; any dates to set the whole date to that color<\/li>\n<li>Or you can\u00a0<strong>double click a date\u00a0<\/strong>to bring up the hourly preferences for that day\u00a0<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/4-Edit-Work-Time-Preferences.png\"><img class=\"aligncenter wp-image-3812 size-full\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/4-Edit-Work-Time-Preferences.png\" alt=\"date specific repeating preferences paint\" width=\"700\" height=\"323\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/4-Edit-Work-Time-Preferences.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2019\/04\/4-Edit-Work-Time-Preferences-300x138.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ul>\n<li>For this specific date, you can paint preference times and choose to repeat for a number of weeks. (Ex. to also set these preferences for the following Wed. choose Repeat for 2 weeks).<\/li>\n<li>Click the\u00a0<strong>SAVE<\/strong>\u00a0button when done.\u00a0(You also can open this window and click the\u00a0<strong>COPY Prefs<\/strong>\u00a0button and then choose another date and use the\u00a0<strong>PASTE Prefs<\/strong>\u00a0button to apply those preferences to the other date)<\/li>\n<\/ul>\n<p><span class=\"red\">TROUBLE ENTERING PREFERENCES?<\/span>\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-troubleshoot\/h-popup-blockers\/\">See our Popup Blocking Information page<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">change an employees recurrent preferences edit preferences\u00a0 availability availability\u00a0 .preference template\u00a0 employee change their availability preference preference prefs prefs prefs\u00a0 pref pref\u00a0 preferences preferences preferences entering in availability\u00a0 employees availablity adding availability<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Edit Employee Availability\/Preferences\u00a0 Note that employee work time preferences do not change any already-assigned shifts &#8211; they can be used by\u00a0AutoFill\u00a0if you automatically assign shifts.&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/h-edit-prefs\/\">More<span class=\"screen-reader-text\">Set \/ Edit Employee Work Time Preferences &#8211; Availability \u25b6<\/span><\/a><\/div>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":12,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/793"}],"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=793"}],"version-history":[{"count":21,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/793\/revisions"}],"predecessor-version":[{"id":8916,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/793\/revisions\/8916"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=793"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}