{"id":8832,"date":"2022-10-08T16:20:52","date_gmt":"2022-10-08T16:20:52","guid":{"rendered":"https:\/\/when2work.com\/help\/mgr\/?page_id=8832"},"modified":"2022-10-08T16:28:26","modified_gmt":"2022-10-08T16:28:26","slug":"tt-first-schedule","status":"publish","type":"page","link":"https:\/\/when2work.com\/help\/mgr\/tt-first-schedule\/","title":{"rendered":"Trial Tips &#8211; Creating your First Schedule"},"content":{"rendered":"<h2>\u00a0<\/h2>\n<p><iframe title=\"Creating Schedules\" src=\"https:\/\/player.vimeo.com\/video\/699585429?h=c4e509b56c&amp;dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<div class=\"inforight\">\n<p>Your first schedule takes the longest to set up &#8211; once you have defined your shifts for the first week, you can then copy <a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-auto-sched-week\/h-import\/\">(Import)<\/a> it into future weeks and make any necessary changes and use <a href=\"https:\/\/when2work.com\/help\/mgr\/h-how-autofill-works\/\">AutoFill<\/a> to get the best work assignments for the new week.\u00a0<\/p>\n<\/div>\n<p>The easiest way to get your first schedule into our system is to enter one of your previously scheduled weeks.<\/p>\n<p>Be sure you have entered your\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-positions\/h-add-positions\/\">Positions<\/a>\u00a0and\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-positions\/h-set-emp-positions\/\">set which Positions each employee can work<\/a>.\u00a0You are then ready to enter your first schedule which can be the basis for future weeks.<\/p>\n<p>Note you also can <a href=\"https:\/\/when2work.com\/help\/mgr\/uploading-shifts-from-file\/\"><strong>Upload a file of shifts<\/strong><\/a> if you have one.<\/p>\n<h2>There are two ways to add shifts manually<\/p>\n<\/h2>\n<h3><strong>1. Use the By Employee View and click a cell<\/strong><\/h3>\n<p>From any Page:<\/p>\n<ul>\n<li>In top menu, hover over\u00a0<strong>SCHEDULES<\/strong>\u00a0and choose\u00a0<strong>By Employee<\/strong> (recommended for creating and editing your schedules)<\/li>\n<li>Click\u00a0<strong>Week&gt;<\/strong>\u00a0to navigate to the week you want<\/li>\n<li>Click the cell that corresponds to the employee and day you want to add a shift (the cursor turns to plus sign) to open the\u00a0<strong>Quick Shift ADD<\/strong>\u00a0window<\/li>\n<\/ul>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssaddshiftnew.png\"><img class=\"aligncenter size-full wp-image-7782\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssaddshiftnew.png\" alt=\"\" width=\"700\" height=\"510\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssaddshiftnew.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssaddshiftnew-300x219.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<ol>\n<li>Click the\u00a0<strong>Select a Position<\/strong>\u00a0down arrow and choose a position<\/li>\n<li><strong>Add a Start and End Time<\/strong> for the shift &#8211; Enter time with &#8216;a&#8217; or &#8216;p&#8217; after it to indicate AM or PM. (Ex. 815a), or military time (Ex. 2215). You can enter any times you like down to the minute (the times can later be changed to reflect actual time worked if you like).<\/li>\n<li>Paid Hours &#8211; (Duration) &#8211; if the shift includes unpaid lunch or break time you can uncheck the Auto Calculate box and enter the paid hours for this shift. (Ex. 8am to 5pm with an hour lunch, enter 8 paid hours)\u00a0<\/li>\n<li><strong>Check off any other days of the week<\/strong> to add this shift &#8211; to quickly add the same shift for this employee on those days<\/li>\n<li>Click\u00a0<strong>Add Shift\u00a0<\/strong>button<\/li>\n<\/ol>\n<p>Make a mistake? If you need to change any shift, you can <a href=\"https:\/\/when2work.com\/help\/mgr\/h-by-emp-drag-drop\/\">drag\/drop<\/a> it to another day or employee, or click the shift to change the times, position, or employee assigned or to delete it. Or you can use the <a href=\"https:\/\/when2work.com\/help\/mgr\/h-shift-grid-bulk-edit\/\">Grid View<\/a> to make changes to more than one shift at a time. To copy a shift use Ctrl drag\/drop.\u00a0<\/p>\n<h3><strong>2. Adding Shifts using the Add Shifts button<\/strong><\/h3>\n<p><a href=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssaddshiftoneday.png\"><img class=\"aligncenter size-full wp-image-7783\" src=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssaddshiftoneday.png\" alt=\"\" width=\"700\" height=\"510\" srcset=\"https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssaddshiftoneday.png 700w, https:\/\/when2work.com\/help\/mgr\/wp-content\/uploads\/sites\/2\/2021\/08\/ssaddshiftoneday-300x219.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<h4>Optional information that can be entered for any shift<\/h4>\n<p><strong>Optional Description<\/strong>\u00a0&#8211; Can be displayed with the shift on the schedules (Ex. if there are special instructions to the employee, break \/ lunch times, location notes, or meeting times and is included in notification emails.)<\/p>\n<p><strong>Optional Category<\/strong>\u00a0&#8211; If you have shifts with similar begin and end times over multiple Positions, or if you have\u00a0<a href=\"https:\/\/when2work.com\/help\/mgr\/h-sub-cat-sft-colors\/h-why-use-shift\/\">other reasons to use Categories<\/a>, you can click the Category drop down and choose &#8220;Add\/Edit Categories&#8221; to 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 Add Shifts, you can first choose that Category and the fields will be pre-populated &#8211; but changeable &#8211; for you in the Shift Change window).\u00a0<\/p>\n<p><strong>To add an &#8220;Unassigned shift&#8221;\u00a0<\/strong>&#8211; Click the\u00a0<strong>Add Shifts<\/strong>\u00a0button at the top of the schedule (or click on a day in the highlighted unassigned shifts row at the top of the schedule) and leave the employee assigned set to &#8220;None &#8211; Unassigned&#8221;.\u00a0<\/p>\n<p>&nbsp;<\/p>\n<p><span class=\"extrawords\">add,Add Shifts,assign,category,multiple,shift text,description,initially, client,create,times,time period,auto calc, autocalc,meal break,schedule,schedule\u00a0 Set up shifts\u00a0 adding schedule to a calendar new schedule\u00a0 creating a calendar\u00a0 add shifts create a schedule\u00a0 how to create a schedule<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00a0 Your first schedule takes the longest to set up &#8211; once you have defined your shifts for the first week, you can then copy&#8230;<\/p>\n<div class=\"more-link-wrapper\"><a class=\"more-link\" href=\"https:\/\/when2work.com\/help\/mgr\/tt-first-schedule\/\">More<span class=\"screen-reader-text\">Trial Tips &#8211; Creating your First Schedule<\/span><\/a><\/div>\n","protected":false},"author":2,"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\/8832"}],"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\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/comments?post=8832"}],"version-history":[{"count":4,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/8832\/revisions"}],"predecessor-version":[{"id":8836,"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/pages\/8832\/revisions\/8836"}],"wp:attachment":[{"href":"https:\/\/when2work.com\/help\/mgr\/wp-json\/wp\/v2\/media?parent=8832"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}