![]() Before You Begin Scheduling Quick Scheduling Overview Setup Steps Simple Scheduling Multiple Locations / Departments ▶ Trial Tips – Help & How To’s Add Your Positions (Jobs) ▶ Add Your Employees ▶ Floating Employees Upload EMPLOYEES from File ▶ Upload SHIFTS from a File W2W “Must See” Features W2W Newest Features Your First Schedule Initial Setup – Enter First Week ▶ “Navigate” to a New Week Scheduling – Week to Week Create New Schedules ▶ IMPORT – Week or Template – Results Summary Import – "Undo" Import AUTOFILL – Auto Assignments – Results Summary Auto Assign Checks for Potential Conflicts Quick Schedule Changes Add Notes to the Weekly Schedule ANALYZE Shifts for Conflicts PUBLISH Schedule – How To Make Changes after Publishing Send / Email Schedules to Employees PRINT Schedules – PDF / Printer Export to Clipboard Send Reminders / Message Employees Working a Certain Date Can W2W Create the Shifts? View Schedules No Login – Read Only Enter Availability for the Staff Viewing / Editing Schedules The 13 Schedule Views By Employee View – DRAG/DROP Schedule Grid (Bulk Edit Shifts) ▶ Recently Deleted Shifts SHIFTS – Click to Edit/Delete/Clone – Replacements - Who's Available – Add Shifts – Upload Shifts from File – Delete Shifts – Edit/ Delete Multiple Shifts – Delete / Unassign Multiple Shifts – Change Position of Shift – Add Lunch or Breaks – Change Shift Day – Shift Start & End Time – Set Paid Hours of Shifts – Breaks – Doublebook – Overlapping Shifts – Repeat Shifts Over Multiple Weeks – Clear (Unassign Multiple Shifts) – Manually Assign Employees – Shifts missing? – Find – Grid Search – Add Shift – Set Default Position – Split Shifts – Multiple Shifts Per Day – Search for Shifts – Hourly Totals – Show Coverage – Shift History – Track Changes – Export Shift History Report SCHEDULES – Add Meetings / Daily Notes – Automatic Notifications Sent – Track Who's Seen Schedules – Delete a Schedule Week – Show to Third Party – Who's On Now / Later – Log In Via Phone/Tablet* – Schedule History Mobile Login* Multiple Usernames / Switch List ▶ Employees Signing In EMPLOYEES – Let Them Sign In? Everyone has a Unique Username Send or Print Sign In Instructions ▶ WORK TIME PREFERENCES -Viewing / Setting Availability Control What Employees Can Do What do Employees see? Let Employees Add / Edit Shifts Employees Not Seeing Schedules? View Employee Help Pages Mobile W2W Apps iOS App Android App Mobile Version Tips Signing In with Blackberry Windows & All Other Smartphones Employee Training Videos & Help Program DetailsĪutoFill – Automatic Scheduling AUTOFILL – How it Works – No Employees Assigned? – AutoFill by "Priority Group" – AutoFill by "Seniority" (Hire Date) – AutoFill Positions Separately – Assign Employee Before AutoFill – Prevent AutoFill of Employee – Evenly Distribute "Special Shifts" – Ignore Employee Preferences – Min Time Off Between Shifts – AutoFill Month or More? – Minimum Hours Per Week Why Employee Over Max Hours? Scheduling -How far in advance? Schedules -How far back saved? How do I save my data? Create same shifts every week? Split Shifts – Multiple Shifts a Day? What are Priority Groups? Sschedule monthly / biweeky? Max Hours / Shift Set Defaults? Unassigned shifts Locate Imported Template Name Repeat shifts for # weeks? One Shift - Multiple Employees? Tasks During Shifts? Shift Descriptions (optional) Publishing – Making Schedules Public PUBLISH – Why Publish? – Publish Open Schedule – Unpublish – Retract Schedule – Changes (after Publishing) – Preventing or Missing Messages Publish Part of Schedule? Publish only certain employees? Publish Automatically? Shifts/Pos Purple Dot or Underline? Importing Schedules (Templates) SCHEDULES – Edit/Copy Templates – About – Save a Week Template – Create Day Template – Import Into Week or Day – "Undo" Import – Edit A Schedule Template – Edit Template Alternative Method – Import One Position/Category – Import a Day/Week from Future – Delete a Template Schedule Views & Layouts SCHEDULE VIEWS - Overview* – Chart of Functions for Each – By Employee - Drag/Drop* – Calendar Daily – Calendar Weekly – Calendar Monthly – By Position Day & Week – Sortable List Day & Week – Charts – Graphical Day & Week – Multi-Shift Edit Day & Week – Availability / Coverage Day – Statistics WEEK – Statistics DAY – Statistics MONTH – Statistics 2-WEEK SCHEDULE OPTIONS – Locations – Change Layout – Font, etc.
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