Intro to Scheduling with When I Work

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In this Guided Project, you will:

Create, organize, and delete job positions and shift templates in the scheduling tool.

Customize employee profiles to match their qualifications and availability.

Add employees to the scheduling tool and cover all necessary positions and shifts.

Clock1.5-2 hours
BeginnerBeginner
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop only

This course will provide step-by-step guidance on how to create a detailed schedule for a small business. The scheduling tool When I Work is a free and user-friendly application which allows users to easily customize, create, and share work schedules. When I Work has a large number of free features, making it a budget friendly option for any company looking for a user-friendly, versatile, and effective scheduling program. We'll learn how to create an account with When I Work and discuss how to set up the program to meet our business needs. We will also learn how to properly create and utilize job positions and shift templates. We'll cover how to add employees and customize their profiles and availability. You will then have the opportunity to assemble and publish a schedule, ensuring proper coverage for business needs. This course will walk you through When I Work's scheduling process from account creation to the publication of the schedule. Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

Skills you will develop

ScheduleHuman Resources (HR)Schedule (Project Management)Team Management

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Creating an Account

  2. Configuring the Settings

  3. Creating Job Positions

  4. Creating Shift Templates

  5. Adding Employees

  6. Assembling the Schedule

  7. Creating Custom Shifts and Publishing the Schedule

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

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Frequently asked questions

Frequently Asked Questions

More questions? Visit the Learner Help Center.