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Overviews for Managers
Manager Interface Overview
Uploading Employees Data File
Creating Your First Schedule
Quick Future Schedules
Email And Text Notifications
Additional Account Managers
App for iOS
Setting Up Multiple Locations
Multiple Locations in One Account
Multiple Accounts Linked in Group
Manager How To (Positions/Job Topics)
Positions - Add New
Setting Optional Position Preferences (skills)
Manager How To (Employee Related Topics)
Add New Employees
Send Sign In Instructions
Track Attendance Sick, Tardy & No Show
Managing Optional Alert Dates
Help Pages - Overview
Before You Begin Scheduling
Multiple Locations or Departments
Trial Tips - Help & How To's
Add Your Positions (Jobs)
Add Your Employees
Upload Employees from a CSV File
W2W "Must See" Features
Your First Schedule
Enter Previously Scheduled Week
"Navigate" to a New Schedule Week
Automatic Scheduling - Week to Week
Create New Schedules
IMPORT - Week or Template
- Results Summary Import
AUTOFILL - Automatic Assignments
- Results Summary Auto Assign
Make Quick Schedule Changes
Add Notes to the Schedule
ANALYZE Shifts for Conflicts
PUBLISH Your Schedule
Make Changes (after Publishing)
Email Schedules to Employees
Send Schedule Reminders
Can W2W Create the Shifts?
Showing Schedule to Third Parties
Enter Availability for the Staff
Viewing / Editing Schedules
The 12 Schedule Views
By Employee View - DRAG/DROP
SHIFTS - Click to Edit/Delete/Clone
- Replacements - Who's Available
- Add Shifts
- Delete Shifts
- Edit Multiple Shifts
- Delete / Unassign Multiple Shifts
- Change Position of Shift
- Add Lunch or Breaks
- Shift Begin & End Time
- Set Paid Hours of Shift
- Double book - Overlapping Shifts
- Repeat Shifts Over Multiple Weeks
- Clear Assignments
- Manually Assign Helpers
- Shifts missing?
- Split Shifts - Multiple Shifts Per Day
- Search for Shifts
- History - Track Changes
SCHEDULES - Add 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*
- History - Track Changes Schedule
Employees Signing In
EMPLOYEES - Let Them Sign In?
Everyone has a Username
Send or Print Sign In Instructions
Work Time Preferences
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
Mobile Version Tips
Signing In with Blackberry
Windows & All Other Smartphones
AutoFill - Automatic Scheduling
AUTOFILL - How it Works
- No Employees Assigned?
- AutoFill by "Priority Group"
-AutoFill by "Seniority" (Hire Date)
- AutoFill Certain Positions Separately
- Assign Employee Before AutoFill
- Prevent Employee from Being Autofilled
- Evenly Distribute "Special Shifts"
- Ignore Employee Preferences
- Minimum Time Off Between Shifts
- Minimum Hours Per Week
**How far in advance can I schedule?
**How far back are my schedules saved?
**How do I save my data?
**Create Same Shifts every week?
**Split Shifts - Multiple Shifts Per Day
**What are Priority Groups?
**How do I schedule monthly?
**How can I see open shifts?
**Repeat shifts for # weeks?
Publishing - Making Schedules Public
PUBLISH - Why Publish?
- Publish Open Schedule
- Unpublish - Retract Schedule
- Changes (after Publishing)
- Preventing or Missing Messages
**Publish Only Certain Employees?
Importing Schedules (Templates)
SCHEDULES - Edit/Copy
- Create Week Template
- Create Day Template
- Import Into Week or Day
- Change Template
- Import One Position/Category
- Clear Workers - Unassign Shifts*
- Delete a Template
Schedule Views & Layouts
SCHEDULE VIEWS - Overview*
- Chart of Functions for Each
- By Employee - Drag/Drop*
- Calendar Daily View
- Calendar Weekly View
- Calendar Monthly View
- By Position Daily & Weekly View
- Sortable List Daily & Weekly View
- Category Chart View
- In-Out Time Chart View
- Graphical Daily & Weekly View
- Multi-Shift Edit Daily & Weekly View
- Availability / Coverage Daily View
- Statistics WEEKLY View
- Statistics DAILY View
- Statistics MONTHLY View
SCHEDULE OPTIONS - Locations
- Change Layout - Font, etc.
- Change Start Date
- Filter the View/Printout
- Filter to Show Pinned Employees
- Show Holidays - Days Closed
- Send Individuals Schedules
- Overtime Hours
**Mobile App & Login
Positions - Jobs, Groups & Locations
POSITIONS - defined
- Add Position
- Edit Position
- Delete Position
- Restore Deleted Position
- Set Each Employee's Positions (Jobs)
- Location-Specific Positions
POSITION GROUP - Create
- Edit Position Group
- Delete Position Group
- How Position Groups Can Be Used
Position Preferences - Skills
Printouts - Reports - Exporting
**- Daily/Monthly Schedules
- Custom Reports
- Daily Sign In Sheet
- Problems - Page Breaks, Colors
EXPORT - Employee Details
- Export Schedules & Data
- Export Shift Data to Other Programs
- Export to Google Calendar
-Export to Outlook
-Export to Outlook (VCAL)
- Export to QuickBooks
-Export to CompuPay
-Export to ADS
- Export to NETtime
- Export to PayChex
- Export to ADP ezLaborManager
- Export to ADP PayForce
- Export to ADP TimeSaver
Track Late, Tardy Called Out, etc.
**What do exports look like
Email Addresses & Notifications
Ways to Communicate
EMPLOYEE EMAIL - Not Required
- Notifications Grid
- Add Employee Email or Text Message Address
- Edit Employee Email
- Delete Employee Email
- Email Marked "Invalid"
- Email Marked "None"
- Not Receiving Emails
- Schedule Reminders*
- Text Messages
Track Recent Shift Change Notices
My Email "Reply-to" Option*
Text Messages To Me
**Can I stop notifications?
Employees - Viewing, Editing, Deleting
EMPLOYEES - List (grid tips)
- Employee Positions Grid
- View Employee Details
- Add New Employee
- Edit Employee Information
- Custom Employee Fields
- Pay Rates
- Alert Dates
- Send Alert Date Reminders
- Edit Work Time Preferences
- Delete Availability/Preferences
- Track Preference Changes
- Sort Order
- Print Individual Monthly Schedules*
- Sign Into Employee's View
- Change Employee Username & Password
- Stop Employee Having Access
- Delete or Deactivate an Employee
- View Deleted Employee
- Restore a Deleted Employee
**- Differentiate groups
**Student class times not available?
**Can Employees be a certain color?
**All Employees see others' phone?
**Can I track Employees?
**What Happens If Delete Employee?
Time Off & Cannot Work Times
TIME OFF - Manager-Entered
- Partial Day Time Off- Repeating
- & Overnight Shifts Unassigned
- Employee Requests
- List Page
- Change/Delete a Time Off Request
- Using 'Shifts' for Time Off
- Let Employees See All Time Off
**Differentiate types of Time Off?
Cannot Work vs Time Off
Set Cannot Work Times
**Why preferences not showing?
Messaging & Text Alerts
MESSAGING - How it Works
- Send Message to 'Everyone'
- Save Messages
- Delete Messages
- Auto Forward Messages to Email
- Set Up Message "Reply To"
- Sending Message Attachments
Send an URGENT TEXT ALERT
Let Employees Message Multiple
**Can I Read Employee Messages?
Tradeboard - (Optional)
TRADEBOARD - How it Works
- Require Manager Approval
- "At Will" Trades, Drops, Pickups
- View Employee Tradeboard
- Track & Approve Pending Trades
- Track Trades
- Open Scheduling - Shift Pickups*
- Trades are Cleared When...
**Employee with tradeboard trouble?
**Unfilled shifts on tradeboard?
Notices & (Optional) Bulletin Board
Your Company Bulletin Board
Employee Home Page Notice
SETTINGS for Managers/Employees
SETTINGS > Co & User Information
SETTINGS > My Email / Text Notifications
EMPLOYEES - Set Permissions
MANAGERS - Add/Edit
- Edit & Set Manager Permissions
- Edit Manager Emails & Notices
- Delete a Scheduling Manager
- Email Manager Sign In Instructions
- Managers Who are Also Employees
- About the Main Manager
- Manager Receiving Email but no Message
Change Your Own Username or Password
**Managers can be signed in at once?
**Remove or replace a manager
Categories & Shift Colors - (Optional)
CATEGORIES - Why Use?
- Add Category
- Edit Category
- Delete Category
- Set Shifts to Categories
- Add Shifts Using Categories
- Selectively AutoFill with Categories
- Let Employees View Categories
- Category Chart Schedule View*
- Coloring Shifts
- Category Default Colors
- Create CATEGORY GROUPS
Special Scheduling Situations
Multiple Locations or Departments*
- One Account, Multiple Locations
- Separate Accounts Linked for Billing
**A and B Weekend Schedules
Publishing an Open Schedule*
Troubleshooting - Problems - Tips
**Why Can't I Sign In?
Grids Not Appearing in IE
Menus Not Working
Using HTML Code/ Adding Links
After AutoFill - No Assignments*
Nothing Happens When Click...
Popup Windows Blocked - Beeping
No Employees Listed as Available
Printing Problems - Breaks, Colors*
Buttons Missing (Import, etc.)
Blue Screen - Pages Not Updating
Browser Issues - Spyware/Adware
Not Receiving Emails*
Receiving Emails but not Messages*
Employees getting lots of Changes
Workaround Adding Employee Photo
Dates are Wrong in Excel Export
Shift History - Tracking Changes*
**Does W2W Provide Training
**Links Not Working?
**How To Do Rotations
Privacy - Security
Employees - Email Not Required*
Payment & Support Details
Payments - Linking Accounts
Pricing - Rates - Fees
**Need an Invoice?
Payment by someone without a sign in
Your Total Number of Employees
Upgrade to Higher Paid Level
Upgrade if Exceeding Paid Level
SETTINGS > Billing - Create Invoice
SETTINGS > Billing - Pay by Check
Create Linked Account - Bill Together
**What is a Group Administrator?
Support - Suggestions
Contact Customer Support
Retrieve Username/Password Automatically
Overviews for Managers
Manager Interface Overview
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