Overview
Before you Begin Scheduling
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Quick Overview
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Setup Steps
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Multiple locations or departments?
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Add your Positions (Jobs)
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Update/Add Your Helpers
Your First Schedule
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Enter a Previous Schedule Week
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(Optional) - Save as a Template
Automatic Scheduling - Week to Week
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Import Template or Previous Week
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AutoFill - Automatic Assignments
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Make Schedule Changes
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Add Notes to the Schedule
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Publish Your Schedule
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Make Changes (after Publishing)
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Print - Export Schedules
Viewing / Editing Schedules
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The Schedule Views
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"By Helper" View - DRAG & DROP
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Replacements - Who's Available?
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Add Shifts to a Schedule
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Add Lunch or Breaks to Shifts
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Automatic Notices Sent to Helpers
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Track Who Has Seen Changes
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Click a Shift to Edit, Delete, Clone, Assign
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Edit Multiple Shifts at Once
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Delete / Unassign Multiple Shifts
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Clear help Assignments
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Manually Assign Helper to Shift
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Show Schedules to Non-Helpers
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Search for Shifts
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See Who's On Now / Later
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Sign In Via Web Enabled Phone/PDA
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Shift History - Track Changes to Shifts
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Schedule History - Track AutoFill, Import
Helpers Signing In
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Should I Let Helpers Sign In?
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Each Helper has a Sign-In ID
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Send Helpers Sign In Instructions
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Helper help Time Preferences
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Control what Helpers View/Do
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View Helper Topic-Based Help
Program Details
AutoFill - Automatic Scheduling
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How AutoFill Works
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After First AutoFill - No Assignments?
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AutoFill by "Priority Group"
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AutoFill by "Seniority"
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Assign Helper Before AutoFill*
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Prevent a Helper from being AutoFilled
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Evenly Distribute "Special Shifts"
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Ignore Helper Preferences
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Minimum Time Off Between Shifts
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AutoFill Certain Positions Separately
Publishing - Making Schedules Public
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Why Publish a Schedule?
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Publish an "Open" Schedule
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Unpublish - Retracting a Schedule
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Make Changes (after Publishing)
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Preventing or Missing E-Mail Notices
Importing Schedules (Templates)
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Create Schedule WEEK Template
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Create Schedule DAY Template
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Import Shifts for Week or Day
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Change a Schedule Template
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Import one Position or Category
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Clear Helpers & Deleting Shifts
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Delete Templates
Schedule Views & Layouts
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Chart of Functions in each View
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View One or More Locations
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Change Layout - Fonts, etc.
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Change the Schedule Start Day
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Filter the View/Printout
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Filter to Show Pinned Helpers
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Holidays - Days Closed
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Standard - Special Schedule Views
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Multi-Shift Edit Schedule View
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Sortable List - ANALYZE Shifts View
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Availability / Coverage View
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Statistics Schedule View
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Compressed Schedule Chart
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View/Print Individual Monthly Schedules
Positions - Jobs, Groups & Locations
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What is a Position?
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Add your Positions (Jobs)
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Set Each Helper's Positions
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Create & Edit "Position Groups"
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Delete Positions
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How Position Groups can be Used
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Location-Specific Positions
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Rate Helpers for Positions/Locations
Printouts - Custom Reports - Exporting
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Standard Printouts
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Custom Reports - Date Ranges
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Problems - Page Breaks, Colors
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Exporting Data
E-Mail Addresses & Notifications
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E-Mail & Text Message Notifications
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Text Messages Sent to My Cell Phone
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Text Messages Sent to Employee Cell Phone
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E-Mail Addresses Marked "Invalid"
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Send Schedule Reminders
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Not Receiving E-Mails
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Helpers - E-Mail Not Required
Helpers - Viewing, Editing, Deleting
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Add New Helpers
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List of Helpers
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View Helper Details
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View/Print Individual Monthly Schedules
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Edit Helper Details
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Find /Change ID & Password
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Stop Helper from Having Access
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Delete or Deactivate a Helper
Time Off & Cannot Help Times
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Coordinator-Entered Time Off
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Helper-Entered Time Off
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Time Off List Page
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Change/Delete a Time Off Request
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Cannot Help vs. Time Off
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Set Cannot Help Times
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Helpers Unassigning Themselves From Shifts
Messaging
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How Messaging Works
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Set Up Your "Reply To" Email
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Enter E-Mails - Automatic Forwarding
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Send an URGENT ALERT
Tradeboard - (Optional)
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Tradeboard - How it helps
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Require Coordinator Approval
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Allow Trades/Drops "At Will"
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View Helper Tradeboard
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Open Scheduling - Unassigned Pickups
Notices & (Optional) Bulletin Board
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Your Company Bulletin Board
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Helper Home Page Notice
SETTINGS - Coordinator/ Helper Permissions
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SETTINGS>Organization & User Info
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SETTINGS>Helper Permissions
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SETTINGS>Add Coordinators & Permissions
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Coordinator Sign-In Instructions
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Coordinators Who are Also Helpers
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Receiving E-mails but not Messages
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Change Your ID or Password
Categories & Shift Colors - (Optional)
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Why Use Shift Categories?
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Add New Category Definitions
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Existing Shifts - Assigning Categories
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Add New Shifts Using Shift Categories
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Selectively AutoFill with Categories
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Compressed Category Chart
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Coloring Shifts
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Category Default Shift Colors
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Create Category Groups
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Allow Helpers to View Categories
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Special Scheduling Situations
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Multiple Locations or Departments
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Event Scheduling
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Rotational Schedules
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Seasonal Companies
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Publishing an Open Schedule
Troubleshooting - Problems
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After AutoFill - No Assignments
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Nothing happens when I Click...
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Popup windows are blocked - beeping
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No Helpers are listed as Available
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Printing Problems - Page Breaks, Colors
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Buttons are Missing (Import etc.)
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Blue Screen - Pages Not Updating
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Not Receiving E-Mails
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Receiving E-mails but not Messages
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Helpers Receiving a lot of Changes
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Work-Around for Adding Helper Photos
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MAC troubleshooting
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Tracking Changes to Shifts - Shift History
Concerns
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Privacy - Security
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Helpers - E-Mail Not Required
Payment & Support Details
PAID VERSION: Payments - Linking Accounts
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Pricing - Rates - Fees
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Apply for Extended Free Use
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Your Total Number of Helpers
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SETTINGS>Make Payment - Create an Invoice
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Pay Online
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Send Payment by Mail
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Create a Linked Account - Bill Together
Support - Suggestions
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E-Mail Customer Support
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Forget ID/ Password
Concerns
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Privacy - Security
Please see our Privacy - Security page at WhenToHelp.com
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