 All right. We are live. Welcome, everybody. Welcome, everybody. We're just going to wait one or two minutes. We're going to let everybody get joined properly, settled in, grab a snack, and then when I see the attendees start to level off, then we will get started. So while we wait, feel free to use the chat tool in this webinar. You can chat with us. Let us know where you're joining us from, what kind of work you're scheduling and time tracking for. While we wait, it's always really interesting and fun to get to know you all a little bit better as we get started. And it kind of helps us direct the webinar as well. So feel free to chat with us. Welcome again, everybody. I am seeing a ton of people joining us today. We've had a great turn out after the holiday weekend. I know everyone now is going to try to get set up when I work included. So welcome, everyone. Awesome. Welcome, Greg. We've got someone from Florida, home of the Gators. Welcome. And we've got Michigan. We always see a ton of customers from all around the United States. And of course, all around the world as well. We always get a couple of people on every webinar from somewhere totally new. So welcome, everybody. All right. I'm seeing that most everyone has joined. So we can go ahead and get started. So I just want to welcome everybody one last time to the live Q&A. We are so happy that you all are joining us today and making the time and we're really excited to help you get started with when I work. So during the next 30-ish minutes, we are going to be answering your when I work questions. We're going to show you some ways that you can schedule, save time scheduling, go over overtime costs, cut down the time it takes you to run your payroll, pretty much everything, but the content is going to be directed by the questions that you all ask. So ask questions while you're here. The questions are going to be flowing in and we'll get to as many as we can. We generally get to all of them, but sometimes we're not able to get to every question. So if your question does not get answered and you would like some further help or you come up with a new question, you can always chat with us. So listen for more information. We'll go over all the different ways that you can get in contact with us at the end with the resource packet that we'll share with you all. So if you're totally new to when I work and you're just checking out your accounts and the different plans that we offer, we're going to outline the different plans that we have and how you can go about upgrading your account. We'll just go over that very briefly at the end. So stick around if you're interested in learning more. And if you are joining us, just ask questions about your account and you are already using when I work really actively and you just have some questions, you're welcome as well. Any time to join one of these webinars and just ask your questions. So with that, I'm going to just quickly show how this webinar is going to work. So we have been using the chat tool just to get to know each other, do some intros. That was very brief. So we will, moving forward, be using the Q&A button. So we're not going to be using the chat tool. We'll turn that off, but we'll use that Q&A button. That's where you can put all of your questions. You can start putting them in now or at any time during the webinar. Tori is going to be going through those questions and grabbing as many as he can. He might type out some if we know we won't probably get to live. But for hopefully most of the questions, I am going to be giving a little demo of the answers to your questions on my when I work account. Just to see if I have a better idea of what I'm talking about when I answer those questions. So I'm going to quickly stop my share and share my other screen. All right. Tori, can you see my screen properly? Yeah, looks good. Awesome. I'm known for not showing my screen properly. All right. So this is my when I work account. I am just logged in right now as an admin. Essentially, that's just the user. There can be three admins, and that is just the user that has the highest access level privileges in that when I work account. They will have access to all settings, the account and billing page specifically, and adding in all shifts, things like that. The top menu bar here, I always like to just point out and give a little bit of context of what you're seeing on my screen. The top menu bar is your main kind of navigational tool in when I work. This is going to give you access to the different platforms that we offer. Our scheduler where you can create shifts for your employees and publish and notify those shifts. The attendance tool where you can see your employee's time sheets, employees clock in and out, and then our work chat tool, which is very important and a very great tool to use. It's our in-app messaging system. Then over here on the menu bar on the right hand side, this is where you can access your settings, your workplace menu, which is where you can add in information into your account, like employees, create shift templates, job sites, things like that. Then your little tray icon, I could call it a tray. This is where you can see any requests within your system. Time off requests, shift requests, this is where you can make and respond to those requests. With that, I am going to just stop and wait for our first questions. No, we already have some coming in. We have one that actually just goes off of some of the pages that you just highlighted just there. We have somebody that's asking if when I work it gives them the ability to drop and pick up shifts. Great question. Yes, we do have that tool in when I work. It's really, really useful, especially we found these days when things change on the drop of a hat and your employees need to get their shifts covered. It gives you the peace of mind that you always will have an employee for a shift that you know needs to be covered. That's the most important thing. We do have the ability to allow employees to drop shifts and swap shifts and even release their shifts. I'll go over how you can configure those and then the differences between all of those different options. I'm just hovering over the gear icon into my scheduling settings. And then when you scroll down, you'll see a big section that's called employee shift coverage. And it's so big because we have so many options. So you can turn this tool completely off if you don't want any of these options. We know it's not right for every workplace, but a lot of workplaces have it turned on. And then there's three options for getting your employee shifts covered. So once you do publish out and notify the employees of their shifts, they can see it on their end, whether it's on their mobile app, if they're checking it on the go, which most employees do, or if they're logged into their account on a computer, they'll be able to see the shifts that they have scheduled and either drop, swap, or release their shifts, whichever ones are available depending on the other employees working and whichever ones you are allowing within your account. And employees swap just means that your employees are going to completely swap two shifts. So employee A gives their shift to employee B and picks up one of employee B's shifts. So they just will change their shifts, swap them around. A drop is when employee A just gives their shift to employee B, and they don't pick up another shift from employee B. So they're just dropping it and giving it to somebody else. And then releasing their shifts is when the employee can just pop their shifts, their scheduled shift back into open shifts for another qualified employee to then go pick up first, come, first, serve. So if there's more questions on open shifts, we can definitely get into that. But essentially, just allowing your employees to give the shift up, no questions asked for another qualified employee to pick up on their end. If you are using swapping and dropping, you can have this set up just without any approval from a manager. So your employees are just managing that all on their end, and they're making sure that these swap goes through. And they are picking up shifts and swapping them without the approval from a manager or kind of that interception. If you have the manager review or request turned on, if an employee makes a request to swap or drop a shift before anything goes through your managers or yourself, we'll be able to see those requests from the shift request section. And of course, you'll be notified of all this. So you'll be notified that employee A is requesting a swap or employee B is requesting a swap or drop, and you'll be able to approve those or deny those before they actually go through. And a really important thing, the last thing I'll note is that your employees are notified kind of at the bottom when they are swapping and dropping their shifts. There is a notice that they are still required to work their shift, their scheduled shift, if the swap or drop doesn't fully go through. So they are notified there that they have to complete the swap or drop before they are no longer expected to work their shift. So that's just something to make your employees aware of, that they will be getting that notice. And then it is important for them to know that before the swap or drop is completely finished, they still would need to work their shift if nobody picks up their dropped shift. Excellent. All right. So we've got many more questions to get to. So we have somebody reaching out and it's a specific question, but I feel like we can definitely address it and also make it relevant to other people that are here. So we have team members who often switch between cleaning at a job site, stocking at a job site and doing quality checks at a job site. Is there like basically what's the easiest way for them to like clock in and out of those specific roles throughout the day? Good question. I'm going to go back into my scheduler just to show this really quickly. All right. So I just went back into my scheduler here and this is where you can see what specific shifts you have for your employees and what they are working on. So every shift within when I work, I'm just going to pop open the anatomy of what goes into a shift in when I work. Every shift is going to have a start and stop time and it's also going to have a position. So the position is the kind of skill or job or specific task that your employees are qualified to perform and they will be performing on that specific shift. So if your employee wants to clock in and clock out for specific jobs, I would create a different shift for every job that they're performing that day. So if from seven to ten they are performing one specific type of position, I would make a one whole shift for that. And then at, you know, 10 to 12, they're performing a different duty, then you can create a shift for that as well and create multiple shifts. So that's just one option and your employees would be able to clock in and clock out for those specific shifts and those specific duties. So that's if you're wanting to create shifts on your end as well as having your employees clocking in and out for those shifts. And then within their time sheets, you would be able to see within a specific day for the unit of time that they clocked in and out for, you'd be able to see which position or duty your employees were performing during that time. Another option I'll quickly go over is if you want to add in a task list into your employees shifts. So this is just within the shift. It doesn't really have to do with clocking in and out, but you could add in a task list into your employees shift and have all of the different duties that they want to perform within one shift. But then all the different duties are within the task lists attached to the shift. So then within their shift, they could be toggling off when they're performing all of those specific tasks. So then you on your end could go into their shift, open up their shift task list, and you can see when the employee indicated when they finished or performed those different tasks within that one shift. So you wouldn't be making multiple shifts. You just make one large shift with a task list that included all of those different jobs. So that's another way that you can kind of be checking what your employees are doing throughout the day if they are performing multiple different types of duties in the day. And then the third way, if you aren't interested in making those shifts specifically, you could have your employees clocking in just without those specific scheduled shifts. And when they do clock in, they would be able to select a position that they are working on. So they would just clock in like I am now, they could do this on their mobile phones too, click the position from the drop down list, and that would be all the positions or tasks that they're qualified for. Click that position, clock in, clock out, and then clock in again during that day for a different position. So those are three kind of ways that you might be able to manage multiple duties that one employee has in a day. That was really, really well done. I feel like we could easily spend the whole time just talking about kind of different methods for stuff like that. But I know you did an excellent job, Marie. All right, we have a couple rapid fire questions, I feel like. So you kind of highlighted like clocking into different tasks and different kind of roles. So somebody is asking if this can work for like a company with like various job sites, like whether that's throughout the day or throughout the week. Yes. So you can indicate different job sites or locations or remote workplaces that your employees are at. If your employee is at multiple job sites throughout the day, and you could do the same thing that I kind of talked about earlier is A, either creating a couple of different shifts within your employee's day. Each one tagged to a different job site. Then your employee would be able to clock in and clock out for those different shifts at those different job sites. Or if you aren't wanting to make shifts for employees, again, you can just have them be clocking in. And just like the position, they could be indicating their different job sites as they clock in and clock out from the drop down menu of all the job sites that they're eligible to work at. So again, if for those of you who don't know what a job site is, a job site is just a location assignment that is assigned on to a specific shift. So within this shift here, you can see that again, the anatomy, the time, the position, you can also indicate a job site or a specific location that your employees are working at. And each job site, again, is tagged to a specific shift. So you could have your employees working at different locations throughout the day, but only by making multiple shifts. Or you can have your employees working at different job sites throughout the week, and that's totally fine. You would just make sure to add that location or job site within their shift and your employee on their end will be able to see which shift they're scheduled out by just clicking on their shift on their end. And they'll say, okay, great, I'm scheduled at 7 to 2, I'm a barista, and I'm at location A. And they'll be able to see all that information on their end at any day of the week that you scheduled them for. Another quick tip, if you're not going to be wanting to use job sites, you can also indicate locations within the shift notes. So if you want to just create one shift, you can indicate within the shift notes, you know, from 7 to 730, you're at location A, 730 to 740, you're at location B, and that information will be available to your employee if you add them in your shift notes. But then if you are having your employees clock in and out for that shift, they're the only thing that will be tagged will be the one location that's assigned onto the shift. So in that case, you wouldn't be having your employees clocking in and out to those locations since the locations would be only indicated in the shift notes and that doesn't translate over to the time sheets. So hopefully that makes sense. And if anyone has any specific questions on their setup and how you can work that for your company, please chat with us after we have a live chat option down here. If you see this little green chat bubble, this will pop out and you can chat with any of us live and we'll walk you through what you might want to do for your specific use case. All right, let's head back to the attendance, the time sheets page here. So we've got kind of two questions that should be pretty quick answers. How do managers approve time sheets? So review and approve time sheets and also how do you sync time sheet or pay period data to a payroll processing application? Great question. All right. And so for those of you who are just getting started with when I work, the attendance tool is where you can have your employees walk in and walk out for their scheduled shifts and when I work and this will create time sheets for your employees. So from there, your managers or supervisors can go into their employees time sheets and make approvals on them. And all they have to do is just hit the approve approval button on the top right hand corner of the employees time sheets. Once they hit the approval button, you'll get a green little indication that your employee's time sheet has been approved. From there, if there's any other changes made onto the time sheets, your employee walks in or walks out, you make any changes or your employees make any changes if they're allowed, the time sheet will unapproved. So you'll always know that an approved time sheet hasn't been changed since the time sheet was approved. If there is a change, it will unapproved. So a lot of companies use this to make sure that every employee time sheet is approved before they go ahead and close that period just so they know that it hasn't been changed since they last looked at it and looked at everything was appropriate. So the approval button is really useful if you do have other managers too that are taking a look at the employee's time sheets and just making sure everything looks good before you close out that period. So then when your pay period is over, we do give you the ability to close your pay period and that creates a payroll summary based off of all your employee's time sheets and their clocked times. So once you do create that payroll summary, you have the the ability to export that into an Excel file for your for your records or and or you can set up a payroll integration from when I work to your payroll processor and we work with a couple specific payroll processors here. So you can hit set up a payroll integration to get that started. But I'm going to show you a little bit more here by hovering into the attend the settings and clicking integrations. So here is where you would see the active integrations that you have within your account and then clicking see all integrations will pop open the options that we do have. So these are all the integrations that we have from when I work to these specific payroll processors. So we built these, we can help you with these. So just click learn more on them to get that started to learn more about how you can get that set up. And we also have a couple of integrations that these companies have built to us. So reach out to them to learn more information about that and we can also get you in the right direction. But these companies will have the most information since they actually built the integrations and they work really well as well. But essentially, these integrations allow you to push all of your payroll information for your payroll period directly to the payroll processors that you don't have to manually enter your employees times for their pay periods into your payroll processors. So we the integration will do that for you. So you can kind of cut out that extra staff that extra time and effort that that might take you. So these are really good options if you do work with any of these payroll processors already. A quick tip is that use our need help tab. This is going to have a ton of health articles and steps to getting these integrations set up and it's really easy to get them set up. Just search for your specific payroll processor within the need help section. Just search and we'll have a great article that will help you get that set up. So you already have suggested when I work run. So check that out and the steps will be there. But of course chat us to if you need any help or have any questions about how that integration might work. Awesome. All right. We have a question from Stephanie. So she's new to the when I work program. When my employees want to show all of their availability preferences, once they have selected those times entered those preferences, how do they submit them to let managers know like what shifts they'd prefer? And also, can you show how to like set availability preferences up to repeat as you outline that? Great question. I love talking about the availability tool. Anyone at when I work knows that that's one of my favorite tools. The availability tool for those of you who don't know allows your employees to indicate the times that they are generally available and unavailable to take shifts. So these aren't official requests for time off. It's not guaranteed that they're going to get those shifts that they want or those times that they don't want. It's just a guide to help you schedule shifts that your employees hopefully will be able to pick up helps more employees show up for their shifts, makes employees happy. I would have loved it at my hourly job. So it's a really great tool for both you and your employees. I can show how your employees would set that up. So they can do this on their app or here on if they are logged into their account. They just click my availability and then they're presented with a calendar here where they can go and add their preferences into a specific day of the month. They can either choose I'm unavailable to work. So an unavailability preference or I prefer to work as an availability preference. You can choose all day or a specific time within that day. And then the most important part is that they can set up a repeating request. This is so great for employees that know they're not available during specific times moving forward. I can just quickly think like potentially a student who always is going to have class on Mondays from 12 to 2. And they're never going to be able to pick up those shifts or work those shifts if you do schedule them for those times. So it's a great tool. They can always repeat their preferences every Monday. And then that way they just set up their preferences and don't have to worry about it. Then on your end as the scheduler, as the manager within the schedule tool here, you can see the different preferences within the actual scheduler. So a green tab would indicate an availability and a gray tab would indicate an unavailability. So when your employees prefer not to work. If there is an unavailability within a specific day, like this day here, and you click into the cell to schedule them for a shift, you'll see that any of the shift templates that you have set up that kind of conflict with the availability preference will be grayed out. But so you can make sure, you know, not to schedule these shifts. But if you really do need to schedule a shift for an employee, even if they are unavailable for those shifts, you can see here that you are actually able to put in that shift for that employee. You'll get a little red icon indicating that there has been a conflict, but it's still a totally valid shift if you do need to schedule your employees for that. So it is pretty much just a request. It's just a preference, and it's not an official time off or anything like that. So it's just my help guide you're scheduling rather than your employees requesting anything. So make sure your employees know that if you have that tool turned on, that it's not the official requests, the official requests are called like time off requests, and they will show up in the scheduler like this. And so you can see that I can't actually schedule a shift on that day versus on these days I actually can. But if you do see a little tab that indicates that there's been a conflict, you can, you know, easily move that shift into a day or an employee that makes more sense. So definitely think about using that tool, employees really like it. It helps the workplace run more smoothly. And it helps everyone just be more happy with the shifts that they're receiving. And it helps you as a manager, you know, employees are going to be showing up for those shifts, and they're going to be happy with the shifts that they have. So yeah, that's our availability tool. And again, you can turn that on or off within your when I work tool. All right, it looks like we've got two minutes left. Is there any quick questions that were left, Tori? I'm seeing we have a lot of questions that I'm trying to type some answers and listen to you as you're going. So I don't ask you a question you already answered. Yes, it depends on how long when did you are, Marie. So yeah, so basically, this is somebody that's reaching out from a call center, which I know that we have many call center places that use when I work. So like, do you have any like quick, like 60 second, like just, I don't even know, this might be too general. So they're just saying, do we do we have any customers in the call center industry? I'll just I'll just answer this one because I don't know if we need to necessarily show it. The answer to this question is yes, we have many call centers and different similar type things that use when I work for scheduling purposes. And some of the things that Marie's highlighted in the demo here, like can be used for different departments or sections of your team. And you can schedule calls and use positions and tags. So basically, when I work has all of these tools for everybody, any type of business to utilize, we know that it's not always one size fits all. And there's edge cases and different very specific things that that when I work might not be able to do as quickly as people want. But in general, I haven't seen very many use cases where somebody's like, I don't know if this will work. And I'm like, Oh, I think I think it can. So yes, we have many call centers and feel free to chat with our team after the webinar for just specifics on on how to get that set up for your team. Good point, Tori. We really work for a lot of different companies. And we do have on our website, we can send you the link to but it's all the different industries that we offer solutions for. So just go to when I work comm scroll down and you should find it. It's right there. But you can choose your industry and I know call center is one of them. And there's couple use cases that we have from different customers. So you can see what they've said. So we do schedule for a lot of call centers, we have the whole tab on call centers, and the different size call centers that we offer a solution for. So check that out. If you can't find it, we can send you the link. But it's a really good option to look at if you are evaluating when I work for your team. All right, I'm going to quickly share my screen over one last time and go over a couple of small points for figuring out which plan you might need and how you can upgrade your account but I will keep it brief. So if you have under 100 users, we have the small business scheduling plan. It includes all the scheduling capabilities that we talked about today and even more that we didn't talk about. And it's for under 100 users. So it's just called small business scheduling. If you need any tools for attendance, so that's clocking in and now integrations with payroll, time sheets, that all is included with the attendance add on here. So if you need just scheduling, that's fine. You can do small business scheduling and if you need attendance, it's just small business scheduling plus attendance. If you have over 100 users chat with us and we'll get you in the right direction, we have a plan with a couple of extra things that helps bigger businesses. But for smaller businesses, which 100 employees is quite a lot. So for 100 employees and under, check out our small business plan. It'll have pretty much everything that you probably need. Within your account, this is where you can actually see the different plans that we offer, the different options and this is where you can upgrade your account. So log into your account and visit the account and billing page. This is where you can see the billing plan that you are currently on if you're on the free trial or if you're already on a plan. This is where you'll see all that information. And this is where you can upgrade your account, learn more about the plans that we offer, select your billing frequency. So monthly or annual billing and then choose your users and you can just upgrade right from there. It'll show you your price and then you'll enter your card information. Really simple and easy to do on your end. You don't have to reach out to anyone. So if you just want to do that all on your end, you can. But if you need any questions answered or need any support as you go, that's normal and we talk to a ton of users every day. So don't be shy. You can chat with us at any time from your account on the lower right hand side. Just click the chat bubble and we'll be there to answer your questions. You can also visit the need help center. This is where you can search non-Google. It's pretty much Google for what I was. Where you can search for any specific article, help tools, videos that you need. We have the help center and the training center within there. Make sure to check out the training center specifically. This is going to be a ton of videos that helps you onboard and get set up for success within your 1iWork account. So definitely check those videos out. It's A to Z of getting your 1iWork account started. And we can of course also get you all of these resources if you chat with us or if you don't have an account, just reach out to gettingstartedat1iWork.com. And this is our email. We'll be the ones to shoot you back an email and get you all the information that you need. And all this information will be sent to you too within an email shortly. So gettingstartedat1iWork.com is where you can reach us or live chat. So thanks everyone for joining us today. Thanks for making the time to ask us questions. And of course ask us any more questions as you go within your 1iWork account. Yeah, we had a ton of questions. I feel like I was trying to get on top of them. So no, I appreciate them all. And again, if we didn't get to a specific one or you want to get more into the weeds about your kind of specific use cases, please click that chat button later today, anytime this week. And you'll talk to Marie, me, another member of our team, and we can answer those specific questions. Thank you so much for coming out, guys.