When I Work Guide

Overview: This guide will complete the following steps:
1. Configure When I Work API
2. Employee import from When I Work
3. Employee export to When I Work
4. Link Employee[s]
5. Unlink Employee[s]
6. Data import from When I Work

Configure When I Work API

1. Login to SimplePay
2. Go to Add-Ons> When I Work >Setup
3. Login to When I Work
4. Click Save.





Import employees from When I Work

1. In SimplePay, go to Add-Ons>When I Work >Import Data.
2. [Manage Employees panel] Employees in When I Work not imported in SimplePay will be listed here
3. Click Import Employees
4. All employees will be loaded in an editable form
5. Select employees to import
6. Make any changes required and click Save
7. Employees will be imported into SimplePay.
8. Timesheet is ready for import from When I Work.




Export employees to When I Work
1. In SimplePay, go to Add-Ons > When I Work > Import Data
2. [Manage Employees panel] The number of employees created in SimplePay will be listed which are not exported to 
When I Work
3. Press Export Employees button to export employees to When I Work



Link employees between When I Work & SimplePay
If employees already exist in both apps at the time of connecting, use Link Employees to connect them
1. Select employee[s] under SimplePay list and When I Work list
2. Click Link Employee[s] button
3. Successfully linked employees will have green border around their droplists


Unlink employees

To unlink SimplePay employee with When I Work
1. Select employee in SimplePay list.
2.  Set [--] in When I Work list
3.  Click Link Employee[s].





Timesheets import from When I Work
1. Go to AddOns>Scheduling & Time>When I Work>Import Data

2. Select pay period [in case of multiple options]
3. Available date range for Timesheet import is shown.
4. Select import format
5. Click Import Data
6. Status message will be displayed
7. To review data imported, go to Payroll > Timesheets