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When I Work Setup: Day-Zero Path to a Working HR Loop

Set up When I Work for day-zero work — seats, one core loop, required integrations, and non-admin proof — before optional hubs.

By Lee M.Updated Aug 18, 20267 min readFact-checked

Quick answer

Set up When I Work in this order: qualify seats for the people who will actually open it, name one HR/ops owner, configure one hiring pipeline, one career-site job, and interview scheduling that a hiring manager can run, connect the HRIS/payroll/calendar you depend on, then have a non-admin run a hiring manager moves a candidate and leaves feedback without an admin. Confirm time and attendance (Essentials+) and GPS / geofence clock-in (Essentials+) are on the package you will actually buy. You’re done when that walkthrough works — not when every optional hub is switched on.

  • Start on the entry package on the pricing page
  • Name one HR / ops owner
  • one hiring pipeline, one career-site job, and interview scheduling that a hiring manager can run
  • Connect required HRIS / payroll / calendar
  • Prove a non-admin can run the loop

What matters in your When I Work setup

  • What When I Work actually is When I Work is mobile-first shift scheduling and team messaging for hourly workplaces. Published per-user plans: Essentials list price Pro list price Premium list price. 14-day trial, no credit card. Time & attendance is a separate toggle (dollar amount not pr…
  • Configure these first Research lists applicant tracking, career site and job boards, core hris, and workforce scheduling as supported — that is your day-zero surface.
  • Do not treat it as every HR job When I Work is applicant tracking / recruiting. It is not a substitute for frontline scheduling or a GPS time clock.
  • Prove with a real workflow Worked example: Harbor Retail (two recruiters and eight hiring managers) is done when they can a hiring manager moves a candidate and leaves feedback without an admin — not after a vendor tour.

When I Work day-zero path

When I Work setup walkthrough for applicant tracking / recruiting.
A working When I Work core loop beats a decorated empty workspace.

When I Work must vs nice

Must-have
  • Core job loop
  • Plan / hub gates
  • Integrations
Nice-to-have
  • AI extras

1. Qualify seats and packaging

When I Work is often sold on seats, hubs, pools, or quote packaging in our snapshot — treat homepage tiles as marketing, not a bill of materials. Confirm live packaging on the pricing page. Never invent list prices here — confirm seats, hubs, and quote terms on /pricing/when-i-work/. Worked example: Harbor Retail (two recruiters and eight hiring managers) lists everyone who must log in weekly before they invite “the whole company.”

2. Configure one core loop

Configure one hiring pipeline, one career-site job, and interview scheduling that a hiring manager can run. Research-supported surfaces include applicant tracking, career site and job boards, workforce scheduling, and frontline communications. Worked example: Harbor Retail (two recruiters and eight hiring managers) refuses optional modules until a hiring manager moves a candidate and leaves feedback without an admin.

3. Non-admin proof

Our snapshot records no trial length for When I Work — ask for an evaluation window in writing before you commit seats. Success: a hiring manager moves a candidate and leaves feedback without an admin. Worked example: Harbor Retail (two recruiters and eight hiring managers) records a 10-minute loom of the walkthrough for stakeholders who skip hands-on time.

When I Work checklist

Bring these questions to every demo

Ask vendors to show the workflow live, not just describe it.

  • 1Name an HR/ops ownerFields, users, and hygiene need a responsible party.
  • 2Configure one core loopone hiring pipeline, one career-site job, and interview scheduling that a hiring manager can run
  • 3Complete non-admin proofa hiring manager moves a candidate and leaves feedback without an admin

4. Connect the integrations When I Work must have on day one

  • Native connector

    Prefer OAuth paths IT can audit.

  • API / webhook

    Name an owner when the sync breaks.

  • Manual export

    Accept only for low-volume, low-risk data.

Research lists Slack and Zapier for When I Work. Confirm which are native vs API before go-live.

  1. Pick one identity or SSO path if required.
  2. Connect one operational integration the weekly users touch daily.
  3. Document anything left as manual export.

Worked example: Hourly teams that mainly need scheduling and messaging at a low per-user price connects the one integration that prevents double entry before inviting the full team.

5. Train weekly users — not a one-time all-hands

Train the people who must open When I Work every week. Cover: login, the core loop (applicant tracking, career site and job boards, and workforce scheduling), and where to log blockers.

Worked example: Hourly teams that mainly need scheduling and messaging at a low per-user price runs a 30-minute working session on live data and includes one sceptic who will actually use the tool.

6. Write the setup note stakeholders can audit

Document plan tier, admin owner, integrations live, and the non-admin proof (applicant tracking, career site and job boards, and core hris). Link to /pricing/when-i-work/ for commercial detail.

Worked example: Hourly teams that mainly need scheduling and messaging at a low per-user price stores a one-page note finance and IT can read without joining another demo.

7. Connect the integrations When I Work must have on day one

  • Native connector

    Prefer OAuth paths IT can audit.

  • API / webhook

    Name an owner when the sync breaks.

  • Manual export

    Accept only for low-volume, low-risk data.

Research lists Slack and Zapier for When I Work. Confirm which are native vs API before go-live.

  1. Pick one identity or SSO path if required.
  2. Connect one operational integration the weekly users touch daily.
  3. Document anything left as manual export.

Worked example: Hourly teams that mainly need scheduling and messaging at a low per-user price connects the one integration that prevents double entry before inviting the full team.

8. Train weekly users — not a one-time all-hands

Train the people who must open When I Work every week. Cover: login, the core loop (applicant tracking, career site and job boards, and workforce scheduling), and where to log blockers.

Worked example: Hourly teams that mainly need scheduling and messaging at a low per-user price runs a 30-minute working session on live data and includes one sceptic who will actually use the tool.

9. Write the setup note stakeholders can audit

Document plan tier, admin owner, integrations live, and the non-admin proof (applicant tracking, career site and job boards, and core hris). Link to /pricing/when-i-work/ for commercial detail.

Worked example: Hourly teams that mainly need scheduling and messaging at a low per-user price stores a one-page note finance and IT can read without joining another demo.

Frequently asked questions

  • When is setup actually done?

    When a non-admin can a hiring manager moves a candidate and leaves feedback without an admin on the package you will buy.

  • Should we turn on every When I Work hub on day one?

    No. Extra hubs hide whether the core applicant tracking / recruiting loop works.

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