The objective of this tutorial is to give you the complete overview for Humanity iOS mobile application for managers.

Access from your: iphone or iPad
Applies to: Managers/Admin

Learn all the modules and it's related features that can optimize your workforce management by using Humanity's iOS mobile application.

Download iOS application: Application for the iOS devices (iPhone/iPad)

Being a manager, once you log in to Humanity mobile app, it takes you to the Dashboard module as it is the default view. It contains all those widgets which you’ve enabled for your profile.
If you have enabled all of the widgets under 'Settings', you will be able to view the listed widgets on the Dashboard.

Notes:

You are able to view the upcoming future scheduled shifts under 'My Next Shift' widget by tapping 'See More'.

Note: You are able to view future shifts by tapping 'Load next 30 days' tab at the bottom.

It shows all the requests made by your staff which when access will take you to the ‘Manage’ page of the feature.

View your staff who are clocked in, late, or scheduled to work on. 

If any open shifts are available to work on, you can tap 'See More' to request to work on them. 

It displays the most recent messages posted and allows you to tap on ‘See More’ to take you directly to all the messages posted on the wall. 

Note: You can also 'Lock post at top' by enabling the respective toggle button.

This reflects your training progress in percentage, tap on ‘See More’ which will redirect you to the 'Training' page in the application.

It will list the upcoming birthdays of your staff members in the account.

Note: Birthdays must be added under their profile. 

You can directly clock in/out or use features related to time clock directly from the 'Dashboard' module.

"ShiftPlanning" is the core of Humanity application, it includes all the features related to Scheduling. Once you tap on 'ShiftPlanning' tab, it will lead you to your staff and your's 'Schedule' window.
Whether you have a single location or multiple, 'ShiftPlanning' has the robust features making it easy to plan and visualize your staff schedules.

Using the 'Mini-Calendar' you can select your desired date and access the shifts of that day.

Note: Make sure you navigate to the appropriate dates to view your desired upcoming/past shifts.

You can switch between three different views: 'My Shifts', 'Pick Up' and 'All' tab.

It will let you view all your shifts. You may acknowledge them if you are willing to work on it. Being a manager you will also be able to edit your own shifts.

It will let you to request for working on open shifts (if published), being a manager you may also edit the open shifts.

It will let you view or manage all the schedules by reflecting the entire company's schedule.

On the top right corner side of the 'ShiftPlanning' tab, you can further customize the view by using the filter icon.

Features of 'Filter' tab:

Creating shifts has never been easier. Simply, tap on the '+' sign on the top-right corner in any of the views under 'ShiftPlanning' and tap 'Save & Continue' to create the shift after adding the corresponding employee, position, date and the shift time.

Note: After creating the shifts, you must publish the schedule for your employees to notify them.

After the shifts are created you can also edit them by tapping on any desired shift. Once you tap on it, it will open up the shift details for you.

Note: Once you have modified the shifts, you need to re-publish the shift and it will send the notification to employees assigned to that shift according to your selection under 'Publish Shift' window.

The idea of publishing schedules is that once the manager is ready he/she can publish the schedule and it will go live to everyone. However, some managers want the ability to make changes to the schedule without their staff getting notified, humanity has that option available for you as well.

If you wish to delete a shift, you may simply tap on the desired shift  which will redirect you to the shift details window. Tap 'Edit' and the 'Bin' icon on the top right corner to delete the shift.

Note: You can only delete a single shift through mobile app.

Humanity is the central hub where you can easily allow your employees to clock in &out. Upon accessing the Humanity mobile app over IOS device, the 'Time Clock' option can be found at the bottom of the Dashboard.

‘Time Clock’ has various ways, which makes it easy to produce and organize your staff timesheets by approving, un-approving the timesheets or making the necessary changes to them.

You can switch between three different views: 'Clock', 'My' and 'Manage' tab.

Under the 'Clock' view, you are able to add your clock in and out timestamps to make sure that you came and worked for the hours you were scheduled for.

Once you tap 'Clock in' from the 'Clock In' option available at the bottom of the page. You will see the time clock 'Timeline' of your shift from clock-in to clock-out. You will be able to use and have access to the listed options below according to the time clock settings:

At the top of the Time Clock Tab, you can toggle from 'Clock' to 'My' tab and it will give access to all of your previous timesheets along with in-process time clock for the current day as well.

From the top mid section, you may open up the 'Mini-Calendar' to tap any date in the month & access the timesheets for the day.

Note: Make sure you navigate to the appropriate dates to view your upcoming/past timesheets.

At the top of the Time Clock Tab, you can toggle from 'Clock' to 'Manage' to view, edit, delete, approve/unapprove any of your staff's timesheets.

You can tap on the filter at right top to refine your search under 'Manage' tab

Features of 'Filter' tab:

You may edit any of the timesheet by tapping on it which will land you to the time clock details > Tap 'Edit' tab to modify the timesheet.

Tap on 'Approve Timesheet' or 'Unapprove Timesheet' tab according to your business requirement.

Notes:

You may delete any of the timesheet by tapping on it which will land you to the time clock details > Tap 'Edit' tab > Tap 'bin' icon to delete the timesheets.

You can access the option to add time clock for yourself or any of your staff under the 'My' or 'Manage' section, which once approved will enter the timesheet data. 

Tap on the '+' icon from the down right corner of the 'Time Clock' to create a new timesheet. 

Note: The ability to select the 'Only Clock In' is also available, which allows you to historically clock in if you forgot to clock in at an earlier time as a toggle button feature.

Availability gives your staff the access to let you know the time they are available or unavailable to get scheduled for their work on daily basis.

Once you are within the 'Availability' module, it will prompt you to setup either weekly or future availability therefore you can switch between weekly and future availability according to your requirement.

You can set the weekly availability which will repeat every week, the same day & time unless changed otherwise.

Future availability is a one-time availability set for a specific date in future. Future availability settings override your weekly availability on that specific date.

Tap on the day you want to setup the availability for > Tap on the 'Add Time' tab in that particular day and select the time slots > Tap on 'Save' at the bottom to complete saving the availability for that day.

Notes:

To setup future availability toggle to the tab of 'Future' within the 'Availability' module > Tap on the '+' icon to add the future unavailability slots > Add the date and time > Tap 'Save' tab to send the request for approval.

Notes:

You can edit availability by simply tapping on the added time slots, modify the time and tap 'Save' tab.

'More' is the last tab where you would find many other useful modules. You can also edit your profile under 'More' tab.

Access the listed modules below by tapping the three dots from the bottom-right corner.

Tap on your profile image or your name, it will redirect you to the 'Details page' where you can edit your personal details by tapping 'Edit' from the top-right corner.

Tap 'More' > Tap 'Messages', where you will be able to post any message to notify all of your staff of any update or announcements. Also, either create or view inbox/sent messages.

Messages are categorized into three sections: Message Wall, Inbox and Sent box.

It displays the most recent messages posted on the wall. You can also find the following options: 

Note: You can also 'Lock post at top' by enabling the respective toggle button.

At the top of the Message module, you can toggle from 'Wall' to 'Inbox' tab. You can view all your received messages in this section with all details and content.
You may also tap the '+' icon to create a new message, once the message is composed, tap 'Send' tab.
Note: Tap on filters tab to filter the inbox messages by read or unread status.

At the top of the Message module, you can toggle from 'Wall' to 'Sent' tab and you will be able to view all your sent messages to the staff.

Tap 'More' > Tap 'Leave' to access the leave requests of your staff. Leave is categorized into three sections: My, All and Manage.

The purpose is to manage the leave requests, see all the leave schedule and check your own leaves.

Tap 'Tap to check leave balance' to view the details of your leave types, remaining and total leave days. 

You will be able to view all of your past leaves on the main screen. 

Toggle from 'My' to 'All' tab under Leave module to view all the approved leaves according to the calendar view. You can tap on the filter to refine your search under this section.

Toggle from 'My' to 'Manage' tab under Leave module to approve or decline the leaves of your staff. This management area also allows you to filter the requests by start date and location.
Tap on each request to view for approving or declining it.

You can request and submit leave by simply tapping the '+' icon from the top-right corner for yourself or your employees.

You can  select the listed options under 'Request Leave' section and submit leave request by tapping 'Request Leave' tab.

Tap 'More' > Tap 'Shift Requests' to either view your own shift requests or manage your staff's shift requests. Shift requests are categorized into two sections: Requests & Manage.

Requests: This section shows all the shift requests generated by yourself.

Manage: This is where you will be able to access and manage shift requests for the entire staff.

You can tap on the filter to refine your search under 'Manage' or 'Requests' tab.

Features of 'Filter' tab under 'Requests' tab:

Features of 'Filter' tab under 'Manage' tab:

Tap 'More' > Tap 'Staff' module to manage your staff, locations and remote location from your mobile phone. Staff is categorized into two sections: Staff & Locations.

Under Staff, you will be able to view the list of your staff members.

Tap on the name of your desired staff who you wish to edit the details for > Tap 'Edit' tab to modify the profile information.

Toggle from 'Staff' to 'Locations' tab under Staff module to manage your primary, additional, remote locations and the positions associated with each location.

Tap '+' icon from the top right corner to access the listed options:

Tap on any location to access the location details > Tap 'Edit' tab to modify the location information which includes: Location Name, Location Address, Time Zone and Mobile Phone.

Tap the 'bin' icon from the top-right corner to delete the existing location.

Tap 'More' > Tap 'Training' to view the training topics assigned to you along with the completion percentage.
Open the training topic you wish to go through and complete by tapping it, and submit that as completed.

Tap 'More' > Tap 'Files' to view all the uploaded files in this section and download them.

Note:

Tap 'More' > Tap 'Settings' to configure the calendar sync, manage widgets and notifications.
Settings are categorized into three sections: Calendar Sync, Widgets and Notifications.

Tap on 'Calendar Sync' and receive instructions on how to sync your Humanity schedule alongside your other events in application like iCal, Google Calendar or on your mobile devices.
You can sync calendar in three ways: My Schedule, Schedule Overview and Leave Schedule by tapping on the desired tab.

Note: You can also sync specific position calendar by tapping on 'Specific Position' Option.

Use the toggle button to enable or disable the listed widgets which will make them appear on the Dashboard wall according to your defined settings.

Use the toggle button to enable or disable the general settings to receive notifications of different features.

You can manage three types of notifications: Email, SMS and Push. Each setting under these sections can be customized and is for an action that will take place and generate a relevant notification.

Below are the listed sections for which you may customize the notification settings for:

Note: You can also reach our support or logout from the application under the 'More' tab.

If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!