Auto-fill Shift Based on Skill(s)
Auto-assign staff to shifts using their skill set.
Yasir Ehsan avatar
Written by Yasir Ehsan
Updated over a week ago

Objective

The objective of this tutorial is to help you understand how to auto-fill shift randomly based on the skill(s).

Overview

Access from your: Computer
Applies to: Managers, Supervisors and Schedulers

Auto-fill Shift allows Humanity to assign employees to the desired shift(s) automatically and randomly based on skill(s).

Things to know before you begin:

  1. You must have a manager/admin, supervisor and scheduler access privileges to auto-fill shift(s) based on skills.

  2. You can auto-fill employees in the same position.

  3. You can auto-fill employees based on the skill(s).

Auto-fill Shift based on the Skill(s)

Step 1: Click ‘Shiftplanning' tab from the top-panel as shown in Image 1.

Image 1

Step 2: Select the filters from the left-hand side according to your need > Create an empty shift or click on desired existing shift to open shift edit window (SEW) as shown in Image 2.

Image 2

Step 3: Click ‘Required skill(s)’ on the left-hand side of SEW > Choose the skill(s) required for the shift > Click ‘Back to Shift’ as shown in Image 3. 

Image 3

 Step 4: Click the three dots at the top right of the shift edit window > Click 'Auto-Fill Shift' tab > Select the number of employees you wish to assign from the drop-down > Click 'Auto-Fill Shift' tab as shown in Image 4.

Image 4

Step 5: Click ‘Save & Close’ tab to confirm all the modifications as shown in Image 5.

Image 5

Note: You must publish or re-publish an existing shift once the changes are made to notify your staff.

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

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