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.

Related Articles:

  1. Settings to Enable 'Required Skill on Shift'
  2. Assign or Remove Skill(s) on Shift
  3. Trade and Release Shifts based on Skill(s)

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

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