To provide a step-by-step walkthrough of how to set up and run Custom Prioritization for Auto-Fill Schedule on Humanity.
Access from your: Computer
Applies to: Managers
Custom Prioritization allows your organization to prioritize employee assignments on the Humanity platform. For example, you can assign shifts to full-time employees first, and then fill empty shifts or open slots with part-time employees second.
Things to know before you begin:
- To set up Custom Prioritization, you must have Manager access privileges.
- To run Custom Prioritization, you must have Manager, Supervisor or Scheduler access privileges.
- Custom Prioritization rules need to be defined in your Humanity settings to take effect.
- Employees’ start date, employment type, and pay type can be used as default fields.
- Option, Date, and Number may be added as custom fields from the Staff module.
Custom Prioritization Settings
Step 1: Go to the “Settings” page and select the “Auto-Schedule Settings” option.
Step 2: Click on the “Select rules” drop-down list. You can select up to six fields, either default or custom created in the Staff module.
You can create additional Custom Fields by clicking on the link that takes you to the Staff module “Custom Fields” page.
Step 3: Click on the “Add as Scheduling Rule” button and then select the rules you would like to set up; you can add up to six. To remove a rule, click “x” next to the rule name you want to remove or on the trash bin icon.
Step 4: Click on the down arrow to expand each field to prioritize the values. Employee assignments will be prioritized based on the appropriate field value.
Step 4a: If “Option” is set as the field type, field values can be added via drag-and-drop. The value at the top of the list will have the highest priority. Setting a default value is mandatory; this default will be applied for employees without a field value.
Step 4b: When “Number” is set as the field type, priority is set based on the numerical value—Lowest First (ascending) or Highest First (descending) order. Default value is mandatory.
Step 4c: When “Date” is set as the field type, priority is set based on the date—Oldest First (ascending) or Newest First (descending) order. A default date value is also mandatory—either Today (the current date) or a custom date.
Step 5: Click on “Save settings” and proceed to Auto-Fill Schedule to set Custom Prioritization—either to auto-fill the schedule or optimize the existing one.
Step 6: On the prioritization page of the Auto-Fill Schedule side-panel, the rules selected in the settings will initially be placed in the inactive section. Clicking on the down arrow button in each box will let you review rule details.
Step 7: Up to three rules can be dragged and dropped into the active section and rearranged according to business needs. The top rule will have the highest priority.
Step 8: Click “Continue” to run the prioritization and have rules take effect.
(Note: Custom Prioritization can only be used in the Advanced Mode of the Auto-Fill Schedule.)
If you have questions or feedback, please contact Humanity Support via email at email@example.com.