The objective of this tutorial is to help you understand how to create a shift with auto-assigned breaks on your iOS device.
Access from your: iOS device
Applies to: Admin/Managers, Supervisors and Schedulers
Create schedule for your staff and breaks will be auto-assigned to the shift due to the break rule.
Things to know before you begin:
- 'Enable location-based break rules to automatically create paid and unpaid breaks' must be enabled under 'Settings' module.
- The 'Break Rule' must be applied to the Location where the shift is created if you want shift breaks to be auto-assigned.
- If breaks are not compliant with the break rule, break conflicts will pop-up.
- If you want to create customize schedule shift breaks, you must not add break rule next to the location.
Create a Shift with Auto-Assigned Shift Breaks
You must be log in to your humanity account to follow the steps below:
Step 1: Tap 'ShiftPlanning' tab > Tap '+' icon from the top-right corner to create a shift as shown in Image 1.
Note: Shift parameters are Start/End Date and Time, Position, Remote Site, Title, Notes or Lock shift duration to 'n' hours 'n' min.
Step 2: Define shift parameters as per your requirement > Tap 'Save & Continue' tab as shown in Image 2.
Step 3: Scroll down and Tap 'Employee' tab > Tap 'Done' once you have assigned the shift to an employee as shown in Image 3.
Note: After assigning a shift to an employee, the appropriate break(s) will be automatically created in line with the break rule assigned to the Location where the shift is created.
Step 4: Tap on the open slot option or advanced options to define further shift parameters > Tap 'Done' tab > Tap 'Save' tab if you have selected used these parameters as shown in Image 4.
Note: Advanced options are: Repeat, On Call and Tasks.
Step 5: Tap 'Publish' to select your publishing and notifications option as shown in Image 5.
Note: The assigned employee won’t be able to see the shift or be notified until you ‘Publish’ it.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!