Objective

The objective of this tutorial is to help you understand how to create a shift with auto-assigned breaks on your iOS device.

Overview

Access from your: iPhone or iPad
Applies to:
Managers, Supervisors, Schedulers and Employees with Scheduler Permission

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:

  1. You must have a Manager/Admin, Supervisor, Scheduler or Employee with Scheduler permission access privileges to create a shift with auto-assigned breaks.
  2. 'Enable location-based break rules to automatically create paid and unpaid breaks' must be enabled under 'Settings' module.
  3. The 'Break Rule' must be applied to the Location where the shift is created if you want shift breaks to be auto-assigned.
  4. If breaks are not compliant with the break rule, break conflicts will pop-up.
  5. If you want to create customize schedule shift breaks, you must not add break rule next to the location.
  6. You must have updated application on your device i.e. (version 1.9).

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 as shown in Image 1.

Image 1

Step 2: Tap '+' icon from the top right to create a shift as shown in Image 2.

Image 2

Step 3: Define shift parameters as shown in Image 3.

Image 3


Note: Shift parameters are Start/End Date and Time, Position, Remote Site, Title, Notes or Lock shift duration to 'n' hours 'n' min.

Step 4: Tap 'Save and Continue' as shown in Image 4.

Image 4

Step 5: Tap 'Employees' and tap 'Done' once you have assigned the shift to an employee as shown in Image 5.

Image 5

Notes:

  1. 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 as shown in Image 6.

Image 6

     2. According to your business requirements, you may use the open slot or                         advanced options to define further shift parameters, tap 'Done' if you have                     selected any as shown in Image 7.

Image 7

Step 6: Tap 'Publish' to select your publishing and notifications option as shown in Image 8.

Image 8

Note: The assigned employee won’t be able to see the shift or be notified until you ‘Publish’ the shift individually or ‘Publish’ the schedule.
For more information about publishing the shift or schedule, go to ‘Publish Schedule.’

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

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