Objective
The objective of this tutorial is to help you understand how to create, print and save the ‘Availability’ Report.
Overview
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers, Employees and Accountants
Here you can view your 'Availability' by day during a certain date range. The 'Total' shows hours/percentage for which someone is available during the selected date range.
Things to know before you begin:
- The manager must enable ‘Report Module’ settings to make it visible to the employees otherwise they won’t be able to view the module.
- The visibility of some option might vary according to the permission level in Humanity.
The scenario outlined in this tutorial consists of the following building blocks:
- Create Availability Report
- Print Availability Report
- Save Availability Report
Create Availability Report
Step 1: Click ‘Reports’ module as shown in Image 1.
Image 1
Step 2: Click ‘Availability’ tab as shown in Image 2.
Image 2
Step 3: You can select ‘Timeline’ or enter the specific dates. You can also filter the reports by 'Locations', ‘Positions’, ‘Employees’, ‘Skills’ and ‘Sort by’ from the drop-down menus as shown in Image 3.
Image 3
Note: You can sort the report by Employee Name or Employee Start Date as shown in Image 4.
Image 4
Step 4: Click ‘Apply’ as shown in Image 5 to apply the filters.
Image 5
That’s it, the report has been created.
However, after creating the availability report if you want to print or save the report, follow the steps below:
Print Availability Report
Click ‘Print Report’ tab as shown in Image 6 to print the availability report.
Image 6
Save Availability Report
Either click ‘Save as CSV’ or ‘Save as XLSX’ as shown in Image 7.
Image 7
If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!