The objective of this tutorial is to help you understand how to create, print, and save the ‘Availability’ Report.
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.
Step 2: Click ‘Availability’ tab as shown in 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.
Note: You can sort the report by Employee Name or Employee Start Date as shown in Image 4.
Step 4: Click ‘Apply’ as shown in Image 5 to apply the filters.
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.
Save Availability Report
Either click ‘Save as CSV’ or ‘Save as XLSX’ as shown in Image 7.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!