The objective of this tutorial is to help you understand how to add, edit, or delete task(s).
Access from your: Computer
Applies to: Managers/Admin and Supervisors
You can assign sub-duties to your staff on a single shift. Tasks can also be used where you want to pay per shift/day worked against hourly wages.
You can assign one or more than one task to an individual from the shift edit window.
Things to know before you begin:
- You must have a manager/admin and supervisors access privileges to add, edit, or delete task(s) in Humanity.
- You must have a manager/admin, supervisor, and scheduler access privileges to assign tasks to a shift.
- Task feature should be enabled from the settings module to assign tasks to a shift.
The scenario outlined in this tutorial consists of the following building blocks:
- Add a Task
- Edit a Task
- Delete a Task
Add a Task
Step 1: Go to Staff module from the top-panel and click the Drop-down icon next to Add Employee tab from the top right > Click on Manage Tasks to add tasks, as shown in Image 1.
Step 2: Type the name of the task you wish to add in the box > Click Save Tsk tab, as shown in Image 2.
The tasks will be added to Humanity and you will be able to assign them to your staff.
Edit a Task
Step 1: Click on the existing task under the Current Tasks to edit > Click OK tab, as shown in Image 3.
Delete a Task
Step 1: Click Delete option next to the name of the task under the Current Tasks section > Confirm with OK, as shown in Image 4.
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