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, Supervisors and Schedulers
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 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: Click ‘Staff’ module from the top-panel as shown in Image 1.
Step 2: Click the arrow down Icon next to ‘Add Employee’ tab from the top right to add tasks as shown in Image 2.
Step 3: Click ‘Manage Tasks’ as shown in Image 3.
Step 4: Type the name of the task you wish to add in the box as shown in Image 4.
Step 5: Click ‘Save Task’ as shown in Image 5.
That’s it, the tasks will be added in 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 as shown in Image 6.
Step 2: Click ‘OK’ tab as shown in Image 7.
Delete a Task
Step 1: Click ‘Delete’ tab next to the name of the task under the ‘Current Tasks’ tab as shown in Image 8.
Step 2: Click ‘OK’ tab as shown in Image 9.
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