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Employee Assignment Overview

Employee Assignment Overview

Learn different ways to assign your staff positions and skills.
Yasir Ehsan avatar
Written by Yasir Ehsan. Updated over a week ago

Objective

The objective of this tutorial is to give you an overview of employee assignment.

Overview

Access from your: Computer
Applies to: Managers and Supervisors

Employees must be assigned to the appropriate positions before you can schedule them on the shifts. Skills define any special abilities your employees have. This can include things such as CPR Certification, Second Languages, etc.

You can assign one or multiple positions or skills to an individual under employee assignment in various ways.

Things to know before you begin:

You must have a manager/admin and supervisors access privileges to assign or remove one or multiple positions or skills to your staff.

The scenario outlined in this tutorial consists of the following building blocks:

  1. Bulk Assignment via CSV:
    Assign Positions
    Assign Skills

  2. Assign By:
    Employee
    Position
    Skill

  3. Other Filters:
    All Employees
    Recently Added
    Unassigned
    Expand/Collapse All

Bulk Assignment via CSV

Assign Positions:

Assign/Remove your staff one or multiple positions by importing them via CSV in relation to already predefined locations.

You must create the file in the accepted format given below:

Assign Skills:

Assign/Remove your staff one or multiple skills by importing them via CSV.

You must create the file in the accepted format given below:

Accepted expiration date formats: 

» month/day/year -> 11/29/2019

Any data to be uploaded must not contain the following in order to upload the positions or skills into Humanity:

  • Extra or double spaces

  • Extra spaces in the end

  • Any special character or apostrophe e.g., (ä/ä, ö/ö, ü/ü) etc.

  • Non-breaking spaces (usually comes when data is copied from a web page)

  • Make sure that there’s no deviation in spellings under 'Name, Locations and Positions' columns, in excel, as compared with the existing data in the account.

  • There must not be any completely empty rows in the spreadsheet.

  • Characters are limited to 160 including spaces.

  • User id must be in the template and you will only have user id's in the downloaded template.

Assign By:

Employee:

Assign/remove one or multiple position(s) or skill(s) by employees.

Position:

In order to schedule your staff, they must be assigned to at least one position. You can assign/remove them quickly using this filter.

Skill:

You can assign one or more than one skill to multiple employees (s) at once assigning by skill.

Other Filters

All Employees: 

Assign/Remove one or multiple positions or skills at once by listing all the employees using this filter.

Recently Added: 

Assign/Remove one or multiple positions or skills at once by listing all the recently added employees using this filter.

Unassigned:

Assign/Remove one or multiple positions or skills at once by expanding unassigned employees using this filter.

Expand/Collapse-All:

Assign/Remove one or multiple positions or skills at once by expanding unassigned employees using this filter.

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

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