Objective

The objective of this tutorial is to help you understand how to allow staff to pick up shifts that will put them in overtime, auto-approve open shifts & control staff's view to see co-workers on shifts.

Overview

Access from your: Computer
Applies to: Managers

If you want to allow staff to pick up shifts that will put them in overtime, auto-approve open shifts & control staff's view to see co-workers on shifts, learn how to do that.

Things to know before you begin:

You must have a manager/admin access privileges in Humanity to  manage shift pickup and approvals settings.

Shift Pickup and Auto-Approval Settings

Step 1: Click on the ‘Settings’ Module i.e. the gear icon at the top-right > Click 'ShiftPlanning' tab from the left-hand side > Click 'Advanced Settings' tab from the top as shown in Image 1.

Image 1

Step 2: Check the box next to your desired option or select the time from the drop down under Shift Pickup, Trades and Approvals section > Click 'Save Settings'  from the top-right or bottom-left as shown in Image 2.

Image 2

Options:

  1. Employees see co-workers on shifts
  2. Employee requests to pick-up open shifts are automatically approved
  3. Enable employees to pick up shifts that will put them in overtime

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

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