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.
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.
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.
- Employees see co-workers on shifts
- Employee requests to pick-up open shifts are automatically approved
- 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 firstname.lastname@example.org. Happy Scheduling!