Objective

The objective of this tutorial is to help you understand how to customize the settings for availability in Humanity that gives you a lot of room to implement your company’s policies while using the Staff module.

Overview

Access from your: Computer
Applies to: Managers

With 'Availability' Options, you can control what your staff can take action on or view within 'Staff' module.

Things to know before you begin:

You must have a manager/admin access privileges in Humanity for customizing availability settings.

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

  1. Availability Options (Frequently Used)
  2. Availability Options (Advanced Settings)

Availability Options (Frequently Used)

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

Image 1

Step 2:  Either check/uncheck the box or select the option from the drop-down next to any option listed below to enable or disable them under 'Availability' section > Click 'Save Settings' tab as shown in Image 2.

Image 2

Options:

  1. Staff can set future availability: If unchecked, this setting will restrict entire staff of any permission level to edit future availability.
  2. Availability must be approved by management: If checked, previously set availability must be approved by management.
  3. Availability Change Requests are effective: Selecting the time frame from the drop-down will make the availability change requests to be catered accordingly.

Availability Options (Advanced Settings)

Step 1: Click on the ‘Settings’ Module i.e. the gear icon at the top-right > Click 'Leave & Availability' tab from the left-hand side > Click 'Advanced Settings' tab from the top as shown in Image 3.

Image 3

Step 2:  Check/uncheck the box next to any option listed below to enable or disable them under 'Availability' section > Click 'Save Settings' tab as shown in Image 4.

Image 4

Options:

  1. Staff can set weekly availability: If unchecked, this setting will restrict entire staff of any permission level to edit weekly availability.
  2. Allow schedulers to approve availability: If checked it will allow schedulers to approve availability and if enabled managers/supervisors will not receive the notifications to approve it, however, they will still be able to approve it.

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

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