Objective

The objective of this tutorial is to help you understand how to control what your staff can take action on and view within Staff module.

Overview

Access from your: Computer
Applies to: Managers

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

Things to know before you begin:

  1. You must have a manager/admin access privileges in Humanity to access Staff Settings under Settings module.
  2. You must Save & Refresh for change to take effect once you modify the settings.

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

  1. Staff Settings (Frequently Used)
  2. Staff Settings (Advanced Settings)

Staff Settings (Frequently Used)

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

Image 1

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

Image 2

Options:

  • Employees can view reports: If checked, it will allow your staff to see their own reports under Reports module.
  • Employees can edit their profile: If checked, it will allow your staff to edit their own 'Profiles' to ensure that their staff information is always accurate and up-to-date. It helps to keep their information such as email address, phone number etc' up to date.
  • Employees can view staff gallery: If checked, it will allow your staff to view the 'Staff Gallery' which is a great way for them to get to know other staff members.
  • Employees can view staff contact details (staff gallery must be checked): If checked, it will allow employees to view contact details of coworkers which is helpful to manage issues among themselves.
  • Employees can view “Who’s on now”: If checked, it will allow employees to see who is scheduled to be working at the current time from their dashboard.

Staff Settings (Advanced Settings)

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

Image 3

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 as per your business requirement under 'Staff Settings' section > Click 'Save Settings' tab as shown in Image 4.

Image 4

Options:

  • Format the name display of employees: It will allow you to choose the format in which the employee names are displayed throughout the application e.g. First Name Last Name; Last Name, First Name; First Name, Last Name Initial; Nick Name.
  • Management can view eid next to employee name: If checked, it will allow management to see eid in staff gallery and list.
  • Users can request account: If checked, it will allow new employees to request account directly from company's login page. This is a pre-requisite setting to 'Security question for user who make request' or 'Security answer'.
  • Employees can see files uploaded to their profile: If checked, it will allow employees to see and download files uploaded to their profile.
  • Users can see "Upcoming Birthdays": If checked, it will allow users to see upcoming birthdays on Dashboard.
  • Schedulers can create users and delete users under their permission: If checked, it will allow schedulers to create users and delete users under their permission.
  • Enable sending emails through email client when clicking on user's email: If checked, it will allow users to send emails through email client when clicking on user's email in Staff section.
  • Only Managers are allowed to change Staff password: If checked, it will allow only managers to change staff password.
  • Enable location-based break rules to automatically create paid and unpaid breaks: Activating this setting disables position-based break rules.

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

Did this answer your question?