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:
You must have manager/admin access privileges in Humanity to access Staff Settings under Settings module.
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:
Staff Settings (Frequently Used)
Staff Settings (Advanced Settings)
Staff Settings (Frequently Used)
Step 1: Go to Settings Module i.e. the gear icon at the top-right > Select Account tab from the left-hand side, as shown in Image 1.
Image 1
Step 2: Scroll down to Staff Settings section > Check/uncheck the box next to any option listed below to enable or disable them as per your business requirement > 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: Go to Settings Module i.e. the gear icon at the top-right > Select Account tab from the left-hand side > Click Advanced Settings tab from the top, as shown in Image 3.
Image 3
Step 2: Scroll down to Staff Settings section > 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 > 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 the staff gallery and list.
Users can request an account: If checked, it will allow new employees to request an account directly from the company's login page. This is a pre-requisite setting to 'Security question for user who makes a 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 passwords: If checked, it will allow only managers to change staff passwords.
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 out to us at support@humanity.com.