First and foremost - Welcome to Humanity! Follow this brief guide to learn about Humanity's modules, their key functionalities and how to quickly set up your account to start a free trial.
Step 1: Account Registration
Register for a 30-day free trial, if not already. As soon as you are registered, after sign up, you will log in the application.
Once the setup process has been initiated, you will be taken through a quick 4 steps process to help you customize your account and start Scheduling your staff!
From the left tabs, you will find our most prominent features nicely organized.
You will also be able to download a "Getting Started Guide For Managers" as PDF along with our Help Center link in the email once you have signed up!
You will receive an email from an account executive along with the contact details to book live demo or training sessions.
Step 2: Add Business 'Locations' & 'Positions'
Locate the 'Staff' module from the top-panel which is the main menu and click on it, this is where you will add your business locations, positions and staff members to your account.
From the top-right of the staff tab, click 'Locations & Positions' tab. By clicking 'New Location' tab you will be able to add additional locations.
Note: The company name you gave when registered will be set as your primary business location.
By clicking the 'Add New Position' tab under primary or additional location to start creating positions of your business.
Depending on the nature of your business, positions may be:
- Departments such as Sales, Marketing, Finance
- Job Roles such as Cook and Cashier
- Titles such as Neurologist, Head Nurse
Switch to 'Employees' tab from the top-right and either quickly add multiple employees manually or with the help of detailed form. You may also import employees via .CSV file.
Note: If you have manually activated their accounts you must set their passwords and share the details with your staff members. However, if you have sent an activation email, your staff members must set their passwords to access Humanity.
Step 4: 'Assign Position(s)' to Staff
To ensure that your scheduling process runs as smoothly as possible, you should make sure that you have added positions under their respective location and assign all your staff members to their appropriate position(s).
You can either assign position(s) one by one through employee's profile or click the arrow next to the 'Add Employees' tab to assign position(s) to more than one employee at once.
You may also assign position(s) in bulk via .CSV to your staff.
To Assign Position(s) to your Staff from his/her own profile:
Click 'Staff' module > Click the name of the employee whom you want to assign the position > Scroll down to the 'Position Assignment' section > Check the box next to the position you want to assign to that employee.
To Assign Position(s) to more than one employee at once:
Click 'Staff' module > Click the 'arrow' icon next to 'Add Employees' tab > Click 'Employee Assignment' tab from the drop-down > Check the box next to the position(s) you want to assign to your desired employee.
That's it, you are ready to schedule your staff!
Step 5: Create Shift(s)
Creating shift(s) in Humanity is incredibly easy. Click 'ShiftPlanning' module from the top-panel which is the main menu. By default, it will open up in the "Week-Employee" view.
Click within the calendar cell, type the shift time and press 'Enter' from your Keyboard to save the shifts.
If you'd like to edit your shift further and include more details, click on it to open the advanced options.
Let's have an overview of all the modules and related functionalities.
'Dashboard' module serves as the main hub where you will find many useful features that are central to your account.
This is the landing area that appears when you first sign in which serves as a gateway for accessing other critical areas of the application, viewing relevant notifications and connect with co-workers through a built-in messaging system.
The 'ShiftPlanning' module is the scheduling part of the platform where you can easily create or manage your staff schedules, whether you have a single location or multiple.
You can access 'ShiftPlanning' in Humanity web app at any time by clicking the 'ShiftPlanning' tab from the top panel.
'ShiftPlanning' has the robust views making it easy to plan and visualize your staff schedules. It's also where you will be able to see a clear overview of every work shift that has been assigned and further customizes your schedule view according to your preferences.
The ‘Time Clock’ module is the central hub where you can easily allow your employees to clock in/out, view the 'clocked in' and ‘on their way’ staff.
You can access the Time Clock in Humanity web app at any time by clicking the 'Time Clock' tab at the top of the page.
‘Time Clock’ has various ways, which make it easy to produce and organize your staff timesheets along with auto-approval rules. Being part of the management it lets you create and manage your staff worked hours.
The 'Leave' module makes it easy for you to manage all of the staff requests for taking time off.
Let your staff request for leaves and managers will be in full control to get notified and approve these requests.
The ‘Training' module is the central hub where you can get your staff on-boarded, refresh with company policies and procedures, product or service related up-to-date information.
Online training can save managers both time and money and has grown in popularity as businesses move other HR duties to the cloud.
The ‘Staff' module is the central hub where you can easily manage your staff, locations, positions, break rules, skills, tasks and availability.
A staff’s profile shows different tabs which you can use to customize their personal and professional details. The visibility of the tabs varies according to the permission level given by the Manager in Humanity.
The ‘Payroll’ module is the central hub where you can manage overtime and compile all your staff's attendance data creating accurate reports that are instantly ready for payroll processing.
Humanity also makes it easier to export this data to 3rd-party payroll systems.
The 'Reports' module is the operations centre for critical detailed reports. There are numerous dynamic reports that you can run to keep track of staff, scheduling, time clock and other information vital to your workforce management requirements which make it easy to produce and organize your staff data.
Being part of the management, it also lets you create and manage 'Custom Reports' as well.
The ‘Reports’ tab is the central hub where you can get the data you need, in the format you prefer, for your employees so that you can make everyday decisions for your business.
The 'Group Accounts' module is a multi-account platform where you can create new separate Humanity accounts, clone and access multiple accounts all from one convenient master account.
Note: The manager/admin must get group accounts enabled from humanity's billing department to view and access the module.
'Settings' module is where you will find all of the administrative features and settings that affect all the modules in Humanity application.
It gets divided into various section: Settings, Auto Scheduling, Billing, Business, and Integration.
Each section is further divided to show the Frequently Used and Advanced Settings.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!