The objective of this tutorial is to help you understand how to edit details of your staff's profile to customize personal and professional information.
Access from your: iOS device
Applies to: Admin/Managers, Supervisors and Schedulers
You can quickly add employees manually and also import contacts from phonebook to Humanity.
Things to know before you begin:
- Schedulers can only edit profiles of the staff for the assigned position’s under schedulers permission tab.
- You must give allow your mobile to have access to your contacts if you want to import from phonebook.
The scenario outlined in this tutorial consists of the following building blocks:
- Add Employee Manually
- Import From Phonebook
Add Employee Manually
Step 1: Tap 'More' > Tap 'Staff' tab as shown in Image 1.
Step 2: Tap the '+' icon > Tap 'Add Employee' tab > Add the details > Tap 'Save' tab as shown in Image 2.
Note: You can send an activation email while adding an employee by enabling using the toggle button.
Import From Phonebook
Step 1: Tap 'Import from phonebook' tab and information will automatically appear > Enable 'Send Activation' option using the toggle button > Tap 'Save' tab as shown in Image 3.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!