Objective

The objective of this tutorial is to help you understand how to assign or remove position to your staff.

Overview

Access from your: iOS device
Applies to: Admin/Managers

Positions are the job titles or roles you assign to your staff. You can assign or remove one position at a time to one or multiple employees.

Things to know before you begin:

  1. Location(s) and Position(s) must be created to assign position to your employee(s).
  2. Employees must be added to assign or remove position(s).
  3. You can only assign one position at a time to multiple employees. If you want to assign multiple positions to one employee, you must go to their profile.
    For more information about adding/editing details to your staff(s) profile, go to 'Add or Edit Details Of Your Staff's Profile.'

Assign or Remove Position(s) To Your Staff

Step 1: Tap 'More' > Tap 'Staff' tab as shown in Image 1.

Image 1

Step 2: Switch from 'Staff' to 'Locations' view > Tap on the name of the location > Scroll down and tap on the position as shown in Image 2.

Image 2

Step 3: Tap 'Assign Employee' tab > Tap on the name of the employee to assign or remove the position > Tap 'Done' tab as shown in Image 3.

Image 3

Notes:

  • If there is a tick mark next to the name of an employee it reflects the position is assigned.
  • Tap 'All' tab to assign position to all the employees at once as shown in Image 4.

Image 4

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

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