Starting with the 3.1 Mobile Apps version, Admins, Managers, Supervisors & Schedulers are able to manage Availability requests of their employees on the go via iOS Humanity mobile apps!
Access from your: iOS device
Applies to: Admin/Managers, Supervisors, and Schedulers
Scheduling roles will now have a new layout of the Availability module, consisting of:
Section "My": to add & preview their own Unavailability slots
Section "Manage": to preview & manage Availability requests for their assigned staff.
Things to know before you begin:
Availability module is enabled in account settings;
You must have Manager/Admin, Supervisor, or Scheduler access privileges to access Manage section.
“Availability must be approved by management” is enabled in account settings
If you would like to allow Schedulers to approve employees’ requests, enable the “Allow Schedulers to approve availability” setting.
Employees will be notified via email, SMS, or push notification once their requests are approved or declined.
The scenario outlined in this tutorial consists of the following building blocks:
Availability Request Dashboard Widget
1. "My" Section
“My” section is replicating My Availability, where you'll be able to add & preview all of your Unavailability slots
Filters section enables choosing which type of Unavailability slots will be showed: Approved, Pending or Declined slots or the combination of the offered.
2. "Manage" Section
“Manage” section offers preview of the pending Availability requests that require Admin/Mangers/Supervisors/Schedulers action. Pending Availability requests list in Manage section represent the most important information of the Availability requests:
Date & Time of the request submission
Requested date & time of the Unavailability slot
Overnight (eg. Unavailability slot starting on July 5th at 9 PM and ends up on July 6th at 3 AM),
Repeating (if Unavailability slot occurs daily, weekly, monthly, etc),
Note (Requestor’s note for Manager)
Preview of the Manage tab with Availability requests list
In case you want to find specific request, there is an option to filter all Pending Availability requests:
Per Locations & Positions which scheduling role is managing and
To Sort requests by: Unavailability start date or Request Submission date
With the tap on “Filters”, Filters screen opens:
Locations & Positions filter screen: Sort by:
Default state of the filters: All locations & positions are selected & and requests are sorted by Unavailability start date
3. Availability Request Dashboard Widget
When a new Availability request is submitted, you would be informed via Availability Dashboard Request (Requests widget must be turned on). With the tap on Availability request notification, you'll be transferred to the Manage section from which you can check & manage requests:
If you have any further queries, please don't hesitate to reach out to us at email@example.com.