Objective
The objective of this tutorial is to help you understand how to submit work unit values via the dashboard widget or directly from the Shift details.
Overview
Access from your: Computer
Applies to: Managers, Supervisors, Schedulers, Employees with Scheduling permissions, Employees
Things to know before you begin:
Work Units can be submitted from the Dashboard and/or from the Shiftplanning.
When the “Enable employees to add Work Units” setting is ON, employees have the option to add/edit a worked number of Work Units.
When the “Enable employees to add Work Units” setting is OFF, employees are able to check requested Work Unit quantities.
The scenario outlined in this tutorial consists of the following building blocks:
Submit ‘Worked’ Work Units via Shift
Submit ‘Worked’ Work Units via Widget
Submit ‘Worked’ Work Units via Shift
Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.
Image 1
Step 2: Click on an existing desired shift where you want to submit work units as shown in Image 2.
Image 2
Step 3: Click 'Check' under the Work Units section as shown in Image 3.
Image 3
Step 4: Enter in the required amount of the Worked 'work units' and hit 'Save' as shown in Image 4.
Image 4
Submit ‘Worked’ Work Units via Widget
Step 1: Click ‘Dashboard’ tab from the top panel as shown in Image 5.
Image 5
Step 2: Click ‘Submit Work Units’ from the left side panel as shown in Image 6.
Image 6
Step 3: Type the work units value in the box as shown in Image 7.
Image 7
KEY describing work units status:
Green: Approved work units
Yellow: Request has been sent
n/a: Not available
Step 4: Click ‘Save’ as shown in Image 8.
Image 8
If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!