Get Started with Humanity!

Want to learn how to use Humanity? Check out how to set up Humanity for your business, our guides, overview, introduction to all modules, glossary and comparisons.

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59 articles in this collection
Written by Keith Perez and Anna Garcia
Overview

Settings Overview - Get Started by Customizing Humanity!

'Settings' is where you will find all of the administrative features and settings that affects all the modules in Humanity application.
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Written by Keith Perez
Updated over a week ago

ShiftPlanning Overview

The objective of this tutorial is to show you how you can use ShiftPlanning Module to create and manage the schedules.
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Written by Keith Perez
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Staff Overview

Manage your staff, staff's profile, locations, positions, break rules, skills, tasks and availability.
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Profile Overview

Learn about the different tabs & its description in a profile where you can find many useful features or information.
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Time Clock Overview

Use 'Time Clock' module to create or manage the staff timesheets and allow your employees to clock in/out.
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Leave Overview

The Leave tab is the central hub where you can easily request a leave for yourself or your employees.
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Dashboard Overview

Widgets are the easiest and quickest way to view information about their staff.
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Dashboard Notification Panel Overview

Any actions that require your attention will be posted here as a widget notification until resolved.
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Training Overview

Use our powerful training module to get your staff on-boarded, refresh with up-to-date information.
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Payroll Overview

Manage overtime and compile all your staff's attendance data creating accurate reports that are instantly ready for payroll processing.
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Reports Overview

Reports tab is the central hub where you can get the data in the format you prefer, for your employees.
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Group Accounts Overview

Separate humanity accounts, clone & access multiple accounts all from one master account through 'Group Accounts' module.
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Schedule Action Details Overview

You can use schedule action drop-down powerful actions if you wish to perform any actions after creating the schedules for your employees.
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Employee Assignment Overview

Learn different ways to assign your staff positions and skills.
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Skills Management Overview

Learn different ways of assigning skills to your staff according to your business requirement.
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Tasks Management Overview

A simple but incredibly useful feature that let you assign sub-duties to staff.
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Introduction to Humanity

Different Ways to Manage Notifications

Learn different ways to customize & manage the notifications settings to receive them according to your business or individual requirements.
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Different Ways to View Schedule

Better visualize the schedule by date range and schedule views.
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Different Ways to View Staff

Better visualize your staff details through different views.
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Different Ways to Add Employees

You can quickly add or import multiple employees to Humanity either manually or by using detailed form, .csv or .xlsx sheet.
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Different Ways to Send Activation E-mails

Three ways to send an activation email to your staff to get started with Humanity.
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Create, Update or Delete Recurring Shift

The ability to set recurring shifts greatly speeds up the scheduling process, you can create, update or delete recurring shifts.
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Delete, Clear and Restore the Schedule

Want to delete a shift, series of shifts or clear schedule under the same timeline? Also, restore schedule once deleted.
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Schedule Shift Breaks

View, edit, delete and add shift breaks for your staff, while ensuring compliance requirements are met.
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Create or Delete a Location

Besides your primary location, you can create additional locations or delete locations that are not needed later.
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Create, Delete or Restore Positions

Learn how to create, delete or restore positions, positions are the job titles or roles you assign to your staff.
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Written by Keith Perez
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Glossary

Access Privileges - Account Types

Learn the different account types to determine what users can see and do in Humanity.
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Hot Keys

Hot-keys under 'ShiftPlanning' module helps you save time in navigating the schedules & switching between the various date ranges & views.
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Shift Icons

Get to know the types of shift icons and what they represent.
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Shift Edit Window Details

S.E.W. - A variety of ways to modify a shift!
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Types of Shifts

You can schedule your employees in various types of shifts. Learn the different types of shifts and visual identification.
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Types of Recurring Shifts

Understand and use recurring shifts according to your business requirements.
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Key Features and Benefits of Forecast

Import external KPIs into the Humanity platform to forecast future scheduling needs and create optimal, data-driven schedules for your staff
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Edit Details Fields

Learn about the fields under 'Employee Details' section in a profile.
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Overview Tab under Profile

An overview shows the Employee’s profile basic details. The view of the details varies according to the permission level.
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List of Employee Bulk Edit Actions

Managers and supervisors can use employee bulk edit actions to edit profiles of multiple staff members of a group of employees at once.
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Comparisons & Differences

Shift Templates VS Schedule Templates

Difference between shift and schedule templates along with its usage while creating a schedule.
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Shift Notes VS Schedule Notes

Learn the difference between shift and schedule notes along with its usage while creating a schedule.
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Empty VS Open Shifts

Get to know the difference between an open shift and an empty shift while creating a shift.
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Scheduled VS Clocked Hours

Get to know the difference between scheduled hours and clocked hours.
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Confirmed Hours VS Confirmed Time Sheets

Get to know the difference between confirmed hours and confirmed time sheets.
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Time Clock Locations VS Time Clock Terminals

Get to know the difference between two ways to restrict your employees for clocking in and out: Time Clock Locations and Terminals.
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Updated over a week ago

Difference Between Locations & Remote Sites

Learn the difference between primary or additional locations and remote sites to create locations in Humanity accordingly.
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Difference Between Primary & Additional Location

Learn the difference between primary & additional location to create locations in Humanity accordingly.
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Difference Between Disabled and Deleted Staff

Learn the difference between disabled and deleted staff to remove an employee temporarily or permanently.
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Written by Keith Perez
Updated over a week ago