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.

61 articles in this collection
Written by Keith Perez and Anna Garcia

Setting up Humanity for Your Business

Minimum Requirements of Supported Browsers

Get to know the minimum requirements to use Humanity App on your Computer, iPhone/iPad, or Android phone.

Written by Keith Perez
Updated over a week ago

Start Your Free Trial - Sign up for Humanity!

Sign up for fully functional 30 days free trial, connect with our support team or book 1-on-1 live demo with our scheduling specialist.

Written by Keith Perez
Updated over a week ago

Activate your Humanity Account

Activate your account using the activation email sent to you!

Written by Keith Perez
Updated over a week ago

Community Overview

Would you love to see us turn your feature requests into reality? Create feature requests to develop 'Humanity' using community portal.

Written by Keith Perez
Updated over a week ago

Community Workflow

Learn the community workflow to know the complete process after submitting a feature request.

Written by Keith Perez
Updated over a week ago

Support & Tutorials

Humanity Knowledge Base has a vast resource library, available to you and your staff members within your account.

Written by Keith Perez
Updated over a week ago

Getting Started Guides & References

Quick Start Guide For Employees- Workday Integration

Learn quickly about Humanity's modules, the key functionalities along with Workday Integration, and how to activate your account.

Written by Anna Garcia
Updated over a week ago

Quick Start Guide For Managers - Workday Integration

Learn about Humanity's modules, the key functionalities along with Workday Integration and manage your account.

Written by Anna Garcia
Updated over a week ago

Quick Start Guide For Employees

Learn quickly about Humanity's modules, the key functionalities and how to activate your account to get started.

Written by Anna Garcia
Updated over a week ago

Quick Start Guide For Managers

Learn quickly about Humanity's modules, the key functionalities and how to set up and manage your account.

Written by Anna Garcia
Updated over a week ago

iOS Mobile App Guide For Managers

Have the complete overview for Humanity iOS mobile application for Managers!

Written by Keith Perez
Updated over a week ago

Android Mobile App Guide For Managers

Have the complete overview for Humanity android mobile application for Managers!

Written by Keith Perez
Updated over a week ago

iOS Mobile App Guide For Employees

Have the complete overview for Humanity iOS mobile application for Employees!

Written by Keith Perez
Updated over a week ago

Android Mobile App Guide For Employees

Have the complete overview for Humanity android mobile application for Employees!

Written by Keith Perez
Updated over a week ago

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.

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.

Written by Keith Perez
Updated over a week ago

Staff Overview

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

Written by Keith Perez
Updated over a week ago

Profile Overview

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

Written by Keith Perez
Updated over a week ago

Time Clock Overview

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

Written by Keith Perez
Updated over a week ago

Leave Overview

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

Written by Keith Perez
Updated over a week ago

Dashboard Overview

Widgets are the easiest and quickest way to view information about their staff.

Written by Keith Perez
Updated over a week ago

Dashboard Notification Panel Overview

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

Written by Keith Perez
Updated over a week ago

Training Overview

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

Written by Keith Perez
Updated over a week ago

Payroll Overview

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

Written by Keith Perez
Updated over a week ago

Reports Overview

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

Written by Keith Perez
Updated over a week ago

Group Accounts Overview

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

Written by Keith Perez
Updated over a week ago

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.

Written by Keith Perez
Updated over a week ago

Employee Assignment Overview

Learn different ways to assign your staff positions and skills.

Written by Keith Perez
Updated over a week ago

Weekly Availability Overview

You can set the weekly availability which will repeat every week, the same day & time unless changed otherwise.

Written by Keith Perez
Updated over a week ago

Future Availability Overview

Future availability is a one-time set for a specific date in future, these settings override your weekly availability on that specific date.

Written by Keith Perez
Updated over a week ago

Skills Management Overview

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

Written by Keith Perez
Updated over a week ago

Tasks Management Overview

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

Written by Keith Perez
Updated over a week ago

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.

Written by Keith Perez
Updated over a week ago

Different Ways to View Schedule

Better visualize the schedule by date range and schedule views.

Written by Keith Perez
Updated over a week ago

Different Ways to View Staff

Better visualize your staff details through different views.

Written by Keith Perez
Updated over a week ago

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.

Written by Keith Perez
Updated over a week ago

Different Ways to Send Activation E-mails

Three ways to send an activation email to your staff to get started with Humanity.

Written by Keith Perez
Updated over a week ago

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.

Written by Keith Perez
Updated over a week ago

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.

Written by Keith Perez
Updated over a week ago

Schedule Shift Breaks

View, edit, delete and add shift breaks for your staff, while ensuring compliance requirements are met.

Written by Keith Perez
Updated over a week ago

Create or Delete a Location

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

Written by Keith Perez
Updated over a week ago

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.

Written by Keith Perez
Updated over a week ago

Glossary

Access Privileges - Account Types

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

Written by Keith Perez
Updated over a week ago

Hot Keys

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

Written by Keith Perez
Updated over a week ago

Shift Icons

Get to know the types of shift icons and what they represent.

Written by Keith Perez
Updated over a week ago

Shift Edit Window Details

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

Written by Keith Perez
Updated over a week ago

Types of Shifts

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

Written by Keith Perez
Updated over a week ago

Types of Recurring Shifts

Understand and use recurring shifts according to your business requirements.

Written by Keith Perez
Updated over a week ago

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

Written by Keith Perez
Updated over a week ago

Edit Details Fields

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

Written by Keith Perez
Updated over a week ago

Overview Tab under Profile

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

Written by Keith Perez
Updated over a week ago

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.

Written by Keith Perez
Updated over a week ago

Comparisons & Differences

Shift Templates VS Schedule Templates

Difference between shift and schedule templates along with its usage while creating a schedule.

Written by Keith Perez
Updated over a week ago

Shift Notes VS Schedule Notes

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

Written by Keith Perez
Updated over a week ago

Empty VS Open Shifts

Get to know the difference between an open shift and an empty shift while creating a shift.

Written by Keith Perez
Updated over a week ago

Scheduled VS Clocked Hours

Get to know the difference between scheduled hours and clocked hours.

Written by Keith Perez
Updated over a week ago

Confirmed Hours VS Confirmed Time Sheets

Get to know the difference between confirmed hours and confirmed time sheets.

Written by Keith Perez
Updated over a week ago

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.

Written by Keith Perez
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.

Written by Keith Perez
Updated over a week ago

Difference Between Primary & Additional Location

Learn the difference between primary & additional location to create locations in Humanity accordingly.

Written by Keith Perez
Updated over a week ago

Difference Between Disabled and Deleted Staff

Learn the difference between disabled and deleted staff to remove an employee temporarily or permanently.

Written by Keith Perez
Updated over a week ago