Scheduling with ShiftPlanning

Manage schedules, shifts and respond to employee request as a Manager. Request to trade, drop, release or pick up shifts and manage the shifts as an employee.

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116 articles in this collection
Written by Eva Rogers
Managing Your Staff Schedules and Shifts

Add Employee & Position on Schedule

Add multiple employees to Humanity under ShiftPlanning from your schedule.
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Updated over a week ago

Create Shifts and Use Shift Templates

Shift templates saves you time when you need to schedule shifts that have a consistent start and end time.
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Create Shifts Using Schedule Templates

Spend a lot of time scheduling similar shifts? Use schedule templates to speed up scheduling with templates.
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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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Create an Open Slot shift

Use Open Slots to let employees fill shifts on their own to self-schedule themselves.
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Create an Empty Shift

An empty shift is a shift that is not assigned to any employee; you can assign an employee to the shift once you are sure of it.
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Create Recurring Shift

Create a recurring shifts and have them repeated for the 'n' number of times in future to save time managing the schedule.
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Update Recurring Shift

A recurring shift can be updated/modified anytime later when a change is required.
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Edit, Remove or Add Shift Breaks in Recurring Series

Edit, remove or add 'Shift Breaks' in recurring series anytime later when a change is required.
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Edit Start or End 'Date' for a Shift

You started a shift on the wrong day. No problem, we've got you covered.
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Edit Start or End 'Time' of a Shift

Shift start and End times are editable. Don't forget to publish them again once you've updated them.
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Edit the ‘Position’ of a Shift

It is required to assign a position to create a shift, however, you can edit the position of an existing shift if you wish to modify it.
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Add a 'Title' to a Shift

Add 'Titles' to the shifts making your important message visibly prominent.
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Add 'Skill(s)' to a Shift

Add skills to a shift to filter employee abilities
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Add 'Remote Site' to a Shift

From your Computer Applies to Managers, Supervisors, Schedulers
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Assign Required Skill(s) on Shift

When skills are set, only employees with required skill set will be available to assign on a shift.
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Remove Required Skill(s) on Shift

Remove the assigned skill(s) to assign the shift to any employee from the list.
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Auto-fill Shift Based on Skill(s)

Auto-assign staff to shifts using their skill set
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Adding Shift Notes

Add shift notes to provide employees with details or instructions!
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Assign Tasks

Assign tasks or sub-tasks to a shift
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Assign Employee(s) to a Shift

Assign an employee or multiple employees to a shift
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Assign 'On-Call' Employee(s) to Shifts

How to assign on-call employees to a shift
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Assign Staff from Other Position to Shifts

You can also assign staff from other positions to a shift.
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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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Edit Shift Breaks

Change time for shift breaks by editing (if needed) that you scheduled your staff for keeping your staff members organized.
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Delete or Clear Shift Breaks

Delete or clear shift breaks within each created shift while ensuring compliance requirements are met.
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Create Work Units

Work units are sub-tasks on a shift that are paid in addition to an hourly wage rate. Learn how to create work units.
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Edit Work Units

You can edit/manage work units once you have added/created work unit. Existing work units can be edited by clicking on the work unit name.
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Assign Work Units Values

Assign work units to a shift
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Edit ‘Worked’ Work Units Values

Work units have been submitted, but you've got an update. Check out this DIY article.
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Seniority-Based Track and Scheduling

Answering the question, "How do I schedule according to seniority?"
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Auto-Fill Shift

Auto-fill shifts by random selection of available employees
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Shift History

View a Shifts History from within the Shift Edit Window.
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Publish Shifts & Schedules

After the schedule is created you'll have to publish it before it can be viewed.
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Manage Schedule Conflicts

Learn all about Conflicts in your Schedule. What are they? How to manage them.
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Auto-Fill Schedule

Use "Auto-Fill Schedule" to assign staff to empty and open slots
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Auto-Fill Schedule Custom Prioritization

Use Custom Prioritization to prioritize employee assignments
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Updated this week

Drag and Drop a Shift to Copy and Move

...created a shift in the wrong place? Drag it or copy it to another spot.
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Updated over a week ago

Add Schedule Notes

Post schedule notes to your Humanity schedule that you can use to give yourself reminders at work on a daily basis.
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Edit Schedule Notes

Edit notes that you have created for your coworkers or yourself.
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Delete Schedule Notes

Delete notes that you have created for your staff and yourself!
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Shift Approvals

Approve the worked hours of a shift against scheduled hours using shift approval feature.
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Inline Shift Approval

Approve the worked hours of a shift against scheduled hours for the past shifts.
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Unapprove the Shifts

Unapproved the worked hours of a shift against scheduled hours for the past shifts.
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Edit Approved Shifts

Approved hours of a shift can be edited by going back to that particular shift, learn how to edit approved shifts.
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Un-acknowledge Shifts on Behalf of Your Staff

Un-acknowledging a shift means that the employee will be unable to take that shift.
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Edit Staff Availability

Edit or update staff availability on their behalf.
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Display and Impact of Overnight Shifts

Display and impact of overnight shifts display in schedule view when the settings are enabled or disabled.
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Maximize Your Productivity with Schedule Views and Filters

Different Ways to View Schedule

Use date ranges to see your or your employees schedules
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Schedule In Employee View

The employee view shows you shifts next to employee name.
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Schedule In Position View

View shifts next to positions of your staff.
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Schedule In List View

A slimed-down, no frills way to view the schedule.
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Schedule In Visual View

Use color codes to identify position based schedules
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Schedule View Filters Overview

Narrow your view of the schedule by using a variety of filters
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Filtering Schedule by 'My Schedule'

Filter to view your schedule only.
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Filtering Schedule by 'Schedule Overview'

Using Schedule Overview allows you to see the entire schedule.
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'Leave Schedule' Filter & 'Unapprove Leave' Request

See what employees are on Leave within a date range
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Filtering Schedule by 'Staff Availability'

Who's available? Use Staff Availability to check which employees can be assigned to a shift.
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Filtering Schedule by ‘Shift Type’

‘Shift Type’ allows you to narrow down to view your schedule by filtering according to the shift types.
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Updated over a week ago

Filtering Schedule by 'Remote Sites'

From your Computer Applies to Managers, Supervisors, Schedulers, Employees
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Updated over a week ago

Filtering Schedule by 'Skills'

You need Liam Neeson's skills for a specific shift...How do you ensure he's the right guy for the job?
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Updated over a week ago

Filtering Schedule by 'Employees'

Need to check on a specific employees schedule, leave or availability?
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Filter, Segment or Search the Schedule

How to search or filter the specific schedule you are looking for!
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Schedule Actions

Print and Save Schedule

Print or save your schedule to share it with your staff!
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Copy Schedule

Use copy schedule to create one past section of the schedule, whether a day, week, 2 weeks, 4 weeks or a month, to a future date.
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Updated over a week ago

Schedule Wizard

The schedule wizard allows you to select a past timeline to use as a template to auto-fill with new staff assignments
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Updated over a week ago

Import Schedule

Schedule import tool can quickly parse out schedules, employees and shifts from your offline schedule in .csv or .xlsx format.
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Updated over a week ago

Sync Schedule

Humanity provides iCal sync URLs which allow you to easily sync your Humanity schedule(s) alongside your other events in applications.
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Updated over a week ago

Ghost Shifts

Ghost Shift gives the ability to view the shifts of an employee working at multiple locations in one filtered location view.
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Updated over a week ago

Copy Forecast Data

Copy forecast data chart to the future weeks and you won’t have to fill up the expected workload for each week/day.
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Updated over a week ago

Budget Mode

Humanity's in-line ‘Budget’ mode shows when you are under budget or over budget in a daily, weekly or month view.
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Updated over a week ago

Add Custom Forecast and Rules

Create unlimited number of custom forecast for any KPI’s that is important to their business.
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Updated over a week ago

View, Edit, Determine and Import Forecast/Hour Graph

Forecast feature helps you create system assisted shifts to ensure that you never go over/understaffed.
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Updated over a week ago

New Shift Creation Experience

The shift creation experience makes it easier and faster for you to create a work shift than ever before.
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Updated over a week ago
Managing and Responding to Employee Requests

Manage and Assign a Drop Shift

Employees or Staff may Drop Shifts - If so, you'll have to reassign the shift.
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Managing a Shift Release Request

All things, Shift Release - Remove, Reject or Accept
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Approving Shift Release Request

Giving the green light to a Shift Release!
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Rejecting Shift Release Request

Reject one or many Shift Release requests!
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Updated over a week ago

Removing Shift Release Request

Remove a shift release request after you receive the notification of a shift getting released.
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Updated over a week ago

Managing a Shift Trade Request

Remove, reject and accept shift trades request made by your staff.
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Approving Shift Trade Requests

Approve shift trade requests before its offered to co-workers or after potential cover accepts it.
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Rejecting Shift Trade Requests

Reject a shift trade request and provide a reason for your decision!
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Updated over a week ago

'Approve or Reject' an Open Shift Request

After publishing open shifts you'll need to approve or reject them, here's how!
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Approval Process of ‘Worked’ Work Units

Approve or delete 'Worked' work units.
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Manage Your Shifts, Trade, Drop, Release and Pick up Shifts

Drop a Shift

You can't work an assigned shift. If you've got the permissions, you can drop it.
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Release a Shift

Can't work a shift? Release it for others to pick up!
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Track Your Shift Release Requests as an Initiator

Track and check the status of your shift release request as an initiator.
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Remove Your Shift Release Requests as an Initiator

Remove your shift release request as an initiator if you no longer wish to release the shift!
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Accept or Reject a Released Shift

Choose to accept or reject a released shift offer!
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Trade or Swap Shifts

If you're unable to work one of your shifts, you can trade the shift (swap shifts) with one of your coworkers.
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Track Your Shift Trade Requests as an Initiator

Track and check the status for your shift trade requests as an initiator.
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Remove a Shift Trade Request as an Initiator

Remove or discard a shift trade request as an initiator.
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Accept or Reject a Shift Trade

Choose to accept or reject a shift trade offer!
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Trade and Release Shifts based on Skill(s)

If you're unable to work one of your shifts, you can trade (swap) or release the shift with one of your coworkers based on the skill(s).
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Updated over a week ago

Requesting to Pick Up an Open Shift

After publishing an open shift, employee(s) who are eligible to work that shift will be notified and can request to pick up an open shift.
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Shift Acknowledgment

Acknowledge future shifts you are scheduled on to let your manager know you are able/unable to take that shift.
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Submission of 'Worked' Work Units

Work Units are permission based. Learn how to submit them, here.
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Updated over a week ago
ShiftPlanning Glossary and Comparisons

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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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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Updated over a week ago

Shift Templates VS Schedule Templates

Difference between shift and schedule templates along with its usage while creating a schedule.
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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.
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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
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Written by Eva Rogers
Updated over a week ago