Break Rules Conflict

Written by Eva Rogers
Updated over a week ago

Adding an Unpaid Lunch Break

Written by Eva Rogers
Updated over a week ago

Notifications for Scheduled Breaks

Written by Eva Rogers
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 Eva Rogers
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 Eva Rogers
Updated over a week ago

Add Employee & Position on Schedule

Add multiple employees to Humanity under ShiftPlanning from your schedule.

Written by Eva Rogers
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.

Written by Eva Rogers
Updated over a week ago

Create Shifts Using Schedule Templates

Spend a lot of time scheduling similar shifts? Use schedule templates to speed up scheduling with templates.

Written by Eva Rogers
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 Eva Rogers
Updated over a week ago

Create an Open Slot shift

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

Written by Eva Rogers
Updated over a week ago

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.

Written by Eva Rogers
Updated over a week ago

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.

Written by Eva Rogers
Updated over a week ago

Update Recurring Shift

A recurring shift can be updated/modified anytime later when a change is required.

Written by Eva Rogers
Updated over a week ago

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.

Written by Eva Rogers
Updated over a week ago

Edit Start or End 'Date' for a Shift

You started a shift on the wrong day. No problem, we've got you covered.

Written by Eva Rogers
Updated over a week ago

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.

Written by Eva Rogers
Updated over a week ago

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.

Written by Eva Rogers
Updated over a week ago

Add a 'Title' to a Shift

Add 'Titles' to the shifts making your important message visibly prominent.

Written by Eva Rogers
Updated over a week ago

Add 'Skill(s)' to a Shift

Add skills to a shift to filter employee abilities

Written by Eva Rogers
Updated over a week ago

Add 'Remote Site' to a Shift

From your Computer Applies to Managers, Supervisors, Schedulers

Written by Eva Rogers
Updated over a week ago

Assign Required Skill(s) on Shift

When skills are set, only employees with required skill set will be available to assign on a shift.

Written by Eva Rogers
Updated over a week ago

Remove Required Skill(s) on Shift

Remove the assigned skill(s) to assign the shift to any employee from the list.

Written by Eva Rogers
Updated over a week ago

Auto-fill Shift Based on Skill(s)

Auto-assign staff to shifts using their skill set

Written by Eva Rogers
Updated over a week ago

Adding Shift Notes

Add shift notes to provide employees with details or instructions!

Written by Eva Rogers
Updated over a week ago

Assign Tasks

Assign tasks or sub-tasks to a shift

Written by Eva Rogers
Updated over a week ago

Assign Employee(s) to a Shift

Assign an employee or multiple employees to a shift

Written by Eva Rogers
Updated over a week ago

Assign 'On-Call' Employee(s) to Shifts

How to assign on-call employees to a shift

Written by Eva Rogers
Updated over a week ago

Assign Staff from Other Position to Shifts

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

Written by Eva Rogers
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 Eva Rogers
Updated over a week ago

Edit Shift Breaks

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

Written by Eva Rogers
Updated over a week ago

Delete or Clear Shift Breaks

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

Written by Eva Rogers
Updated over a week ago

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.

Written by Eva Rogers
Updated over a week ago

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.

Written by Eva Rogers
Updated over a week ago

Assign Work Units Values

Assign work units to a shift

Written by Eva Rogers
Updated over a week ago

Edit ‘Worked’ Work Units Values

Work units have been submitted, but you've got an update. Check out this DIY article.

Written by Eva Rogers
Updated over a week ago

Seniority-Based Track and Scheduling

Answering the question, "How do I schedule according to seniority?"

Written by Eva Rogers
Updated over a week ago

Auto-Fill Shift

Auto-fill shifts by random selection of available employees

Written by Eva Rogers
Updated over a week ago

Shift History

View a Shifts History from within the Shift Edit Window.

Written by Eva Rogers
Updated over a week ago

Publish Shifts & Schedules

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

Written by Eva Rogers
Updated over a week ago

Manage Schedule Conflicts

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

Written by Eva Rogers
Updated over a week ago

Auto-Fill Schedule

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

Written by Eva Rogers
Updated over a week ago

Auto-Fill Schedule Custom Prioritization

Use Custom Prioritization to prioritize employee assignments

Written by Eva Rogers
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.

Written by Eva Rogers
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.

Written by Eva Rogers
Updated over a week ago

Edit Schedule Notes

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

Written by Eva Rogers
Updated over a week ago

Delete Schedule Notes

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

Written by Eva Rogers
Updated over a week ago

Shift Approvals

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

Written by Eva Rogers
Updated over a week ago

Inline Shift Approval

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

Written by Eva Rogers
Updated over a week ago

Unapprove the Shifts

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

Written by Eva Rogers
Updated over a week ago

Edit Approved Shifts

Approved hours of a shift can be edited by going back to that particular shift, learn how to edit approved shifts.

Written by Eva Rogers
Updated over a week ago

Un-acknowledge Shifts on Behalf of Your Staff

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

Written by Eva Rogers
Updated over a week ago

Edit Staff Availability

Edit or update staff availability on their behalf.

Written by Eva Rogers
Updated over a week ago

Display and Impact of Overnight Shifts

Display and impact of overnight shifts display in schedule view when the settings are enabled or disabled.

Written by Eva Rogers
Updated over a week ago

Different Ways to View Schedule

Use date ranges to see your or your employees schedules

Written by Eva Rogers
Updated over a week ago

Schedule In Employee View

The employee view shows you shifts next to employee name.

Written by Eva Rogers
Updated over a week ago

Schedule In Position View

View shifts next to positions of your staff.

Written by Eva Rogers
Updated over a week ago

Schedule In List View

A slimed-down, no frills way to view the schedule.

Written by Eva Rogers
Updated over a week ago

Schedule In Visual View

Use color codes to identify position based schedules

Written by Eva Rogers
Updated over a week ago

Schedule View Filters Overview

Narrow your view of the schedule by using a variety of filters

Written by Eva Rogers
Updated over a week ago

Filtering Schedule by 'My Schedule'

Filter to view your schedule only.

Written by Eva Rogers
Updated over a week ago

Filtering Schedule by 'Schedule Overview'

Using Schedule Overview allows you to see the entire schedule.

Written by Eva Rogers
Updated over a week ago

'Leave Schedule' Filter & 'Unapprove Leave' Request

See what employees are on Leave within a date range

Written by Eva Rogers
Updated over a week ago

Filtering Schedule by 'Staff Availability'

Who's available? Use Staff Availability to check which employees can be assigned to a shift.

Written by Eva Rogers
Updated over a week ago

Filtering Schedule by ‘Shift Type’

‘Shift Type’ allows you to narrow down to view your schedule by filtering according to the shift types.

Written by Eva Rogers
Updated over a week ago

Filtering Schedule by 'Remote Sites'

From your Computer Applies to Managers, Supervisors, Schedulers, Employees

Written by Eva Rogers
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?

Written by Eva Rogers
Updated over a week ago

Filtering Schedule by 'Employees'

Need to check on a specific employees schedule, leave or availability?

Written by Eva Rogers
Updated over a week ago

Filter, Segment or Search the Schedule

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

Written by Eva Rogers
Updated over a week ago

Print and Save Schedule

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

Written by Eva Rogers
Updated over a week ago

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.

Written by Eva Rogers
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

Written by Eva Rogers
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.

Written by Eva Rogers
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.

Written by Eva Rogers
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.

Written by Eva Rogers
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.

Written by Eva Rogers
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.

Written by Eva Rogers
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.

Written by Eva Rogers
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.

Written by Eva Rogers
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.

Written by Eva Rogers
Updated over a week ago

Clear A Schedule

When using the Clear Schedule feature, Humanity will clear any shift that is in the current view you had selected.

Written by Eva Rogers
Updated over a week ago

Delete A Shift

If you no longer need a shift or you accidentally scheduled it, you can delete it from the schedule.

Written by Eva Rogers
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 Eva Rogers
Updated over a week ago

Delete Recurring Shift

If the recurring shifts are not according to your business requirement simply delete a set of series from the schedule at once to update it.

Written by Eva Rogers
Updated over a week ago

Restore Shift(s)

Want to restore shift(s) which you had deleted once from the schedule, Humanity got you covered.

Written by Eva Rogers
Updated over a week ago

Manage and Assign a Drop Shift

Employees or Staff may Drop Shifts - If so, you'll have to reassign the shift.

Written by Eva Rogers
Updated over a week ago

Managing a Shift Release Request

All things, Shift Release - Remove, Reject or Accept

Written by Eva Rogers
Updated over a week ago

Approving Shift Release Request

Giving the green light to a Shift Release!

Written by Eva Rogers
Updated over a week ago

Rejecting Shift Release Request

Reject one or many Shift Release requests!

Written by Eva Rogers
Updated over a week ago

Removing Shift Release Request

Remove a shift release request after you receive the notification of a shift getting released.

Written by Eva Rogers
Updated over a week ago

Managing a Shift Trade Request

Remove, reject and accept shift trades request made by your staff.

Written by Eva Rogers
Updated over a week ago

Approving Shift Trade Requests

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

Written by Eva Rogers
Updated over a week ago

Rejecting Shift Trade Requests

Reject a shift trade request and provide a reason for your decision!

Written by Eva Rogers
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!

Written by Eva Rogers
Updated over a week ago

Approval Process of ‘Worked’ Work Units

Approve or delete 'Worked' work units.

Written by Eva Rogers
Updated over a week ago

Drop a Shift

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

Written by Eva Rogers
Updated over a week ago

Release a Shift

Can't work a shift? Release it for others to pick up!

Written by Eva Rogers
Updated over a week ago

Track Your Shift Release Requests as an Initiator

Track and check the status of your shift release request as an initiator.

Written by Eva Rogers
Updated over a week ago

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!

Written by Eva Rogers
Updated over a week ago

Accept or Reject a Released Shift

Choose to accept or reject a released shift offer!

Written by Eva Rogers
Updated over a week ago

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.

Written by Eva Rogers
Updated over a week ago

Track Your Shift Trade Requests as an Initiator

Track and check the status for your shift trade requests as an initiator.

Written by Eva Rogers
Updated over a week ago

Remove a Shift Trade Request as an Initiator

Remove or discard a shift trade request as an initiator.

Written by Eva Rogers
Updated over a week ago

Accept or Reject a Shift Trade

Choose to accept or reject a shift trade offer!

Written by Eva Rogers
Updated over a week ago

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).

Written by Eva Rogers
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.

Written by Eva Rogers
Updated over a week ago

Shift Acknowledgment

Acknowledge future shifts you are scheduled on to let your manager know you are able/unable to take that shift.

Written by Eva Rogers
Updated over a week ago

Submission of 'Worked' Work Units

Work Units are permission based. Learn how to submit them, here.

Written by Eva Rogers
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 Eva Rogers
Updated over a week ago

Shift Icons

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

Written by Eva Rogers
Updated over a week ago

Shift Edit Window Details

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

Written by Eva Rogers
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 Eva Rogers
Updated over a week ago

Types of Recurring Shifts

Understand and use recurring shifts according to your business requirements.

Written by Eva Rogers
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 Eva Rogers
Updated over a week ago

Shift Templates VS Schedule Templates

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

Written by Eva Rogers
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 Eva Rogers
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 Eva Rogers
Updated over a week ago