Scheduling with ShiftPlanning

Sync Schedule with Apple Calendar

Sync Humanity with your Apple Calendar and form a handy overview of your entire schedule!

Written by Keith Perez
Updated over a week ago

Sync Schedule with Google Calendar

Sync Humanity with your 'Google Calendar' and never again worry about shifts slipping through the cracks!

Written by Keith Perez
Updated over a week ago

Break Rules Conflict

Learn how break rules conflict works and how you can enable or disable them according to your preference.

Written by Keith Perez
Updated over a week ago

Add Employee & Position on Schedule

Add multiple employees to Humanity under ShiftPlanning from your schedule.

Written by Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

1-minute Shift Increment

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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 Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

Update Recurring Shift

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

Written by Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

Add a 'Title' to a Shift

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

Written by Keith Perez
Updated over a week ago

Add 'Skill(s)' to a Shift

Add skills to a shift to filter employee abilities

Written by Keith Perez
Updated over a week ago

Add 'Remote Site' to a Shift

From your Computer Applies to Managers, Supervisors, Schedulers

Written by Keith Perez
Updated over a week ago

Assign or Remove Skill(s) on Shift

Assign skills on shift(s) and narrow down your staff to assign them according to their skill set.

Written by Keith Perez
Updated over a week ago

Adding Shift Notes

Add shift notes to provide employees with details or instructions!

Written by Keith Perez
Updated over a week ago

Auto-fill Shift Based on Skill(s)

Auto-assign staff to shifts using their skill set.

Written by Keith Perez
Updated over a week ago

Assign Tasks

Assign tasks or sub-tasks to a shift

Written by Keith Perez
Updated over a week ago

Assign Employee(s) to a Shift

Assign an employee or multiple employees to a shift

Written by Keith Perez
Updated over a week ago

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

How to assign on-call employees to a shift

Written by Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

Create, Edit or Delete Work Units

Learn how to edit or create existing work units, work units are sub-tasks on a shift that are paid in addition to an hourly wage rate.

Written by Keith Perez
Updated over a week ago

Assign Work Units Values

Assign work units to a shift

Written by Keith Perez
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 Keith Perez
Updated over a week ago

Seniority-Based Track and Scheduling

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

Written by Keith Perez
Updated over a week ago

Auto-Fill Shift

Auto-fill shifts by random selection of available employees

Written by Keith Perez
Updated over a week ago

Shift History

View a Shifts History from within the Shift Edit Window.

Written by Keith Perez
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 Keith Perez
Updated over a week ago

Manage Schedule Conflicts

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

Written by Keith Perez
Updated over a week ago

Adjust Shifts

Learn how to move your shifts by Locations up to 12 hours back or up using adjust shifts feature in Humanity!

Written by Keith Perez
Updated over a week ago

Auto-Fill Schedule

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

Written by Keith Perez
Updated over a week ago

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 Keith Perez
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 Keith Perez
Updated over a week ago

Edit Schedule Notes

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

Written by Keith Perez
Updated over a week ago

Delete Schedule Notes

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

Written by Keith Perez
Updated over a week ago

Shift Approvals

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

Written by Keith Perez
Updated over a week ago

Inline Shift Approval

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

Written by Keith Perez
Updated over a week ago

Unapprove the Shifts

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

Written by Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

Edit Staff Availability

Edit or update staff availability on their behalf.

Written by Keith Perez
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 Keith Perez
Updated over a week ago

Schedule In Employee View

The employee view shows you shifts next to employee name.

Written by Keith Perez
Updated over a week ago

Schedule In Position View

View shifts next to positions of your staff.

Written by Keith Perez
Updated over a week ago

Schedule In List View

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

Written by Keith Perez
Updated over a week ago

Schedule In Visual View

Use color codes to identify position based schedules

Written by Keith Perez
Updated over a week ago

Schedule View Filters Overview

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

Written by Keith Perez
Updated over a week ago

Filtering Schedule by 'My Schedule'

Filter to view your schedule only.

Written by Keith Perez
Updated over a week ago

Filtering Schedule by 'Schedule Overview'

Using Schedule Overview allows you to see the entire schedule.

Written by Keith Perez
Updated over a week ago

'Leave Schedule' Filter & 'Unapprove Leave' Request

See what employees are on Leave within a date range

Written by Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

Filtering Schedule by 'Remote Sites'

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

Written by Keith Perez
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 Keith Perez
Updated over a week ago

Filtering Schedule by 'Employees'

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

Written by Keith Perez
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 Keith Perez
Updated over a week ago

Print and Save Schedule

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

Written by Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

Managing a Shift Release Request

All things, Shift Release - Remove, Reject or Accept

Written by Keith Perez
Updated over a week ago

Approving Shift Release Request

Giving the green light to a Shift Release!

Written by Keith Perez
Updated over a week ago

Rejecting Shift Release Request

Reject one or many Shift Release requests!

Written by Keith Perez
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 Keith Perez
Updated over a week ago

Managing a Shift Trade Request

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

Written by Keith Perez
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 Keith Perez
Updated over a week ago

Rejecting Shift Trade Requests

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

Written by Keith Perez
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 Keith Perez
Updated over a week ago

Approval Process of ‘Worked’ Work Units

Approve or delete 'Worked' work units.

Written by Keith Perez
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 Keith Perez
Updated over a week ago

Release a Shift

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

Written by Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

Accept or Reject a Released Shift

Choose to accept or reject a released shift offer!

Written by Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

Accept or Reject a Shift Trade

Choose to accept or reject a shift trade offer!

Written by Keith Perez
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 Keith Perez
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 Keith Perez
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 Keith Perez
Updated over a week ago

Submission of 'Worked' Work Units

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

Written by Keith Perez
Updated over a week ago