Staff and Profile Management

Manage your staff, locations, positions and update your profile and preferences!

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79 articles in this collection
Written by Eva Rogers
Employee Management

Different Ways to View Staff

Better visualize your staff details through different views.
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Written by Eva Rogers
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.
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Written by Eva Rogers
Updated over a week ago

Import Employees via .CSV or .XLSX file

You can quickly add multiple employees to Humanity importing staff details via .csv or .xlsx file.
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Written by Eva Rogers
Updated over a week ago

Add Employees Manually

You can quickly add multiple employees to Humanity adding employees manually at once.
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Written by Eva Rogers
Updated over a week ago

Add Employees Using Detailed Form

You can quickly add multiple employees to Humanity adding employees using detailed form at once.
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Written by Eva Rogers
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.
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Written by Eva Rogers
Updated over a week ago

Send Activation Emails in Bulk

You can activate your staff by sending them an activation email in bulk at once.
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Written by Eva Rogers
Updated over a week ago

Send an Activation Email while Adding Employees

Send an activation email while adding employees using a detailed form.
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Written by Eva Rogers
Updated over a week ago

Manually Activate All

You can activate all your staff manually in bulk at once. However, you will have to manually hand over the account login details.
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Written by Eva Rogers
Updated over a week ago

Employee Bulk Edit

To avoid the hassle of modifying employees profiles individually you can use ‘Employee Bulk Edit.’
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Written by Eva Rogers
Updated over a week ago

List of Employee Bulk 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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Written by Eva Rogers
Updated over a week ago

View List of Disabled Staff

An easier way to quickly view disabled staff.
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Written by Eva Rogers
Updated over a week ago

Employee Assignment Overview

Learn different ways to assign your staff positions and skills.
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Written by Eva Rogers
Updated over a week ago

Tasks Management Overview

A simple but incredibly useful feature that let you assign sub-duties to staff.
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Written by Eva Rogers
Updated over a week ago

Skills Management Overview

Learn different ways of assigning skills to your staff according to your business requirement.
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Written by Eva Rogers
Updated over a week ago

Assign or Remove Skills in Bulk

Assign or remove one or more than one skill to multiple employees at once. Also, learn the uses of skills in Humanity.
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Written by Eva Rogers
Updated over a week ago

Bulk Skills Assignment via CSV

Assign your staff one or multiple skills via CSV in Humanity.
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Written by Eva Rogers
Updated over a week ago

Assign or Remove Position(s) in Bulk

Assign or remove one or more than one position to multiple employees at once.
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Written by Eva Rogers
Updated over a week ago

Bulk Position Assignment via CSV

Assign your staff one or multiple positions via CSV in relation to already predefined locations.
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Written by Eva Rogers
Updated over a week ago

Add, Edit or Delete a Skill(s)

Manage Skills - add, edit or delete skill(s).
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Written by Eva Rogers
Updated over a week ago

Add, Edit or Delete Task(s)

Tasks management - add, edit and delete tasks.
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Written by Eva Rogers
Updated over a week ago

Add and Edit Tasks Completion Time

Add the start and end time of the tasks being an employee, the management will be able to track time of the assigned tasks.
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Written by Eva Rogers
Updated over a week ago

Add, Edit or Delete a Custom Field

Humanity allows you to set up custom fields under profiles so that you can add the type of information you want for an employee.
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Written by Eva Rogers
Updated over a week ago

Manage Weekly & Future Availability

Approve or reject your staff's weekly & future availability requests. Also, check the conflicts before approving or rejecting.
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Written by Eva Rogers
Updated over a week ago

Dashboard Notifications for Staff Module

List of all the possible Staff module related notifications that come up over the Dashboard under the action panel.
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Written by Eva Rogers
Updated over a week ago
Managing Locations and Positions

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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Written by Eva Rogers
Updated over a week ago

Create a Location

Besides your primary location, you can create additional locations.
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Written by Eva Rogers
Updated over a week ago

Delete a Location

Besides your primary location, you can delete locations that are not needed later.
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Written by Eva Rogers
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.
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Written by Eva Rogers
Updated over a week ago

Create a Position

Positions are the job titles or roles you assign to your staff, learn how to create a position.
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Written by Eva Rogers
Updated over a week ago

Delete a Position

Delete an existing position if needed from Humanity application.
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Written by Eva Rogers
Updated over a week ago

Restore a Position

​If you have deleted a position by mistake, you can simply restore it back.
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Written by Eva Rogers
Updated over a week ago

Edit Location(s) and Position(s)

Edit and update existing names of the location(s) and position(s) in Humanity application.
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Written by Eva Rogers
Updated over a week ago

Customize Colors of Positions

Customize colors of the positions added in Humanity to make identification of positions visually easier through color-coding.
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Written by Eva Rogers
Updated over a week ago

Customize Notifications for a Position

Customize and manage the notifications for a specific position to receive them according to your business or individual requirements.
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Written by Eva Rogers
Updated over a week ago

Manage Visibility of a Position

Hide or manage the visibility of a position under 'ShiftPlanning' module.
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Written by Eva Rogers
Updated over a week ago

Create or Delete a Remote Site

‘Remote Sites' are locations assigned to the shifts & are events outside of your primary work locations, learn how to create or delete them.
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Written by Eva Rogers
Updated over a week ago

Add or Edit Notes for Remote Sites

Adding notes is optional, you can add notes or edit existing notes next to remote sites.
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Written by Eva Rogers
Updated over a week ago

Filter and View Staff by Location or Position

An easier way to quickly filter and view staff by location/position, you can narrow down your staff list by 'Location(s)'.
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Written by Eva Rogers
Updated over a week ago

Copy Positions Into New Locations

If you have multiple locations with the same positions, we have made it easy you can simply copy the positions while creating new locations.
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Written by Eva Rogers
Updated over a week ago

Associate or Remove Skill with a Position

Associating skill with a position will enable a manager to link these two together to schedule backup staff across multiple locations.
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Written by Eva Rogers
Updated over a week ago

Paid Holidays

Paid holidays are any form of paid time off, learn the workaround for Paid Holidays/Public Holidays.
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Written by Eva Rogers
Updated over a week ago

Add Location-Based Break Rules

Apply break rules based on your business location so that breaks are automatically scheduled when shifts are created.
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Written by Eva Rogers
Updated over a week ago

Add or Delete Position-Based Break Rules

Add & delete position-based break rule used for paid or unpaid breaks to get the exact working hours that need to be paid.
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Written by Eva Rogers
Updated over a week ago
Update Profile and Preferences

Access Privileges - Account Types

Learn the different account types to determine what users can see and do in Humanity.
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Written by Eva Rogers
Updated over a week ago

Allocate Permissions - Account Types

Assign permissions to your staff under account type according to your business which will determine what users can see & do in humanity.
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Written by Eva Rogers
Updated over a week ago

Allocate Scheduler Permissions

Give more access to your staff under scheduler permission level for managing the assigned positions by the manager(s).
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Written by Eva Rogers
Updated over a week ago

Manually Activate via Staff Profile

You can manually activate an employee through the employee’s profile. However, you need to manually hand over the account login details.
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Written by Eva Rogers
Updated over a week ago

Send an Activation Email via Staff's Profile

Send an activation email to your staff individually, however, they will have to set the passwords once they receive the activation email.
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Written by Eva Rogers
Updated over a week ago

Print Activation Instructions

Print activation instructions for your staff members to log-in using a temporary username and password if they do not have an email address.
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Written by Eva Rogers
Updated over a week ago

Set or Reset Password

Set passwords or reset for your staff, also all employees can set passwords for themselves.
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Written by Eva Rogers
Updated over a week ago

Enable or Disable Your Staff

When any of your employees have left the company you can disable the employee.
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Written by Eva Rogers
Updated over a week ago

Delete Your Staff

If any of your staff have left the company and you want to delete everything about him/her from the application, you can delete the staff.
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Written by Eva Rogers
Updated over a week ago

Manage Notifications under 'Your' Profile

Customize or restrict settings for receiving notifications under your profile which will overwrite the global settings.
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Written by Eva Rogers
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.
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Written by Eva Rogers
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.
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Written by Eva Rogers
Updated over a week ago

Add, Edit or Delete Availability

Add, edit or delete future or weekly availability under your profile.
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Written by Eva Rogers
Updated over a week ago

Assign Position Specific Wages

When the rate varies per position (job), managers can set specific wage rates per position.
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Written by Eva Rogers
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.
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Written by Eva Rogers
Updated over a week ago

Assign or Remove Position(s) of an Employee via Profile

Assign/Remove one or multiple positions to an employee from his/her profile.
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Written by Eva Rogers
Updated over a week ago

Skills Assignment via Profile

Skills define any special abilities, you can assign one or multiple skills to one employee at a time from his/her profile.
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Written by Eva Rogers
Updated over a week ago

Add Skills Expiration

Adding expiration on certain skills, allows you to receive notifications and keep track of skills that are counted as 'certifications'.
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Written by Eva Rogers
Updated over a week ago

Add, Edit or Delete Notes

Add, edit or delete notes as per your need for your staff on his/her profile to keep a record of their official or personal documents.
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Written by Eva Rogers
Updated over a week ago

View Upcoming or Recent Shifts via Profile

You can view upcoming or recent shifts for your staff and yourself.
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Written by Eva Rogers
Updated over a week ago

​View Your Schedule via Profile

View your schedule under 'Upcoming Shifts' tab in your profile.
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Written by Eva Rogers
Updated over a week ago

View Your Shift Details via Profile

View your shift details under 'Upcoming Shifts' tab in your profile.
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Written by Eva Rogers
Updated over a week ago

View Statistics of Shifts

View your staff’s statistics if you are using shift approval, you will be able to view: Total Shifts, Total Hours, Late, Absent & Karma
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Written by Eva Rogers
Updated over a week ago

View Karma Calculation

Karma is a percentage score that is looking at your late time, overtime and absences.
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Written by Eva Rogers
Updated over a week ago

Upload or Delete Files

Upload files to the staff profile and if needed delete the uploaded file.
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Written by Eva Rogers
Updated over a week ago

Description of 'Edit Details' Fields

Learn the types of fields that will be visible according to different permission levels and description of 'Edit Details' fields.
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Written by Eva Rogers
Updated over a week ago

Edit Details of Staff or Your's Profile

Edit details of your own profile or your staff's profile i.e. customize personal & professional information.
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Written by Eva Rogers
Updated over a week ago

Add and Confirm Your Email Address

Add and confirm your email address to start receiving the notification on it.
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Written by Eva Rogers
Updated over a week ago

Add and Confirm Your Phone Number

Add and confirm your phone number to start receiving the SMS/ text messages.
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Written by Eva Rogers
Updated over a week ago

Ping (Internal Communication)

'Pinging' an employee allows you to instantly send them a message via e-mail & SMS to alert them of something or to get in contact quickly.
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Written by Eva Rogers
Updated over a week ago