Staff and Profile Management

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

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44 articles in this collection
Written by Eva Rogers

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
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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
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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
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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 yesterday

Upload or Delete Shared Files

Upload files to the staff profile and if needed delete the uploaded file.
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Written by Eva Rogers
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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 yesterday

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 yesterday

​View Your Schedule via Profile

View your schedule under 'Upcoming Shifts' tab in your profile.
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Written by Eva Rogers
Updated yesterday

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 yesterday

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 yesterday

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 yesterday

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 yesterday

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 yesterday

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 yesterday

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 this week

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 this week

Enable or Disable an Employee

When any of your employees have left the company you can disable the employee.
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Written by Eva Rogers
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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 this week

Staff Profile Overview

View yours and your staff’s profile along with the list of different tabs and their descriptions once you view a staff’s profile.
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Written by Eva Rogers
Updated this week

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 this week

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 this week

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 this week

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 this week

Delete a Position

Positions are the job titles or roles you assign to your staff, learn how to delete a position.
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Written by Eva Rogers
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Create a Location

Besides your primary location, you can create additional locations.
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Written by Eva Rogers
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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
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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 this week

Create, Delete or Restore Positions

Positions are the job titles or roles you assign to your staff. However, the names of the position can vary on the nature of your business.
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Written by Eva Rogers
Updated this week

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 this week

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 this week

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 this week

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 this week

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 this week

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 this week

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 this week

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
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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
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View List of Disabled Staff

An easier way to quickly view disabled staff.
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Written by Eva Rogers
Updated this week

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 this week

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 this week

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 this week

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 this week

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 this week