Staff and Profile Management

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

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45 articles in this collection
Written by Anna Garcia
Employee Management

Manage Staff's Profile

Learn how to manage an individual staff/user/employee profile!
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Written by Anna Garcia
Updated over a week ago

View or Manage Staff For Your Assigned Positions

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Written by Anna Garcia
Updated over a week ago

Send Activation Emails in Bulk

Learn how to send bulk activation emails to your staff!
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Written by Anna Garcia
Updated over a week ago

View List of "Disabled or Not Activated" Staff

An easier way to find staff members with inactive accounts!
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Written by Anna Garcia
Updated over a week ago

Add Employees

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

Import Employees via .CSV or .XLSX file

Bulk add employees to Humanity via .csv or .xlsx file import.
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Written by Anna Garcia
Updated over a week ago

Manually Activate All

You can activate all your staff manually in bulk.
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Written by Anna Garcia
Updated over a week ago

Employee Bulk Edit

To avoid the hassle of modifying employee' profiles individually you can use Employee Bulk Edit.
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Written by Anna Garcia
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 Anna Garcia
Updated over a week ago

Bulk Position Assignment via CSV

Use a CSV file to bulk assign one or multiple positions to your staff!
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Written by Anna Garcia
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 Anna Garcia
Updated over a week ago

Employee Assignment

Quicker way to assign or remove one or more than one skill or position to multiple employees at once.
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Written by Anna Garcia
Updated over a week ago

Add, Edit or Delete Task(s)

Tasks management - add, edit and delete tasks.
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Written by Anna Garcia
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 Anna Garcia
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 Anna Garcia
Updated over a week ago
Managing Locations and Positions

Manage Position Settings for Shiftplanning

Manage the position settings that have a direct impact of visibility under the ShiftPlanning module.
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Written by Anna Garcia
Updated over a week ago

Create, Edit, or Delete a Location

Create additional locations, edit and update the existing ones, or delete one when needed!
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Written by Anna Garcia
Updated over a week ago

Different Ways to View Staff

Get a better overview of your staff details using different views.
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Written by Anna Garcia
Updated over a week ago

Filter, View or Save Staff by Locations/Positions or Skills

An easier way to narrow down your staff list view based on Locations/Positions or Skills filters!
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Written by Anna Garcia
Updated over a week ago

Create, Edit, or Delete a Position

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

Paid Time Off (PTO)

Learn the workaround for Paid Holidays/Public Holidays.
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Written by Anna Garcia
Updated over a week ago

Create Location-Based Custom Break Rules

Create location-based conditions for shift breaks and automatically incorporate breaks into the schedule.
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Written by Anna Garcia
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 Anna Garcia
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 Anna Garcia
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 Anna Garcia
Updated over a week ago

Associate or Remove Skill with a Position

Learn how to connect any skill with a position for quick and effective scheduling!
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Written by Anna Garcia
Updated over a week ago
Manage Your Staff's Profile

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 Anna Garcia
Updated over a week ago

Manually Activate via Staff Profile

Learn how to manually activate an employee through the employee’s profile!
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Written by Anna Garcia
Updated over a week ago

Search to View Specific Staff Details

Find contact details and other information regarding specific staff members.
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Written by Anna Garcia
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 Anna Garcia
Updated over a week ago

Reset Password For Your Staff!

Employees forgot their password? Reset password for your staff!
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Written by Anna Garcia
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 Anna Garcia
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 Anna Garcia
Updated over a week ago

Employee Assignment via Profile

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