The objective of this tutorial is to help you view your entire schedule by narrowing your schedule down to the shifts you want to see using ‘Shift Type Filter’ and help you understand different types of shifts.
‘Shift Type’ under ‘Advanced’ on the left-hand side filter panel allows you to view the schedule according to the shift types. Make sure you navigate to the appropriate dates to view your upcoming/past shifts.
Things to know before you begin:
- You must have a manager/admin or supervisor access privileges in Humanity to view all the filters under the schedule view filter panel.
- The left filter bar has a mini-calendar for quick navigation to any week or a specific day.
- You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
- You can navigate the schedule to different views with the help of the icons listed on the right-hand side.
The scenario outlined in this tutorial consists of the following building blocks:
‘Shift Type’ Filter
Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.
Step 2: Click ‘Advanced’ tab from the left-hand side filter panel as shown in Image 2.
Step 3: Select the type of shifts from the drop-down menu as shown in Image 3.
Different Types of Shift Type Filter
Filtering by Open Shifts This filter is used to display open shifts that employees are qualified to take based on positions. Filtering by Empty Shifts This filter is used to display empty shifts that are not assigned to any employee. Filtering by Incomplete Shifts Incomplete shifts display open shifts that partially filled. Filtering by Needing to be Published This filter is used to display shifts that need to get published to notify employees about their schedule. Filtering by Needing to be Re-published This filter is used to display shifts which need to get re-published if there are any changes made in published shifts to notify and update those changes. Filtering by Published Shifts This filter is used to display the published shifts only. Filtering by OnCall Shifts This filter is used to display OnCall shifts only. Filtering by Open Shift Requests This filter is used to display open shift requests.
That’s it, and you will be able to narrow down the schedule view according to the ‘Shift Type.’
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!