List View Humanity HelpDesk - List View

Popular help topics: Scheduling, Setup, Time Clock, Leave Request

List View


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

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Objective

The objective of this tutorial is to help you better visualize the schedule by date range and list view.


Overview

List view represents your staff schedule in a top to bottom list with the shift position, time and additional shift details. The list view can be customized to be seen with a day, week or month mode.


Things to know before you begin:

  1. You must have a manager/supervisor/scheduler access privileges in Humanity to have the complete view of filters.
  2. ShiftPlanning tab will open up in "week" mode as it is the default mode.
  3. You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.

The scenario outlined in this tutorial consists of the following building blocks:

  1. List View + Day Mode
  2. List View + Week Mode
  3. List View + Month Mode


List View + Day Mode

 
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This combination of list view and day mode shows the shifts in a 24 hours timeline, where you can scroll down to the later times to see if you have any shift created for a certain time.

Step 1: Click ‘Shiftplanning’ module from the top panel as shown in Image 1.

 
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Image 1

Step 2: Select ‘My Schedule’ or ‘Schedule Overview’ from the left-hand side of the filter panel as shown in Image 2.
 
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Image 2

Step 3: Select ‘List View’ from the right hand said as shown in Image 3.
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Image 3
Step 4: Select ‘Day’ mode from the top left as shown in Image 4.
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Image 4

This combination allows you to see the following at a glance:

  1. Name of the employee(s)
  • Note: You will only see your name if your manager has not allowed you to see your coworkers.
  1. Position name
  2. Shift start/end time
  3. Additional Location
  4. Envelope Icon - It will be shown when employees are notified via e-mail/SMS of the shift.
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List View + Week Mode

 
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This combination of the list view, shows the shifts in a 24 hours timeline for a full week. In this view, you can scroll down to the later times to see if you have any shift created for a certain time on a certain day in a week.

Step 1: Click ‘Shiftplanning’ module from the top panel as shown in Image 5.

 
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Image 5
 
Step 2: Select ‘My Schedule’ or ‘Schedule Overview’ from the left-hand side of the filter panel as shown in Image 6.
 
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Image 6

Step 3: Select ‘List View’ from the right hand said as shown in Image 7.
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Image 7

Step 4: Select ‘Week’ mode from the top left as shown in Image 8.
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Image 8
 

This combination allows you to see the following at a glance:

  1. Name of the employee(s)
  • Note: You will only see your name if your manager has not allowed you to see your coworkers.
  1. Position name
  2. Shift start/end time
  3. Additional Location
  4. Envelope Icon - It will be shown when employees are notified via e-mail/SMS of the shift.
  • Note: List view cannot be expanded in 2 weeks or 4 weeks mode.
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List View + Month Mode

 
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This view shows the weeks of the month along with the day, date, shift times, your name, staff names, position name, glasses icon. You can see more details about the shift by clicking the shift.

Step 1: Click ‘Shiftplanning’ module from the top panel as shown in Image 9.

 
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Image 9

Step 2: Select ‘My Schedule’ or ‘Schedule Overview’ from the left-hand side of the filter panel as shown in Image 10.
 
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Image 10

Step 3: Select ‘List View’ from the right hand said as shown in Image 11.
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Image 11
 
Step 4: Select ‘Month’ mode from the top left as shown in Image 12.
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Image 12
 

This combination allows you to see the following at a glance:

  1. Name of the employee(s)
  • Note: You will only see your name if your manager has not allowed you to see your coworkers.
  1. Position name
  2. Shift start/end time
  3. Additional Location
  4. Glasses Icon - to notify that employees are logged in since shift was posted.
For more information about Schedule View Filter Panels and Troubleshooting for Schedule View Filter Panels, go to 'Schedule View Filter Panels' and 'Troubleshooting for Schedule View Filter Panels.'
 
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If you have any queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!