Settings FAQs

If you're missing out on those important notification emails, here's a simple checklist to help you troubleshoot:

1. Check Your Notification Settings: Go to Settings and ensure that the All Notifications switch is toggled on in the Notifications tab.
2. Junk or Spam Folder Dive: Sometimes those sneaky emails end up in the junk or spam folder. Take a peek in there and if you spot our emails, make sure to mark them as safe or "whitelist" them. That way, they'll gracefully land in your inbox from here on out.
3. Still MIA? Reach Out! If you've tried the above and still aren't receiving Humi emails, contact us and we'll roll up our sleeves to dig deeper and get you back on track.

Remember, we're here to ensure you stay in the loop, every step of the way!

We know that there are people who don't want the attention on their birthday and would prefer not to have it displayed, so here's how we can make sure their special day stays private:

Navigate to the Personal Information section of their employee profile, click Edit, choose "No, I don’t want other employees to know my birthday in Humi," and then click Save.

This will hide their birthday from other employees in Humi. Any employee can edit the Birthday Visibility setting from their Humi account. 

If you need to add information to your employee’s profiles beyond the default fields in Humi you can do this using Custom Fields and Custom Field Groups.

To create a custom field, follow these steps:

1. Go to Settings > Custom Fields > Select Fields from the dropdown
2. Click + Create Field in the top right.
3. Enter the necessary details.
4. Click Save + Assign.
5. Click Select Employees > Choose the employees you need > click Assign.

You’ll now see this new field on their employee profile.

You can send them a message to fill in this information or create an announcement. They will receive an email about it, and it will pop up as a notification on their Humi dashboard.

Related articles:

• How To Create A Custom Field
• How To Create A Custom Field Group

1. In Settings, click on the Roles & Permissions tab. 
2. Click on the manager default role, and you'll automatically be directed to the Role Details page. 
3. Next, select the Employee tab, then click the Assign Employees button. 
4. In the pop-up, select the employee(s) you would like to assign the manager role to. You can easily find the employee's name using the search bar or scrolling through the list.
5. When you click on their name, it will move them to the Selected column.
6. When you're done, click Assign. 
7. The employee you added to the role will now be displayed under the Employees tab. 

You're done! To assign any other default or custom role to an employee, just repeat the steps above.

Also, remember to update the reporting team members' profiles to reflect their new manager.

Related article: How to Assign Additional Roles to an Employee

In this case, you can create a custom role with exactly the permissions you want. 

Part 1: Create the Custom Role

1. Settings > Role & Permissions tab > + Create Custom Role button. 
2. Select the Manager role to copy its permissions to your new custom role, saving time by adjusting those existing permissions instead of starting from scratch. Alternatively, choose "create a role from scratch" to build a role from a blank slate if you don't need any existing permissions. 
3. Click Save.
4. Enter the custom role name and description in the pop-up. The name you enter here will be the role name assigned to the employee, and the description is to help you quickly identify what this role entails. Once completed, click "Save." 
5. Humi will direct you to the Edit Role page, where you can choose which modules your custom role can access.
   
   Once you've completed this step, click Next. 
6. On the next page, set the Permission Levels for the manager role to control what employee data it can access. When you're done, click the Complete button.

Part 2: Assign the Custom Role

The custom role is now created, and it's time to assign it to an employee. Here's how:

1. Go to the Employee tab.
2. Click the + Assign Employees button.
3. Select the employee you want to assign the new custom role to.

Under their name, Humi will display the role they're logged in as so they can easily recognize the permissions they'll have access to. 

For a more in-depth article, check out this article.

To give your accountant or any independent contractor access to Humi, you'll need to create a custom role for them, onboard them to Humi, and then assign them the custom role.

This article will guide you through each step of the process.

Humi offers several integrations available to streamline your work, including:

Job Board Integration:

• Indeed 

Applicant Tracking System (ATS) Integrations:

• Greenhouse
• Workable

Automation Integration:

• Zapier