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KB: Front Office
KB: Front Office
The Humanis Front Office Knowledge Base
1. Searching
1.1. Overview
1.2. Searching Fields
1.3. Searching Resumes
2. Email
2.1. Configuring Email
2.2. Email Templates
3. Mail Merge
3.1. Configuring Mail Merge
3.2. Creating a Mail Merge Document
3.3. Doing a mail merge
4. 24-Hour Scheduling and Availability
4.1. Introduction to Scheduling
4.2. Applicant Availability
4.3. Temp Orders and Shifts
4.4. Searching Availability
5. Humanis Web Portal
5.1. Overview
5.2. Applicant Access
5.3. Contact Access
6. User Management
6.1. Overview
6.2. Adding and Editing Users
6.3. Complete Permissions List
7. Workflow Management
7.1. Updating Workflow Activities
7.2. Workflow Prompts
8. Administrative Functions
8.1. Modifying Qualifications
9. Reporting
9.1. Learning ReportBuilder
10. Frequently Asked Questions
10.1. What are the Humanis system requirements?
10.2. What does the Called In Available link do?
10.3. How can I learn to create my own reports?
10.4. How do I send bulk emails?
10.5. Cross-State/Province WCB
10.6. How do I know when an applicant has applied via the Humanis Web Portal?
11. Troubleshooting
11.1. Error: Maximum Number of Work Areas Exceeded
11.2. Adding a Trusted Site
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