Available for the following HR plan: Platinum
Available for the following user access levels: Admin
If a shift has specific employee or qualification requirements, a manager or admin user can add work types (for payroll-connected organisations only), roles and certifications to shifts.
Getting started
Add a role to a shift
- Log into your Employment Hero HR platform.
- On the left-hand side menu, click on Time.
- Under the Rosters subheading, click on Rostering Management.
- Click on the Roster Actions button.
- Add the role name and colour.
- Click the Add Role button.
- Back on the Rostering Management screen, click on the day you want to add a shift.
- Add the following details:
- From
- To
- Add break (optional)
- Location
- Certification
- Employee
- Role (choose the role you wish to add for this shift)
- Work type (optional)
- Notes
- Click the Save button.
- You will see the role added to the shift on the roster.
Add a certification to a shift
- Log into your Employment Hero HR platform.
- On the left-hand side menu, click the Settings option.
- Under the General Settings submenu, click on Certification Settings.
- Click the Add Certification button.
- Add the following details:
- Certification name
- Certification type
- Description (optional)
- State/territory
- Additional information (optional)
- Assign to.
- Click on the Next button.
- On the next page, select the following:
- Is this certification mandatory?
- How often does this certification need to be renewed?
- Require the personnel to provide supporting documentation?
- Is approval required?
- Restrict security groups from accessing this certification on assignee files?
- Add question regarding previous driving offences?
- Add certification number?
- Click Save.
- Click the Create button.
- Next, navigate to the Time icon on the left-hand side menu.
- Under the Rosters subheading, click on Rostering Management.
- Click the day on which you want to add a new shift.
- Add the following details:
- From
- To
- Add break (optional)
- Location
-
Certification (choose from the drop-down list)
- Employee
- Role
- Work type (optional)
- Notes (optional).
- Click the Save button.
Add a work type to a shift (for payroll-connected organisations only)
- Log into your Employment Hero HR platform.
- Click on the Time icon on the left-hand side menu.
- Under the Rosters subheading, click on Rostering Management.
- Click the day on which you want to add a new shift.
- Add the following details:
- From
- To
- Add break (optional)
- Location
- Certification
-
Employee (you will need to select an employee before selecting the Work Type)
- Role
-
Work type (choose from the drop-down menu)
- Notes (optional).
- Click the Save button.
Explore related content
- How do I switch on shift bidding via the HR web platform? A manager or admin can create open shifts for employees to bid on.
- Managing roster unavailability via the HR platform Rostering Management lets you add, allocate, delete, publish, and unpublish a shift.