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Set up and manage rostering roles

Dominic Beckham
Updated
EH Content Team

Available for the following HR classic plans: Platinum
Available for the following user access level: Admin

The Role feature allows you to create a roster group, such as front-of-house serving staff, that you can then assign to your employees when entering their shift details. You can also use this feature to edit the role details if they change and delete a record if it is no longer required.

Managing roles

Create a role
  1. Log into your Employment Hero HR platform.
  2. Click the Time menu.
  3. Click Rostering management option, under the Rosters header.
  4. Click the Roster Actions drop-down.
  5. Select Roles. Roster management with action button highlighted.jpg
  6. Type a name for the role and select a corresponding colour to represent that role.
  7. Click Add role.
    Add a role.jpg

Edit a role
  1. Log into your Employment Hero HR platform.
  2. Click the Time menu.
  3. Click Rostering management option, under the Rosters header.
  4. Click the Roster Actions drop-down.
  5. Select Roles.
    Roster management with action button highlighted.jpg
  6. Click the Edit button.
    update roles.jpg
  7. Make the required changes and click the Save button.
    update role with Save highlighted.jpg

Delete a role
  1. Log into your Employment Hero HR platform.
  2. Click the Time menu.
  3. Click Rostering management option, under the Rosters header.
  4. Click the Roster Actions drop-down.
  5. Select Roles. Roster management with action button highlighted.jpg
  6. Click the Delete button.
    Delete roles.jpg
  7. Click Delete.
    Delete role with Delete button highlighted.jpg

Managing position details on the Employee File

The employee positions tab in the Employee File allows admins to assign, unassign, and edit positions directly within the Employee File. Other employees can be given access to this feature through Custom Security Settings.

View an employee's position or assign a position
  1. Click the People menu.
  2. Click the Employees list submenu.
  3. Select the employee you want to view.
  4. Under Employment Records, click the Position Details tab.
  5. You will then see the positions that have been assigned to the employee.
    Employee Position
  6. To add a position, click Assign position.
  7. Fill in:
    • Work site
    • Position
    • Comments
  8. Click Save.
Give an employee access to Employee Positions

You can give employees access to Employee Positions by granting them access via Custom Security Settings. To learn how to set up a security group, then give these people access to Employee Positions, see this article.

You can choose Employee Details within the Employees tab of Custom Security Settings.
Position details

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