You can view and create rosters in day, week or fortnight formats, offering flexibility and different perspectives.

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Use the view options at the top of the calendar.

A summary of the view options:

• Day view: ideal for detailed coverage of shifts on a specific day. Switch to it by clicking Day or clicking directly on the desired day. Use the Today button to quickly view shifts for the current day.
• Week view: gives a snapshot of the work week and is the default when you open the rostering page. Switch back by clicking Week, and use the navigation buttons to move between weeks.
• Fortnight view: useful for analysing shifts across a fortnightly pay period. Switch to it with the Fortnight button and navigate between fortnights.
• Calendar shortcuts: a calendar in the corner allows easy navigation. It defaults to the current month, and you can move month by month or jump years ahead or back.

You can also group and sort shifts to refine your view:

• Group by location or business: Location separates shifts by individual location, while Business shows all shifts under the main parent location.
• Sort by employee, role (by role name), or start time.
• Filter by location, shift status, or employee.

You can also choose to show or hide employees with no shifts, sub-locations, and costs. Click the toggle to enable or disable each option.

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. In the employee roster screen, click Manage filters on the left-hand side.
4. A dialog box appears.
5. Select New filter from the dropdown.
6. Name the filter.
7. Define it using criteria such as grouping by location or business (including sub-locations), sorting by employee, role or start time, and options to hide employees with no shifts or filter by shift status, employee or role. You can also set a filter as your default view.
8. Click Save Filter in the bottom right corner.

Your filter is saved and appears in the list of available filters. Clicking a filter in the list automatically applies it to the employee roster.

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Locate the employee you want to create the shift for and click the shift panel for the desired day. Today's date is highlighted for clarity.
4. Clicking a shift panel opens the shift editor on the right side of the screen.
5. In the shift editor, select the details for the shift:
   • Start time.
   • End time.
   • Shift breaks, including whether they are paid or unpaid (optional, depends on timesheet settings).
   • Location.
   • Employee (optional).
   • Qualifications (optional, visible if set up for the business).
   • Work type (optional, visible if set up for the business).
   • Classification (optional, visible if the employee's agreement allows selection of a higher classification).
   • Notes (optional).
6. Once you have entered the shift details, click Save. The shift is saved to the shift grid.

To create a shift for multiple employees, select more than one employee in the Employee selector in the shift edit panel. When you save, a new shift is created for each selected employee.

When you publish a shift, several actions take place:

• An email notification is sent to the assigned employee, informing them of the new shift.
• The shift becomes visible and locked in the employee roster.
• The shift dialog is set to read-only mode.

Publish individual shifts

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Click the shift you want to publish.
4. Check the Publish option.
5. Click Save. The shift is marked as published, shown by the shift indicator changing from an orange circle to a blue one in the employee roster.

Bulk publish shifts

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Click the blue Publish XX shifts button.
4. Confirm the action by clicking the Publish button.

When a shift is unpublished, employees are notified that they are no longer required for the previously scheduled shift. The shift disappears from the employee roster but can still be edited in the shift dialog. As with publishing, there are two ways to unpublish shifts.

Unpublish individual shifts

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. In the employee roster screen, select the shift to unpublish.
4. In the shift dialog, click Save. A note explains that the shift is already published, and saving updates its status to unpublished. The blue circle changes to orange in the employee roster.

Bulk unpublish shifts

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Navigate to the date range containing the shifts to unpublish.
4. Click the orange XX shifts to unpublish button.
5. Confirm the action by clicking the Unpublish button in the confirmation dialog. The shifts are no longer visible to employees, and the blue circle changes to orange.

• Edit a shift: click the existing shift in the roster grid that you want to edit. This opens the shift editor, where you can make any necessary changes.
• Move a shift: click and drag a shift to another shift tile. Moving it to a different day updates the shift date automatically; moving it to another employee updates the assigned employee automatically.
• Adjust start and end times in day view: in day view, click and drag the start or end of a shift. The new start or end time updates automatically as you drag it into position.
• Copy a shift: hold down the Shift key on your keyboard and drag the shift tile from the original day to the day you want it copied to.