Adding roles in the employee roster screen lets you assign roles to employee shifts and filter by those roles. These roles are specific to employee rosters and do not extend to other parts of the platform. Employees can view their assigned roles when logging into the roster via the employee app, Employment Hero Work.

Add a role

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Click Edit next to the Roles heading on the left side of the screen.
4. In the dialog box, add a role by typing its name on an empty line.
5. Click Save. You can create up to 30 distinct roles.

Edit or delete a role

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Click the Edit roles option, then select Edit or Delete next to the role you want in the dialog box.

Filter by role

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Add roles to a new filter by selecting them from the dropdown menu.
4. Mark or unmark the required role(s) to filter accordingly. You can select multiple roles at once.

You can also sort the roster by role using the Sort by role option on the roster's left-hand side. Shifts without an assigned role display regardless of the selected roles, provided they meet the other filter criteria.

Roster templates let you build a collection of reusable rosters, offering several advantages:

• Strategic planning: plan for specific events or projects without affecting the standard roster, ensuring efficient resource allocation.
• Flexible staff assignment: build the foundation of the roster based on the roles required, then assign staff later as needed.
• Comprehensive coverage: cater to different rostering scenarios throughout the year across all business locations.
• Reusability: apply templates multiple times and from any chosen date.

Create a roster template

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Under Roster Actions, choose Roster Templates.
4. Add rows to the template, either individually or in multiples. You can then assign rows to specific employees, roles, or general placeholders.

Roster templates can be duplicated for convenience. Full access users, and users with Manage Employee Rosters access (if the business setting permits), can create them.

Apply a roster template

Full access users can see all templates. Restricted access users can view a template as long as they have permission for the employees and locations within it.

Edit or delete a roster template

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Under Roster Actions, choose Roster Templates.
4. Click the pencil icon to edit, or the bin icon to delete.
5. Click Save.

Restore a deleted roster template

1. Log into your Employment Hero Payroll platform.
2. Navigate to Payroll Settings > Advanced > Restore deleted items.
3. Select Roster templates in the category menu.
4. Select the name of the template you want to recover in the right-hand menu.

After creating an employee roster, you can export it to Excel.

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Click the Export button on the Rostering page.
4. A dialog box appears where you can specify the date or date range to export. Click the date field and select from the following options:
   • This week.
   • Next week.
   • This fortnight.
   • Next fortnight.
   • Today.
   • Tomorrow.
   • Custom range.
5. Once you have selected the date range, click the Export Roster button.

Budgets within the rostering process help you manage the alignment of wage and sales costs.

Set up a budget

1. Log into your Employment Hero Payroll platform.
2. Navigate to Rostering.
3. Click the budget icon in the rostering screen.
4. Within the budget panel, input the essential details:
   • Location sets its own budget: choose this if the budget is specific to the selected location.
   • Location shares budget across sub-locations: choose this to set a budget at the parent location and share it among all sub-locations.
   • Location: the location the budget applies to.
   • Budget setting: how the budget is entered.
   • Week: the applicable week for the budget.
5. Once your budget settings are chosen, allocate your budget and sales figures for each day within the specified timeframe.
6. Click Save.
7. Make sure the Show costs button is activated.
8. Orange indicates that shifts have exceeded the budget warning level, and red indicates that the budget has been exceeded.

Additional budget settings

The budget panel provides additional settings, accessible by clicking the budget cog:

• Clear budgets: removes the budget values for the current period.
• Copy budgets from last week / fortnight: duplicates the budget values from the preceding week or fortnight.

Shift costs

After configuring budgets for a roster, you can view the shift cost summary by location and compare it to the budget:

• View shift costs against budget by clicking the header of any location.
• The budget overview screen shows a daily breakdown of the budget alongside the shift costs for each day. If the budget is shared across locations, the totals section shows the total costs against the budget, plus a cost breakdown for each location.
• Expand any individual location to see the day-to-day cost breakdown for that location.