Supplementary Functionality

Information

Roster Roles

Adding roles within the employee roster screen offers a useful function for assigning roles to employee shifts and filtering based on 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.

1. Log into your Employment Hero payroll platform. 
2. Navigate to Rostering.
3. Click the Edit button 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. Up to 30 distinct roles can be generated.

Edit/Delete roles

1. Log into your Employment Hero payroll platform. 
2. Navigate to Rostering.
3. Edit or delete existing roles by clicking on the Edit roles option and then selecting 'edit' or 'delete' next to the desired role within the dialogue box.

Filter roles

Roles can be employed as filters for rostered shifts. 

1. Log into your Employment Hero payroll platform. 
2. Navigate to Rostering.
3. Roles can be added to new filters by selecting them from the dropdown menu.
4. Simply mark or unmark the required role(s) to filter accordingly. Multiple roles can be selected simultaneously. 

Additionally, the roster can be sorted by role by using the 'sort by role' option on the roster's left-hand side. It is worth noting that shifts lacking assigned roles will display regardless of selected roles, provided other filter criteria are met.

Roster Templates

The incorporation of roster templates provides businesses with the capability to establish a collection of templates for their rosters, offering various advantages:

• Strategic Planning: These templates allow to plan for specific events or projects without affecting the standard roster, ensuring efficient resource allocation.
• Flexible Staff Assignment: The foundation of the roster can be established based on roles required, with staff assignment being done later as needed.
• Comprehensive Coverage: It caters to different rostering scenarios throughout the year across all business locations.
• Reusability: Templates can be applied 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. Adding rows to the template is simple, either individually or in multiples. Rows can then be assigned to specific employees, roles, or general placeholders.

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

Apply roster templates

Full access users can see all templates, while restricted access users can view templates as long as they have permission for the employees/locations within them.

Edit/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/the bin icon to delete.   
5. Click Save. 

Restore a deleted roster template

1. Log on to 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 wish to recover in the right hand menu. 

Export Roster to Excel

After creating an Employee Roster, you can export it to Excel for your convenience.

1. Log on to your Employment Hero payroll platform. 
2. Navigate to Rostering.
3. Locate and click on the Export button on the Rostering page.
4. A dialog box will appear, enabling you to specify the date or date range you wish to export from the roster. You can modify it by clicking the date field and selecting from various options:

• • This Week
  • Next Week
  • This Fortnight
  • Next Fortnight
  • Today
  • Tomorrow
  • Custom Range

5. Once you‌ have selected the desired date range, click the Export Roster button.

Roster Budgets

The utilisation of budgets within the rostering process proves to be a valuable tool, enabling you to effectively manage wage and sales costs alignment.

Budget Setup

Establishing a budget for a roster can be accomplished through the following steps:

1. Log into your Employment Hero payroll platform. 
2. Navigate to Rostering.
3. Click on the budget icon located in the rostering screen.
4. Within the budget panel, input the essential details:

• • Location sets its own budget: Opt for this if the budget is specific to the chosen location.
  • Location shares budget across sub-locations: Select this if you wish to set a budget at the parent location and have it shared among all sub-locations.

• • Location: Designate the location to which the budget applies.
  • Budget setting: Options include:
  • Week: Specify the applicable week for the budget.

5. Click Save. 
6. Make sure the show costs button is activated. 
7. The colour ORANGE indicates that shifts have exceeded the budget warning level, while RED signifies that the budget has been exceeded.

Additional Budget Settings

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

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

Shift Costs

After configuring budgets for a roster, you can access the shift cost summary breakdown by location and compare it to the budget through the following steps:

• After setting the budget, you can view the shift costs versus budget by clicking on the header of any location:
• The budget overview screen displays a daily breakdown of the budget alongside the costs of shifts for each day. If the budget is shared across locations, the totals section showcases the total costs in relation to the budget, and a cost breakdown for each location.
• You can expand any individual location to observe the day-to-day cost breakdown for each specific location.

Go back to Rostering.