Manage shifts in the rostering module

1. Click the Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Click the block for when you want to create a shift.
   
4. In the Create a shift panel, enter the following:
   • From (date).
   • To (date).
   • From (time).
   • To (time).
   • Breaks.
   • Location (cost centre).
   • Employee.

   • Notes.

     Helpful Hint

     You can view weather forecasts for the next two weeks to help inform your rostering decisions. To learn how, see this article’s Further information section.

5. Click the Save or the Save and Publish button.
   
6. Refer to the shift you just published on the Rostering Management page.

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Click the Roster Actions  dropdown button.
4. Click the Publish Shift button.
   
5. Click the checkbox for each shift you want to publish.
6. Click the Publish Shifts button.
   

7. Click the Submit button.
   

   Helpful Hint

   Published shifts will appear light blue in colour.

   

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plan: Platinum
Available for the following user access levels: Admin    

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Click on the Publish x shifts button in the top left-hand corner.
   
4. Click Publish on the pop up box.
   

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.

3. Go to the time period with the roster you want to save as a template.

   Helpful Hint

   For example, if you want to create a roster based on the shifts for the week of 15th to the 21st January, choose the weekly view and go to the week showing these dates. Both published and unpublished shifts in that period will be included in the template.

4. Click the Roster Actions dropdown button.
5. Click Save Template button.
   
6. Enter the Name and Description of the shift template.

7. Click the Save button.

   Helpful Hint

   The roster has now been saved as a template. To use it, please refer to the Use a roster template tab, which is the next item in this section.

   

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.

3. Go to the time period where you want to apply the roster template to.

   Helpful Hint

   For example, if you want to use a one-week roster template for the week of 22nd to the 28th January, choose the weekly view and go to the week showing these dates.

4. Click the Roster Actions dropdown button.
5. Click the Load Templates button.
   
6. Select the roster template you want to use.

7. Click the Load Template button.
   

   Helpful Hint

   The roster template will now be applied to the time period you need, but you still need to publish the shifts to finalise them. You can still edit, delete, or unpublish the shifts as usual.

   

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Click the Location dropdown.
   

4. Choose the cost centre you want to view.

   Helpful Hint

   You will now see the shifts under the cost centre you chose.

   
   

1. Click the Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Click on the copy icon on the shift you want to copy.
   
4. Hover over the time and date to which you want to paste the shift.
5. Click on Paste 1 shift.
   

1. Click the  Time menu.

2. Under Rosters, click the Rostering Management submenu.

   Helpful Hint

   You can now see a quick view of the number of hours each employee is assigned. These numbers represent the shifts assigned to each employee for the time period view you are using. Time period refers to the weekly, daily, or fortnightly views on the Rostering Management page.

   

You can change how the roster is displayed by selecting a daily, weekly, fortnightly, four-week, or monthly view. This helps you track shifts and plan ahead.

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Use the Time by Entity dropdown menu to choose how you want the roster to appear. You can display the roster by location or by employee. In both views, you'll see a list of timeframes to choose from. These include:
   • Daily by location
   • Weekly.
   • Fortnightly.
   • 4 weeks.
   • Monthly
     
4. Click your selection and the roster will automatically appear in that view.
5. Click the < and > buttons to navigate to the needed day, week, or fortnight.
   

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Click the Search bar.
4. Type the name of the employee you need.

5. Click the name of the employee.
   

   Helpful Hint

   You can now see the employee's shifts for the time period view you are using. Time period refers to the weekly, daily, or fortnightly views on the Rostering Management page.

   

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.

3. Click the  button for the shift you want to edit.
   

   Helpful Hint

   You cannot edit a shift once it has been published; you have to unpublish it first. Refer to the Unpublish a shift tab in the Removing data section of this article to read more.

4. In the Edit a shift panel, make the necessary changes.
5. Click the Save or Save and Publish button.
   

Drag-and-drop functionality for managing shifts. You can drag and drop unpublished shifts to move them to a new time. Once enabled, this feature works in both Location View and Employee View. To drag and drop a shift:

1. Click and hold a shift tile.
   
2. While holding down the mouse button, move it to the new time you want.
   
3. Drop the shift into the new location.
   
4. You will see Updated shift successfully! when you have moved the shift.

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Click on the paper plane icon on the shift that you want to unpublish.
   
4. Click the Unpublish button.
   

5. You will see a popup saying Success! Unpublish rostering effectively.
    

   Helpful Hint

   Unpublished shifts will appear grey in colour.

   

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Click the Roster Actions  dropdown button.
4. Click the Delete Shifts button.
   

5. Click the checkbox for each shift you want to delete.

   Helpful Hint

   You cannot delete a shift once it has been published; you have to unpublish it first. To unpublish the shift, refer to the Unpublish a Shift tab, which is the next item in this section.

6. Click the Delete Shifts button.
   
7. Click the Delete button.
   

1. Click the  Time menu.
2. Under Rosters, click the Rostering Management submenu.
3. Click the Roster Actions dropdown button.
4. Click Load Templates button.
   
5. Click the  button for the roster template you want to delete.
   
6. Click the Delete button.
   

1. Log into Employment Hero. 
2. On the left-hand side menu, click on Time. 
3. Click on Roster Management.
4. Click on Settings.
   
5. Click on Shift Settings.
   
6. Toggle on Employees can swap shifts that have been assigned to them.
   
7. Click Save.

1. Log into Employment Hero. 
2. On the left-hand side menu, click on Time. 
3. Click on Roster Management..
4. Click on Settings.
   
5. Click on Shift Settings.
   
6. Toggle on Enable shift swap cut off time.
   
7. Click Save.

1. Log into Employment Hero. 
2. On the left-hand side menu, click on Time. 
3. Click on Rostering Management.
4. Click on Settings.
   
5. Click on Shift Settings.
   
6. Toggle on Require managers to approve all shift swaps.
   
7. Click Save.

1. Log into your Employment Hero platform.
2. On the left-hand side menu. click the Time option.
3. Under the Rostering submenu, click on Rostering Management.
4. Click the Roster Budget button.
   
5. Click on the Overview tab.
   
6. Select the location and the week from the drop-down menus.
   
7. Here you can view the roster budgets in both hours and wages view.
   

1. Log into your Employment Hero platform.
2. On the left-hand side menu. click the Time option.
3. Under the Rostering submenu, click on Rostering Management.
4. Click the Roster Budget button.
   
5. Click on the Hour Budget tab.
   
6. Select the following from the drop-down menus:
   • Location
   • Week.
     
7. Select the Daily budget period.
   
8. Select whether you want to share budgets across sub-locations.
   
9. In the date field, input the daily hours for your budget.
   
10. Once you have input your daily hours budget, click Save Budget. 
    

1. Log into your Employment Hero platform.
2. On the left-hand side menu, click the Time option.
3. Under the Rostering submenu, click on Rostering Management.
4. Click the Roster Budget button.
   
5. Click on the Wage Budget tab.
   
6. Select the following from the drop-down menus:
   • Location
   • Week.
     
7. Select the Daily budget period.
   
8. Select whether you want to share budgets across sub-locations.
   
9. In the date field, input the daily hours for your budget.
   
10. Once you have input your daily hours budget, click Save Budget. 
    

1. Log into your Employment Hero platform.
2. On the left-hand side menu. click the Time option.
3. Under the Rostering submenu, click on Rostering Management.
4. Click the Roster Budget button.
   
5. Click on the Hour Budget tab.
   
6. Select the following from the drop-down menus:
   • Location
   • Week.
     
7. Select Weekly for the budget period.
   
8. Select whether you want to share budgets across sub-locations.
   
9. In the weekly field, input the weekly hours for your budget.
   
10. Once you have input your weekly hours into your budget, click Save Budget.
    

1. Log into your Employment Hero platform.
2. On the left-hand side menu, click the Time option.
3. Under the Rostering submenu, click on Rostering Management.
4. Click the Roster Budget button.
   
5. Click on the Wage Budget tab.
   
6. Select the following from the drop-down menus:
   • Location
   • Week.
     
7. Select Weekly for the budget period.
   
8. Select whether you want to share budgets across sub-locations.
   
9. In the weekly field, add the monetary amount to create your wage budget.
   
10. Once you have added your budget amount, click Save Budget.
    

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.
6. Type a name for the role and select a corresponding colour to represent that role.
7. Click Add 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.
   
6. Click the Edit button.
   
7. Make the required changes and click the Save button.
    
    

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.
6. Click the Delete button.
   
7. Click Delete.
   

1. Log into Employment Hero. 
2. On the left-hand side menu, click on Time. 
3. Click on Roster Management.
4. Click on Actions.
   
5. Click on Print. 
   
6. Select the following details:
   • Date range
   • Report format
   • Locations
   • Shift status
   • Employees
   • Show leave (toggle on or off)
   • Show unavailability (toggle on or off)
   • Show breaks (toggle on or off)
   • Show duration (toggle on or off)
   • Show costs (toggle on or off)
     
7. Click on Preview.
   
8. From the print preview, click on Print.
   
9. Select your printer, then click Print. 
   

Employees will receive an email notification every time they have a shift published or unpublished. The details are as follows:

• Email notification for a published shift:
  
• Email notification for an unpublished shift:
  

To help you plan shifts that depend on the weather, go to Time in the main menu and select Rostering Management.

The calendar will display weather icons for each work site across the next two weeks.

Hover over a weather icon to see the location, temperature range, and weather conditions for that day.