Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plan: Platinum
Available for the following user access levels: Manager, Admin
The Roster Report feature provides a comprehensive administrative overview of your scheduled labor force. It allows administrators and managers to audit total wage costs, track shift statuses (such as Draft, Published, or Open), and ensure compliance by comparing rostered shifts against employee availability and contracted hours.
These reports are essential for preparation before finalizing data on the Timesheet Management page, helping to automate and simplify your payroll workflow.
Important
- All roster actions (Create, Read, Update, Delete) are logged in an audit database (audit-db) for security and compliance reviews.
- The Roster Management tab and associated reports are only visible to users with Admin or Roster Manager permissions.
- Reports can be generated based on shifts created both via the web platform and the Employment Hero Work (EH Work) app.
Reporting and visibility
Admins can access a dashboard summary to oversee real-time site operations:
- Click the Time menu.
- Under Rosters, click Rostering Management.
- Review the dashboard metrics at the top of the page, which include:
- Today's Scheduled: Total count of shifts scheduled today.
- On-Shift Tracking: A count of employees who have clocked into a shift, including scheduled and unscheduled shifts.
- Late Employee Alerts: Identifies rostered employees who have not yet clocked in.
- Break Status: Visibility into the number of employees currently on a clocked break.
Helpful Hint
Creating shifts with real-time cost visibility helps you stay within budget before publishing the roster.
- Navigate to the Rostering Management page.
- Review Shift Costs at the top of the roster to compare against your Budget.
- Click on a Work Site or Position icon to see specific cost breakdowns for that area.
- Search by Employee Name to identify individual cost contributions and manage shifts on a case-by-case basis.
- Click the Time menu and select Rostering Management.
- Click the Roster Actions dropdown button.
- Click Print.
- Select your report criteria:
- Date range and Locations.
- Shift status (Draft, Published, etc.).
- Toggles for showing Leave, Unavailability, Breaks, Duration, and Costs.
- Click Preview, then Print to generate a digital or physical copy.
Frontline Visibility Generating physical roster reports is highly recommended for frontline environments where employees may not have constant access to a desktop.