Managing your roster template resources | Payroll Web Platform

As an organisation, you may base your staffing hours on a rostering platform whereby you allocate employees' certain hours they need to work per week based on workload demands. By using rostering software, you can take the heavy administration out of this process for your managers, freeing up their time to work on more important areas such as managing and supporting their employees.

The Rostering module within the payroll platform has a Template feature that allows you to create a set of pre-built employee resources, with the ability to add these in bulk or individually. You can also use this feature to edit any details if they change and delete a resource if it is no longer required.

Availability

Payroll Plan:   Standard   Premium

Getting started

Create a resource: Individually
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Actions   button.
  4. Click the   Roster Templates button.
    Resources_1.jpg
  5. Click the   button.
    Resources_2.jpg
  6. Click the   button.
    Resources_3.jpg
  7. Complete the following fields:
    • Employee.
    • Role.
  8. Click the Save button.
    Resources_4.jpg
Create a resource: In bulk
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Actions   button.
  4. Click the   Roster Templates button.
    Resources_1.jpg
  5. Click the   button.
    Resources_2.jpg
  6. Click the Or Multiple button.Resources_5.jpg
  7. Enter the number of resources required in the Add X to Location drop-down. 
  8. Click the Add button.
    Resources_6.jpg

Editing data

Edit a resource
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Actions   button.
  4. Click the   Roster Templates button.
    Resources_1.jpg
  5. Click the   button.
    Resources_2.jpg
  6. Click either on the Employee Name or Resource that needs editing.
    Resources_7.jpg
  7. Make the required changes and click the Save button.
    Resources_8.jpg

Removing data

Delete a resource
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Actions   button.
  4. Click the   Roster Templates button.
    Resources_1.jpg
  5. Click the   button.
    Resources_2.jpg
  6. Click either on the Employee Name or Resource that needs deleting.
    Resources_7.jpg
  7. Click the Delete this Resource button.
    Resources_9.jpg
  8. Click the Delete button.
    Resources_10.jpg

Author recommended

So you have now managed your roster template resources and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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