Managing your roster template resources via the payroll platform

Available for the following Payroll Plan: Premium
Available for the following User Access levels: Manager, Admin   

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.

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

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