Payroll platform: Managing my organisations roster warning rules

Overview

The Rostering Warnings feature allows you to configure a set of warnings that will trigger if an employee shift meets the required conditions. For example, if the employee does not have the required qualification, they have worked too much overtime or they have not taken a sufficient amount of breaks between their shifts. You can also configure the roster warning rule period.

Availability

Payroll Plan:   Standard   Premium

Getting started

The below premises will walk you through how to add a new roster warning rule and how to set up you roster warning rule period.

Set up roster warning rule period
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Roster Warning Rules button.
  5. In the Roster Warning Rule Period, drop-down select from the following options:
    • Monday to Sunday.
    • Tuesday to Monday.
    • Wednesday to Tuesday.
    • Thursday to Wednesday.
    • Friday to Thursday.
    • Saturday to Friday.
    • Sunday to Sunday.
  6. Click the Save button.
    Rule_1.jpg
Add a roster warning rule
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the   Roster Warning Rules button.
  4. Click the Add a Rule button.
    Rule_2.jpg
  5. Complete the following fields:
    • Roster warning rule name.
    • Roster warning rule message.
    • Apply to locations.
    • Rule:
      • Restrict hours by qualification.
      • Determine overtime by hours worked.
      • Minimum break between shits.
      • Pay category warning.
  6. Click the Save button.
    Rule_3.jpg

Maintain

The below premises will walk you through how to view your roster and also how to edit a rule if it needs updating, and how to delete a record if it is no longer needed.

View the roster
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the   Roster Warning Rules button.
  4. Click the View Roster button.
    Rule_4.jpg
Edit a roster warning rule
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Roster Warning Rules button.
  5. Click the   button.
    Rule_5.jpg
  6. Make the required changes and click the Save button.
    Rule_6.jpg
Delete a roster warning rule
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Roster Warning Rules button.
  5. Click the   button.
    Rule_7.jpg
  6. Click the Delete button.
    Rule_8.jpg

Further information

Roster warning rules vs roster warnings

Within the Roster Warnings feature, there are two key components which are:

  • Roster warning rules: These are the specific business rules that will trigger a warning in the roster for all affected shifts. 
  • Roster warnings: Roster warnings are the outcome of a roster warning rule triggering and you can view this within the rostering page. Both full access users and restricted users with rostering access will receive an alert when breaching a rule. 
Examples of how roster warning rules will and will not trigger

Scenario 1

A manager creates an employee's shifts for the week:

  • Tuesday, I.e. warning rule period start date has an 8-hour shift.
  • Wednesday has a 4 hour shift.
  • Friday has a 10-hour shift.
  • Saturday has a 10-hour shift.

As you have rostered the employee to work for over 20 hours, all the shifts will display a roster warning.

Scenario 2

The employee works at multiple locations and so multiple employers manage their roster. The first manager rosters the employee:

  • Tuesday, i.e. warning rule period start date has a 6 hour shift.
  • Wednesday has a 6 hour shift.
  • Friday has a 6 hour shift.

As you have rostered the employee to work for less than 20 hours, the rule will not trigger. Subsequently, though, if another manager rosters the employee for a 6 hour shift on the Saturday, as this additional shift takes the employee's total hours over 20, the rule will trigger and all 4 shifts would then display the warning.

Scenario 3

A manager creates the employee's shifts for the week:

  1. Tuesday, i.e. warning rule period start date has an 8-hour shift.
  2. Wednesday has a 4 hours shift.
  3. Friday has a 10 hours shift, and work type = Annual leave taken, i.e. employee is on leave
  4. Saturday has an 8-hour shift.

The employee's total weekly hours are over 30 and are over the 20 hor rule. The rule will trigger and a warning will display on all the employees' shifts for that week.

Author recommended

So you have now setup your rostering warnings and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.