Available for the following EmploymentOS plan: Employment Unlimited
Available for the following HR Classic plans: Premium, Platinum
Available for the following user access level: Admin
The Role feature allows you to create a rota group, such as front-of-house serving staff, that you can then assign to your employees when entering their shift details. You can also use this feature to edit the role details if they change and delete a record if it is no longer required.
Getting started
Create a role
- Log into Employment Hero.
- Click the Time menu.
- Click Rostering management option, under the Rotas header.
- Click the Rota Actions drop-down.
- Select Roles.
- Type a name for the role and select a corresponding colour to represent that role.
- Click Add role.
Editing data
Edit a role
- Log into Employment Hero.
- Click the Time menu.
- Click Rostering management option, under the Rotas header.
- Click the Rota Actions drop-down.
- Select Roles.
- Click the Edit button.
- Make the required changes and click the Save button.
Removing data
Delete a role
- Log into Employment Hero.
- Click the Time menu.
- Click Rostering management option, under the Rotas header.
- Click the Rota Actions drop-down.
- Select Roles.
- Click the Delete button.
- Click Delete.
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- How do I report on the progress of goals (OKRs)? This feature allows you to create a report on the progress made by your employees on their allocated goals (OKRs).