Manage Sites & Roles

1. Log into your Employment Hero HR platform.
2. Click the Settings menu.
3. Under Time & Attendance, click Sites & Roles.
4. Click + Site, then New site.
5. Fill in the following details:
   • Name: Enter the site name
   • Address: Enter the physical address

6. Click the + Add default shift details button, then enter the following details:

   • Default shift start time.
   • Default shift end time.
   • Break time start and end times.

   The default shift details you set up here will automatically populate any shifts you create for this site in Rostering Management.

7. Click Save.

1. Log into your Employment Hero HR platform.
2. Click the Settings menu.
3. Under Time & Attendance, click Sites & Roles.
4. Select the site you want to add roles to, or create a new site.
5. In the roles section, type a new role name in the field provided.
6. Click the + Add Role button.
7. Assign the following for each role:
   • Cost Centre: Select the appropriate cost centre for financial tracking
   • Available Workers: Choose which employees can be assigned to this role
8. Click + Add another role to include more roles for this site.
9. Click Save when finished.

1. Log into your Employment Hero HR platform.
2. Click the Settings menu.
3. Under Time & Attendance, click Sites & Roles.
4. On the Site & Role you want to add workers to, click on the 3 horizontal dots on the right-hand side of the screen.
5. Click on Edit.
6. Click on Assign Workers. 
    
7. On the pop-up box, assign the workers from the left-hand side of the screen to the right-hand side. Click the double arrow in the middle of the box if you want to assign all workers to the site. 
    
8. Click Save.

1. Log into your Employment Hero HR platform.
2. Click the Settings menu.
3. Under Time & Attendance, click Sites & Roles.
4. Use the + Expand toggle next to the site to view its roles.
5. Click the ... next to a role, then click Edit next to the role you want to modify.
6. Make the required changes to role details, cost centre, or eligible employees.
7. Click Save.

1. Log into your Employment Hero HR platform.
2. Click the Settings menu.
3. Under Time & Attendance, click Sites & Roles.
4. Use the + Expand toggle next to the site to view its roles.
5. Click the ... next to a role, then click Disable next to the role you want to disable.
6. Confirm the action.

Note: Disabling preserves historical data while preventing new assignments. This is the recommended approach rather than deleting.

1. Log into your Employment Hero HR platform.
2. Click the Settings menu.
3. Under Time & Attendance, click Sites & Roles.
4. Use the + Expand toggle next to the site to view its roles.
5. Click the ... next to a role, then click Delete next to the role you want to remove.
6. Click Delete to confirm.

Note: You can only delete a role if it is not linked to past timesheets or shifts.

Open Beta feature

1. Log into your Employment Hero HR platform.
2. Click the Settings menu.
3. Under Time & Attendance subheading, click Sites & Roles.
4. Click on the three dots beside the site you wish to add a team to.
5. Click on Edit.
6. Click on Assign employees.
7. Select a Team (or individual employees).
8. Toggle Auto-Assign if you want assignments to follow Team membership automatically.
9. Review, edit, or bulk select/deselect as needed.
10. Click Save.

1. Log into your Employment Hero HR platform.
2. Click the Settings menu.
3. Under Time & Attendance, click Sites & Roles.
4. Use the filter options to search by:
   • Site: Search for specific sites
   • Role: Find particular roles across all sites
   • Cost Centre: View all roles assigned to a specific cost centre
5. Enable "Show disabled" to see archived sites and roles.

Tip: Disabling a Site will disable all Roles under it. Re-enabling the Site won't automatically re-enable Roles—you must do this manually for each role.

Site

A physical or geographical location where employees perform their duties. This could be an office, factory, branch, or any designated place of work. Sites make it easy to direct employees to an actual work venue when rostering and allow us to build features like Geofencing and Weather integration.

Examples:

• Coogee bay hotel: Depending on the size of the venue and number of staff, users could choose for the worksite to just be the Hotel
• Garden restaurant: If Coogee Bay Hotel has multiple restaurants, users could name each worksite after a restaurant
• Garden restaurant - FOH: Lowest level of granularity allows complete flexibility over rostering

Role

Roles are defined by specific duties, responsibilities, and required skills. Each role is linked to a worksite and has actual associations with the employee file. Unlike the previous Rota Roles (which were just tags), Roles are tied to employees - when you create a shift for an employee, only their assigned roles can be selected.

Examples:

• Bartender: A role in the Front of House area responsible for preparing and serving drinks
• Runner: A separate role in both Front of House and Back of House for serving customers and assisting in food preparation

Cost Centre

A unit within an organisation where costs are tracked and managed for budgeting, financial analysis, and cost control purposes. Cost centres are linked to roles, and multiple roles can share the same cost centre depending on how your organisation wants to do financial reporting.

Examples:

• Beverage Service Cost Centre (BEV01): Could be associated with multiple Bartender roles across different sites
• Garden restaurant (GARD12): Could be associated with all roles at Garden Restaurant (Bartender, Server, Chef)