Create custom rota filters on Payroll classic – Employment Hero United Kingdom

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

The Custom Filtering feature allows you to create a new rota view based on your organisation's locations, roles, and/or shift statuses. You can also use this feature to edit the custom filter details if they change and delete a record if it is no longer required.

Important

This feature on Payroll classic is not available for users under the following plans: Employment Lite, Employment Plus, and Employment Unlimited. Instead, you need to use the Rota feature on the Employment Hero platform.

Getting started

Create a custom filter

Log into your Employment Hero Payroll classic platform.
Click the Rota menu.
Click the Manage Filters button.
Use the Select Filter drop-down and choose the New Filter option.
Complete the following fields:
- Filter name.
- Group by:
  - Business.
  - Location.
- Then:
  - Sort by employee.
  - Sort by role.
  - Sort by start time.
- Set the Hide employees with no shifts toggle switch to on or off.
- Locations.
- Set the Include sub-locations toggle switch to on or off.
- Shift status:
  - All.
  - Accepted.
  - Published.
  - Unpublished.
- Employees.
- Roles.
  - Set the All roles toggle switch to on or off.
- Set the Make this my default filter toggle switch to on or off.
Click the Save button.

Editing data

Edit a custom filter

Log into your Employment Hero Payroll classic platform.
Click the Rota menu.
Click the Manage Filters button.
Use the Select Filter drop-down to choose the filter that needs editing.
Make the required changes and click the Save button.

Removing data

Delete a custom filter

Log into your Employment Hero Payroll classic platform.
Click the Rota menu.
Click the Manage Filters button.
Use the Select Filter drop-down to choose the filter that needs deleting.
Click the Delete this filter button.
Click the Delete button.

Further information

Can I customise the rota view?

Yes, the employee rota allows you to customise the view with a few handy features. You can use the drop-down menus to:

Group by location or business: The Location setting will separate shifts based on individual locations within the business. The Business setting will show all shifts under the main parent location.
Sort by employee: (alphabetical) role (alphabetical based on role name), or start time.
Location.
Shift status.
Employee.

You can use the checkboxes to show/not show:

Employees with no shifts.
Sub-locations.
Costs.
Leave.
Unavailabilities.

Simply click on the toggle button to turn this feature on/off. 1Roster shifts with checkboxes highlighted.jpg

Can I save the filters for later?

Yes, in addition, you can also save filters for later so that you can quickly switch between different views of shifts within your business. You can create a new filter for shifts by following these steps:

In the employee rota screen, on the left-hand side, click on Manage Filters button.
From here, a dialogue box will pop up. Select the New Filter option from the drop-down box.
You can give the filter a name and define it using the following criteria:
- Grouping by location or business (including the option to include sub-locations and the ability to select certain locations).
- Sort by employee, role, or start time.
- Hide employees with no shifts.
- Shift Status.
- Employees.
- Roles.
Helpful Hint

This screen also allows you to choose that particular filter as your default.
Click the Save Filter button in the rota right corner.

Helpful Hint

Your filter will now be saved and will show up in the list of filters available. Clicking on a filter in the list will automatically apply that filter to the employee rota.