Available for the following Payroll classic plan: Premium
Available for the following User Access levels: Manager, Admin
The Rostering module within the payroll classic 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.
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 Rostering feature on the Employment Hero platform.
Getting started
Create a resource: Individually
- Log into your Employment Hero Payroll classic platform.
- Click the Rota menu.
- Click the Rota Actions button.
- Click the Rota Templates button.
- Click the button.
- Click the button.
- Complete the following fields:
- Employee.
- Role.
- Click the Save button.
Create a resource: In bulk
- Log into your Employment Hero Payroll classic platform.
- Click the Rota menu.
- Click the Rota Actions button.
- Click the Rota Templates button.
- Click the button.
- Click the Or Multiple button.
- Enter the number of resources required in the Add X to Location drop-down.
- Click the Add button.
Editing data
Edit a resource
- Log into your Employment Hero Payroll classic platform.
- Click the Rota menu.
- Click the Rota Actions button.
- Click the Rota Templates button.
- Click the button.
- Click either on the Employee Name or Resource that needs editing.
- Make the required changes and click the Save button.
Removing data
Delete a resource
- Log into your Employment Hero Payroll classic platform.
- Click the Rota menu.
- Click the Rota Actions button.
- Click the Rota Templates button.
- Click the button.
- Click either on the Employee Name or Resource that needs deleting.
- Click the Delete this Resource button.
- Click the Delete button.