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Bulk-manage rota functions

Updated

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR Classic plans: Standard, Premium, Platinum
Time & Attendance Add-on for Essentials, Engage and Elite
Available for the following user access levels: Users with rota manager permissions, Admin 

You can now assign, unassign, and reassign shifts in seconds. Plus, bulk edit start and end times, breaks, worksites, and positions to cut your admin time in half. This feature is available for unpublished shifts only, and you can find out more below.

Bulk-update actions in rota management

Bulk-update draft shifts
  1. Log in to Employment Hero.
  2. On the left-hand side navigation menu, click on Time.
  3. Click on Rota Management. 
  4. Click on the Rota Actions button. 
  5. Click on the Bulk Update option.
  6. Select the draft shifts you want to update (at this stage, the bulk update tool will only update draft shifts).
  7. Click on Update X Shifts in the top left-hand side of the screen.
  8. Choose from the following to update your shift:
    • Start time
    • End time
    • Breaks - add a break or remove a break
    • Work site
    • Position
    • Employee.
  9. Click on Preview. 
  10. In the Bulk update shifts confirmation screen, ensure that your shifts are now correct, then click on Save.

Helpful Hint

If any shifts clash with the rota rules that you have set, you will see a warning with the text "X shift/s could not be updated" with an explanation of the rota rules the bulk update has violated.

Add screenshot here once given access.

Bulk-update copy shifts
  1. Log in to Employment Hero.
  2. On the left-hand side navigation menu, click on Time.
  3. Click on Rota Management. 
  4. Click on the Rota Actions button. 
  5. Click on the shifts you want to bulk-copy.
  6. In the top left-hand side of the screen, click on Copy X shifts.
  7. Your selected shifts have been copied.  
Bulk-update publish shifts
  1. Log in to Employment Hero.
  2. On the left-hand side navigation menu, click on Time.
  3. Click on Rota Management. 
  4. Click on the Rota Actions button. 
  5. Click on the shifts you want to bulk-publish.
  6. In the top left-hand side of the screen, click on Publish X shifts.
  7. Your selected shifts have been published.  
Bulk-update delete shifts
  1. Log in to Employment Hero.
  2. On the left-hand side navigation menu, click on Time.
  3. Click on Rota Management. 
  4. Click on the Rota Actions button. 
  5. Click on the shifts you want to bulk-delete.
  6. In the top left-hand side of the screen, click on Delete X shifts.
  7. Your selected shifts have been deleted.  

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