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Set up and manage rota roles

Updated

Available for the following EmploymentOS plan: Employment Unlimited
Available for the following HR Classic plans: Platinum
Time & Attendance Add-on for Essentials, Engage, Elite
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
  1. Log into Employment Hero.
  2. Click the Time menu.
  3. Click Rostering management option, under the Rotas header.
  4. Click the Rota Actions drop-down.
  5. Select Roles. Roster management with action button highlighted.jpg
  6. Type a name for the role and select a corresponding colour to represent that role.
  7. Click Add role.
    Add a role.jpg 
     

Editing data

Edit a role
  1. Log into Employment Hero.
  2. Click the Time menu.
  3. Click Rostering management option, under the Rotas header.
  4. Click the Rota Actions drop-down.
  5. Select Roles.
    Roster management with action button highlighted.jpg
  6. Click the Edit button.
    update roles.jpg
  7. Make the required changes and click the Save button.
    update role with Save highlighted.jpg 
     

Removing data

Delete a role
  1. Log into Employment Hero.
  2. Click the Time menu.
  3. Click Rostering management option, under the Rotas header.
  4. Click the Rota Actions drop-down.
  5. Select Roles. Roster management with action button highlighted.jpg
  6. Click the Delete button.
    Delete roles.jpg
  7. Click Delete.
    Delete role with Delete button highlighted.jpg

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