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Manage rota unavailability

Updated

Available for the following plans: Lite, Plus, Essentials, Engage, Elite, Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following User Access levels: Employee, Manager, Admin    

Rota Management lets you add, allocate, delete, publish, and unpublish a shift. You can also create rota templates, filter rotas by cost centre or employee, and switch to daily, weekly, and fortnightly views. Employees will be able to see their shifts in Employment Hero Work, as Rota Management is fully integrated with the Employment Hero Work app. They will also get an email notification each time you publish a shift assigned to them.

Important

Aside from admins, employees and managers may use the Rota Management feature if they are given access via Permissions. In addition, organisations connected to ‌payroll software (except ‌KeyPay) may now use this feature.

Interactive learning

Click here for an interactive demo

Getting started

Add unavailability
  1. Click the  Time menu.
  2. Click the Rota Management submenu.
  3. Click the Rota Actions button.
  4. Click the View Employees button.
    Un 1.jpg
  5. Click the employee that needs unavailability added.
    Un 2.jpg
  6. Click the Add button.
    Un 3.jpg
  7. Complete the following fields:
    1. On the x date
    2. Until x date.
    3. All day.
    4. On an ongoing basis.
    5. Note.

  8. Click the Save button.

    Un 4.jpg

Edit data

Edit unavailability
  1. Click the  Time menu.
  2. Click the Rota Management submenu.
  3. Click the Rota Actions button.
  4. Click the View Employees button.
    Un 1.jpg
  5. Click the employee that needs unavailability edited.
    Un 2.jpg
  6. Click the Three Dots button.
  7. Click the Edit button.
    Un 5.jpg
  8. Make the required changes and click the Save button.
    Un 6.jpg

Deleting data

Delete unavailability
  1. Click the  Time menu.
  2. Click the Rota Management submenu.
  3. Click the Rota Actions button.
  4. Click the View Employees button.
    Un 1.jpg
  5. Click the employee that needs unavailability deleted.
    Un 2.jpg
  6. Click the Three Dots button.
  7. Click the Delete button.
    Un 7.jpg
  8. Make the required changes and click the Delete button.
    Un 8.jpg

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