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Run and download roster shift swap report on Payroll classic

Available for the following Payroll classic plan: Premium

The Shift Swapping Reporting feature allows you to view employee shift swap requests within your organisation and see the status of each submission, the date of the request, and any applicable work types. You can also use this feature to download an Excel file of this data or save the information in a printable PDF format.

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.

Interactive learning

Click here for an interactive demo

Getting started

Running a shift swap report
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    screengrab highlighting 'Shift Swapping' button
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
    screengrab highlighting 'Run report' button

    Helpful Hint

    You will now see your Shift Swap report on your screen

    screengrab of Shift Swapping Report

Download data

Download the report: Excel
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    screengrab highlighting 'Shift Swapping' button
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the Excel button.
    screengrab highlighting 'Run report' and 'Download' buttons
Download the report: CSV
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    screengrab highlighting 'Shift Swapping' button
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the CSV button.
    screengrab highlighting 'Run report' and 'Download' buttons
Download the report: PDF
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    screengrab highlighting 'Shift Swapping' button
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the PDF button.
    screengrab highlighting 'Run report' and 'Download' buttons

Explore related content

  • Bulk update pay ratesThis article will walk you through the steps you need to update pay rates for multiple employees in bulk.
  • Create an employee pay slip reportThis article will walk you through creating a report that shows all the pay slips generated in a particular Pay Run.
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