Payroll platform: Setup and manage a custom roster display filter

Jimmy

Updated 07 May 2022 05:27

Overview

As an organisation, you may base your staffing hours off a rostering system whereby you allocate employees' certain hours they need to work per week based on workload demands. By using rostering software, you can take the heavy administration out of this process for your managers, freeing up their time to work on more import areas, such as managing and supporting their employees.

The Custom Filtering feature allows you to create a new rostering view based on your organisation's locations, roles, and/or shift statuses. You can also use this feature to edit the custom filter details if they change and delete a record if it is no longer required.

Availability

Payroll Plan:

Standard

Premium

Getting started

The below premises will walk you through how to create a custom roster filter.

Create a custom filter

Log into your Employment Hero Payroll platform.
Click the Roster menu.
Click the Manage Filters button.
Use the Select Filter drop-down and choose the New Filter option.
Complete the following fields:
- Filter name.
- Group by:
  - Business.
  - Location.
- Then:
  - Sort by employee.
  - Sort by role.
  - Sort by start time.
- Set the Hide employees with no shifts toggle switch to on or off.
- Locations.
- Set the Include sub locations toggle switch to on or off.
- Shift status:
  - All.
  - Accepted.
  - Published.
  - Unpublished.
- Employees.
- Roles.
  - Set the All roles toggle switch to on or off.
- Set the Make this my default filter toggle switch to on or off.
Click the Save button.

Maintain

The below premises will walk you through how to edit and/or delete a custom roster filter.

Edit a custom filter

Log into your Employment Hero Payroll platform.
Click the Roster menu.
Click the Manage Filters button.
Use the Select Filter drop-down to choose the filter that needs editing.
Make the required changes and click the Save button.

Delete a custom filter

Log into your Employment Hero Payroll platform.
Click the Roster menu.
Click the Manage Filters button.
Use the Select Filter drop-down to choose the filter that needs deleting.
Click the Delete this filter button.
Click the Delete button.

Author recommended

So you have now setup your custom roster display filter and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

Payroll Platform: Roster Template Resources This feature allows you to create a set of pre-built employee resources, with the ability to add these in bulk or individually.
Roster Template: Shift Bidding This feature allows you to create a shift that multiple employees can bid on and includes details such as the start and end times, work types, classifications and the role it falls under.