As an organisation, you may base your staffing hours off a rostering platform 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 important 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: | Essentials | Standard | Premium |
Getting started
- 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- Unpublished.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.
Editing data
- 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.
Removing data
- 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:
- How do I view my roster warnings | Payroll FAQ This FAQ answers a common user question we receive around how do I view any triggered roster warnings.
- Setup and manage rostering roles | Payroll Web Platform This feature allows you to create a roster group such as front of house serving staff that you can then assign to your employees when entering their shift details.
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