Managing your roster template via the Payroll Platform

Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Employee, Manager, Admin   

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 Rostering module has a Template Management feature that allows you to create your organisations roster template and apply it to your business. You can also use this feature to edit any details if they change and delete a template if it is no longer required.

Getting started

Create a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Click the Add button.

    Helpful Hint

    You will now see the Roster Template creation screen, where you can now add resources, shifts or bidding shifts.

    Roster_Template_2.jpg

Daily activities

Apply a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Select the roster template that needs applying.
  6. Click the Apply button.
    Roster_Template_3.jpg
  7. Complete the following fields:
    • Apply to roster from x date.
    • When a shift cannot be created for an employee:
      • Create an unassigned shift.
      • Don't create a shift.
  8. Click the Apply button.
    Roster_Template_4.jpg

Editing data

Copy a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Click the   button.
    Roster_Template_6.jpg
  6. Complete the following fields:
    • Template name.
    • Copy employees currently assigned to this roster template.
  7. Click the Copy Roster Template button.
    Roster_Template_7.jpg
  8. Click the Close button.
    Roster_Template_8.jpg
Configure settings after copying a template

Once you have brought up the copy roster template context panel using either of the methods above, you will be able to configure the following settings: 

  • Template Name: This field is empty by default and you can enter any template name you wish.
  • Copy employees currently assigned to the template: By clicking this option, all employees currently assigned to shift/s will remain assigned. If you unselect this option, a warning will display to advise the copied template will reassign any shifts filled by employees to resources instead.

warning.png

Note: Under this option, there will be an 'Employees' drop-down menu where all employees included in the template will appear. All employees will be selected by default and then you can deselect individual employees from being included in the copied template if required.  
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  • Copy roster template: Once you have completed the above steps, click 'Copy roster template' to complete the process and duplicate the template.

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Once the template has been successfully copied you will be redirected depending on where you copied the template from. 

If the roster template was copied from within the 'Roster templates' context panel, you will be redirected back to the 'Roster templates' context panel where the newly created/copied roster template will appear at the bottom of the list of templates. 

If the roster template was copied from within an existing roster template, you will be redirected to the open, newly created/copied roster template.  

What will get copied over if I copy a roster template?

The new roster template will copy over the same data that exists in the original template, with exceptions depending on the aforementioned configuration options. Specifically, the following roster settings will be copied to the new template:

  • All shifts: Including break times, locations, work types, etc;
  • Employees assigned to the shifts in the original template: This will be managed via the 'Copy employees currently assigned to this roster template' checkbox. Details of how this works are outlined in the previous section of the article;
  • Time period span: If the template spans over a number of weeks/fortnights, all shifts for the existing timeframe will be copied over.
Edit a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Click the   button.

    Helpful Hint

    You will now see the details of your roster template on your screen where you can now edit your resources, shifts or bidding shifts, with the platform saving any changes you make automatically. 

    Roster_Template_5.jpg

Deleting data

Delete a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Click the   button.
    Roster_Template_9.jpg
  6. Click the Delete button.
    Roster_Template_10.jpg

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