Available for the following Payroll Plan: Premium
Available for the following User Access levels: Manager, Admin

The Rostering module within the payroll platform has a Template feature that allows you to create a set of pre-built employee resources, with the ability to add these in bulk or individually. You can also use this feature to edit any details if they change and delete a resource if it is no longer required.

Getting started

Create a resource: Individually

Log into your Employment Hero Payroll platform.
Click the Roster menu.
Click the Roster Actions button.
Click the Roster Templates button.
Click the button.
Click the button.
Complete the following fields:
- Employee.
- Role.
Click the Save button.

Create a resource: In bulk

Log into your Employment Hero Payroll platform.
Click the Roster menu.
Click the Roster Actions button.
Click the Roster Templates button.
Click the button.
Click the Or Multiple button.
Enter the number of resources required in the Add X to Location drop-down.
Click the Add button.

Editing data

Edit a resource

Log into your Employment Hero Payroll platform.
Click the Roster menu.
Click the Roster Actions button.
Click the Roster Templates button.
Click the button.
Click either on the Employee Name or Resource that needs editing.
Make the required changes and click the Save button.

Removing data

Delete a resource

Log into your Employment Hero Payroll platform.
Click the Roster menu.
Click the Roster Actions button.
Click the Roster Templates button.
Click the button.
Click either on the Employee Name or Resource that needs deleting.
Click the Delete this Resource button.
Click the Delete button.

Explore related content:

Managing a roster template | Payroll Web Platform This article will walk you through the steps involved in managing your organisations rostering templates
Managing your roster template shift bidding | Payroll Web Platform This feature allows you to create a roster shift that multiple employees in your organisation can bid on.