How do I set up and manage rostering roles via the Payroll platform?

Available for the following Payroll plan: Premium, Platinum
Available for the following user access levels: Admin    

As an organisation, you may base your staffing hours on 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 Role 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. You can also use this feature to edit the role details if they change and delete a record if it is no longer required. The use of roles is limited to employee rosters, and does not carry over into any other part of the system, however, employees are also able to see the role that has been allocated to them when they login to view the roster.

Getting started

Create a role
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Edit button.
    Role_1.jpg
  4. Enter the name of the role and click the Save button.
    Role_2.jpg

Editing data

Edit a role
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Edit button.
    Role_1.jpg
  4. Click the Edit button.
    Role_3.jpg
  5. Make the required changes and click the Save button.
    Role_4.jpg

Removing data

Delete a role
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Edit button.
    Role_1.jpg
  4. Click the Delete button.
    Role_5.jpg
  5. Click the Delete button.
    Role_6.jpg

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