Available for the following Payroll Plan: Premium
Available for the following User Access levels: Manager , Admin
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.
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- Unpublished.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.
Further information
Yes, the employee roster allows you to customise the view with a few handy features. You can use the drop-down menus to:
- Group by location or business: The Location setting will separate shifts based on individual locations within the business. The Business setting will show all shifts under the main parent location.
- Sort by employee: (alphabetical) role (alphabetical based on role name), or start time.
- Location.
- Shift status.
- Employee.
You can use the checkboxes to show/not show:
- Employees with no shifts.
- Sub-locations.
- Costs.
- Leave.
- Unavailabilities.
Simply click on the toggle button to turn this feature on/off.
- In the employee roster screen, on the left-hand side, click on Manage Filters button.
- From here, a dialogue box will pop up. Select the New Filter option from the drop-down box.
- You can give the filter a name and define it using the following criteria:
- Grouping by location or business (including the option to include sub-locations and the ability to select certain locations).
- Sort by employee, role, or start time.
- Hide employees with no shifts.
- Shift Status.
- Employees.
- Roles.
Helpful Hint
This screen also allows you to choose that particular filter as your default.
- Click the Save Filter button in the roster right corner.
Helpful Hint
Your filter will now be saved and will show up in the list of filters available. Clicking on a filter in the list will automatically apply that filter to the employee roster.
Explore related content:
- 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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