1. Employment Hero Help Centre (SG)
  2. Payroll Web Platform
  3. Rostering
  4. Templates

Roster template: Shift management

Jimmy
Updated

Overview

As an organisation, you may base your staffing hours of a rostering system 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 import areas such as managing and supporting their employees.

The Rostering module within the Payroll platform has a Template feature that allows you to create a set of pre-built employee shifts, with the ability to set up start and end times, break duration, locations and any required roles. You can also use this feature to edit any details if they change and delete a shift, either in bulk or individually, if it is no longer required.

Availability

Payroll Plan:   Standard   Premium

Getting Started

Creating a shift
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Roster Templates button.
    Resources_1.jpg
  4. Click the Edit button.
    Resources_2.jpg
  5. Click on the shift panel that represents the day that needs a shift created.
    Shift_1.jpg
  6. In the Create Shift panel complete the following fields:
    • From time.
    • To time.

    Helpful Hint

    Click the Add Break button to add a break in.

    • Break start.
    • Break end.

    Helpful Hint

    Click the Minus button to delete an added break.

    • Location.
    • Resource.
    • Qualifications.

    Helpful Hint

    The Qualifications field will only appear if an admin has enabled qualifications.

    • Work type.

    Helpful Hint

    The Work Type field will only appear if an admin has enabled work types.

    • Role.

    Helpful Hint

    The Role field will only appear if an admin has enabled shift roles.

    • Note.
  7. Click the Save button.

    Helpful Hint

    When you add multiple users in the resources field, this will automatically create the same shift for the selected employees.

    Shift_2.jpg

Maintain

Editing a shift
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Roster Templates button.
    Resources_1.jpg
  4. Click the Edit button.
    Resources_2.jpg
  5. Click on the employee shift that needs editing.
    Shift_3.jpg
  6. Make the required changes and click the Save button.

    Helpful Hint

    You can change a shift time or date by dragging the created shift to a new position on the roster overview screen. The ability to allocate shifts by clicking and dragging is only available for shifts in drafting stage.

    Shift_4.jpg
Deleting a shift: Individual shift
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Roster Templates button.
    Resources_1.jpg
  4. Click the Edit button.
    Resources_2.jpg
  5. Click on the employee shift that needs deleting.
    Shift_3.jpg
  6. Click the Delete this Shift Template button.
    Shift_5.jpg
  7. Click the Delete button.
    Shift_6.jpg
Deleting a shift: All shifts
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Roster Templates button.
    Resources_1.jpg
  4. Click the Edit button.
    Resources_2.jpg
  5. Click the Delete Shifts button.
    Shift_7.jpg
  6. Click the Delete button.
    Shift_8.jpg
Was this article helpful?

Comments

0 comments

Article is closed for comments.