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 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.
Availability
| Payroll Plan: | Essentials | Standard | Premium |
Getting started
- 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.
- 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
- 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
- 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.
Author recommended
So you have now managed your roster template resources and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:
- 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.
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