Payroll platform: Managing a roster template

Overview

As an organisation, you may base your staffing hours off 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 has a Template Management feature that allows you to create a set of pre-built resources and shifts that you can allocate to your employees in bulk. You can also use this feature to edit any details if they change and delete a template if it is no longer required.

Availability

Payroll Plan:   Standard   Premium

Getting started

The below premises will walk you through how to create and apply a roster template.

Create a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Click the Add button.

    Helpful Hint

    You will now see the Roster Template creation screen, where you can now add resources, shifts or bidding shifts.

    Roster_Template_2.jpg
Apply a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Select the roster template that needs applying.
  6. Click the Apply button.
    Roster_Template_3.jpg
  7. Complete the following fields:
    • Apply to roster from x date.
    • When a shift cannot be created for an employee:
      • Create an unassigned shift.
      • Don't create a shift.
  8. Click the Apply button.
    Roster_Template_4.jpg

Maintain

The below premises will walk you through how to edit, copy or delete a roster template.

Copy a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Click the   button.
    Roster_Template_6.jpg
  6. Complete the following fields:
    • Template name.
    • Copy employees currently assign to this roster template.
  7. Click the Copy Roster Template button.
    Roster_Template_7.jpg
  8. Click the Close button.
    Roster_Template_8.jpg
Edit a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Click the   button.

    Helpful Hint

    You will now see the details of your roster template on your screen where you can now edit your resources, shifts or bidding shifts, with the platform saving any changes you make automatically. 

    Roster_Template_5.jpg
Delete a template
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Roster menu.
  3. Click the Roster Action   button.
  4. Click the   Roster Template button.
    Roster_template_1.jpg
  5. Click the   button.
    Roster_Template_9.jpg
  6. Click the Delete button.
    Roster_Template_10.jpg

Author recommended

So you have now managed your roster template and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • Payroll Platform: Roster Template Resources This feature that allows you to create a set of pre-built employee resources, with the ability to add these in bulk or individually.
  • Roster Template: Shift Bidding This feature allows you to create a shift that multiple employees can bid on and includes details such as the start and end times, work types, classifications and the role it falls under.
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