Payroll roster reporting: Shift swapping

Overview

As an organisation, you may base your staffing hours on 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 Shift Swapping Reporting feature allows you to create a report that you view employee shift swap requests within your organisation and see the status of each submission, the date of the request, and any applicable work types. You can also use this feature to download an excel file of this data or save the information in a printable PDF format.

Availability

Payroll Plan:   Standard   Premium

Getting Started

  You will need to undertake the below steps via your Employment Hero Payroll platform.

Running a shift swap report
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    Swap_1.jpg
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
    Swap_2.jpg

    Helpful Hint

    You will now see your Shift Swap report on your screen

    Swap_3.jpg

Maintain

  You will need to undertake the below steps via your Employment Hero Payroll platform.

Downloading the report: Excel
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    Swap_1.jpg
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the Excel button.
    Swap_4.jpg
Downloading the report: CSV
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    Swap_1.jpg
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the CSV button.
    Swap_5.jpg
Downloading the report: PDF
  1. Log into your Employment Hero Payroll platform.
  2. Click the  Reports menu.
  3. Click the Shift Swapping button.
    Swap_1.jpg
  4. Select from the following fields:
    • Date range.
    • Status.
    • Location.
    • Show costs.
    • Group by.
    • From employee.
    • To Employee.
  5. Click the Run Report button.
  6. Click the Download button.
  7. Click the PDF button.
    Swap_6.jpg
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