1. Log into your Employment Hero Payroll platform.
2. Click the   Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the   Roster Warning Rules button.
5. In the Roster Warning Rule Period, drop-down select from the following options:
   • Monday to Sunday.
   • Tuesday to Monday.
   • Wednesday to Tuesday.
   • Thursday to Wednesday.
   • Friday to Thursday.
   • Saturday to Friday.
   • Sunday to Sunday.
6. Click the Save button.
   

1. Log into your Employment Hero Payroll platform.
2. Click the   Business Settings menu.
3. Click the   Roster Warning Rules button.
4. Set the Roster warning rule period.
   This is relevant because some rules will require an analysis of an employee's rostered shifts over a weekly period, for example where an employee works more than 30 hours in a week. This setting will determine the start and end day of the weekly period. By default the setting will copy the start of the week value set up in the 'Work week' field from the Business details page. This setting will apply to all created roster warning rules and is unable to be configured on a per rule basis.
5. Click the Add a Rule button.
   
6. Complete the following fields:
   • Roster warning rule name: This is a free text compulsory field. Max length of 100 characters;
   • Roster warning rule message: This is a free text compulsory field, and is the message that displays in any shift triggered by the rule. As such, make sure the description is clear and concise so that it is understood by everyone with access to the roster. Max length of 100 characters;
   • Rule: This is a dropdown list with four pre-configured options available for selection. When a specific rule option is selected, the appropriate settings for that option is displayed for further configuration. These additional fields must be completed in order to be able to save the warning. Specific information about each rule is available in the below 'Available roster warnings' section.
   • Apply to locations: The value here will default to 'All', or alternatively, you are able to select one or more specific locations that you want the roster warning rule to apply.
7. Click the Save button.
   

1. Log into your Employment Hero Payroll platform.
2. Click the   Business Settings menu.
3. Click the   Roster Warning Rules button.
4. Click the View Roster button.
   

1. Log into your Employment Hero Payroll platform.
2. Click the   Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the   Roster Warning Rules button.
5. Click the   button.
   
6. Make the required changes and click the Save button.
   

1. Log into your Employment Hero Payroll platform.
2. Click the   Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the   Roster Warning Rules button.
5. Click the   button.
   
6. Click the Delete button.
   

Within the Roster Warnings feature, there are two key components which are:

• Roster warning rules: These are the specific business rules that will trigger a warning in the roster for all affected shifts. 
• Roster warnings: Roster warnings are the outcome of a roster warning rule triggering and you can view this within the rostering page. Both full access users and restricted users with rostering access will receive an alert when breaching a rule. 

Scenario 1

A manager creates an employee's shifts for the week:

• Tuesday, I.e. warning rule period start date has an 8-hour shift.
• Wednesday has a 4 hour shift.
• Friday has a 10-hour shift.
• Saturday has a 10-hour shift.

As you have rostered the employee to work for over 20 hours, all the shifts will display a roster warning.

Scenario 2

The employee works at multiple locations and so multiple employers manage their roster. The first manager rosters the employee:

• Tuesday, i.e. warning rule period start date has a 6 hour shift.
• Wednesday has a 6 hour shift.
• Friday has a 6 hour shift.

As you have rostered the employee to work for less than 20 hours, the rule will not trigger. Subsequently, though, if another manager rosters the employee for a 6 hour shift on the Saturday, as this additional shift takes the employee's total hours over 20, the rule will trigger and all 4 shifts would then display the warning.

Scenario 3

A manager creates the employee's shifts for the week:

1. Tuesday, i.e. warning rule period start date has an 8-hour shift.
2. Wednesday has a 4 hours shift.
3. Friday has a 10 hours shift, and work type = Annual leave taken, i.e. employee is on leave
4. Saturday has an 8-hour shift.

The employee's total weekly hours are over 30 and are over the 20 hor rule. The rule will trigger and a warning will display on all the employees' shifts for that week.

When this option is selected, the roster warning rule will pre-populate on the screen with the following fields:

1. Where the employee's qualification is one of: This is a dropdown list of qualifications set up in the business. You are able to select multiple qualifications;
2. Roster employees for no more than: This is a free text compulsory field where you are able to input the number of hours. Fractional values are also allowed to a max of 2 decimal places.

Reminder: This will rely on the "Roster warning rule period" setting in order to define when the week starts and ends.

When this option is selected, the roster warning rule will pre-populate on the screen with the following fields:

1. Where the employment type is one of: This is a dropdown list of applicable employment types, e.g full time, casual. Multiple employment types can be selected;
2. Roster employees for no more than: This is a free text compulsory field where you are able to input the number of hours. Fractional values are also allowed to a max of 2 decimal places.

In the roster, this rule will trigger a warning for any employee that has:

• The selected employment type (as defined in the employee's Tax Declaration screen, and;
• The shift is for a location included in the 'Apply to locations' field, and;
• The employee's weekly rostered hours are in excess of the weekly hours set in the rule.

When this option is selected, the roster warning rule will pre-populate on the screen with the following fields:

1. Where the employment type is one of: This is a dropdown list of applicable employment types, e.g full time, casual. Multiple employment types can be selected; 
2. A minimum 'X' hours break must be provided before the commencement of the next rostered shift: This is a free text compulsory field where you are able to input the number of hours. Fractional values are also allowed to a max of 2 decimal places:
3. An additional checkbox allows you to select whether or not to ignore subsequent shifts on the same day when determining the next rostered shift.

• The selected employment type (as defined in the employee's Tax Declaration screen, and;
• The shift is for a location included in the 'Apply to locations' field, and;
• A shift rostered (when looking at the previous shift) with less than the hours break requirement specified in the warning. 

To use an example to illustrate the 3rd point, let's say the warning stated that a minimum 10 hours break must be provided before the commencement of the next shift, and (using the additional checkbox), the next shift must commence on the next day to trigger the warning. If the employee's roster is as follows:

• Monday 10am - 2pm
• Monday 10pm - 4am
• Tuesday 10am - 2pm

When this option is selected, the roster warning rule will pre-populate on the screen with the following fields:

1. Display a warning where pay category is: This is a dropdown list of pay categories set up in the business. You are able to select multiple pay categories. Additionally, the pay category dropdown will separate pay categories between system/custom pay categories and award pay categories (for businesses that have awards installed).

In the roster, the rule will trigger a warning for any employee whose shift:

• Is attached to a location included in the 'Apply to locations' setting, and;
• When costed, the shift is associated to the pay category listed in the roster warning rule.

In the instance where a shift has been costed to include a combination of pay categories, for example, a combination of 'ordinary hours' and 'overtime', so long as one of the pay categories specified in the warning is associated to the shift, the roster warning will be triggered.