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Configure Default Shift Role

Learn how to choose the default shift role automatically applied to new shifts in the roster.

Written by Windolyn Cortes

Open Roster Configuration

Go to Admin > Configuration.

In the Configuration sidebar, click Roster.

Find Default Shift Role

Locate the Default Shift Role section.

This section includes a Shift Role dropdown.

Select the Default Role

Click the Shift Role dropdown.

Select the role that should be applied automatically to new shifts.

If you do not want to apply a default role, leave the dropdown as None.

Save the Setting

Click Save in the Default Shift Role section.

The selected role will now be used as the default for new shifts.

Important Notes

  • This setting applies to new shifts created after the change.

  • Existing shifts are not automatically updated.

  • If None is selected, users may need to choose a shift role manually.

  • Default role behaviour may still depend on how the shift is created.

Troubleshooting

If the role you need is not listed:

  • Check that the role has been created under Shift Roles.

  • Refresh the page and check again.

  • Ask an administrator to confirm your permissions.

If the default role is not applying:

  • Confirm the setting was saved.

  • Check whether the shift was created before the default was changed.

  • Review whether another roster process is overriding the role.

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