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Manage Shift Roles

Learn how to create and manage shift roles used when assigning work in the roster.

Written by Windolyn Cortes

Open Roster Configuration

Go to Admin > Configuration.

In the Configuration sidebar, click Roster.

Find Shift Roles

Scroll to the Shift Roles section.

This section lets you create or manage shift roles that can be assigned to shifts within the roster.

Open the Shift Roles Dropdown

Click the Shift Roles dropdown.

Review the existing roles.

Use this area to add or manage the roles available in the roster.

Save Changes

After making changes, click Save in the Shift Roles section.

Important Notes

  • Shift roles can be used when creating or editing shifts.

  • Shift roles may affect roster colours if colour rules are configured by role.

  • Shift roles may affect site view hour totals.

  • Changes may affect future roster setup and reporting.

  • Do not remove or rename roles without checking how they are used.

Troubleshooting

If a role is not available when creating a shift:

  • Confirm the role exists in Shift Roles.

  • Save the Shift Roles section.

  • Refresh the roster page.

  • Check your permissions.

If a role does not affect roster colours:

  • Review Roster Colours rules.

  • Confirm the colour rule is active.

  • Check the rule priority.

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