Roles

What is a role?

A role represents a job or skill — for example, Front Desk, Kitchen, Barista, or Forklift Operator. Roles are the link between shifts and people: a shift requires a role, and a person must hold that role to be assigned to it.

How roles connect everything

The scheduling system uses roles at every step:

• Shifts are created with a role attached — this defines what kind of work is needed for that shift
• People are assigned one or more roles via their contract — this defines what shifts they're eligible for
• Auto-assign only assigns a person to a shift if their roles match
• Contract view and filters can be scoped to a single role so you can focus on one at a time
• Reports break down hours and costs by role

Setting up roles

Go to Settings → Roles to create and manage your roles. Each role has:

• Name — e.g. "Front Desk"
• Colour — shown on shift blocks in the planner for quick identification

Create one role per distinct job in your operation. Avoid creating too many — broad roles (e.g. "Kitchen") with sub-roles handled by notes or shift details usually work better than a long list of very specific roles.

Assigning roles to people

When editing a contract, you can assign one or more roles to the person. A person with multiple roles is eligible for shifts across all of them — useful for flexible staff who can cover several jobs.

Role reports

The reports section includes a breakdown of hours and costs by role. See Reports for details.