Staffing roles are an alternative to the standard Senior and Junior Level field. Until your organisation creates roles here and starts assigning them to doctors, profiles and shifts keep using the standard Level field, and nothing changes for you.
Open Staffing Roles
Go to Settings, then Organization, then select the Staffing Roles tab.Only admins can view or manage staffing roles.
Create a role
1
Start a new role
Select Add Role.
2
Name it
Enter a Display Name, for example Senior Resident.
3
Set the role key
PlanMyRounds fills in a Role Key based on the name, for example
senior_resident. You can edit it before saving, but not afterward: it’s the stable identifier the engine uses internally.4
Set the rank
Enter a Rank. Higher numbers mean more senior. Use gaps between your numbers (10, 20, 30) so you can insert a new role later without renumbering everything.
5
Save
Select Create Role. The role is immediately available on doctor profiles and shift requirements.
Manage existing roles
Where staffing roles are used
Doctor profiles
A doctor gets a Staffing Role in place of the standard Level field. See Doctor profiles.
Shift Requirements
Instead of a single Min Seniors Required number, a Shift Requirement can set a headcount per role, each marked Exact or Minimum.
If you’re not sure whether your organisation is set up for staffing roles or the standard Senior/Junior model, check whether doctor profiles show a Staffing Role field or a Level field. If you need help moving between the two, contact support.
Next steps
Seniority
How the standard Senior/Junior Level field is used across scheduling.
Update a doctor's profile
Assign a doctor’s staffing role.
Coverage requirements
How Required Doctors and Min Seniors Required work together.