Setting up staffing roles

Define the roles PlanMyRounds uses to categorise doctors for shift staffing, beyond the standard Senior and Junior split, and see how rank feeds coverage.

A staffing role is an organisation-defined category used to staff shifts, for example Consultant, Registrar, Senior, or On Call 1. Each role has a rank, which the engine uses to work out seniority order.

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

Action	What it does
Move up / Move down	Changes a role’s rank, and its position in the seniority order.
Edit name	Rename a role. The Role Key stays fixed even if you rename it.
Deactivate / Reactivate	Hides a role from new assignments without deleting its history.

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.