> ## Documentation Index
> Fetch the complete documentation index at: https://www.planmyrounds.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

> [!NOTE]
>
> Staffing roles are an alternative to the standard [Senior and Junior Level](https://www.planmyrounds.com/docs/concepts/seniority-and-senior-junior-mix.md) 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.

> [!NOTE]
>
> 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](https://www.planmyrounds.com/docs/team/doctor-profiles.md).

> **Shift Requirements**
>
> Instead of a single **Min Seniors Required** number, a Shift Requirement can set a headcount per role, each marked **Exact** or **Minimum**.

> [!NOTE]
>
> 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](https://www.planmyrounds.com/docs/concepts/seniority-and-senior-junior-mix.md)**
>
> How the standard Senior/Junior Level field is used across scheduling.

> **[Update a doctor's profile](https://www.planmyrounds.com/docs/team/doctor-profiles.md)**
>
> Assign a doctor's staffing role.

> **[Coverage requirements](https://www.planmyrounds.com/docs/concepts/coverage-requirements.md)**
>
> How Required Doctors and Min Seniors Required work together.


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