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How do I assign an employee's default role?

Assigning a default role in an employee's profile

Sophie Wilson avatar
Written by Sophie Wilson
Updated over 3 weeks ago

RotaCloud allows you to add a default role to an employee so, when a shift is added on the rota, it automatically populates with their most frequently-worked role.

Adding a default role

Default roles can be assigned in an employee's profile. To do this, go to your Company tab and select Employees. Select the employee you'd like to add a default role for from the list to see their profile.

On the first page of the employee's profile, you will see a dropdown menu under 'Default Role'. Click this and select the role you'd like to make their default. You can then scroll down and click 'Save'.

If you can't see any options under the 'Default Role' section, this will be because the employee isn't assigned to work any Roles. To assign these, use the menu on the left and select Roles. Tick the roles the employee can work and return to the 'Employee Details' section to enter the default role.

Once done, scroll to the bottom of the page and click 'Save'.

To learn how to create a new role, click here.

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