Staff roles

Create staff roles (e.g. Senior Carer) with a colour and optional default rate, used on shifts and costing.

Staff roles are the labels you assign to shifts on the rota — for example Senior Care Worker, Support Worker or Team Leader. Each role has a name, an optional colour and an optional default hourly rate. This page is admins only.

Open it from Settings → Staff Rota → Staff roles. Use the search box to find a role in a long list.

Adding or editing a role

Press Add role (or Edit on an existing one) to open the dialog, then fill in:

  • Name — required, e.g. 'Senior Care Worker'.

  • Default hourly rate (£) — optional. A band rate used by the cost bar.

  • Colour — pick a colour swatch so the role stands out on shifts, or press Clear for no colour.

Press Save to apply. To remove a role, press Delete — shifts using it simply lose that label.

How the default hourly rate is used

The default rate is only a band default for the cost bar. It's used to price a shift when the carer has no explicit hourly wage or salary set on their pay profile. It never overrides a carer's own wage, and it's never applied to agency staff (who always price at their agency charge). For exact, per-person pay, set wages on the Pay rates page.

Step-by-step
  1. 1Go to Settings → Staff Rota → Staff roles.
  2. 2Press Add role.
  3. 3Enter the role Name (e.g. Senior Care Worker).
  4. 4Optionally enter a Default hourly rate (£) for the cost bar.
  5. 5Pick a Colour, or press Clear for none.
  6. 6Press Save.
Tips
  • Give each role a distinct colour so different roles are easy to spot at a glance on the rota.
  • Only set a default hourly rate if you want a fallback band price — a carer's own wage on Pay rates always takes priority.
  • Deleting a role won't break existing shifts; they just lose the role label.
Last updated 1 June 2026 · by Carerealm · Suggest a feature or change to this article
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