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How to Set Role Requirements on a Shift

If your company uses Roles, you can define how many people of each role are needed per shift. This helps ensure the right mix of staff on every roster.

Steps

  1. Open a shift and navigate to the Role Requirements tab.

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  2. Toggle Role Requirement on.

  3. For each role, use the + and − buttons to set the required count.

    Image 15-04-2026 at 3.57 PM

  4. Optionally, toggle Configure by day on for a role to set different requirements per weekday (e.g. more staff on weekends).

  5. Click Save.

    Image 15-04-2026 at 3.57 PM (1)

How It Works

  • Role requirements appear as targets on the roster, helping managers see at a glance whether a shift is fully staffed.

  • Use Configure by day when demand varies — for example, 2 baristas on weekdays but 4 on Saturdays.

  • Roles must be set up in your company settings before they appear here.