The role colour-coding feature allows you to assign colours to roles within your Sites, making it easier to visually identify scheduling gaps, overstaffing issues, and role coverage patterns across your rota. By colour-coding roles, you can quickly spot missing shifts or operational inefficiencies at a glance, particularly when viewing multi-week rosters in Employee view. This is an opt-in feature, so roles will remain uncoloured until you choose to assign colours to them.
Only admins can perform the actions in this section.
- Click the Settings menu.
- Click on Sites and Roles, under the
- Expand the Site where you want to assign role colours.
- Locate the role you want to colour-code.
- Click the Select colour dropdown next to the role.
- Choose a colour from the available options.
- The selected colour will display next to the dropdown for confirmation.
- Repeat for other roles as needed.
- Click Save to apply your changes.
Helpful Hint
You can assign the same colour to multiple roles within a Site if needed. Role colour-coding is an opt-in feature, so roles will show "Select colour" by default until you assign colours.
- Click the Time menu.
- Under Rosters, click the Rostering Management submenu.
- Assigned colours will appear in the following locations:
- Site view: colours display next to the role name
- Employee view (2 weeks, 4 weeks, and monthly): colours appear as a border at the top of shift tiles
- Use the colour coding to quickly identify:
- Missing shifts for specific roles (gaps in your colour pattern)
- Overstaffing issues (too many shifts of the same colour)
- Scheduling patterns across multiple weeks
Helpful Hint
Role colours are particularly useful when viewing rosters in Employee view across 2-4 weeks, as they help you quickly scan for gaps and patterns that would be difficult to spot by reading role names alone.
To edit a role colour:
- Click the Time menu.
- Under Rosters, click the Settings submenu.
- Click on Sites and Roles.
- Expand the Site containing the role.
- Click the colour dropdown next to the role.
- Select a new colour from the available options.
- Click Save.
- The rota will automatically update to reflect the new colour.
To remove a role colour:
- Follow steps 1-5 above to access the role colour dropdown.
- Select No colour assigned from the top of the dropdown list.
- Click Save.
- The colour will be removed from the role on the rota.
Helpful Hint
Role colours can also be edited from the individual Site page. Look for the colour selector next to the "Available Workers (Optional)" section when editing a Site.
To get the most value from role colour-coding, consider these strategies:
- Use contrasting colours: Choose colours that are visually distinct from each other to make roles easy to differentiate at a glance.
- Apply colours consistently: If you manage multiple Sites with similar roles, consider using the same colour scheme across locations for easier comparison.
- Focus on critical roles: You don't need to colour every role. Start by colour-coding roles that are hardest to fill or most critical to operations.
- Use Employee view for planning: Switch to Employee view when reviewing 2-4 week rosters to take full advantage of the visual colour-coding on shift tiles.
- Review regularly: Check your colour-coded rota daily or weekly to quickly spot gaps or overstaffing before they become scheduling issues.
Helpful Hint
Role colour-coding works best as a planning tool when viewing multi-week rosters. Use it alongside rota cost data to ensure you're maintaining both operational coverage and budget efficiency.