Ensure role coverage with easily scannable schedules
Call out what’s important on a schedule by highlighting key roles to enable managers to scan and see those shifts easily. Be aware that adding colours can pull focus from red and yellow alerts, so we recommend only adding role colouring on specific roles that require it.
Configure your role custom data
Before you enable role colouring, configure the category/role colours via the custom data field.
- Navigate to Core HR > Account Data > Custom Data Fields
- Edit your chosen role field or Create a new one
- Make sure it ‘attaches to’ a role and is an ‘Option list’ type
- Assign a colour to each option under ‘Tag on schedule’
Enable role colouring
- Turn on role colour coding through Company Settings > Scheduling > Role colour coding
- Select the role custom data to use
Note: Only role custom data that is an option list can be selected
Set a category on each role
- Go to Core HR > Organisation Structure > Roles
- Edit each role you need to add a category for and set it on the role page.