Define the roles your venue schedules against and assign them to team members, so shifts, Open Shifts and Shift Swaps can be matched to the right people.

## Steps

1. Go to Settings, then "Skills" under the ROTA SETTINGS section.

2. Type a skill name, such as "Host", into the field and tap "Add Skill" to add it to your venue's skill list.

3. Each shift on the rota is tagged with one of these skills as its role, and it's what Open Shift and Shift Swap eligibility check against - so keep the list matched to the roles you actually schedule.

4. 
   ![](https://chat.areyoulost.co.uk/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBmQT09IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--d7dbf34971a87b91dea5b8e9594e9065b4bf2e90/venue-skill-list.png)

5. To assign a skill to a specific person, go to Team, then "Team Management" and open their profile.

6. On the Profile tab, tick each Skill that applies to them.

7. 
   ![](https://chat.areyoulost.co.uk/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBmUT09IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--77545e2ab752cc5726a3d40a5bbdfc5687cb9680/profile-skills-checkboxes.png)

8. Set their Default Role from one of the skills you've ticked - this is the role used when scheduling them on the rota.

9. Tap "Save Changes".

## Tips

A team member can hold more than one skill - for example, someone who can work both Bar and Front of House - but only one can be set as their Default Role.

Skills drive who's eligible for an Open Shift or a Shift Swap, so if someone can't see a shift they should be able to pick up, check they have the right skill ticked.

Keep skill names short and specific, like "Bar" or "Bar - Cocktail Trained", rather than long descriptions - they're used as labels throughout the rota.


