Roster Toolbar Quick Reference
A quick overview of every button in the roster toolbar and what it does.
|
Button |
Icon |
View |
What It Does |
|---|---|---|---|
|
Quick Select |
|
Employee |
Opens the shift template sidebar for bulk assignment |
|
Autofill |
|
Employee |
Auto-builds the roster from patterns or a previous period |
|
Copy |
|
Shift |
Enters copy-paste mode for duplicating shift assignments |
|
Invitations |
|
Shift |
Opens the invitation admin panel |
|
Compliance Rules |
|
Shift |
Opens the compliance rules editor |
|
Display Settings |
|
Shift |
Configures tile display (images vs summary, missing-role warnings) |
|
Export |
|
Both |
Exports the roster as PDF or CSV |
|
Clear |
|
Both |
Removes shift assignments from the roster |
|
Publish |
|
Both |
Makes the roster visible to employees |
For detailed instructions on any button, see the relevant how-to guide in this section.
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