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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

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Employee

Opens the shift template sidebar for bulk assignment

Autofill

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Employee

Auto-builds the roster from patterns or a previous period

Copy

Image 16-04-2026 at 9.08 AM

Shift

Enters copy-paste mode for duplicating shift assignments

Invitations

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Shift

Opens the invitation admin panel

Compliance Rules

Image 16-04-2026 at 9.09 AM

Shift

Opens the compliance rules editor

Display Settings

Image 16-04-2026 at 9.10 AM

Shift

Configures tile display (images vs summary, missing-role warnings)

Export

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Both

Exports the roster as PDF or CSV

Clear

Image 16-04-2026 at 9.11 AM (1)

Both

Removes shift assignments from the roster

Publish

Image 16-04-2026 at 9.11 AM (2)

Both

Makes the roster visible to employees

 

For detailed instructions on any button, see the relevant how-to guide in this section.