Preparing a roster workbook
Prepare the roster period, work groups, and recurring workbook structure before discussing how the format will be used in the publishing workflow.
Resources
Documentation and training
Practical guidance for teams preparing to use RosterField alongside their Excel roster workflow.
Understanding template setup
A workbook format can be reviewed and mapped before it is used in the roster publishing workflow.
Reviewing before publication
Begin with the action list, open flagged sections and use their information icons. Confirm unfamiliar statuses or map replacements, resolve date and duplicate decisions, then refresh the preview. Inspect the total counts and date window as well as the paginated first-100-entry sample.
Understanding blank mappings and corrections
A blank status mapping retains the cleaned source text. To intentionally remove a cell value, clear it with a source-cell correction or edit the workbook. Draft corrections do not rewrite the original upload. Recheck the result after refreshing.
Helping workers access a roster
Use the project link or QR code to find a published roster by name. The worker-access guide explains what that shareable link does and does not protect.