0101 / Prepare
Import CSV or XLSX without re-planning
Upload a roster to its project, choose a worksheet where needed, and review horizontal matrices, transposed matrices or shift lists. Select the intended date window, at most 140 inclusive days, rather than publishing every source date by accident.
0201 / Prepare
Map the fields that matter
Review where the employment number, person’s name, date axis and shift cells appear. Adjust the mapping for layouts that do not use a standard first row and first column.
0302 / Review
Resolve identity conflicts deliberately
Repeated employment numbers display competing source records for an explicit choice. Matrix layouts can use source-position identifiers when numbers are missing; shift lists require employee identifiers. Personnel belong to each upload and are not silently merged across files.
0402 / Review
Preserve custom daily labels
Unfamiliar statuses are prefilled with their cleaned source text and require confirmation. Blank mappings retain source text; known aliases still use canonical codes. Time-only or overlong values block release rather than becoming invented daily assignments or truncated labels.
0502 / Review
Follow actions and inspect a bounded sample
Click a flagged action to open its correction panel. Section help explains what to check, and optional tools stay grouped out of the way. Inspect the first 100 normalized entries in 10-row pages, alongside totals and date boundaries. Refresh the preview after every edit before Publish can unlock.
0602 / Review
Correct cells without rewriting the upload
Up to 100 literal source-cell corrections can be applied to the review draft without editing the uploaded file. A blank source-cell replacement intentionally clears a value. Saved formula results are read, not recalculated; inspect formula warnings and fix the workbook when necessary.
0703 / Publish
Release a current project roster
A reviewed publication replaces the previous current version for that project. Previous uploads remain accessible to administrators in roster history.
0803 / Share
Give workers a clear place to check
A project roster link and printable QR code lead to the published worker view. People with the link can search by name without signing in; only publish data suitable for that access model.
0903 / Share
Worker roster access on Android and iPhone
A dedicated mobile viewer is being prepared to open the current project roster by QR code or existing company and project codes. The Android store link is pending and the iPhone version is still in development. It is for roster viewing, not administrator uploads or publishing, and has no separate app fee for subscribed projects when released.
10Manage
Keep projects and access organised
Company, project and team controls keep administrator work in the relevant project. Project pages provide upload guidelines, a history view and roster analytics.
11Boundary
Know what RosterField does not do
It does not calculate payroll, determine safe staffing or schedule shifts for you. A review helps you spot issues; administrators remain responsible for checking the roster before sharing it.