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How it works

Upload. Review. Publish.

Keep planning in Excel. RosterField gives your project a deliberate review step before workers see a published roster.

  1. 01

    Upload your roster

    Keep planning in Excel. Choose the project and upload its CSV or XLSX roster.

  2. 02

    Follow the review actions

    Open flagged sections, confirm unfamiliar labels and resolve corrections. Refresh the preview and check totals before release.

  3. 03

    Publish the version

    Make the reviewed project roster current; workers can find it through the project link or QR code.

View demo
01

Before release

Start with the actions, not a wall of detail

Upload CSV or XLSX, select the worksheet and check the detected layout. The review starts with personnel, entry counts, the selected date window and actions needing attention. Click an action to open its correction section. Optional settings stay collapsed, with information icons explaining each section.

02

Before release

Keep unfamiliar values visible

Unfamiliar non-empty daily statuses start with the cleaned text from the source cell. Confirm those values or choose meaningful replacements. Leaving a mapping blank keeps the source value, not an empty shift. Time-only values, oversized labels, duplicate records and ambiguous dates still need attention.

03

Before release

Refresh, compare, then release

Any review edit makes the preview out of date and disables Publish until it is refreshed. What will be published is collapsed initially and paginates the first 100 sample entries, 10 per page. Compare the total counts, boundaries and source records too; the sample is not the full roster.

04

After release

One current version

When the preview is right, publish it for the project. The current roster is available through the project link or QR code; earlier publications remain in roster history for administrators.

05

Scope

Excel is still the planning tool

RosterField publishes a reviewed copy of the roster. It does not plan shifts, calculate payroll or repair a source workbook automatically. Change the source and re-upload when necessary.

Useful answers

How it works questions, answered

Does uploading make the roster live immediately?

No. An administrator checks the selected worksheet, people, dates and statuses in review before choosing to publish. The public demo cannot publish a live project roster.

Can we continue planning shifts in our own workbook?

Yes. RosterField takes a prepared CSV or XLSX through import review and publication. It does not replace the spreadsheet where your team builds the plan.

What if the preview is wrong?

Do not publish it. Open the flagged action, check the mapping and date window, or correct the source cell or workbook. Refresh the preview after every edit and compare the new counts before release.

Will unfamiliar daily statuses disappear?

Not simply because they are unfamiliar. Their cleaned source text is prefilled and requires confirmation. A blank mapping retains it; clear the source cell deliberately if the value must be removed.

Read all FAQs →

See the real roster review before you sign up.

Try a fictional roster in the isolated import sandbox, or upload a small, non-sensitive CSV or XLSX test file. Publishing stays disabled.

View demo