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The Roster module manages volunteer assignments for every program. When you create a program under a service type, roster slots are automatically generated from the service type’s template roles. Assign individuals or deploy entire rotation teams in one click, with built-in conflict detection and availability checking.
Roster tab in program editor showing role slots with assign dropdowns

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Quick Start

  1. Open a program in the editor (navigate to Programs and click a program).
  2. Scroll to the Roster tab — slots appear based on the service type’s template roles.
  3. Click an empty slot and select a volunteer from the dropdown.
  4. The assignment status starts as Pending until the volunteer confirms.

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How-to Guide

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Understand the Three Roster Views

Navigate to Roster in the sidebar for the standalone roster page with three tabs:
TabWhat It Shows
OverviewStaffing health stats by week — Fully Staffed, Needs Attention, or Critical
People MatrixA role × person grid showing who is assigned across upcoming programs
Rotation TeamsPre-built teams deployable to a program in one click
Roster page with three tabs: Overview, People Matrix, Rotation Teams
The People Matrix uses a visual legend: ● Confirmed, ○ Pending, ✕ Declined.

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Create a Rotation Team

1

Open Rotation Teams

Go to Roster in the sidebar and open the Rotation Teams tab.
2

Create a Team

Click New Team and enter a name (e.g., “Team Alpha”).
3

Add Members

Click Add Member and select a collaborator. Assign each member a Role from the team role catalog.
4

Save

Click Save. The team is now available for one-click assignment.

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Assign a Full Team to a Program

1

Go to the Program Roster

Open a program and navigate to the Roster tab.
2

Assign Team

Click Assign Team and select a rotation team from the dropdown.
3

Review Matches

The system matches team member roles to open roster slots. If any roles can’t be matched, a mismatch warning lists unfilled positions.
4

Confirm

Click Confirm to batch-insert all assignments with Pending status.

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Handle Declined Assignments

  1. When a volunteer declines, their slot shows a Declined badge.
  2. Click the slot and select Reassign to choose a different volunteer.
  3. The new assignment starts fresh as Pending.

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Pro-Tips

Build 2–3 rotation teams for predictable monthly scheduling (Team A on week 1, Team B on week 2). This turns a 20-minute task into a 2-minute one.
Check conflict detection warnings before confirming — the system checks block-out dates, service overlaps, and heavy load indicators.
Use the People Matrix for a birds-eye view of who is serving when across all upcoming programs.

Programs

Roster assignments are linked to programs

People & Team

Collaborator profiles and qualifications

Organization

Service template roles define roster slots

Notifications

Roster invitations trigger notifications