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Roster is your staffing command center — see which Programs need volunteers, auto-schedule fairly, spot burnout risk, and let volunteers accept assignments or claim open slots.
Roster Overview tab showing upcoming programs grouped by week with staffing status

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Quick Start

  1. Open Roster in the sidebar (under Manage).
  2. On Overview, scan programs that need attention and use Auto-schedule understaffed when many slots are open.
  3. Click a program row to open its Roster tab in the program editor.
  4. Use Auto-fill from Template, then Auto-schedule or assign volunteers manually.
  5. Check Volunteer Health for overloaded volunteers serving across multiple ministries.

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How-to Guide

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Overview tab

The Overview tab groups upcoming programs by week. Stat cards summarize Total Programs, Fully Staffed, Needs Attention, and Critical. Auto-schedule understaffed fills open slots across all programs that still need volunteers, using fairness rules (volunteers who have waited longest since they last served are picked first). Click Open program (external link icon) to jump to that program’s roster editor.

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People View tab

Roster People View tab showing volunteer by program matrix with serving frequency
People View is a matrix of volunteers × upcoming programs.
  • Colored cells show role assignments (filled = confirmed, outline = pending, ✕ = declined).
  • Double-booked! highlights scheduling conflicts on the same date.
  • Filter by role using the legend.
  • 30d column shows serving frequency; high frequency (4+ serves) shows a warning icon.

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Volunteer Health tab

Roster Volunteer Health tab with at-risk summary and cross-ministry load
Use Volunteer Health to balance workload before volunteers burn out. The Cross-ministry load section highlights volunteers serving in two or more ministries. Expand a row to see the per-ministry breakdown.
Enable Serving Frequency Alert under workflow settings to receive automatic burnout_warning notifications when a volunteer exceeds your monthly serving threshold.

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Rotation Teams tab

Organize volunteers into teams with a rotation pattern: Create a team, add members by role, then click Apply to upcoming programs to pre-fill matching program slots for the next 90 days.

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Assign roster on a program

1

Open the program

Go to Programs → open a program → People tab → Roster sub-tab.
2

Create slots

Click Auto-fill from Template to create slots from the Service Type staffing requirements (set in Organization).
3

Fill slots

Use Auto-schedule for fair automatic assignment, Assign for manual picks, or Assign Team for a rotation team.
4

Open signup (optional)

Toggle Signup on an unassigned slot so qualified volunteers can claim it from My Schedule.
5

Track responses

Statuses: Unassigned, Pending, Confirmed, Declined, No Show.

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Volunteer self-service (My Schedule)

My Schedule page showing upcoming assignments and accept or decline actions
Volunteers open Account → My Schedule (/account/schedule). When a volunteer declines, the system can automatically invite the next qualified, available volunteer when one exists.
Volunteers need a linked collaborator profile. If My Schedule shows “No serving profile linked,” ask a church admin to connect the account in People.

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Smart scheduling at a glance

People

Add collaborators and set role qualifications.

Organization

Define staffing templates per service type.

Programs

Per-program roster editing from the program editor.

Notifications

Roster invitations and burnout warnings.