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How to Roster

Building, publishing and managing rosters in Volaby

Written by Volaby Support
Updated today

Rosters are how you tell volunteers when and where they're needed. The Rosters page is your home base for everything roster-related — building drafts, publishing changes, adjusting volunteers, and looking at past shifts.

This guide is a tour of the Rosters page and the core workflow. For detail on specific features (calendar view, printing, bulk reminders, individual shift times, and so on), see the focused articles linked throughout.

The Rosters Page

Navigate to Rosters from the main menu. The page has three parts:

  • A toolbar across the top for searching, filtering, and switching views

  • The main area showing the currently selected roster (or rosters, depending on your view)

  • A sidebar on the right listing rosters that match your filters

Three views — Single, Bulk, and Calendar

Use the View Selector dropdown in the toolbar to switch between three views. Your choice is remembered for next time.

  • Single View — one roster at a time with full detail. Best for building, editing, and reviewing a specific roster.

  • Bulk View — multiple rosters shown in a grid with dates across the top. Best for filling several rosters in a session, comparing activities side-by-side, and sending bulk reminders.

  • Calendar View — rosters shown as events on a calendar. Best for spotting gaps in your schedule, seeing a week or month at a glance, or viewing volunteer workload across activities.

Each view has its own strengths. See Roster Views for a full breakdown.

Roster Types — Managed and Open

Every activity has a roster type set in its activity settings. The type determines who decides who's rostered.

Managed rosters

Volunteers indicate their availability for upcoming dates, and a manager (or activity leader) reviews availability, selects the team, and publishes the roster. Volunteers receive a notification when the roster is published, confirming their shifts.

Best for activities where you want to vet volunteers, balance experience levels, or make sure specific roles are covered.

Open rosters

Volunteers can add and remove themselves from the roster freely, without waiting for a manager to publish. Managers can still add, remove, or mark individual rosters as full.

Best for activities with experienced, self-directed volunteers and low coordination overhead.

You can switch an activity between Managed and Open at any time from the activity's settings. See Editing an Activity for how.

Building a Roster

Open a roster in Single View by selecting it from the sidebar. You'll see each session in the roster with the activity team — the volunteers enrolled in the activity — listed by default. These are the people you roster on.

Adding a volunteer for a one-off

You don't normally need to add volunteers manually — the activity team is already there. Use Add Volunteer from the Options menu only when you need a temporary addition, like a volunteer from another program filling in for a shift, or someone who isn't on the regular team.

The Add Volunteer dialog lets you:

  • Search for a specific volunteer by name

  • Multi-select several volunteers at once

  • Add volunteers who aren't enrolled in the activity

For ongoing changes to the team, edit the activity team itself. See Managing an Activity Team.

Volunteer states

Each volunteer on a roster can be in one of several states. Look at the status indicator next to their name to see where they sit:

  • Rostered — confirmed in the published roster for this session

  • To be rostered — added in the current draft, will be rostered when you publish

  • To be removed — removed in the current draft, will be removed when you publish

  • Available — indicated they're available but not yet rostered

  • Unavailable — marked themselves (or been marked) as unavailable for this date

  • No indication — hasn't said either way

Marking a volunteer as unavailable

Click the dropdown next to a volunteer's name and select Mark as unavailable for the current roster date.

Individual shift times

If your activity has Individual Shift Times enabled, you can set custom start and end times for each volunteer on each session — useful when volunteers cover slightly different parts of a shift. Click on a volunteer's time cell to open the time editor. See Individual Shift Times for the full walkthrough.

Sorting volunteers

Click the sort button above the volunteer list to choose how volunteers are ordered:

  • Already rostered — rostered volunteers first, then available, then unavailable

  • Alphabetical — by volunteer name

  • Newest — most recently enrolled first

  • Availability — by availability status

Your sort preference is saved across sessions.

Publishing a Roster

When your roster is ready, use the action footer at the bottom of the screen:

  • Publish Roster — publishes the roster and notifies rostered volunteers. On a roster that's already been published, the button label changes to Publish Changes — meaning only the volunteers affected by your edits are notified.

  • Save Changes — saves the roster as a draft without notifying anyone. Use this when you want to come back to it later.

  • Discard Changes — throws away unsaved changes and reverts to the last saved state.

Before publishing, the footer shows a preview of which volunteers will be notified, with their avatars.

If your organisation has SMS configured, volunteers also receive a text message before their shift (timing depends on your SMS settings). If SMS isn't configured and you're new to Volaby, we send a default SMS 24 hours before the shift.

Republishing changes

If you edit a roster after publishing, the footer switches to Publish Changes. When you click it, only volunteers whose assignments actually changed are re-notified — so small fixes (like a typo in a note) don't spam everyone.

Unpublishing

If you need to pull a published roster back to draft, open the Options menu in the roster header and select Unpublish. The roster reverts to draft state and volunteers are notified.

Roster Statuses

Each roster has a status badge that tells you at a glance where it sits:

  • Not published — draft changes not yet shared with volunteers

  • Published — live and confirmed with rostered volunteers

  • Action required — needs your attention (for example, a roster template awaiting approval)

  • Cancelled — this roster date has been cancelled

  • Completed — the roster date has passed

  • Closed — the parent activity is closed

Use the status filter to focus on rosters that need work.

Marking a roster as Full

Mark as Full is a manual lock on a specific roster date that stops volunteers from adding or removing themselves. It does not read the session minimum and maximum numbers — those are separate guidance values shown on the session header. Marking a roster as Full is a deliberate action you take when you want to freeze volunteer self-service.

This is particularly useful for activities run with external groups — corporates, school groups, community partners — where the team is set in advance and you don't want regular volunteers joining the date.

Open the Options menu and select Mark as Full to lock the roster. The roster shows a red "FULL" badge. The activity itself stays open, but this specific date is closed off to volunteer actions. Managers can still add and remove volunteers as needed.

To unlock, open the Options menu again and select Remove Full status. See Marking a Roster as Full for more.

Roster Notes

You can attach notes to a roster or to individual sessions. Notes are included in the communications sent to rostered volunteers and shown on the roster in the Volaby app.

  • Roster notes — apply to the whole roster for that date. Useful for meeting points, what to bring, parking instructions, or weather updates.

  • Session notes — apply to a specific session within the roster. Useful for role-specific guidance or contact details for the session leader.

Open the Options menu and select Add notes & detail (or Edit notes & detail if they already exist) to open the notes editor. See Roster Notes & Session Notes for the full walkthrough, including note templates.

Finding Rosters

Use the toolbar to narrow down what you're looking at:

  • Search — type an activity name to find a specific roster

  • Filters — filter by program, activity type, activity status, volunteers needed, roster type, day of week, time, tags, and pending approval status

  • Date range — by default the sidebar shows the next two to four weeks. Use the date filters to extend the range or look back at past rosters.

Looking at past rosters works the same way — just adjust the date filters to include the dates you want to see. Completed rosters show their final volunteer list, any attendance data, and the activity report if one was submitted.

Common Tasks

For tasks that have their own dedicated articles, see:

Settings

Click the settings icon in the toolbar to open the Roster Settings dialog. You can:

  • Set your default view (Single, Bulk, or Calendar)

  • Set your default Calendar sub-view (Day, Week, Month, List, or Assigned, depending on which are enabled for your organisation)

Your preferences are saved per user.

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