The Control Bar runs across the top of the EVO Roster Details screen in both Daily and Weekly View. It contains the primary navigation, status, and publishing controls for the roster. This article explains what each control does and how to use it.
Team Area dropdown
Use the Team Area dropdown to select which team area you want to view. The dropdown displays a hierarchical tree of all team areas available to you. Only employees assigned to the selected team area and its sub-areas are displayed in the grid.
Click the dropdown and type to search for a team area by code or name.
Selecting a new team area reloads the roster data for that team.
Your last-selected team area is saved and persists between sessions.
Keyboard shortcut: press Alt+T to open the Team Area dropdown.
đNote: The team areas available to you are determined by your manager access rights, configured in Person Team Area Assignment.
Period dropdown
Use the Period dropdown to select the roster period you want to view. Periods are always weekly, identified by a number such as 202626, and defined in the system calendar as a 7-day roster cycle. Changing the period loads the roster for that week.
Keyboard shortcut: press Alt+W to open the Period dropdown.
View Mode toggle
Use the View Mode toggle to switch between Weekly View and Daily View. Switching views does not lose your place â the day currently selected carries across when you move into Daily View.
Weekly View â a compact 7-day summary with shift patterns per day.
Daily View â a scrollable 24-hour timeline with shift bars, breaks, and tasks for a single day.
Keyboard shortcut: press Ctrl+W to toggle between the two views.
đNote: The screen is being updated to open on Weekly View by default, so you can see the full week before focusing on a particular day.
Day selection (Daily View)
When in Daily View, the Control Bar displays a row of seven day buttons â one for each day of the selected roster period, typically Monday to Sunday. Each button shows the day name and date, and an optimisation percentage badge underneath if configured. See the Optimisation Percentage article for what the badge means.
Indicator | Meaning |
Filled or highlighted button | Currently selected day â the timeline shows this day's data. |
Border highlight | Today's date, even when not selected. |
Ghost button | An unselected day. |
On narrower screens where all seven day buttons cannot fit, left and right arrow buttons appear to scroll through the days. Edge fade masks indicate more days are available in that direction.
Status, Publish, and Notifications
Control | What it shows | Notes |
Status chip | Draft (amber) or Published (teal), or a loading spinner while status is being checked. | Informational only â you cannot click it to change status. |
Publish Roster or Send Updates button | Publish Roster while the roster is in Draft; Send Updates once it is Published. | Only appears if you have permission to publish. Temporarily disabled while a publish is already in progress. See the Saving and Publishing article for more detail. |
Notifications bell | A count badge for unread notifications. | Only appears when notifications are enabled. Opens the Roster Alerts panel. Keyboard shortcut: Ctrl+N. |
Actions menu
The Actions menu at the top-right of the Control Bar provides a set of bulk actions. The items you see depend on your access permissions.
Menu item | Shown in | What it does |
Change Schedule | Weekly View only | Starts a guided flow to apply the same change across multiple shifts at once: pick a template, select the cells it applies to, review the changes, then save. The rest of the screen is locked while this is open. |
Refresh This Week | Daily and Weekly View | Recalculates the current week. Temporarily unavailable while a refresh is already running. |
Calculate Scheduled Costs or Calculate Actual Costs | Daily and Weekly View | Recalculates cost figures. Which of the two options appears depends on whether the selected week is in the future, the current week, or a past week. |
Toggle Theme | Daily and Weekly View | Switches the screen's colour theme. No permission required. |
Help | Daily and Weekly View | Opens the built-in help panel. Also available by pressing F1. No permission required. |
Help panel
The Feature Guide and Help panel does not have its own visible button in the Control Bar. Open it by pressing F1 or by selecting Help from the Actions menu.