Managing your roster

This guide covers the roster at /dashboard/roster, the day-to-day view for working your caseload. It lists every supervisee with their compliance status, hour progress, and pending signatures, so you can act by exception rather than scrolling.

What you see depends on your role: a supervisor sees their assigned supervisees; an HR admin sees the whole organization and can also filter by supervisor.

Read a roster row

Each row shows:

• The supervisee's name.
• A compliance status badge: green, yellow, or red. See Understanding your compliance dashboard.
• Practice-hour progress.
• Pending signature count.
• A leave badge if the supervisee is on leave or PRN.

Select any row to open that supervisee's detail page.

[Screenshot: the roster showing rows with status badges, progress, and pending-signature counts]

Filter and search

Work the exceptions first:

• Filter to at-risk to see only red supervisees.
• Filter to pending signatures to find sessions waiting to be signed.
• Filter to on-track to confirm who needs nothing.
• Search by name or email to jump to one person.
• HR admins can additionally filter by supervisor.

Act on pending invitations

Supervisees you have invited but who have not yet accepted appear inline in the roster.

• Resend an invitation to generate a fresh link and extend its expiry.
• Cancel an invitation that is no longer needed.

[Screenshot: a pending invitation row with resend and cancel actions]

Note: HR admins see the full organization roster. Supervisors see only their assigned supervisees, which keeps a large practice's roster scoped to each supervisor's caseload.

What's next

• Add people to the roster. See Inviting your team.
• Move a supervisee to another supervisor. See Reassigning supervisees.