Amend a distributed workforce rota
Change an already sent v1.3.0 rota with a required reason, new version, change summary and amendment notification.
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications → Rota register → Amend
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.
What you need before you start
- Access to Admin Area → Human Resources → Workforce Rota & Notifications → Rota register → Amend.
- The Human Resource Management: Edit and Approve capability or administrator access.
- The correct employee, record, period or authorised evidence.
How to do it
- Open the distributed rota.
- Change header or shift rows.
- Enter Reason for amendment.
- Save the rota.
- Confirm version increments, status becomes Amended and the module immediately sends the amendment.
- Review affected employee IDs, change summary, Delivery Log and Audit Log.
What the module checks
- A reason is required only when a previously distributed rota actually changes.
- The mode is forced to publish_now for a distributed amendment.
- Recipients use the amendment/cancellation list and affected employees when enabled.
What happens next
The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.
Troubleshooting
- If the control is missing, confirm the required HRM permission and module version 1.3.0.
- If saving fails, correct the exact field or state named in the validation message.
- If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
Browse connected topics: rota distribution notifications