Cancel a workforce rota and notify recipients
Mark a v1.3.0 rota cancelled, increment its version and send a cancellation message.
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications → Rota register → Cancel
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 → Cancel.
- The Human Resource Management: Approve capability or administrator access.
- The correct employee, record, period or authorised evidence.
How to do it
- Click Cancel on the correct rota.
- Enter a Cancellation reason up to 500 characters.
- Click Cancel and Notify.
- Confirm status Cancelled and version increment.
- Review the cancellation delivery and audit records.
What the module checks
- Cancellation reason is required.
- The cancellation uses amendment/cancellation recipients with standard-recipient fallback.
- Cancelled rotas cannot later be distributed as active.
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