Complete workforce rota header fields
Enter every v1.3.0 rota-level field and the amendment reason when editing a previously distributed version.
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications → Create/Amend Rota
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 → Create/Amend Rota.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or authorised evidence.
How to do it
- Enter Rota title.
- Choose Week starts.
- Enter optional Department, Default location and Rota notes.
- When the register shows the rota has already been distributed and you change it, enter Reason for amendment.
- Complete shifts and save.
Fields and options
Rota titleRequired; max 191.
Week startsRequired valid date.
DepartmentOptional; max 191.
Default locationOptional; max 191.
Rota notesOptional.
Reason for amendmentRequired only when changing a previously distributed rota; max 500.
What the module checks
- The action is permission-aware.
- Required values must pass the exact server-side validation.
- Verify the saved record and audit/log result.
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.
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