Workforce Rota Builder · How-to guide

Complete workforce rota shift fields

Enter every v1.3.0 shift-row value and understand its exact validation.

Audience: HR administrators and authorised managersPermission: Human Resource Management: ViewModule v1.3.0
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications → Create/Amend Rota → Shift rows
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 → Shift rows.
  • The Human Resource Management: View capability or administrator access.
  • The correct employee, record, period or authorised evidence.

How to do it

  1. Select an eligible Employee.
  2. Choose a Date inside the rota week.
  3. Enter valid, different Start and End times.
  4. Enter Break from 0 to 720 minutes.
  5. Enter optional Role and Location up to 191 characters.
  6. Enter optional Notes up to 500 characters.
  7. Repeat for all rows and save.

Fields and options

EmployeeRequired and eligible.
DateRequired; inside week_start to week_start +6 days.
Start/EndRequired valid times and different.
Break0–720; cannot consume the whole shift.
RoleOptional; max 191.
LocationOptional; max 191.
NotesOptional; 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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