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Rota Distribution Notifications & Rota Eligibility Compliance · How-to guide

Configure automatic Right to Work completion notifications

Notify operations safely when an employee becomes eligible for rota planning after a verified Right to Work outcome.

Audience: HR administrators and authorised managersPermission: Human Resource Management: SettingsModule v1.3.0
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications → Notification & Builder Settings
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 → Notification & Builder Settings.
  • The Human Resource Management: Settings capability or administrator access.
  • The correct employee, record, period or authorised evidence.

How to do it

  1. Enter RTW completion recipient email addresses.
  2. Enable automatic RTW notification.
  3. Save settings.
  4. Approve/finalise an onboarding case or apply an Employee Record Centre change that moves RTW into a verified state.
  5. Review Delivery Log/Audit Log for event rtw_completed.

Fields and options

RTW completion recipientsValidated email list.
Enable automatic RTW notificationTurns the event on/off.
Safe message fieldsEmployee name/number, department/role, start date, RTW status and check date.

What the module checks

  • The message excludes identity-document numbers, share codes, bank details and protected onboarding answers.
  • The employee becomes available for rota planning only when active and RTW status begins verified, approved, valid or complete.

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 notificationsrota eligibility compliance
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