Workforce Rota Builder · How-to guide

Configure rota builder defaults

Set the default shift times, break and location used when adding v1.3.0 rota rows.

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 Default shift start and end.
  2. Enter Default break between 0 and 720 minutes.
  3. Enter an optional Default location up to 191 characters.
  4. Click Save Notification & Builder Settings.
  5. Add a quick pattern or one shift and confirm the defaults populate.

Fields and options

Default shift startValid time; default 09:00.
Default shift endValid time; default 17:00; must differ from start.
Default break0–720 minutes; cannot consume the whole default shift.
Default locationOptional; maximum 191 characters.

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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