Copy a workforce rota to next week
Clone a v1.3.0 rota and shift pattern into a new following-week draft without distribution history.
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications → Rota register → Copy next week
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 → Copy next week.
- The Human Resource Management: Create capability or administrator access.
- The correct employee, record, period or authorised evidence.
How to do it
- Find a rota that contains at least one shift.
- Click Copy next week.
- Open the new rota.
- Review every employee, date, availability, leave and restriction for the target week.
- Edit as required and publish/schedule separately.
What the module checks
- Every shift date is moved forward by seven days.
- The clone is Draft, version 1, auto-weekly off and last-distributed version 0.
- The source rota ID/reference is retained in clone metadata/audit.
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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