Create a workforce rota
Build one Monday-to-Sunday rota with eligible employees and code-backed compliance validation.
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications → Create Workforce 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 Workforce 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 and Week starts.
- Enter optional Department, Default location and Rota notes.
- Use the quick weekly pattern or Add one shift to create rows.
- Complete employee, date, start, end, break, role, location and notes for every row.
- Choose Save draft, Publish & notify, Schedule once or Use weekly automatic send.
- Submit and confirm the rota reference, status and version in the register.
Fields and options
Rota titleRequired; maximum 191 characters; default Weekly Operations Rota.
Week startsRequired valid date; the module defines the week through +6 days.
Department/locationOptional; maximum 191 characters.
Rota notesOptional narrative.
Shift rowsAt least one valid row is required.
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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