Rota Distribution Notifications & Hrm Automation · How-to guide

Mark a rota for weekly automatic send

Store the next-Monday v1.3.0 rota as the weekly target for configured cron distribution.

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

How to do it

  1. Confirm weekly automatic distribution settings are enabled.
  2. Set Week starts to the next Monday.
  3. Complete the rota.
  4. Click Use weekly automatic send.
  5. Confirm status Scheduled and weekly automatic mode.
  6. After the configured day/time and cron run, review Delivery Log.

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.