Publish and notify a workforce rota
Save a valid v1.3.0 rota as published and immediately send it to resolved recipients.
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
- Complete and validate the rota.
- Click Publish & notify.
- Confirm status Published and the last-distributed version/date.
- Open Delivery Log and verify attempted/sent/failed recipients.
What the module checks
- Approve permission is required.
- The current version is emailed immediately.
- Recipients are resolved from standard settings plus affected employees when enabled.
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 notifications