Rota Distribution Notifications & Hrm Automation · How-to guide

Schedule a workforce rota once

Store a v1.3.0 rota for one future distribution date/time processed by the host cron.

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. Complete the rota.
  2. Click Schedule once.
  3. Enter a future Send on this date and time.
  4. Click Schedule.
  5. Confirm status Scheduled, auto-weekly off and scheduled time stored.
  6. After cron runs, verify Published status and Delivery Log.

What the module checks

  • The scheduled timestamp must parse successfully and be later than the current time.
  • The cron processes at most 50 due one-time rotas per run.

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.