Send a workforce rota now
Distribute the current v1.3.0 rota version immediately from the register.
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications → Rota register → Send now
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 → Send now.
- The Human Resource Management: Approve capability or administrator access.
- The correct employee, record, period or authorised evidence.
How to do it
- Open the register and identify the correct non-cancelled rota/version.
- Click Send now.
- Confirm the last-distributed version/date and Published status.
- Review every recipient attempt in Delivery Log.
What the module checks
- Approve permission is required.
- A cancelled rota cannot be distributed as active.
- The current saved version is sent.
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