Workforce rota builder
Use these direct, code-backed Human Resource Management v1.3.0 guides together.
Module workflow
21 guidesWorkforce rota builder
01Understand HRM migration 120Understand the v1.2.0 tenant schema reconciliation that installs Workforce Rota & Notifications.02Workforce Rota & Notifications overviewUse the v1.2/v1.3 code-backed rota workspace for settings, employee availability, compliant shift building, distribution, amendments, cancellations and logs.03Enable Workforce Rota & Notifications permissionsAssign the exact HRM capabilities used by the rota settings, availability, builder, distribution and cancellation actions.04Configure rota builder defaultsSet the default shift times, break and location used when adding v1.3.0 rota rows.05Record employee rota availabilityCreate or update the unique employee/date availability record used by v1.3.0 shift validation.06Update employee rota availabilityReplace the stored v1.3.0 availability status/window for the same employee and date.07Delete employee rota availabilityRemove one v1.3.0 availability row when the record is no longer valid.08Create a workforce rotaBuild one Monday-to-Sunday rota with eligible employees and code-backed compliance validation.09Use the quick weekly rota patternAdd the same employee, times, break and role to selected weekdays in the v1.3.0 rota builder.10Add one workforce rota shiftAppend a single shift row using the v1.3.0 builder defaults.11Complete workforce rota header fieldsEnter every v1.3.0 rota-level field and the amendment reason when editing a previously distributed version.12Complete workforce rota shift fieldsEnter every v1.3.0 shift-row value and understand its exact validation.13Understand workforce rota week boundariesKeep every v1.3.0 shift date within the selected seven-day rota period.14Create an overnight workforce rota shiftUse different end/start times where the v1.3.0 hours and overlap functions treat an end time at or before start as the following day.15Understand workforce rota break validationKeep v1.3.0 break minutes within range and below the total shift duration.16Save a workforce rota draftStore a validated v1.3.0 rota without emailing recipients.17Copy a workforce rota to next weekClone a v1.3.0 rota and shift pattern into a new following-week draft without distribution history.18Troubleshoot workforce rota validationCorrect the exact shift, employee, availability, leave, overlap, break, date or student-limit rule named by v1.3.0.19Review workforce rota database tablesUnderstand the v1.2.0/v1.3.0 tenant tables used for settings, availability, rotas, shifts, delivery and audit.20Understand workforce rota statuses and distribution modesDistinguish the v1.3.0 saved status from the selected distribution mode and last-distributed version.21Understand workforce rota register and log limitsKnow the v1.3.0 helper/controller limits when reviewing rota, availability, delivery and audit rows.