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Workforce Rota Builder & Human Resource Management Version 1 3 0 · How-to guide

Understand HRM migration 120

Understand the v1.2.0 tenant schema reconciliation that installs Workforce Rota & Notifications.

Audience: HR administrators and authorised managersPermission: Human Resource Management: ViewModule v1.3.0
Exact navigation Admin Area → Setup → Modules → Human Resource Management → Upgrade Database
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 → Setup → Modules → Human Resource Management → Upgrade Database.
  • The Human Resource Management: View capability or administrator access.
  • The correct employee, record, period or authorised evidence.

How to do it

  1. Run the normal module database upgrade.
  2. Confirm migration 120 completes before migration 130.
  3. Open Human Resources → Workforce Rota & Notifications.
  4. Save settings, create a test availability record and save a draft rota to verify the schema.

Fields and options

hrm_rota_settingsOne settings row for notification and builder defaults.
hrm_employee_availabilityOne employee/date availability record.
hrm_rota_periodsRota header, week, status, version and distribution state.
hrm_rota_shiftsEmployee shift rows.
hrm_rota_distribution_logsPer-recipient delivery attempts.
hrm_rota_audit_logsSettings, availability, rota and delivery audit events.

What the module checks

  • The installer uses the current tenant table prefix.
  • The migration is idempotent and reuses the main module installer.
  • Existing HRM data is retained.

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: workforce rota builderhuman resource management version 1 3 0
Human Resource Management v1.3.0 release overview →Run the HRM v1.3.0 database upgrade →Understand HRM migration 130 →