Understand rota-eligible employees
Understand why the v1.3.0 employee selector includes only active profiles with a verified/approved/valid/complete Right to Work status.
Exact navigation Admin Area → Human Resources → Workforce Rota & Notifications
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.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or authorised evidence.
How to do it
- Open the availability or rota employee selector.
- Confirm the employee profile is active.
- Open Employee Record Centre or onboarding evidence and confirm RTW status.
- Correct the authoritative record through the controlled workflow when evidence supports it.
- Reload the rota workspace.
What the module checks
- Employee must exist in hrm_employee_profiles and be active.
- RTW status must be non-empty and begin with verified, approved, valid or complete.
- Notification email uses work_email first and personal email as fallback.
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 eligibility compliance