Workforce Rota Builder · How-to guide

Understand workforce rota week boundaries

Keep every v1.3.0 shift date within the selected seven-day rota period.

Audience: HR administrators and authorised managersPermission: Human Resource Management: ViewModule 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: View capability or administrator access.
  • The correct employee, record, period or authorised evidence.

How to do it

  1. Choose Week starts.
  2. Treat that date as day one.
  3. Add shifts only through six days after the start date.
  4. Correct any row rejected as outside the selected rota week.

What the module checks

  • The module calculates week_end as week_start +6 days.
  • It does not require the chosen start itself to be a Monday, although weekly automation targets next Monday.

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.
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