Workforce Rota Builder · How-to guide

Use the quick weekly rota pattern

Add the same employee, times, break and role to selected weekdays in the v1.3.0 rota builder.

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 → Quick pattern
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 → Quick pattern.
  • The Human Resource Management: View capability or administrator access.
  • The correct employee, record, period or authorised evidence.

How to do it

  1. Select an eligible Employee.
  2. Tick the required working days; Monday to Friday are preselected.
  3. Enter Start, End, Break and Role.
  4. Click Add selected days.
  5. Review every generated row and change date/location/notes where required.

What the module checks

  • The quick pattern creates normal shift rows; all server-side eligibility, availability, leave, overlap and student-limit checks still apply when saved.

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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