Workflow

Rota distribution and notifications

Connected code-backed Human Resource Management v1.3.0 guides for rota distribution and notifications.

20 connected guidesLive filterPermission-aware instructions
20 guides
Guide

Understand the employee-record RTW transition notification

Understand the employee-record RTW transition notificationUnderstand when an applied v1.3.0 record change triggers the safe operations email for newly verified Right to Work.

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Guide

Workforce Rota & Notifications overview

Workforce Rota & Notifications overviewUse the v1.2/v1.3 code-backed rota workspace for settings, employee availability, compliant shift building, distribution, amendments, cancellations and logs.

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Guide

Configure rota notification recipients

Configure rota notification recipientsSet the code-backed email lists and employee-recipient option used for standard, amendment and cancellation messages.

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Configure automatic Right to Work completion notifications

Configure automatic Right to Work completion notificationsNotify operations safely when an employee becomes eligible for rota planning after a verified Right to Work outcome.

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Configure weekly automatic rota distribution

Configure weekly automatic rota distributionSet the weekday/time used by the host cron to distribute the marked rota for the next Monday.

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Publish and notify a workforce rota

Publish and notify a workforce rotaSave a valid v1.3.0 rota as published and immediately send it to resolved recipients.

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Schedule a workforce rota once

Schedule a workforce rota onceStore a v1.3.0 rota for one future distribution date/time processed by the host cron.

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Mark a rota for weekly automatic send

Mark a rota for weekly automatic sendStore the next-Monday v1.3.0 rota as the weekly target for configured cron distribution.

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Amend a distributed workforce rota

Amend a distributed workforce rotaChange an already sent v1.3.0 rota with a required reason, new version, change summary and amendment notification.

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Understand workforce rota versioning and change summaries

Understand workforce rota versioning and change summariesUnderstand v1.3.0 version increments, snapshots and affected-employee calculation for amendments.

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Send a workforce rota now

Send a workforce rota nowDistribute the current v1.3.0 rota version immediately from the register.

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Cancel a workforce rota and notify recipients

Cancel a workforce rota and notify recipientsMark a v1.3.0 rota cancelled, increment its version and send a cancellation message.

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Understand workforce rota recipient resolution

Understand workforce rota recipient resolutionUnderstand exactly how v1.3.0 builds recipient lists for normal, amendment, cancellation and RTW-completion events.

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Review workforce rota delivery logs

Review workforce rota delivery logsAudit per-recipient v1.3.0 rota and RTW email attempts, statuses and errors.

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Review workforce rota audit logs

Review workforce rota audit logsAudit settings, availability, rota create/update/copy/distribute/cancel and RTW notification events.

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Understand workforce rota email content and privacy

Understand workforce rota email content and privacyReview the v1.3.0 published, weekly, amendment, cancellation and RTW email headings while keeping protected HR data out of messages.

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Understand workforce rota cron processing

Understand workforce rota cron processingUnderstand the v1.3.0 after_cron_run hook, 15-minute throttle, due one-time queue and weekly target processing.

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Troubleshoot a scheduled workforce rota not sent

Troubleshoot a scheduled workforce rota not sentDiagnose host cron, timing, target week, version, recipient and status conditions that prevent v1.3.0 distribution.

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Understand workforce rota statuses and distribution modes

Understand workforce rota statuses and distribution modesDistinguish the v1.3.0 saved status from the selected distribution mode and last-distributed version.

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Understand updated HRM v1.3.0 cron automation

Understand updated HRM v1.3.0 cron automationUnderstand how one throttled module hook now runs notification scanning, queue processing and due rota distributions.

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