Workflow

Rota eligibility and compliance

Connected code-backed Human Resource Management v1.3.0 guides for rota eligibility and compliance.

11 connected guidesLive filterPermission-aware instructions
11 guides
Guide

Synchronise Right to Work and student restrictions

Synchronise Right to Work and student restrictionsApply v1.3.0 Right to Work, term-date and student-hours changes to the active operational restriction used by rota validation.

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Guide

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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Guide

Understand rota-eligible employees

Understand rota-eligible employeesUnderstand why the v1.3.0 employee selector includes only active profiles with a verified/approved/valid/complete Right to Work status.

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Guide

Troubleshoot an employee missing from the rota list

Troubleshoot an employee missing from the rota listResolve active-profile, onboarding, email or Right to Work eligibility reasons that exclude an employee from v1.3.0 rota selection.

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Guide

Record employee rota availability

Record employee rota availabilityCreate or update the unique employee/date availability record used by v1.3.0 shift validation.

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Understand rota availability rules

Understand rota availability rulesApply the exact v1.3.0 unavailable and available-window checks used while parsing shift rows.

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Guide

Understand approved leave rota blocking

Understand approved leave rota blockingAvoid scheduling an employee on a date covered by an approved HRM leave request.

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Understand existing rota overlap checks

Understand existing rota overlap checksPrevent an employee from holding overlapping shifts in another non-cancelled/non-archived rota.

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Understand overlapping shifts in the same rota

Understand overlapping shifts in the same rotaPrevent two submitted v1.3.0 rows for the same employee/date from overlapping each other.

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Understand student term-time rota limits

Understand student term-time rota limitsKeep proposed plus existing rota hours within the verified weekly limit after declared external hours.

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Guide

Troubleshoot workforce rota validation

Troubleshoot workforce rota validationCorrect the exact shift, employee, availability, leave, overlap, break, date or student-limit rule named by v1.3.0.

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