Workforce rota builder
Connected code-backed Human Resource Management v1.3.0 guides for workforce rota builder.
Understand HRM migration 120
Understand HRM migration 120Understand the v1.2.0 tenant schema reconciliation that installs Workforce Rota & Notifications.
Open guide →GuideWorkforce 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.
Open guide →GuideEnable Workforce Rota & Notifications permissions
Enable Workforce Rota & Notifications permissionsAssign the exact HRM capabilities used by the rota settings, availability, builder, distribution and cancellation actions.
Open guide →GuideConfigure rota builder defaults
Configure rota builder defaultsSet the default shift times, break and location used when adding v1.3.0 rota rows.
Open guide →GuideRecord employee rota availability
Record employee rota availabilityCreate or update the unique employee/date availability record used by v1.3.0 shift validation.
Open guide →GuideUpdate employee rota availability
Update employee rota availabilityReplace the stored v1.3.0 availability status/window for the same employee and date.
Open guide →GuideDelete employee rota availability
Delete employee rota availabilityRemove one v1.3.0 availability row when the record is no longer valid.
Open guide →GuideCreate a workforce rota
Create a workforce rotaBuild one Monday-to-Sunday rota with eligible employees and code-backed compliance validation.
Open guide →GuideUse the quick weekly rota pattern
Use the quick weekly rota patternAdd the same employee, times, break and role to selected weekdays in the v1.3.0 rota builder.
Open guide →GuideAdd one workforce rota shift
Add one workforce rota shiftAppend a single shift row using the v1.3.0 builder defaults.
Open guide →GuideComplete workforce rota header fields
Complete workforce rota header fieldsEnter every v1.3.0 rota-level field and the amendment reason when editing a previously distributed version.
Open guide →GuideComplete workforce rota shift fields
Complete workforce rota shift fieldsEnter every v1.3.0 shift-row value and understand its exact validation.
Open guide →GuideUnderstand workforce rota week boundaries
Understand workforce rota week boundariesKeep every v1.3.0 shift date within the selected seven-day rota period.
Open guide →GuideCreate an overnight workforce rota shift
Create an overnight workforce rota shiftUse different end/start times where the v1.3.0 hours and overlap functions treat an end time at or before start as the following day.
Open guide →GuideUnderstand workforce rota break validation
Understand workforce rota break validationKeep v1.3.0 break minutes within range and below the total shift duration.
Open guide →GuideSave a workforce rota draft
Save a workforce rota draftStore a validated v1.3.0 rota without emailing recipients.
Open guide →GuideCopy a workforce rota to next week
Copy a workforce rota to next weekClone a v1.3.0 rota and shift pattern into a new following-week draft without distribution history.
Open guide →GuideTroubleshoot 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.
Open guide →GuideReview workforce rota database tables
Review workforce rota database tablesUnderstand the v1.2.0/v1.3.0 tenant tables used for settings, availability, rotas, shifts, delivery and audit.
Open guide →GuideUnderstand 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.
Open guide →GuideUnderstand workforce rota register and log limits
Understand workforce rota register and log limitsKnow the v1.3.0 helper/controller limits when reviewing rota, availability, delivery and audit rows.
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