Copy a workforce rota to next week

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Clone a v1.3.0 rota and shift pattern into a new following-week draft without distribution history.

Before you start

• Access to Admin Area → Human Resources → Workforce Rota & Notifications → Rota register → Copy next week.
• The Human Resource Management: Create capability or administrator access.
• The correct employee, record, period or authorised evidence.

Follow these steps

1. Find a rota that contains at least one shift.
2. Click Copy next week.
3. Go to the new rota.
4. Check every employee, date, availability, leave and restriction for the target week.
5. Edit as required and publish/schedule separately.

What the module checks

• Every shift date is moved forward by seven days.
• The clone is Draft, version 1, auto-weekly off and last-distributed version 0.
• The source rota ID/reference is retained in clone metadata/audit.

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.

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