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Workforce Rota Builder · How-to guide

Delete employee rota availability

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

Remove one v1.3.0 availability row when the record is no longer valid.

Audience: HR administrators and authorised managersPermission: Human Resource Management: EditModule v1.3.0
Jump to steps
Where to go Admin Area → Human Resources → Workforce Rota & Notifications → Employee Availability
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.

Before you start

  • Access to Admin Area → Human Resources → Workforce Rota & Notifications → Employee Availability.
  • The Human Resource Management: Edit capability or administrator access.
  • The correct employee, record, period or authorised evidence.

Follow these steps

  1. Find the exact employee/date row.
  2. Click its delete action.
  3. Verify the record no longer appears.
  4. Revalidate any draft rota that relied on the deleted availability.

What the module checks

  • Edit permission is required.
  • A not-found record returns a warning rather than deleting another row.
  • The deletion is written to the rota audit log.

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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