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Workforce Rota Builder & Human Resource Management Version 1 3 0 · How-to guide

Review workforce rota database tables

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

This guide explains the v1.2.0/v1.3.0 tenant tables used for settings, availability, rotas, shifts, delivery and audit.

Audience: HR administrators and authorised managersPermission: Human Resource Management: ViewModule v1.3.0
Jump to steps
Where to go Admin Area → Human Resources → HR Command Centre → Database health
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 → HR Command Centre → Database health.
  • The Human Resource Management: View capability or administrator access.
  • The correct employee, record, period or authorised evidence.

Follow these steps

  1. Go to database health.
  2. Verify the six rota tables exist.
  3. Go to the rota workspace and save controlled test data.
  4. Use the module database upgrade/repair only if a module-owned table is missing.

Fields and options

hrm_rota_settingsRecipients, weekly scheduling and defaults.
hrm_employee_availabilityUnique employee/date availability.
hrm_rota_periodsHeader, week, status, version and distribution state.
hrm_rota_shiftsShift rows.
hrm_rota_distribution_logsPer-recipient delivery.
hrm_rota_audit_logsSettings/availability/rota audit.

What the module checks

  • The action is permission-aware.
  • Required values must pass the exact server-side validation.
  • Verify the saved record and audit/log result.

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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