Synchronise Right to Work and student restrictions

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

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

Before you start

• Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Current Record → Right to Work & Restrictions.
• The Human Resource Management: View capability or administrator access.
• The correct employee, record, period or authorised evidence.

Follow these steps

1. Check authorised RTW evidence and the current active restriction.
2. Update RTW result, valid-from/expiry, student flag, verified weekly limit, external hours and term dates as required.
3. Enter the amendment reason and save.
4. Complete controlled approval when required.
5. Go to Automation and verify the restriction target.
6. Go to Workforce Rota & Notifications and confirm eligibility/limit behaviour.

What the module checks

• Verified RTW cannot have an expiry in the past.
• Each student term needs both start and end, with end on/after start.
• Rota student-limit validation uses the active restriction, term dates, weekly limit and declared external hours.

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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