Troubleshoot workforce rota validation

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

Correct the exact shift, employee, availability, leave, overlap, break, date or student-limit rule named by v1.3.0.

Before you start

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

Follow these steps

1. Read the complete validation message and shift number.
2. Verify employee eligibility and RTW.
3. Verify the date is inside the rota week.
4. Verify start/end and break.
5. Verify availability and approved leave.
6. Check overlaps in this and other rotas.
7. Check student term-time available hours.
8. Correct the row and save again.

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.

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