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Workforce Rota Builder · How-to guide

Understand workforce rota register and log limits

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 that the v1.3.0 helper/controller limits when reviewing rota, availability, delivery and audit rows.

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

Follow these steps

  1. Use the register for current operational rotas.
  2. Use availability list for recent employee/date records.
  3. Use Delivery Log and Audit Log for recent events.
  4. Use database/protected export methods only when a longer historical review is authorised.

Fields and options

Rota helper defaultNewest 100 rotas.
AvailabilityNewest 250 records from 14 days ago onward.
Delivery pageLatest 100 rows.
Audit pageLatest 100 rows.

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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