Understand workforce rota statuses and distribution modes
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Distinguish the v1.3.0 saved status from the selected distribution mode and last-distributed version.
Where to go Admin Area → Human Resources → Workforce Rota & Notifications → Rota register
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 → Rota register.
- The Human Resource Management: View capability or administrator access.
- The correct employee, record, period or authorised evidence.
Follow these steps
- Go to the register.
- Compare Status, Version and last distribution fields.
- Go to the rota to review Distribution mode and schedule.
- Use the action appropriate to the current state.
Fields and options
DraftSaved without distribution.
PublishedCurrent version distributed normally.
ScheduledWaiting for one-time or weekly automatic cron distribution.
AmendedChanged after prior distribution and amendment sent.
CancelledCancellation sent; cannot distribute as active.
ArchivedExcluded from active conflict/weekly queries where used.
Modesdraft, publish_now, schedule_once, weekly_auto.
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.
Browse connected topics: workforce rota builderrota distribution notifications
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