25th June 2025 Release Notes

(i151.5)

New Features and Changes

 

1. Line Manager Permissions Personnel Search 

When a user with line manager only permissions to Personnel Manager uses the search function in Personnel Manager, only staff members that they line manage will be returned. Users with full access to view and create Personnel Records, but line manager access to certain areas within them will still see all Personnel Records when searching, but access within each record will be limited based on individual area permissions. 

 

2. Improvements to report [180]: Indemnity Expiry

Report [180]: Indemnity Expiry now brings back all expiring or expired indemnity records for each staff member within the date range selected when running the report.

 

3. People+ - Setting to Assign a Role Group and Pay Rate Pattern to a Post 

Role Groups and Pay Rate Patterns can now be assigned to a single Post. When the setting for this is enabled, shifts and adjustments are valued using the Pay Rate Pattern in the finance record instead of the Role Group. To enable this setting, please contact RotaMaster Support.

Bug Fixes

Shifts

  1. When moving staff members from one Rota Group to another and choosing to remove them from shifts, they are only removed from shifts in Shift Pattern Manager for the Rota Group they have been removed from
  2. When editing a shift in Shift Pattern Manager, the ‘Room’ field is now visible
  3. When rolling out a rota in Manage Calendar, the start week automatically populates based on the last one rolled out if a single pattern is selected
  4. Adding a new shift on View Rota no longer shows an unhandled exception when adding a confirmed person
  5. Shifts now display on Rota Weekly Viewer (zoomed in view) according to when they start and end, instead of spanning the whole day
  6. Shift booking requests now display correctly in the Booking Details section of Accept/Reject Bookings
  7. The ‘period limit’ rule is now taken into account when staff request shifts via direct Shift Bookings
  8. Team Confirmations – admins no longer receive a copy of the email with a PDF attachment of shift details for each staff member
  9. People+ - When changing the role on a shift with a confirmed person, the default Post is now refreshed and the relevant Post selected
  10. People+ - Future Primary Posts do not become primary when the current Post is still active
  11. People+ - When changing a Post on a confirmed shift to one that doesn’t have a Pay Rate Pattern assigned, you are now prompted to set the shift value back to the default rate

Self Service

  1. Staff Hub Users can now update their Equality Information as expected
  2. People+, Leave+ - When approving a leave request and changing the zone, the value of the adjustment now updates based on the zone rate assigned to the pay rate group
  3. People+, Leave+ - When approving a leave request, you now have the option to recalculate the duration to match the shift times
  4. People+ When an admin declines an Overtime claim that was for a secondary Post, the staff member now receives an email to notify them of the decline, and an email is also sent to the admin
  5. People+ - When changing the start time of a shift and choosing to record a TOIL session, the session is now added to the beginning of the shift as expected
  6. People+ - TOIL Allowance can be manually updated without issue
  7. People+ - When approving an Overtime request for a staff member that has a Pay Rate Pattern assigned, only overtime rates assigned to the pattern are shown to select from
  8. People+ - When trying to view documents that have been uploaded by staff members against Mandatory Training records, an unhandled exception no longer appears
  9. People+ - Mandatory Training Expiry notifications no longer send incorrectly when the training record is compliant

Posts

  1. People+ - When changing the location against a Post in a personnel record, it now stays populated upon saving and re-opening the record

Sickness

  1. People+ - When extending the duration of a sickness absence, if a temporary adjustment is deleted, the staff member will still be removed from the shift
  2. People+ - Sick Pay Allowance is now pro-rated based on FTE
  3. People+ - When sickness adjustments are edited and then sick pay settings (such as ‘exclude from sick pay’) are toggled, the updated values remain
  4. People+ - Sickness Duration notifications now only send once when initially triggered

User Profiles

  1. When creating a new user profile, an error message no longer appears
  2. Line Manager permissions are now taken into account when using the ‘copy from user or template’ function

MFA

  1. Users are no longer asked to set up MFA each time they log in