Release Notes
Toi 'n' Moi® Rota Management
Version 1.6.0
16 August 2026
A correctness and security release. Every organisation now gets its own randomly generated first-run password instead of a shared default, admin-only actions are enforced on the server rather than merely hidden in the app, and a long list of quiet failures — settings that looked saved but never reached the server, warnings that never appeared, imports that dropped people without saying so — now either work or tell you plainly that they didn’t.
Accounts and security
- New organisations are seeded with a unique, randomly generated administrator password, delivered to you on setup, rather than a shared default one.
- Administrator-only operations are now enforced server-side, so hiding a button is no longer the only thing standing between a standard account and an admin action.
- Deleting an organisation now removes its data completely and server-side, instead of leaving records behind.
- The public demo can no longer start a real checkout or send real notifications.
Rota, hours and pay
- Shift breaks can now be entered, so Working Time averages are calculated against real worked hours rather than treating every break as zero.
- Live-in and 24-hour shifts are no longer priced at £0.00 and no longer count as zero hours toward hours limits.
- Day counts, rest periods and consecutive-day limits stay correct across the March and October clock changes.
- A suspended team member can no longer be rostered.
- Assigning and amending shift cover is available again.
Saving, syncing and imports
- Pay, contract and leave details now reach the server from every screen that edits them — including bulk import and staff creation, not just the edit screen.
- Team Leader assignments, site details and date ranges are no longer silently dropped or overwritten when an unrelated field is edited.
- “Delete All” no longer stops at the first record it can’t remove and leave half a roster behind.
- Bulk imports report the people they couldn’t add instead of skipping them quietly, and a failed save now names the real reason.
Compliance and alerts
- A publish that recorded no compliance evidence is now distinguishable from one that did, and checklist evidence and no-shows are surfaced rather than recorded and never read.
- The 48-hour Working Time banner is reachable again, and care-note alerts and leave balances no longer drop people silently.
- Geofence settings survive an organisation-wide staff resolve.
Other fixes
- The AI summary dialogs can no longer trap you behind a modal that never closes — they now report the failure and offer a way out.
- Plan and staff-limit gates behave consistently across every screen that checks them.
- List rows render their tap and selection highlights correctly again.
Version 1.5.0
13 August 2026
The compliance release. A dedicated Compliance Centre, a CQC Inspection Report you can export, care-specific scheduling, handover notes, and timesheets and pay — plus the evidence trail behind all of it.
Compliance Centre
- Cancel, shorten or move a published shift from the rota, with the notice given recorded for you in a cancellation register.
- Shift-offer notice tracking, guaranteed-hours assessments, a Working Time 48-hour average, and a 48-hour opt-out register you can record against and withdraw from.
- Inspection pack: export every evidence record for a date range as CSV.
- Publishing a rota now runs short-notice and 48-hour checks first, and tells you what it found — including any site it could not check — before anything goes out.
- CQC Inspection Report: export an inspection-ready report for any date range, covering DBS and training expiry, staffing coverage built from approved timesheets, your notice and cancellation records, and handover-note activity, framed against Regulation 12 and Regulation 18. This is not a CQC-accredited product; it organises your own records for you to check.
Care-specific scheduling
- Key Worker: name a key worker for each client, and automatic rota generation will prefer that person for the client’s shifts, ranked above general continuity.
- Set how many staff each shift type needs for each client.
Open shifts & requests
- Offer an unfilled published shift to your team straight from the rota, and let carers claim it in Rota Sync on a first-come basis.
- The Notification Centre and bell badge now show shift-swap and availability requests alongside leave, instead of leave only.
Handover notes
- Log handovers against a client with photos, follow-up actions and a full edit history, so nothing is silently changed.
- Optional AI summaries of a period, or of a single shift — off until an administrator turns them on. Note content is sent to Google’s Gemini API, and every summary is labelled as AI-generated.
Timesheets, pay & leave
- Timesheets & Pay: scheduled against actual hours for each pay period, with approval, and pay records built from what you approve.
- Dual holiday pay: see annual leave valued both by the Harpur Trust 52-week average and by contracted hours, and record which one you applied.
Attendance & checklists
- See when staff checked in and out from the Rota Sync app, whether they were on site, and (optional) whether it was within your on-time tolerance window.
- Build task lists for your shift types, optionally per client, for carers to complete in Rota Sync.
Everyday improvements
- Printed rotas, leave, availability and staff lists now carry your organisation’s logo, name and contact details.
- Calendar (ICS) export from Custom Rota, and a reachable Shift Patterns screen.
- More reliable automatic rota generation, including overnight shifts and rest periods across the window edge.
- A new colour palette, app icon and launch screen throughout.
- New here? Use “Try the Demo Account” on the sign-in screen to explore a fully set-up organisation — no sign-up, no card.
Version 1.4.0
25 July 2026
A refinement release focused on shift swaps, more flexible leave handling, and smarter availability — keeping your rota, your team and the Rota Sync companion app in step.
Shift swaps
- Offer a shift to several eligible team members at once and approve the first suitable taker — no more one-at-a-time back and forth.
- Approve, reject or amend swap requests in one place, with the rota updated automatically.
Leave & requests
- Amend or cancel leave you’ve already approved, with balances and the scheduler kept in sync.
- Staff can view their request history and cancel or amend a standing request from Rota Sync.
Availability
- Dynamic availability that follows your organisation’s own shift patterns, so staff set when they can work against the shifts you actually run.
- Exact-date monthly availability — staff mark the specific calendar dates they can work, not just a recurring weekly pattern.
Pay & currency
- Set a pay rate and an overtime rate for each employee, kept private to your organisation.
- Choose your organisation’s currency once and see it applied consistently across pay, reports and the Rota Sync companion app.
Reporting
- Multi-employer reporting with an employer selector, so staff who work for more than one organisation get the right figures per employer.
- Export reports to PDF and CSV, including pay and overtime totals in your chosen currency.
Version 1.3.0
25 July 2026 · first Windows release
Manage staff leave without the spreadsheets — this release brings full holiday & sick-leave management, a team leave calendar, and richer notifications, alongside the Windows edition.
Holiday & sick leave
- Set each staff member's holiday entitlement (in days or hours) and track balances automatically.
- Approve, decline or amend holiday and sick-leave requests, with paid-day tracking and running balances.
- Approved leave automatically blocks the scheduler and shows in the Availability view.
- Annual holiday-year rollover with optional carry-over of unused days.
Scheduling
- Team leave calendar with coverage warnings, so you can see who's off before over-approving a day.
- Re-generate a live rota for only the conflicted days — your good shifts stay put.
Reporting & notifications
- Leave-balance and hours-worked reports with CSV export.
- A notification centre plus alerts for new requests and shift swaps.
- Shift Swaps: staff request to swap or give away a shift; approve, reject or amend in one place.
Connect your team
- Link staff to the free companion app, Rota Sync, so they can see their shifts and send you leave, availability and swap requests.