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Set up 4-4-5 reference periods for rotaready integration

Configure custom 4-4-5 reference periods for Rotaready integration to maintain your operational accounting cycles

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Written by Adam Payn
Updated over a month ago

4-4-5 reference periods are accounting cycles commonly used in hospitality and retail that divide quarters into periods of 4, 4, and 5 weeks respectively. This system provides:

  • Consistent comparison periods for operational reporting

  • Alignment with retail accounting standards

  • Better seasonal trend analysis for hospitality businesses

  • Standardised reporting cycles across multiple locations


Key benefits

For the business

  • Maintain operational consistency - Keep your established 4-4-5 accounting cycles

  • Eliminate manual workarounds - No more complex data manipulation between systems

  • Ensure compliance - Automatic validation that all periods meet NMW requirements (≤31 days)

  • Seamless integration - Rota data flows naturally into payroll without operational disruption

For the employees

  • Accurate pay processing - Rota hours are assigned to correct pay periods automatically

  • Transparent scheduling - Clear alignment between work schedules and pay periods

  • Compliance protection - Built-in safeguards ensure NMW regulations are met


Set up reference periods

To set up reference periods, follow the steps below.

⚠️ Important: This must match your current Rotaready configuration to avoid data misalignment. Before you start, Rotaready integration needs to be set up.

  1. Click Settings.

  2. Click Integrations and locate the Time & Attendance section.

  3. Click Edit.

  4. Select your week start day to match your existing Rotaready setup.

    1. Monday (default and most common for UK hospitality)

    2. Sunday

    3. Saturday

  5. Choose Your Pattern Select the 4-4-5 pattern that best fits your business needs:

    1. 4-4-5: Standard pattern (4 weeks, 4 weeks, 5 weeks)

    2. 4-5-4: Alternative pattern (4 weeks, 5 weeks, 4 weeks)

    3. 5-4-4: Alternative pattern (5 weeks, 4 weeks, 4 weeks)

  6. Set Start Date

  7. Click Save.

⚠️ Warning: All reference periods must be 31 days or shorter to comply with National Minimum Wage regulations. The system automatically validates this requirement.


Mid-period implementation

If you're implementing 4-4-5 reference periods mid-tax year:

  • The system will display warnings about partial period impacts

  • Consider timing implementation at natural break points

  • Review historical data handling requirements


Troubleshoot issues

Problem - Reference period configuration not saving.

Solution - Ensure week start day matches your Rotaready settings and all periods are ≤31 days.

Problem - Rota data not assigning to correct periods.

Solution - Verify that your configured week boundaries match Rotaready's settings exactly.

Problem - Compliance warnings appearing.

Solution - Check that no reference periods exceed 31 days; adjust pattern or start date if needed.

Problem - Mid-period setup concerns.

Solution - Review the implementation date warnings and consider starting at the next natural break point.

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