Workforce - Troubleshooting

What It Means
The employee’s salary and position fields cannot be updated via Roster or Mass Update once they’ve been promoted.

How to Resolve

• Open the Employee Profile to review promotion details.

• If incorrect, delete the Promoted Position to restore access to the original profile.

• Review the Exception Report for details.

Tips
Always apply bulk updates before running promotions. To learn more about Promotion Action,  click here.

What It Means
The employee has overlapping simultaneous positions. Transfers can only be applied to single or incremental positions.

How to Resolve

• Review the employee’s position history.

• Consolidate or end overlapping positions.

• Retry transfer.
  To learn more about Transfer Action,  click here.

What It Means
If a backfill profile exists, the termination cannot be reverted.

How to Resolve

• Delete the backfill profile first.

• Retry the Revert Termination option.
  To learn more about Terminate Action, click here.

What It Means
The Transfer-In profile cannot have its Home Budget Entity manually changed.

How to Resolve

• Perform a new Transfer action.

• Manual edits are not supported.
  To learn more about Transfer Action, click here.

What It Means
Compensation only appears up to the end of the termination month. Future months are null.

How to Resolve

• Review and correct termination date if needed.

• Adjust or revert termination.
  To learn more about Compensation Effect of Terminate Action,  click here.

What It Means
Employees with Promotion, Transfer, or Termination actions cannot be edited in bulk.

How to Resolve

• Use the individual employee profile.

• Check the Exception Report.
  To learn more about Mass Update Restrictions,  click here.

What It Means
The system prevents deleting Transfer-Out until Transfer-In is removed.

How to Resolve

• Delete the Transfer-In profile.

• Delete Transfer-Out record.
  To learn more about Transfer Reversal Rules,  click here.

What It Means

The Actions menu is disabled if:

• Employee is in Default Scenario

• Position End Date is in the past

• Advanced action already completed.

How to Resolve

• Switch to a valid scenario.

• Ensure employee has an active position.
  To learn more about Workforce Planning Actions Menu, click here.

What It Means
Once a promotion is applied, the new profile becomes active.

How to Resolve

• Delete the promoted profile.

• Restore original employee profile.
  To learn more about Promotion Troubleshooting, click here.

What It Means
Position Start Dates cannot be edited in bulk if Promotion, Transfer, or Termination exists.

How to Resolve

• Edit via Update Action Date in the employee profile.
  To learn more about Roster Restrictions, click here.

What it Means

This error occurs when an employee record in Workforce Planning contains one or more invalid or missing attribute values (e.g., Location, Pay Plan, Grade, or Employee Type).
It typically appears when:

• Attribute values have been deleted or changed in Workforce Attributes Setup.

• The Data Load Rule (DLR) file contains unmatched or misspelled attribute codes/names.

• The employee was copied from another scenario or entity that does not share the same attribute setup.

How to Resolve

1. Validate Employee Attributes

   • Navigate to Maintenance > Workforce > Workforce Planning Setup > Employees Overview.

   • Open the affected employee record.

   • Review and correct missing or invalid attributes (such as Work State, Pay Plan, Grade, or Employee Type).

   • Click Save, then reprocess the employee.

2. Check Workforce Attribute Setup

   • Go to Maintenance > Workforce > Workforce Planning Setup > Workforce Attributes Overview.

   • Verify that all required attributes and their value sets exist and are active.

   • If an attribute value was removed or renamed, either:

     • Re-add the missing value, or

     • Update employees to use valid current values.

3. Validate DLR File (if applicable)

   • If loading data via a Data Load Rule, open your input file.

   • Cross-check all attribute values against those defined in Workforce Attributes.

   • Correct invalid entries and reload.

4. Optional Verification

   • Run the Workforce Planning Budget Report or Employee Validation Report to identify all employees with missing or invalid attributes.

What It Means
Reports respect Dimension & Budget Entity Security. Workforce Reporting Access must be enabled.

How to Resolve

• Contact Planful Support to enable Workforce Reporting Access.

• Assign permissions.
  To learn more about Workforce Reporting Access, click here.

What It Means
Hidden compensation items do not appear if not enabled in the User Access tab.

How to Resolve

• Go to Workforce Planning Setup > User Access.

• Enable Read/Write access.
  To learn more about User Access Tab, click here.

What It Means
If the Scenario is locked or the Entity not In Progress, edits are blocked.

How to Resolve

• Unlock scenario.

• Ensure entity is In Progress.
  To learn more about Compensation Item Setup, click here.

What It Means
Compensation fields are not visible until selected in Customize Roster.

How to Resolve

• Go to Employees > More > Customize Roster.

• Enable fields.
  To learn more about Customize Roster, click here.

What It Means
Group still contains active compensation items.

How to Resolve

• Remove or reassign items.

• Retry deletion.
  To learn more about Compensation Group Rules, click here.

What It Means
Imported employee data may not sync to mapped items.

How to Resolve

• Go to Compensation Items > Employee Types.

• Unmap and remap.

• Check “Update from Employee Data.”
  To learn more about Employee Types Mapping, click here.

What It Means
The attribute is not configured for reporting.

How to Resolve

• Recreate with Reporting enabled.

• Remap if required.
  To learn more about Workforce Attributes, click here.

What It Means
User doesn’t have access to the item.

How to Resolve

• Check the User Access tab.

• Assign Read/Write access.
  To learn more about User Access Setup, click here.

What It Means
The user may lack Scenario, Budget Entity, or Template permissions.

How to Resolve

• Grant Scenario Access.

• Assign Budget Entity Approval Role.

• Enable access via the User Access tab.
  To learn more about Template Access, click here.

What It Means
Workforce raise percentages control how salary increases are applied across employees in a budget scenario. Raises may not show if:

• The raise percentage was not set correctly

• Employee position is outside the active budget cycle

• The template is locked/approved.

How to Resolve

• Go to Maintenance > Workforce > Workforce Planning Setup > Employees Overview > Changing Budget Raise Percentage and verify the raise percentage is correctly entered.
  To learn more about Changing Budget Raise Percentage, click here.

• Check whether the employee positions fall within the current budget cycle — raises won’t apply if they are outside of it.
  To learn more about Employee Positions Outside of the Current Budget Cycle, click here.

• Ensure the template or budget entity is not locked/approved; if so, recall or reopen it before applying changes.

• After adjustments, recalculate or refresh the Workforce Planning template so the raise values are reflected.

WFP shows all entities defined in the application, not just those mapped to the template.If you see obsolete entities, it means they’re still active in your entity hierarchy. To remove them, contact your administrator.

What It Means:

If a location is not showing up in the allocation tab of Workforce Planning, it may be due to:

• Missing or incorrect security access for that location (Budget Entity or Dimension).

• The user may not have the correct Approval Role or Workforce Template Access configured.

• The employee might not be mapped to the location or the Budget Entity the user is working in.

Check:

• If the Budget Entity drop-down in the WFP template includes that location.

• If the employee is allocated to that location and whether they exist in that scenario/entity combination.

• Dimension security setup for the user or their group.

The "Effective Period Validation (Numeric Validation)" error usually occurs when:

• A field like Effective Start Date, End Date, or Numeric values (e.g., salary, % raise, FTE, etc.) are missing or incorrectly formatted in the data load file.

• Date fields may not fall within the expected range for the selected scenario.

• A numeric field is non-numeric or left blank where a value is required.

Check:

• Date values are in correct format and within the scenario’s open periods.

• All required numeric fields contain valid numbers.

• Ensure you are loading into open and valid periods for the selected scenario.

This error typically occurs due to one of the following issues during Workforce Planning loads:

1. Missing Required Fields in WFP Load Template

   1. Required fields like Employee ID, Effective Date, Annual Salary, FTE, or Position Start Date are missing or blank.

   2. Headers might be misaligned or renamed incorrectly in your Excel or CSV template.

2. Incorrect Data Types

   1. A column expecting a number (e.g., FTE, Annual Salary) contains text or symbols.

   2. A date field has the wrong format (e.g., mm/dd/yyyy instead of yyyy-mm-dd).

3. Scenario or Period Not Open

   1. You’re trying to load into a scenario that is not open, or the effective dates in the data don’t fall within the open planning periods.

4. Invalid or Disabled Employee Record

   1. The employee you're loading:

      1. Doesn’t exist in the base scenario (if loading into a forecast)

      2. Is missing from the template entity

   2. Has been disabled or not copied into the scenario

5. Security / Role Restrictions

   1. Your user account may not have permission to load into that scenario or Budget Entity.

What to Do

1. Check Required Fields – Make sure Employee ID, Effective Date, Annual Salary, FTE, and Position Start Date are filled in and headers match the WFP template.

2. Verify Data Formats – Dates must be in YYYY-MM-DD format; FTE and Salary should be numeric (no symbols).

3. Confirm Scenario Access – Load only into open scenarios and valid periods.

4. Validate Employee Records – The employee must exist and be active in that scenario/entity.

5. Check Security – Ensure you have the correct Approval Role, Budget Entity, and DLR access.

6. Retry the Load – Fix data issues and re-run the Workforce Planning DLR.

7. If the error persists, note the Problem ID and contact Planful Support with your DLR name and scenario details.

What it Means:

• Employees were not copied into the new scenario.

• Employees are unprocessed in the new scenario.

• Compensation items (e.g., salary, custom comp) are not mapped. You are working in a default scenario (read-only).

• Employee changes in the prior year were made Scenario or dimension access is restricted.

• The workforce cube was not refreshed after updates.

• Position was terminated in the prior year and not re-added for the new year.

How to Resolve

To fix the issue, you’ll likely need to:

• Copy and process employees into the new scenario

• Map compensation items

• Use a valid scenario (not default)

• Ensure user access and refresh the cube

What does this mean?

What it means:

1. The value is not a number

  – You entered text, symbols, or formatted values like $1000 or 1,000.

2. The number is too large

  – You entered a value that exceeds the allowed digits or decimal places.

What to do:

• Enter only plain numbers (e.g., 1000, 250.75)

• Avoid text, currency symbols, or commas

• Keep the number within 12 digits and up to 6 decimals.