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
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.