Cannot see a record or action

If a record or button is missing, start by checking the organization, selected date, and filters. Then check whether your role lets you see or change that information. The steps below help you find the reason without changing the wrong record.

You may be able to view a record without permission to change it or see its budget or pay information.

Before you begin

Each permission limited by department must cover the record’s department. Setup, approval, import, report-export, user-access, security, and billing actions use their own named permissions.

Check the organization, date, and filters

1. Confirm the organization shown in the organization selector.
2. Clear search text and filters.
3. Check the selected effective date or report period.
4. Turn on the applicable eliminated, archived, or unavailable filter.
5. Open the record directly from a related page when possible.
6. Refresh the page after an administrator changes your access.

If the item appears after one of these checks, no access change is needed.

Check the record’s status and dates

The item may be:

• A draft rather than approved.
• Eliminated, archived, or unavailable.
• Scheduled for a future date.
• Ended, canceled, voided, or deactivated.
• Visible only in saved history.
• In an active request that locks conflicting actions.

Use the record’s status, dates, and activity history to understand what happened.

Check permissions and department access

Access has two parts:

1. A named permission such as View positions, Manage employees, or View actual compensation.
2. The departments where those permissions apply.

A role with a No department access entry grants no department access. Access to a higher-level department includes the departments beneath it only when the saved selection says it should.

Ask someone who can manage user access to review all the roles and departments that currently provide your access, not only the name of one role.

Understand separate access types

• Position access does not automatically reveal employee names.
• Which employees you can see depends on the department recorded on each employee’s record. That may differ from the department of a position they fill.
• Labor budget and actual compensation use separate permissions from position control and from one another.
• You may be assigned to review a request even if you cannot edit the position itself.
• Administrative responsibility does not automatically reveal every department or pay.

This separation protects sensitive information while allowing work to continue.

If an action button is missing

Check:

• You have the management permission for the record’s department.
• The record’s current status allows the action.
• No active request or other relationship blocks the action.
• The effective date provides valid choices.
• The action is allowed for your relationship to the work, such as requester or assigned approver.

Protected organization administration asks for recent passkey verification. Complete the check shown on the page, then review and submit the form again.

Read the page’s status and guidance. Some actions appear only when they can safely succeed.

If exact pay or costs are hidden

Labor budget amounts require the View labor budgets permission for every department used by the result. Actual compensation requires the View actual compensation permission for every included department.

You can still see other information your permissions allow.

After an access change

Access changes take effect when you next open a page or take an action. Refresh or open the page again. Company sign-in does not assign FTE Tree roles, so ask an administrator to review the person’s current role and department access in FTE Tree.

Information for someone who manages user access

Provide:

• Organization.
• The kind of item and its number or name.
• Expected action.
• Department.
• Selected effective date.
• Whether the issue is visibility, editing, employee name, or compensation.

The administrator should review the person’s full access and activity history rather than granting a broader role as a quick test.

Get more help

Contact Support when the person’s current access, the record’s status, and what appears in FTE Tree do not agree. Include the details above and the exact message. Do not include pay values or personal information unless Support provides an approved secure method.

Optional practice: compare what two people can see

For exercises that change records, use a separate practice organization and complete the preparation below.

Practice steps and checks

1. Open Evergreen as the person learning position work.
2. Find Patient Services Coordinator in Outpatient Services.
3. Check that protected employee pay is unavailable unless that person has pay access.
4. Ask someone with permission to view actual compensation to open the same position’s calculation.
5. Compare the selected organization, date, and filters.

It is correct for these people to see different information. Being able to view a record does not always allow someone to change it, download a report, or decide a request.

If the difference is unexpected, ask the administrator to review the person’s roles and departments. Giving everyone the administrator role is not needed. See roles and permissions.