An issue identifies staffing or financial information that may need attention, such as missing setup or an assignment that does not match the expected staffing. Review its records and dates to decide whether the information needs correction or represents an intentional arrangement.

Open Issues, choose a category, and open an issue to review Details. Fix issue changes the affected information; Details helps you inspect the related entries. A review decision records how you want to handle the issue without itself correcting a record. After saving, return to the issue and check whether the result matches your decision.

Issues opens to All outstanding issues, including those needing action, awaiting verification, or scheduled for review. The sidebar badge counts that same set of issues you can view. Choose Needs action when you want to focus on immediate work. The list shows issue counts separately from affected position counts because one issue can affect several positions and one position can have several issues. Links from budget or compensation readiness keep the selected period and show the related missing information, including scheduled reviews.

Before you begin

Opening Issues requires management access in at least one area. You also need permission to read each issue’s staffing, budget, employee pay, or setup information. If you have read access without management access, a notice appears on the affected records so you can ask the person responsible to review the issues.

The Issues link appears when you have access to Issues. Correction links appear only when you can manage that information. To make a decision for an issue that affects several records, you need permission for all of them or for the setting causing the issue.

  1. InspectRead the affected records, dates, and problem on Details.
  2. CorrectUse Fix issue or the next step shown for the information you can manage.
  3. RecheckReturn to the issue and confirm what was resolved and what still needs attention.

Correct the information

  1. Open Issues and choose the category that matches the problem.
  2. Select the issue number to open Details. If you already know what needs correcting, use Fix issue in that row to go straight to the correction.
  3. Review the position or employee, affected dates, staffing totals, and related assignments, pay entries, rates, or setup values on Details. Each section identifies the dates it describes.
  4. Select the Fix issue button near the problem summary, then enter the verified information. If the correction needs an approval or a connected HR system, follow the specific next step shown there.
  5. Save and check the issue’s result. Use Issues above the heading to return to your filtered list.

Use the issue workspace

Choose a correction

Fix issue contains the correction for a record you can manage. Details stays available for reviewing the affected records and relevant dated entries. Review later, Accept arrangement, and Resume work are secondary actions beside the heading. They appear when your access and the issue’s status allow those decisions and each opens its own form.

The Details tab starts with the affected person or position and the problem to review. Relevant pay entries, rates, or staffing information come next, followed by supporting position and employee information.

Other assignments appear separately from the assignment affected by the issue. Staffing issues include approved, assigned, and open FTE when current information is available. On Fix issue, choose Edit assignment beside a listed person or use the separate Add assignment link.

The selected form clearly identifies its target; Cancel returns to the assignment choices without saving. Saving returns to Details for verification. You can also open an existing assignment from Details. For a simple vacancy, the new assignment form starts with the known remaining FTE. Check the full assignment period because a later capacity or assignment change can change the gap.

Enter missing employee pay

On Employee pay missing, open Fix issue and check the employee, position, and affected dates above the pay choices. Choose Add employee pay to enter pay used by all of the employee’s assignments unless an assignment has an exception. Choose Add assignment pay exception only when the agreement belongs to the affected assignment.

These actions open separate pages. Saving pay returns to Details, where the status updates as the correction is checked. Your filtered Issues list stays available through Issues above the heading. The employee and affected date are fixed, and the exception page also fixes the assignment. Contracted annual pay is available only for an assignment exception. Review existing exceptions on the employee-pay page; those rates remain unchanged.

Use Details to compare existing and upcoming pay entries before opening a pay page.

Review changes and earlier corrections

Use the Activity history clock beside the page actions to review changes and decisions. Closing it returns to the same page. Dated entries explain which value applies; Activity history explains who changed it and when. The information and notes you can see depend on your permissions.

Position setup shows the job classification and default work schedule in effect on the date shown. After verification, the Resolution table on Details shows the records used to confirm the result, their saved values or changes, effective dates, and recorded dates. Assignment changes can show the earlier and new FTE or dates directly in the table. Record checked identifies information used in that check; it does not mean that every listed record was changed to fix the issue. Each link opens the related record. Use the Activity history clock for the full history and correction notes. Effective dates show when values apply; recorded dates show when they were saved. These details preserve which information was checked at that time, even if the record changes later. If saved value details are unavailable, the table says so. Records appear only when your access allows you to read them.

A shared issue can show verified corrections while other affected records still need work. Each time an issue returns, it keeps a separate record of how it was resolved. An issue that no longer applies is distinguished from a corrected record. When the record used to verify an older correction is no longer available, the resolution says Resolution recorded. The record used to verify it is no longer available.

For staffing issues, Activity history also shows assignment changes made for the affected records and dates while the issue was unresolved. With assignment management access, you can compare the previous and new assignment FTE, see who saved the change, and review the correction alongside its verification result.

Check whether the correction worked

Awaiting verification means FTE Tree is still checking whether the correction fixed the problem. A check does not prevent another valid correction. Missing pay or budget information can be verified before the resulting costs finish updating. Keep the issue’s Details page open to see its status update automatically when the check finishes. A resolved issue shows its resolution date and time. A partial correction leaves the remaining work open. Use Review later, Accept arrangement, or the Activity history clock beside the page actions when that action matches your intended next step; these choices do not enter missing information.

Restore missing position status

For Required position information missing, open Fix issue and use Add missing Active status. The page shows the approved position start date and the initial Active status that will be restored. Add a correction note and select Add missing Active status. Later approved status changes are kept. Saving checks the restored status. The issue resolves when all required position information is complete; any other missing answers remain listed. Related staffing and financial results update afterward.

Enter missing annual hours

For Annual hours missing, enter annual hours per FTE covering the affected dates. FTE Tree checks the affected budget and pay records before resolving the issue. Earlier gaps and other missing information can still require attention. Budget and employee pay totals update separately.

Enter a missing budget rate

Missing budgeted compensation may be supplied by an applicable position or job-classification rate. When an issue groups positions with the same job classification, its heading identifies that job classification. On Fix issue, choose Job classification default to supply a shared rate, or This position for an individual position.

These are alternative ways to supply the missing rate. Each option explains where the rate applies, and Selected identifies the form shown below. Changing the job-classification rate requires labor budget management access for All departments. A job-classification rate can also apply to other positions using that job classification; position-specific rates take precedence.

After verification, corrected positions leave the affected list, and the issue stays open while any affected positions still need a rate.

Missing employee pay is separate from a staffing vacancy. Fixing one does not necessarily fix the other.

For a budget issue, use Details to compare position rates and job-classification defaults for the affected date. A scheduled rate does not cover dates before it starts. On a rate page opened directly from labor budget, the rate history remains beside the form. Changing the record or date updates that reference.

Ask someone with correction access

If an issue has no correction or decision available to you, its row shows No actions available. Open its issue number to read the problem and affected dates. The issue explains when you do not have permission to correct a record. Ask the person responsible for that area to make the correction.

Required position information

A required-information issue identifies an official position with a missing required answer, including a gap in its approved future information. Complete and approve the named fields for the affected dates. Saving a draft does not resolve the issue.

FTE Tree checks the saved information before resolving the issue. Fixing one field keeps the issue open if another required answer is still missing. The check does not suspend the position, remove its approval history or fill an answer for you. You do not need to add answers to earlier history or eliminated positions when a new field becomes required.

When a position stops being used

When a position is suspended or eliminated, its assignment dates are handled as part of the approved action. You may then see Employee placement needs review for a person who remains active and available without another assignment.

Open the employee record and review their next placement and any continuing pay obligation. This follow-up does not mean the approval is incomplete. A new assignment can resolve the issue after verification. Learn how position endings affect assignments.

Find and filter issues

The default Needs action filter shows confirmed issues that need action now. Choose Awaiting verification to see issues being checked after a change. Choose All outstanding issues to include issues needing action, those awaiting verification, and work scheduled for later review.

Show lets you choose All issues I can view, including issues where someone else needs to act, or Issues I can act on, where you can correct an affected record or make a decision such as Review later or Accept arrangement. Status and other filters still apply. Resolved issues have no available actions; choose All issues I can view to find them. A shared issue can appear when you can correct your part, even if you cannot make decisions for the entire issue. The issue page shows the actions available to you.

Record pages and correction forms show at most one issue notice. Outstanding issues stay visible when you change the viewing date. A notice for one issue gives a short problem summary, its Affected dates, and its current status.

Scheduled reviews also show their review date. These dates show the period that needs attention. A continuing gap keeps the same issue as you move between dates. Pay, budget rates, and annual hours apply from their effective date until the next applicable entry; you do not need to add the same value on consecutive dates.

Select View issue to open that exact issue and its correction instructions, or View issues for the matching list when several issues apply. The list includes work awaiting verification or scheduled for review. A notice also tells you when you cannot correct the issue or when pay corrections belong in a connected HR system.

Verified resolution, an accepted arrangement, or removal of the affected record from the issue removes that outstanding notice. Your access still controls what you can see. Activity history and approval reviews keep their own context.

Summary pages and record lists also show issue notices. Their issue-list links preserve the selected records and financial area across all outstanding dates. Department notices use the current department tree, including permitted subdepartments. You can choose an affected date inside Issues to narrow the list. Those filters stay in place when you search or sort; Clear restores the default Issues view.

Read the Issues count

The number beside Issues counts issues needing action and those awaiting verification within your management access. It excludes resolved issues, accepted arrangements, and work scheduled for later review. A shared issue counts once, even when it affects several records. The badge is hidden at zero and shows 99+ for 100 or more issues. Requests and Notifications use the same display limit.

Read status and affected dates

An issue explains what is missing, which dates and records are affected, and where to correct it. Status shows whether it needs action, is awaiting verification, or is scheduled for review. Affected dates shows when the information is missing, rather than when the issue was detected. A period ends when applicable information becomes available.

If information becomes missing again after a covered period, it appears as a separate issue. A shared setup issue can affect several records. You see only information allowed by your access. Access to a position does not automatically include budget or employee pay issues.

Search and filter the list

Each issue has a permanent number within your organization. Search by its number, issue type, position name or number, or department. The number stays the same when an issue resolves or returns. Search and Status are beside the table. More filters contains the additional choices, including affected date and category.

Applied filters remain visible above the results. Select the × on an additional filter to remove it while keeping your other choices. Your filters stay in place when you open an issue and return through Issues. Clear restores the default view. Select a table column heading to sort the matching issues; select it again to reverse the order.

By default, issues affecting today appear first, followed by upcoming and historical work. Earlier affected dates and lower issue numbers break ties. Use Affected period to choose work affecting today, upcoming work, or historical work. The Scheduled for review filter shows the review date and lists the earliest review dates first. Resolved shows corrected and verified issues, with the most recently resolved first. Accepted arrangement shows intentional staffing arrangements someone accepted, with the most recently accepted first.

Acceptance records a decision without correcting the underlying arrangement. A column sort you choose stays in effect when you change filters; Clear restores the defaults. While viewing an issue, choose the Activity history clock icon immediately to the right of the page actions to see its past events.

Review later

Select Review later beside the heading and enter a future review date, then select Schedule review. The date is required. The note is optional by default. Your organization can turn it off or require it in the Issues event note settings. The issue moves to Scheduled for review, while the affected calculation or staffing condition remains unchanged.

On the review date, FTE Tree checks the issue again using your organization’s local date. It returns to Needs action if work remains, or shows Awaiting verification while the check finishes. Fixing the problem earlier can resolve it automatically; a significant change can bring it back sooner.

To change the review date, open Review later. To put the issue back in Needs action before its review date, choose Resume work. It appears in the Issues list again without changing the underlying records; the earlier decision remains in Activity history. This action is available for an issue scheduled for review or an accepted arrangement.

Accept an intentional staffing arrangement

Some staffing issues offer Accept arrangement beside the heading. Enter a reason and select Accept arrangement. A reason is always required; a review date is not needed. This records a business decision; it does not change the position or assignment. The decision applies to the recorded arrangement and must be reviewed if relevant facts change. Missing required financial information cannot be accepted as a completed calculation.

Why an issue returned

Issues awaiting verification or already resolved open on Details. A resolved issue returns when a new check confirms the problem exists again. For example, a dated value removes a budget rate, employee pay no longer covers an assignment, or approved position FTE increases beyond the assigned amount.

An accepted arrangement returns if its relevant facts change or the acceptance is withdrawn. Deferred work returns when its review date arrives and the problem remains. Routine updates, unrelated edits, or permission changes do not reopen an issue.

Select the Activity history clock immediately to the right of the page actions to see this issue’s detections, review decisions, corrections, and recurrences, with the newest activity first. Use the page controls to find older activity, including review dates and notes your access allows you to read. Seeing an existing issue after your access changes is not a new recurrence.

Optional practice: try fixing missing employee pay

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

Practice steps and checks

Use a separate practice assignment so you can keep the walkthrough’s original example for comparison.

  1. Create an assignment for an active employee, but leave its pay unentered.
  2. Open Issues and find the message about that assignment. Check the person and date.
  3. Select Fix issue, confirm the employee and assignment, and choose Add employee pay or Add assignment pay exception. On the pay page, enter the pay type and amount. See Manage employee pay for the pay types.
  4. Save and stay on Details while the updated result is checked.

The pay amount should now appear, and the missing-pay problem should be resolved. If two assignments were missing pay and you fixed only one, the other should still need attention.

Open Activity history to see what happened. Choosing an action such as deferring a review does not enter the missing pay; it records how you intend to handle the issue.