Employee List Rendering Issues

what is the issue? the issue will be encountered by the user while navigating to the employees and run payroll list resulting in the absence of any displayed information what to look for? invalid or empty pay types in {{pro software}} may crash the {{crawler}} client or employees not entered in {{pro software}} employee onboarding initiated in {{pro software}} but not completed invalid employee status in {{pro software}} incorrect client id in {{januscrm}} ensure that the this number matches in {{pro software}} and {{januscrm}} client start date field missing in {{pro software}} invalid / not verified address in {{januscrm}} missing the lead id that does not make it to the peoplematic database ( technical issue technical issue ) don't rely only on januscrm, as it might not always have the most accurate information don't rely only on januscrm, as it might not always have the most accurate information if you need a new workflow or changes to current procedures, contact your supervisor for help if you need a new workflow or changes to current procedures, contact your supervisor for help please carefully review what caused the issue to take the right steps to fix it please carefully review what caused the issue to take the right steps to fix it invalid pay type in pro software crashes the invalid pay type in pro software crashes the {{crawler}} in {{pro software}} go to the right top corner and click on the default landing page option navigate to the change company option in the upper menu utilize the search bar to look for the specific client, then proceed by clicking ok ensure you activate the actives only checkbox while performing a search remove any extra symbols to ensure that the results appear as expected on the left side menu, click on employees followed by employee list always verify that you are reviewing the active employee list use the pay type column for guidance or double click on the employee's name to see their pay setup find the pay section and change to a valid pay type by selecting edit change it to a valid pay type click save followed by ok on the web prompt once {{pro software}} is updated, advise the user to refresh the page/screen or close and reopen the platform remember only main pay types undergo validation \[ hourly, commission, and salary ] an invalid pay type for even a single employee can affect the entire roster entries in the shcedule pay are not supported by peoplematic visualizer client or employees not entered in pro software client or employees not entered in pro software → client search client search in {{pro software}} go to the right top corner and click on the ' default landing page ' option navigate to the ' change company ' option in the upper menu utilize the search bar to look for the specific client, then proceed by clicking ' ok ' ensure you activate the ‘ actives only ’ checkbox while performing a search remove any extra symbols to ensure that the results appear as expected if the client is not found in the system, a message stating no matching records found no matching records found will be displayed reach out to the implementation department to arrange client setup → employee search option #1 employee search option #1 in {{pro software}} go to the left side menu and click on the employee global search option use the employee name field to enter the value you want to search the system distinguishes between first and last names by using a comma and a space after the first word (ex lastname , firstname ) you can enter any value other than an employee's name to conduct your search use the proper fields and search criteria click on search → employee search option #2 employee search option #2 in {{pro software}} go to the left side menu and click on the employee global search option click on the change company option in the upper menu utilize the search bar to look for the specific client, then proceed by clicking ok on the left side menu, click on employee followed by employee list use the search field on the right top corner to enter the value you want to search if the employee is not in {{pro software}} , please reach out to the implementation department to arrange employee setup this option is ideal for companies with many employees, but works great for smaller teams too! remember in peoplematic, displaying employees is not possible without a client or employees entered in {{pro software}} in pro software, adding employees to the system is not possible is not possible without a client visualizer → client search → employee search option #1 → employee search option #2 incorrect client id in incorrect client id in januscrm januscrm the issue arises from internal departmental changes that lead to updating client id information if the updates occur only in pro software and not in januscrm januscrm , or vice versa, users may encounter this error lastly, there may be instances where no error is displayed, yet some or all employees could be absent in peoplematic navigate to {{januscrm}} use the top search bar to type the name of the client experiecing issues ensure that the cid displayed on the left top corner of the lead card in {{januscrm}} matches in {{pro software}} , or vice versa in {{januscrm}} use the top search bar to type the name of the client experiencing issues navigate to the basic information basic information section and enter the correct cid value in the client id client id field to make any changes in {{pro software}} , please reach out to either the payroll supervisor or the implementation supervisor for assistance change the cid in either platform at your convenience advise the user to refresh the page/screen or close and reopen the platform visualizer client's start date client's start date missing in pro software the issue happens because of internal department changes that caused the client start date information not to be entered in {{pro software}} go to the right top corner and click on the ' default landing page ' option navigate to the ' change company ' option in the upper menu utilize the search bar to look for the specific client, then proceed by clicking ' ok ' ensure you activate the ‘ actives only ’ checkbox while performing a search remove any extra symbols to ensure that the results appear as expected on the left side menu, click on client followed by general information scroll down to the payrolls processed section and verify that the client start date field contains a value if the client start date is missing, enter a valid value click save remember the client start date must be entered during the data entry process if it is empty, please follow the departmental approval procedures to input the necessary value visualizer missing lead id which does not make it to the database missing lead id which does not make it to the database to resolve this specific issue, the engineers need to assess it directly by examining the information stored in the peoplematic database please avoid directing any inquiries related to this scenario to a project or product manager click the button below to assist you creating a support ticket n n ot verified address in januscrm navigate to {{januscrm}} use the top search bar to type the name of the client experiecing issues ensure that the address field is verified add any missing information until the verified address green label displays advise the user to refresh the page or close and reopen the platform