Review Employee Record Centre automation logs

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Check each v1.3.0 synchronisation target, target record ID, success/failure status and details.

Before you start

• Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Automation.
• The Human Resource Management: View capability or administrator access.
• The correct employee, record, period or authorised evidence.

Follow these steps

1. Go to the employee and Automation tab.
2. Filter visually by target and status.
3. Check the target record/table, target ID, request reference and timestamp.
4. Read failure details before retrying or correcting the source record.
5. Check the target record directly after a reported success.

What the module checks

• The action is permission-aware.
• Required values must pass the exact server-side validation.
• Verify the saved record and audit/log result.

What happens next

The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.

Troubleshooting

• If the control is missing, confirm the required HRM permission and module version 1.3.0.
• If saving fails, correct the exact field or state named in the validation message.
• If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.

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