Troubleshoot an employee missing from the rota list

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

Resolve active-profile, onboarding, email or Right to Work eligibility reasons that exclude an employee from v1.3.0 rota selection.

Before you start

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

Follow these steps

1. Verify the employee profile exists and Operational record status is Active.
2. Verify the Right to Work result/status is verified, approved, valid or complete.
3. Verify the Employee Record Centre change has been applied, not left pending.
4. Check Automation sync logs.
5. Reload Workforce Rota & Notifications.

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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