BalanceAAP > Data > Errors

KEY TOPICS:

• ErrorsView Error Detail Report
• Errors Summary Report

Review and Update Records to Resolve Errors

TheOnce data are imported, the Errors module is a holding area for any records that were imported, but werewith missing required information or contained invalid codes. For example, if you imported your roster, but some records were missing the job code, those records would not be placed in the roster table. They would be found here in the errors. information.

View Error Detail

The default view of the errors is the Error – Detail page. On this tab, if a table contains errors, that table will appear in the Table drop down list.

The Detail view will show you a list of all the records in the errors table for the selected table. The field that is causing the error will be highlighted in red in the grid. You may need to scroll to the right to see some of the errors.

If the red field is blank, the record is missing the required information. For example, if the Job Code field for your roster record is blank, it will be highlighted in red indicating that the job code is required and must be added. To fix this error, click on the Edit button for that employee and enter a valid job code in the Job Code column. Click the green check icon to save changes.

If the field in red is not blank, the data in that field is invalid. For example, if the Job Code field in the roster reads ‘ADM100’, but it is highlighted red, then ‘ADM100’ is not present in the job code table. To fix this issue, either edit the record and select a different job code, or add ‘ADM100’ to the Job Code table and this error will automatically be fixed.

These two examples apply to any error you will encounter in any table. The field in red is invalid or missing, and must either be updated with a valid code, or the code that is assigned must be validated by adding it to the appropriate reference table.

Once the record is updated, and no red fields remain, the record will be highlighted in green, which indicates that all errors are resolved. Once you refresh the page, the record will be removed from the errors table.

View Errors Summary

In many cases, a missing reference code (job code, disposition code, etc) will be the cause of an error in multiple records. For example, if your company recently added an applicant disposition code of ‘NR’ for ‘Not Willing to Relocate,’ but forgot to add it to your Applicant Disposition Code table, all records in your Applicants table with the NR disposition code will be in errors.

The Summary view will only show you a list of the codes that are causing errors, sorted by the Error Type. It will not list errors such as duplicate employee numbers or missing data errors, etc. By viewing the errors this way, you can add or change the invalid codes and repair multiple errors at once. For example, in the disposition code scenario above, you would see that NR is an invalid disposition code. If there were 100 applicants with this disposition code, all 100 would be in errors. But simply adding the code from this view would fix all 100 errors.

You can see what records are in the errors because of the invalid code by clicking on that code above the Preview Data box. The Preview Data for that code will be populated, showing each record affected. This can be helpful in determining what course of action to take to resolve the issue.

From the summary view, you will have three options you can take to resolve the errors. •Add this missing code to the relevant table. Use this option if the code is correct, but is missing from the corresponding reference table. An edit window will appear, prompting you to enter the relevant information for the new code. Then click Save. •Replace this code with an existing code. Use this option when the code was entered incorrectly due to a mistake, typo, or an old record of the code. All records with this invalid code will be updated with the new code. For example, if some records have ‘ADM110’ instead of the correct ‘ADM100’ code, this option will update all instances of ADM110 with ADM100. •Remove all records using this code. This option will rarely be appropriate. Use it in cases where all records with the invalid code should not be in the plan at all.

After you make your selection, click [Submit].