Review the Person Import to make sure the person has an Org Unit
Most organizations use a Person Import via SFTP to import in updates to the employee details and this will populate Serraview's People Directory.
You will need to check that the person has an organizational unit assigned to them.
Review in the People Directory
From Serraview, complete the following:
- Navigate to Resources > People.
- You can use the search field in the top right to locate a person.
- Review the Org Unit field and this is populated by the OrgUnit column in the Person Import. Learn more in Requirements for People Data.
Unknown Org Unit
After a Person Import, there may be a person with an unknown org unit. This can occur when the source data (from the HR System) is not up-to-date, for example, a new starter joins the company. We recommend that the employee record is updated in the source data.
Review in the Recent Imports
You can view recently imported files, and if you are set up for the SFTP file transfer, then these import results will display in this list.
Learn how to download a copy of the import results in View Recent Imports.
Action
Your System Administrator will need to contact your HR team to make sure the person is set up correctly in the ERP System.