If the taken days are not being deducted from the active balance, there are a number of possible causes of this issue. To resolve this, check the following in order.
Absence date entered outside of current Balance Period
You need to ensure the date range for leave is within the current open balance calendar period.
Work group is set to not calculate clockings
Click the widgets drop down menu at the top left then click WFM Admin Dashboard.
Click WFM Configuration then click Work Groups.
Next to the relevant work group click the three-dot menu and click View/Edit Work Group.
Enable Calculate Clockings then click Save.
Work Pattern Default Hours set to .00
Click the dashboard menu at the top left then select WFM Admin Dashboard.
Click on WFM Configuration then click Work Patterns.
Next to the relevant employee's work group click the three-dot menu then click View/Edit Work Pattern.
Click Standard Hours then add the standard hours.
Click Save.
Version number
This is a known issue in version 23.
Updated to CoreHR v23.0.7+
System Calendar is too far behind
You need to keep the system calendar up to date in order for the overnight calculation job to calculate absences.
Click Core Time then click System Params.
Click Calendar then click System Calendar.
Check if the calendar is the incorrect period
For User Defined Periods Calendar:
Click CoreTime then click System Params
Click Company then click User Define Periods
Click Monthly Calendar Code- B then tick the monthly periods to mark as completed
📌Note: If the client uses a UDP Calendar, you also need to check that this is in the correct period. To do this, click User Periods.
Calculate to is set to 'End of Input Period'
You need to set the Calculate to parameter to Today. To do this, follow the steps below.
Click CoreTime then click System Params.
Click on Reference A-C then search the company code.
Click General Parameters-1 then set the Calculate to parameter to Today.
Click Save.