When an employee leaves during the balance year, their entitlement should automatically pro-rate to reflect their leaving date. If this doesn’t happen, it usually means the Apply Target End Date setting isn’t enabled for the balance.
You can update the configuration and recalculate the balance to fix this.
Enable the Apply Target End Date option
Follow these steps to update the balance settings:
Go to CoreTime, then click System Params.
Select Balances, then click Parameters.
Find the relevant balance and click Advanced Parameters.
Click Advanced Pro Rata.
Enable the Apply Target End Date option.
Click Save.
Perform a balance recalculation
After updating the setting, you need to perform a balance recalculation to apply the change:
From the CoreTime menu, select System Params.
Click Balances, then select Recalculate Balances.
Choose the relevant employee or group of employees.
Follow the on-screen prompts to complete the recalculation.