📌 Note: Balances configured to calculate entitlement based on position/FTE etc. will calculate Starting Entitlement automatically.
To pro rata a basic balance if an employee starts mid-year, follow the steps below.
Click CoreTime, then click Time Mgt.
Click Balances, then click Pro Rata Entitlements.
Check the list for your desired Balance Code.
If not on the list, use the Green Add button and add an entry for your desired Balance Code.
Click Save.
Ensure that Adjustment Type is set to Holiday to check this, follow the steps below.
Click CoreTime, then click Time Mgt.
Click Balances, then click Parameters.
In Select Detail, choose Advanced Parameters.
Select Advanced Pro Rata.
Check the field Adjustment Type is using Holiday.
Ensure Balance Parameters has 'Calculate Service on Time in Company' enabled. To do this, follow the steps below.
Core Time, then click System Params.
Click Balances, then click Entitlements per Balance.
Query the balance.
Select General Parameters.
Enable Calculate Service on Time in Company.
Click Save.