If an employee’s balance isn’t displaying as expected after assigning a Floating Entitlement Code, it’s usually because the wrong code has been attached.
This article explains how to fix the issue.
Why this happens
The most common cause is an invalid floating entitlement code attached to the employee’s balance.
Remove the invalid floating entitlement code
Go to CoreTime.
Click Pers. Data > Person Maintenance.
Select Current Balances.
Click on the balance that isn’t showing as expected.
Remove the Floating Entitlement Code.
Click Save.
Decide how to correct the balance
What you do next depends on whether any new balances have been activated since the last Balance Period End.
If no new balances have been activated:
You can roll back and re-run the balance period.
Go to CoreTime > System Parameters > Balances > Calendars.
Untick the last Balance Period End checkbox.
Click Save.
Re-run the Balance Period End process.
⚠️Important: Rolling back the balance period will remove any new balances activated after the last period end.
If new balances have been activated:
Do not roll back the period. Instead, adjust the employee’s balance manually.
Check position-based entitlement settings (if applicable)
If your Floating Entitlement is based on Position History, check that the relevant parameters are enabled.
To check this in Back Office:
Go to CoreTime.
Select System Params > Balances.
Click Parameters.
Search for the relevant Annual Leave Balance.
Click Advance Parameters.
Make sure the following options are enabled:
Populate Position History details
Calculate Entitlement Based on Position History
Once complete, the employee’s balance should display correctly.