Symptom
The Balance Display on People Profile and "available balance" field on the Absence Request UI is different to the Balance showing on the Time Accounts Tab on the workbench.
There are future absences existing for associated time type
Balance Calculation Display field on Time Type is set to "Consider Balance after Calculation date."
Environment
Employee Central, Time Off
Reproducing the Issue
- Request leave in future
- Check Balance display on People Profile UI > Time Off Vs Workbench > Time Accounts tab
- Balance on People Profile UI is lower than Time Accounts tab
Cause
Expected behavior
Resolution
This is due to the different UIs respecting different settings.
The People Profile UI shows values based on Time Type level, where this Balance calculation setting is defined.
On the time accounts tab > we check the time account type level where this field is not considered.
So in summary, the Time type level (People Profile UI and available balance) will consider future leaves, whereas the time accounts tab will not.
The same logic is relevant for the Balance Overview section on the Time Off ESS UI:
- The Time Type View will consider future leaves as per the Time Type configuration (if Balance Calculation field is set to "Consider Balance after Calculation date.")
- The "Account View" section will not consider this setting as it checks the time account type level.
Note: In People Profile UI the future leaves are only deducted from balance if there is no future positive booking to cover these absences (manual adjustment / accrual / recalculation etc)
Simulation would need to be activated on time account type if the positive bookings have not yet been created.
Example:
Manual Adjustment on Jan 1, 2020 with quantity 3
Employee Time on an 20, 2020 with quantity -5
=> In this case the balance is only reduced by 2 days on People Profile UI.
For the time account type, accrual simulation is active as well. For example, if there was a simulated accrual of 10 days on Jan 1, 2020, the future absence would not reduce the balance at all.
Keywords
Balance display, simulation, People Profile Balance, balance is different, pp3 , KBA , LOD-SF-EC-TIM-UI , Team Absence Calender/ Workbench/ ESS UI's , Problem