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WFM Time Off HRIS Integration - Balance Check in the Insert Time-Off Flow

  • 1.  WFM Time Off HRIS Integration - Balance Check in the Insert Time-Off Flow

    Posted 06-05-2025 19:04

    KengCH | 2024-10-18 16:15:15 UTC | #1

    Hi Team,

    May I know in which scenario the first decision block "Is Balance Check Required?" (Flow.timeOffStatus == 'Pending') in the Insert Time-Off Flow will take the "Yes" path?

    According to the Blueprint article, it seem like the Insert Time-Off Flow will only get triggered for an approved time-off request. In this case, why are we checking the Flow.timeOffStatus == 'Pending' condition as it will be always taking the "No" path?

    Regards, Keng

    vidasp | 2024-10-21 16:44:17 UTC | #2

    There are two different cases, when insert time-off can be triggered. One, when time-off is inserted in Genesys in "Approved" status. In this case, the example workflow proceeds with time-off insertion without checking the balance. However, in the second case, when time off is inserted as "Pending" and is auto-approved by the system, it activates the workflow before auto-approving time-off request. That is why it checks for "Pending" and then checks the time-off balance. If workflow does not return "Success", but "InsufficientBalance", then the system is not going to auto-approve the request.

    KengCH | 2024-10-23 09:41:23 UTC | #3

    Hi Vidasp,

    I created a Time-Off Plan and configure the 'Annual Leave' time-off activity code as auto approval enabled.

    When the agent submit an Annual Leave request, Genesys auto approved the request. But when I check on the Architect workflow execution history, I can see that the Flow.timeOffStatus variable value was 'APPROVED' but not 'PENDING'. I couldn't produce the scenario with the Flow.timeOffStatus variable set to 'PENDING' even when I have auto-approved enabled..

    Regards, Keng

    LonnyS | 2024-10-24 14:48:47 UTC | #4

    In the time-off plan, if you enable 'Count against time-off limit' and Auto Approval Rule set to 'According to time-off limit' the agents request then arrives to the workflow FlowtimeOffStatus == PENDING

    system | 2024-11-23 14:49:21 UTC | #5

    This topic was automatically closed 30 days after the last reply. New replies are no longer allowed.

    This post was migrated from the old Developer Forum.

    ref: 29954



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