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  • 1.  HRIS get balances

    Posted 06-05-2025 19:25

    Clayton_Curtis | 2024-05-30 01:10:01 UTC | #1

    Basically i am trying to manipulate the flows a bit, just to prove out a demo. I have most things working, but i want to manipulate the get balances flow to show balance for the agent. I continue to get... You are not currently associated with an HRIS enabled time-off plan. Contact your supervisor for additional support.

    when i hit the balance button from agent view. Is there any other flow that runs when you hit the check balance button. I am hardcoding values for demo purposes. I got other flows / functionality to work via this method, but no joy here.


    vidasp | 2024-05-30 14:26:04 UTC | #2

    The message you are getting is not directly related to a development of your workflow. In your configuration, the requesting agent + TOR activity code should map to time-off plan that has HRIS integration set. When balance button is hit on agent view, WFM backend will use the requesting agent and activity code to get corresponding time-off plan. Then, according to TOP settings, the backend establishes what workflow to use for the balance info and what time-off type and external agent id it needs to pass to workflow as an input.


    Clayton_Curtis | 2024-05-30 17:55:25 UTC | #3

    Vidas, thanks for the reply...i feel like i have my agent set right...can you look at my screenshots.

    ![Screenshot 2024-05-30 at 1.52.58 PM

    690x178](upload://eiw7pTs3o8ygVMVnAyT1L1yX8Dz.png)

    ![Screenshot 2024-05-30 at 1.52.50 PM

    690x401](upload://cdrCX4nQJOpgvD9O927fTQCSHI.png)

    ![Screenshot 2024-05-30 at 1.52.35 PM

    690x179](upload://tRlXrRQvrh2efB81PYo6AaTDD7c.png)


    vidasp | 2024-05-31 15:34:55 UTC | #4

    Yes. I see that an agent is associated with the same HRIS integration as set in time-off plan. I assume this agent belongs to staffing group "Group 3". Activity code is invisible, but one you want the to show balance for should be in this time-off plan. If this all is set up and the integration is active, then the system will invoke the configured "get balance" workflow.


    system | 2024-07-01 15:35:17 UTC | #5

    This topic was automatically closed 31 days after the last reply. New replies are no longer allowed.


    This post was migrated from the old Developer Forum.

    ref: 26524