HRIS get balances

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.

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.

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



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.

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