WFM UK: Scheduling: Troubleshooting - Submission Error "T&A actions must be completed before day can be set to Actual".

Overview

This article provides guidance on resolving a common error message that appears when attempting to tick the actual for a date where an employee has a Time and Attendance (T&A) record but subsequently has an overlapping entry, such as an absence or holiday

Error Message

When trying to tick the actual, the error 'T&A actions must be completed before day can be set to Actual' is displayed (see Fig.1).

In the T&A page, the following status will show on the record: 'Existing absence must be deleted before creating shift' (see Fig.2).

Cause

This issue is caused by the organisation setting Prevent Actual Sign Off if T&A Actions Outstanding, which prevents the day from being completed when T&A records have not been actioned.

This setting is designed to make sure all T&A records are reviewed and actioned before the day is closed to ensure no records are missed.

However, there are situations where it causes a conflict. Example senorios:

• The employee clocks in and then goes home sick, and an absence record is added to cover the remainder of the day

• Employee forgets they are on holiday and clocks in

• Employee is on SMP leave and clocks in on a KIT day

Due to the record taking up the day, the T&A record can't be actioned, leading to a conflict.

Resolution

To make sure the absence (or other record) remains booked, we recommend the following steps:

• Ask your administrator to untick the organisation setting Prevent Actual Sign Off if T&A Actions Outstanding by following the path Scheduling > Settings > Manage Organisation

• Go to the site and tick the actual for the day

Once complete, the administrator can reapply the setting.