There may be times when you need to make a balance adjustment to correct an employee's balance. To do this in PeopleXD Workforce Management, watch the video or follow the steps below in Portal.
⚠️Important: Once you save a balance adjustment, you can't delete it. If you need to undo an adjustment, you need to enter a counter adjustment. For example, if you adjusted by +10, you need to adjust again by -10.
From the dashboard menu, search for and select WFM Admin Dashboard.
Click then WFM Person Maintenance tab, then search for the relevant employee.
Click the employee's three-dot menu, then select Balances.
Search for the relevant balance, then click the three-dot menu.
Select Balance Adjustment, then select the Date Effective.
Select the element to adjust from the Adjust list.
Fill in the Adjustment Amount, then fill in a Reason for Adjustment.
Click Calculate balance, then select the Calculate from Period.
Click OK, then click Save.