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.
This includes scenarios such as correcting flexitime balances for closed periods, where recalculations in the "Maintain Hours" function will not work, necessitating a manual adjustment.
⚠️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.
Additionally, for closed periods, recalculations in "Maintain Hours" will not adjust flexitime discrepancies. Manual balance adjustments are required in such cases.
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. Be specific and detailed in your reasoning, particularly for corrections related to closed periods. Include references to specific dates or events if applicable.
Click Calculate balance, then select the Calculate from Period.
Click OK, then click Save.