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, 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, click WFM Admin Dashboard.
Select WFM Person Maintenance then search for the relevant employee.
Next to the employee, click the three-dot menu.
Select Balances then, next to the relevant balance, click the three-dot menu.
Select Balance Adjustment then enter the following details:
Date Effective: The date the adjustment should apply from.
Affecting Element: The element you need to adjust.
Adjustment Amount: The amount to adjust by.
Reason: Reason for the adjustment.
Click Calculate balance then confirm the Calculate from Period.
Click OK then click Save.