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Complete a historical balance recalculation

How to run a Historical 'Balance Recalculation' to ensure employee 'Balances' are correct.

Debs avatar
Written by Debs
Updated over 5 months ago

To perform a manual balance recalculation for an employee, follow the steps below.

  1. From the dashboard menu, click WFM Admin Dashboard, then click WFM Person Maintenance.

  2. Next to the relevant employee, click the three-dot menu, then click Balances.

  3. Next to the relevant balance, click the three-dot menu, then click Recalculate.

  4. Ensure the right period is selected and click OK.

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