As an Administrator, you can create, adjust, and recalculate employee balances using either People Management or WFM Admin. Below are the steps to follow.
From the People Management Dashboard, navigate to the Command Centre widget.
Click View under the Employees option.
Click View next to the relevant employee to open their record.
Select the Balances tab.
Click Assign New Balance.
Use the drop-down menu to select the Balance Type (e.g., Annual Leave).
Enter the balance details, making sure to complete all mandatory fields:
Period
Type
Segment
Click Save.
Create a New Balance for an Employee in WFM Admin
Navigate to WFM Person Maintenance.
Search for the relevant employee.
From the 3-dot menu, select Balances.
Click Assign New Balance.
Use the drop-down menu to select the Balance Type (e.g., Annual Leave).
Enter the balance details, populating all mandatory fields:
Period
Type
Segment
Click Save.
Adjust an Existing Balance
From the Balances screen (in either People Management or WFM Admin):
For the relevant balance, expand the 3-dot menu and select Balance Adjustment.
Update the Effective Date.
Select the Adjustment Type from the drop-down (e.g., Carried Forward).
Enter the Adjustment Amount (positive or negative).
Add a Reason for the adjustment if required (this will be visible to the employee).
Click Save.
The adjustment will now appear in the Adjustment History.
Manually Recalculate a Balance
From the Balances screen (in either People Management or WFM Admin):
For the relevant balance, expand the 3-dot menu and select Recalculate.
Select the Period you wish to recalculate.
Click OK.
A message will confirm the balance has recalculated successfully.
📌Note: Balances automatically recalculate overnight. Use manual recalculation if immediate updates are needed, for example after changing an employee’s hours.
Always test in UAT first if unfamiliar with balance changes.
Use notes and reasons for adjustments to support audit trails.
Use the Data Migration template for managing balances in bulk.