After you run a balance period end, balances do not automatically update immediately. A balance re-calculation is required to finalise and update employee balances.
This re-calculation normally happens overnight via the scheduled balance re-calc job. However, you can also run it manually if you need the balances to update sooner.
How to manually run the balance re-calculation
Follow these steps to perform a manual balance re-calculation and update employee balances:
Go to WFM Admin.
Select Balance Maintenance.
Query the balance that needs recalculating.
Select Balance Re-calculation.
Choose Both when prompted for the recalculation type.
Click Recalculate.
This process performs a bulk balance re-calculation and updates the balances immediately.