⚠️Important: Navigating directly to Balance Setup displays only the first balance by default. If the employee has multiple balances, you must select the specific balance to view and modify its details under Current Balances. This process differs from activating a balance for the first time.
Deactivate or reactivate a balance in the Portal
Before you start, ensure you have the required permissions to manage employee balances in the Portal.
To deactivate or reactivate a balance:
In the Portal, go to People Management and use Employee Search to find the required employee.
Select Balances from the left-hand menu.
Click the ellipsis (...) next to the relevant balance.
Choose Deactivate to disable the balance or Activate to enable it.
Deactivate or reactivate a balance in Back-Office
Before proceeding, make sure you have the appropriate permissions to access and modify employee balances in Back-Office.
Follow these steps:
In Back-Office, click Pers Data then select Person Maintenance.
Search for the employee. If the employee is a leaver, select All Employees first.
Under Select Detail, click Current Balances.
Select the balance you want to modify to open the Balance Setup for that balance.
Select or clear the Active indicator to enable or disable the balance. A confirmation dialog will appear.
Click Yes to confirm or No to cancel. Confirmed changes save automatically.
To update the balance, go to Core Time, then Time Mgt, and select Balance Recalculation.
Select the employee and the balance.
Choose Both and click OK.
📌Note: If the balance belongs to an ended appointment, it will automatically revert to inactive after recalculation.