You can add a one-off annual leave day to an employee's balance using the Leave Balance Adjustment in the PeopleXD portal. This is useful when you need to recognise a specific occasion — for example, a volunteering or recognition day — without modifying the employee's standard entitlement.
⚠️Important: You need administrator access to People Management or WFM Admin to complete this task.
Add a one-off annual leave day via People Management
To add a leave balance adjustment through the People Management Dashboard:
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.
Find the annual leave balance, then expand the 3-dot menu next to it and select Balance Adjustment.
Update the Effective Date to the date the leave day applies.
Select the Adjustment Type from the drop-down.
Enter the Adjustment Amount — for one day, enter a positive value of 1 (or the equivalent hours if your system is configured in hours).
Add a Reason for the adjustment (this will be visible to the employee, so be specific).
Click Save. The adjustment will appear in the Adjustment History.
Add a one-off annual leave day via WFM Admin
To add a leave balance adjustment through WFM Admin:
Navigate to WFM Person Maintenance.
Search for the relevant employee.
From the 3-dot menu, select Balances.
Find the annual leave balance, then expand the 3-dot menu next to it and select Balance Adjustment.
Update the Effective Date to the date the leave day applies.
Select the Adjustment Type from the drop-down.
Enter the Adjustment Amount — for one day, enter a positive value of 1 (or the equivalent in hours).
Add a Reason for the adjustment.
Click Save. The adjustment will appear in the Adjustment History.
📌Note: Balances recalculate automatically overnight. If you need the adjustment to appear immediately, use manual recalculation on the balance after saving.
