Employees assigned to the same annual leave balance can show different floating opening balances. This happens because each employee receives the most recent entitlement that matches the category in their contract, so the values can differ even when the balance is the same.
Why the values differ
A balance can have more than one entitlement for a category. The balance uses the most recent entitlement that matches the category in each employee's contract. If a category has several entitlements, or employees have different categories, their floating opening balances can differ.
Check the category in each affected employee's contract.
Check the entitlements set up for that category on the balance.
Confirm that each employee is receiving the most recent entitlement for their category.
Update the entitlement for a category
If the most recent entitlement is not the value you want, add a new entitlement to the balance.
⚠️Important: Changing the entitlements changes the value for everyone assigned to that balance and the matching category in their contract.
Open WFM Admin.
Select the relevant balance, then click the three-dot menu.
Click View/Edit.
In the balance configuration, go to Entitlements per balance.
Click the Balance Entitlements tab.
Add the new entitlement for the balance.