Balances
Guidance on Balances
Back Office: Make a balance adjustmentCorrect an employee's balance by making a manual balance adjustment in back office
Balance Adjustment FileIs there a data migration template for balance adjustments in bulk?
Portal: Recalculate a balanceHow to perform a Balance Recalculation to ensure employee Balances are correct in Portal
Specify a balance value limit to carry forward to next balance periodSpecify how many days or hours can be carried forward into the next balance period.
Deactivate or reactivate a balanceHow to reactivate a balance marked as 'Inactive' for an employee.
Granting access to the WFM Year End TasksWhat permission do I need to be able to access the WFM Year End Tasks screen
Create a new balanceHow to set up a new balance.
Error: This is the last period on the balance calendar. Future periods must be created before a period end can be runI get the following error when trying to move a balance period forward on the Balance Period End screen
Change a balance from days to hoursThe employee has the correct days annual leave category assigned to her, but is getting 0 days as her opening balance when changed to hours
Leave balance entitlement based on position history or company not calculated correctlyThe leave balance is not calculating correctly.
Complete a historical balance recalculationHow to run a Historical 'Balance Recalculation' to ensure employee 'Balances' are correct.
Length of Service not calculating correct entitlement for employees on Annual Leave BalanceLength of Service not calculating correct entitlement for employees belonging to any particular Annual Leave Balance.
Roll back the calendar period for a balanceThe calendar period for a particular balance is out of sync with the system calendar.
Extend the balance calendarEmployees are booking holiday but it does not seem to be deducting it from their allowance despite showing as booked
Team Balances screen not displaying Annual leave balance for some employeesOn the Team Balances screen, a manager can view the annual leave balances for some employees but not others
Managing Employee Balances: Assign, Adjust and RecalculateManage balances for employees
Run a balance detail reportHow to run a balance detail report.
Back Office: Steps to complete before running balance period endWhat do you need to do before running balance period end.
Set up length of service increments for balance entitlementIf your company provides extra holiday based on length of service (LOS), you can configure this in PeopleXD Workforce Management.
New annual leave balance shows zero entitlementGuidance on what to do if new annual leave balance shows zero entitlement
Balance not pro-rating for employee leaving during the balance yearFind out how to resolve the issue when an employee’s balance doesn’t automatically prorate after they leave partway through the balance year
Pro rata holidays if employee starts mid year or there was a change to employee's FTEPro rata a basic balance if employee starts mid year or if there was a change to their FTE
Balance hasn't updated fully after running balance period endLearn how to resolve issues when balances don’t update after running the balance period end process in Back Office.
Leave balance not reducing pro rata according to the employee's start or leave dateLeave balance not reducing pro rata according to employee's start or leave date
How to limit days booked in a balance periodLearn how to set limits on the number of Annual Leave or Flexi Time days that can be booked within a balance period.
Employee balance not appearing as expected after adding a new floating entitlement codeEmployees balances incorrect after application of new Floating Entitlement Codes.
How to View Balance Information for a Previous PeriodIs it possible to view balance information for the previous period for an employee
New Starter Receiving Full Balance Entitlement Mid-YearThis article explains four common causes for incorrect employee balance calculations
Deactivate or reactivate a balance for an employeeThis article explains how to manually deactivate or reactivate an employee’s balance in both the Portal and Back-Office systems.
System balance adjustmentsThis article explains when system balance adjustments occur automatically and how FTE and Public Holiday (PH) adjustments work.
Run the balance period endHow to close a balance period end.
Portal: Make a balance adjustmentCorrect an employee's balance by making a manual balance adjustment.
Early pay do not have balance from XDReasons why EarlyPay (PayWise+) does not receive balance information from PeopleXD, preventing employees from accessing their earned wages through the early payment system.
Steps to complete before running balance period endWhat do you need to do before running balance period end.