Balances
Viewing and managing leave balances and entitlements
By James and 2 others3 authors34 articles
- 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
- Fix a balance not pro-rating for an employee leaving during the balance yearSteps to update your balance settings and recalculate entitlements when an employee's balance doesn't automatically pro-rate after they leave.
- 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 endLearn how to close a balance period and move into the next one by running a balance period end in PeopleXD Workforce Management.
- Make a balance adjustmentCorrect an employee's balance by making a manual balance adjustment.
- Steps to complete before running balance period endWhat do you need to do before running balance period end.
- Configure rehire balance entitlementsAutomatically adjust balance entitlements and leave request history when employees are rehired within the same calendar year.