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Administrator Guide
Last Updated: 2024-03-08
Create Absence Balances

Create Absence Balances

Security:
Set Up: Time Off (Calculations - Absence Specific)
 domain in Time Off and Leave functional area.
Create balances for calculating accrual, time off, or other absence values over a balance period that differs from the standard time off plan year.
If you're defining time off plan balances (accruals less time off), use the
Create Time Off Plan
 task.
  1. Access the
    Create Absence Balance
     task.
  2. In the
    Absence Calculation
     field, select the accrual, time off, or time off plan for which you want to define a balance.
  3. Select a
    Balance Period
     to specify over what time period to accumulate the values.
    Workday recommends that you reference a prior period to avoid an infinite loop error.
  4. (Optional) Select the
    Calculate as of Balance Period End Date
     check box.
    When you select the check box, Workday calculates to the end of the period instead of stopping at the as of date. Example: Select the check box to calculate the balance to the end of the year if an absence balance has a calculation period of
    YTD - Current Calendar Year (based on Period End Date)
    .
    Selecting this check box can can lead to issues such as stack-trace or calculation errors when you also use the absence balance in an accrual calculation.
You created a time off called
Sick Time
 and want to create a balance that returns the amount of sick time taken over the last 3 months.
  1. Select
    Sick Time
     in the
    Absence Calculation
     field.
  2. In the
    Balance Period
     field, specify an accumulation period of the last 3 months.
  3. Leave the
    Calculate as of Balance Period End Date
     check box unselected.