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Administrator Guide
Last Updated: 2023-06-23
Recalculate Balances for Workers

Recalculate Balances for Workers

  • Configure the worker's time off plan to track balances.
  • Security:
    Process: Calculated Balances (Run)
     domain in the Time Off and Leave functional area.
Manually recalculate a worker's or multiple workers' balances when you:
  • Make a retroactive job change that is effective before the worker's last stored time off balance date.
  • Make an absence-related configuration change after storing balances.
Recalculating the worker's balances after a retroactive change ensures that the stored balance and the relevant calculations are correct.
Example: You retroactively promote Kevin to a new position that has a higher accrual rate, effective as of February 15. His time off plan balances are stored on March 1 and don't automatically take into account his new accrual rate. As a result, you must manually recalculate his balances with a start date that is before February 15.
  1. Access the
    Recalculate Worker Time Off Balances
     task.
    As you complete the
    Worker
     section, consider:
    Option Description
    Run for All Workers
    Workday recommends that you don't run this process for all workers as it can impact performance.
    Run for All Time Off Plans
    Workday recommends that you don't run this process for all time off plans as it can impact performance.
    Start Date
    If recalculating balances due to a retroactive change, select a date that is before or on the effective date of the retroactive change.
    If recalculating balances due to absence-related configuration changes such as accrual calculation or eligibility, select a date that is either:
    • The same as the effective date of the change.
    • Before or on the effective date of the change.
    Select a date that is less than 18 months in the past from the current date for optimum tenant performance.
  2. (Optional) Complete the
    Schedule
     section to run the process on a future date.
Workday recalculates the worker's balance and stores it as of the period. Workday also persists accrual amounts in the 6-month period before the date the balance is stored.