Balance changes

Employee balances, such as vacation days, can be based on a variety of drivers that are specified in the entitlement policy. Changes to these drivers, such as the number of hours employees work per week, can affect employee balances, and changes to employee records can affect future balance values. You can configure the Recalculate Task to recalculate employee records and adjust the future balance values to accurately reflect these changes.

For example, if holiday balances are granted at the beginning of the year as an annual entitlement, changes to one of the entitlement drivers in the middle of the year will affect future balances for the remainder of the year.

In another example, if employees earn one vacation day for every 160 hours they work, reducing the amount of time an employee worked to take into account unreported sick days reduces the number of vacation days the employee should have earned. You can configure the Recalculate Task to process future balance dates and reduce the employee’s vacation balance so that the balance is accurate.

The Recalculate Task is just one of the available options to process future balance dates. Setting the value of the /system/ruleengine/auto_recalc_future_balances registry parameter to True enables the recalculation of future balance dates. When employee timesheets are edited, future balance activities are recalculated. In addition, the Holiday Assignment Task can be configured to recalculate future dates that have balance values.

To shift the processing of future balance dates to the Recalculate Task, set the registry to Null, to avoid redundant recalculations, and enable the processing of future balance dates in the Recalculate Task.

This parameter of the Recalculate Task controls whether future balance values are recalculated:

Process Future Balance Dates
Select TRUE from the drop-down list to recalculate future balances.