How to reset or change accrual balances - PTO (sick/personal) or Vacation - HR and Payroll Only

First, check what the employee's accrual balance was prior to them going on leave:

1. Run the Accrual Detail report with a timeframe of a week or a few days before the employee went on leave
2. Accrual Balance Dataview > change the view to a week or few days before the employee went on leave
3. Accruals tab on the bottom of the timecard > change the view to a week or few days before the employee went on leave

To reset or change an accrual balance, go to the employee's timecard in WFM:

1. Accrual Actions > Reset Accruals
2. Enter or select an effective date
   • If the effective date is in a closed pay period, you must enable edits first under Employee Summary or Dataview Library
   • If an employee is returning from leave, their balance should be set to what is was prior to them leaving
3. Select the Accrual Code
   • For all Hours pay codes, such as PTO, enter the number of hours
   • For all Days pay codes, such as Vacation, enter the number of days
   • PTO Sick/Personal = PTO pay code
4. In the Vested Amount field, enter the new balance. This will be the new accrual balance effective on the day selected above
5. Leave the Probation Amount field as is
6. Click Apply
7. Back on timecards screen, click Save

You can confirm the new balance by selecting a date on the left and opening the Accruals tab at the bottom of the timecard. View the Current Vested Balance column for the respective pay code. You can also reset accrual balances under Dataview Library or Employee Summary and use the Accrual Actions button at the top of the screen, starting from step 1 above.