Refer to the following scenario to answer the question below.
You created a time off plan that accrues five hours each period for all eligible workers. Workers start accruing in the period in which they are hired. The time off plan has an upper limit of 120 hours.
Due to a recent acquisition, your company added 200 new workers to your Workday tenant. These workers are eligible for the time off plan you created. In addition to accruing five hours each period, each worker should start with a beginning plan balance of 40 hours.
What EIB will you use to grant the workers a beginning balance of 40 hours?
The Put Override Balance EIB performs mass time off plan balance overrides. It is appropriate because 200 acquired workers require the same type of beginning-balance conversion. Each worker's eligible plan balance can be established at 40 hours as of the applicable period start date, after which Workday uses that amount as the starting point for subsequent accrual and time off calculations.
Import Request Leave of Absence loads leave-of-absence events and does not establish time off plan balances. Adjust Time Off creates mass time off adjustment or correction transactions; it is not the delivered EIB for setting the authoritative opening balance. Enter Time Off loads time off requests through the Request Time Off business process and would reduce balances instead of establishing them.
The effective date must align with the start of a period for which each worker is eligible. Administrators must also understand that an override replaces the calculated balance at that point. Workday does not recalculate the overridden balance for the override date or earlier dates when retroactive activity is subsequently entered. Data validation should therefore confirm worker eligibility, plan, unit of time, effective date, and the 40-hour value before loading.
Study Guide reference: Absence Management Administration -- Maintain Time Off Plan Carryover and Balances for Employees.
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