You created and saved a time off plan configured to track balances. Later, you realize the plan should not track balances.
How will you resolve this issue?
Balance tracking is a foundational and non-editable characteristic of a time off plan after the plan is saved. Workday specifically identifies Track Balance, Period Schedule, and Unit of Time as fields that cannot be changed after creating and saving the plan. Consequently, an administrator cannot convert the existing plan into a non-balance-tracking plan by clearing either the Track Balance setting or its balance period.
A balance-tracking plan contains architecture that is not present in a basic plan, including a balance period, accrual calculations, carryover behavior, upper and lower limits, balance visibility, and accrual and time-off balance processing. Removing only the balance period would leave the plan configuration internally inconsistent. Adding another accrual would further reinforce balance tracking rather than remove it.
The correct remediation is to remove the incorrectly configured plan and create a new basic time off plan without balance tracking. Before deletion, the administrator should confirm that no production time off requests, accrual results, adjustments, or other transactions depend on the plan. If operational data already exists, the replacement requires controlled migration and effective-dated planning rather than an immediate deletion. Within the stated scenario, deletion and recreation is the valid configuration response.