The Leave Balance Screen allows the system administrators to view/adjust the balances available to the users by timesheet period. This screen also allows tracking the audit trail of the manual adjustments made to the balances by the system admin.
...
- Period Start Date: Timesheet period start date that the balance is available for
- Time Code Group: the time code group ID that the balance applies to
- Starting Balance : Starting balance for the specific timesheet period
- Adjusted Balance: The number of hours to be added or subtracted from the ending balance. The hours can be positive if trying to add to the balance or negative to subtract from the balance.
- Accrued Hours: The number of hours accrued for the selected period
- Posted Bank Hours: Bank hours posted for this period if an administrator has specified hours in the Leave Bank screen.
- Ending Balance: Ending balance for the selected timesheet period.
- Locked:
- If locked status is Yes, this means that the period in which the balance is in, can no longer be adjusted.
- If locked status is No, this means the leave balance can be adjusted for the period.
Note: The number of timesheets in unlocked status depends on the number of months specified in the Adjust Accrual Based on Changes parameter of the Update Employee Balances profile
...
To view employee balances:
- Click on Add
- Period Start Date* - Enter the start date of the period.
- Time Code Group* - Choose the time code group that corresponds with this Leave Balance.
- Starting Balance* - Enter the periods starting balance hours.
- Click the Save.
...