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.
To view employee balances:
- On the left side of the screen, click the plus sign to expand the Organization menu.
- Click on Employee
- Find the employee you want by either:
- Entering either their first or last name in the search box at the top next to the magnifying glass and press enter on your keyboard.
- Entering search criteria in the Filter on the right hand side of the screen and click on Apply.
- Click on the employee record and click on the Leave Balance tab.
- You can filter based on the following fields in the Leave Balance tab.
- Time Code Group: A drop down menu with all the leave time codes that are tracking balances will be available to chose from in the drop down menu.
- Locked: Select from Yes or No.
- 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.
- Start Date From: Select the period start date you would like to filter from.
- End Date To: Select the period start date you would like to filter up to.
- Click on Apply to view your results.
The Leave Balance tab displays the following fields:
- 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:
- 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.
* Indicates a required field