Balance Policy

Time code balance policies are rules based on individual employee time code group balances. This allows admin to create policies that limit the number of hours charged based on that individual's balance. This is particularly useful for Leave time codes (Sick, Vacation, Personal, etc.).

In order for a time code balance policy to be functional, Time must have the individual user balances saved in the application for each reporting period.

To create a Balance Policy

1. Expand Time by clicking on the arrow .
2. Expand Policy Setup by clicking on the arrow .
3. Click on Balance Policy
4. Click on Add

5. Enter the following:

   Field	Description
   Policy Name*	Enter a name for the policy
   User Message*	Choose a message to be displayed to the user when this policy is violated
   Flag Lines*	Yes - Display a flag on the lines that violate the policy No - Will not display a flag on the lines that violate the policy
   Flag As*	High Warning: This level helps managers and administrators to set two types of warnings. This can be set for auto-approval and auditing. Low Warning: This level allows auto-approval, but provides a message describing the warning to the user. Information Only:  This level flags the expense report with information only, providing an opportunity to provide a reminder or notification to the user from the approver. This option also allows for auto-approval.
   Allow Release*	Yes but Notes Required - Allow this timesheet to be released when the policy is violated but a note will be required. No for Current Time, Yes Time Off Request in the Future - Will not allow current timesheet period to release but will release for future timesheet periods. No - Timesheets can not be released until the line no longer violates the policy. Requires Notes - Yes for Current Time, No for Time Off Request in Future - Allows timesheet for current period to release with notes but will not release for future time periods. Yes - Allow this timesheet to be released when the policy is violated
   Approval Option*	Choose who approves timesheets with this policy being violated: Enabled Based on A Team Approval  - This is based on a Team Approval that has been set up with the A Team type. Enabled Based on B Team Approval  - This is based on a Team Approval that has been set up with the B Team type. Disabled - No approval flow for this policy Enabled Based on This Policy - Approval based on only this policy. The approvers related to just this policy can be added in the later step.  Enabled Based on Employee Home Department - Based on Employee Home Department approval (approvers would need to be set up under department). Enabled Based on Worked Department - Based on Worked Department approval (The department field would need to be enabled on timesheet where users could update and also approvers associated with each department would need to be set up). Enabled Based on Main Team Approval - Based on the Main Team Approval set up
   Replace Current Approval Flow*	Choose Yes or No whether a timesheet with this policy being violated will have its approval flow replaced
   Allow Override by Routing*	Select either Yes or No depending on if you would like the approval group to be overwritten when using the routing option.
   Time Code Group *	Select the time code group that will trigger this balance policy.
   Maximum hours to exceed*	Number of hours that can be exceeded for this balance policy.
   Validation Start From*	Select either the Current Period or the specific month you would like the balance policy to start.
   Validated on Leave Balance*	Select if the balance being validated should be the beginning balance of the period of the ending balance of the period.
   Based On*	Current balance: Validates only current period balance vs  beginning balance +accrual + taken for current period Current balance including taken in current accrual year: Validates only current period balance vs beginning balance +accrual + taken up to end of accrual year Current balance including taken in future: Validates only current period balance vs beginning balance +accrual + taken up to end of all timesheets Future balance: Validates all periods after this timesheet, beginning balance +accrual + taken vs balance of each timesheet where PTO has been taken

   * Indicates a required field

6. Click Next
7. Click on Add to add a query to the policy.
8. Click on the drop-down menu next to *Query Field and select the field you would like to query base off of. 
9. Enter in a Condition
   1. In - Provides a list of values that are available in the field that can be included
   2. Not In - Provides a list of values that are available that can be selected to not include
   3. = - equals (the exact value will need to be entered)
   4. <> - not equals (the exact value will need to be entered)
   5. Like - like (value will need to be entered)
   6. Not Like  - not like (value will need to be entered)
10. Enter in a Value
11. Click on Save
12. Add as many queries as needed
13. Click Finish
14. If you would like to add the message in a different language you can do so by clicking the Other Language tab