Setting the balance display options for resources and managers

Use this procedure to specify the absence plan balances that are displayed to the employee and manager.

Select Absence Management > Setup > Plans and Components > Plans.
Click New.
Open a Plan and select the Details tab.
In the Balance Display Options section, specify this information:

Resource and Manager Plan Description

Specify a description to use in Employee and Manager views to identify this plan. The Administrator can see the Plan Type and the Eligibility Group.

Hours Per Day Conversion Factor

Specify the number of hours that are used to convert Hours balances into a number of days.

Multiply Hours By Total FTE For Days Balances And Requests

Select whether the Hours Per Day Conversion Factor is multiplied by the employee’s total FTE when converting hours balances to days balances, or when converting days specified on requests to hours.

Number of Decimals

Specify the number of decimals for hours and days balances that are displayed to Employees and Managers.
Select hours or days balances to show to the Resource and to the Manager. Days are calculated as Hours/Hours Per Day Conversion Factor.

Available /Accrued / Allotment / Reserved / Carryover

Select the check box to show the balances.

Annual Used

Select the check box to show the annual used.

Annual Available

Select the check box to show the Annual Available for use. The Annual Available is calculated as the Hours Limit Per Year from the Plan’s Balance Rule minus the Annual Used amount.

Percent of Available Limit

The Percent of Available Limit check box can only be selected if the Available option is selected.

Transaction Detail

Select this check box to show all closed transactions and transaction types in the employee view. Clear this check box to show only the balances and not the detail.

Pending +Approved

Select whether Pending + Approved time off balances are displayed.

Available For Request

Select whether Available For Request time off is displayed. Available For Request equals Available minus Pending + Approved.
Click Save.

Hours balances display location

The employee results are displayed in:

Employee > My Profile > Absences tab
Calendar

The manager results are displayed in:

Manager > My Staff > My Staff > Leave Balances
Manager > Manage Absences > All Staff Balances
Manager > My Staff > My Staff > Employee Profile