Monitoring and updating all personal development balances

Use this procedure to view and update personal development balances for any resource in your organization.

  1. Select Learning and Development > Resources > Personal Development Hours > Balances.

    All of the resources that have personal development balances loaded display.

  2. To view a resource's balances, highlight the resource.

    • The Hours Balance tab displays the current balance and the date it was last updated. If the balance exceeds the maximum, a red alert appears. If the balance approaches the maximum, a yellow alert appears.

    • The Balance History tab displays all of the transactions related to loading and updating the balance.

  3. For all resources. To reduce a resource's balance to the maximum, select the resource and click Reduce Balance To Maximum. Add comments, and click OK.
  4. For all resources. To update a resource's balance, select the resource, and select Manually Update Balance. Specify the positive or negative number of hours by which to update the balance, and click OK.