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 Development Planning > 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.

      For French resources, the tab also displays the projected usage and projected balance resulting from the activities displayed on the Projected DIF Activities tab.

    • The Balance History tab displays all of the transactions related to loading and updating the balance. For French resources, a Usage indication indicates that the balance was updated as a result of the resource attending a development session.

  3. For French resources only. Click the Projected DIF Activities tab to view the requested and approved DIF activities. On this tab, you can also request a DIF activity, register the resource for an approved DIF activity, complete the DIF activity for the resource, and cancel the activity.
  4. For French resources only. Click the DIF Activity History tab to display completed, cancelled, rejected, withdrawn and incomplete DIF activities for the resource.
  5. For all resources. To reduce a resource's balance to the maximum, select the resource and click Reduce Balance To Maximum. Specify an optional comment, and click OK.
  6. 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.