Creating employee balance overrides

To create employee balance overrides:

  1. Select Maintenance > Employees > Employee Basic Information - Override.
  2. Select the employee who you want to view using the Employee lookup.
  3. Select the effective date for the override using the Date calendar, and click Go.
  4. Navigate to the Employee Balances section.
  5. For any of the balance fields, for example, vacation, select one of these options:
    • To add to the existing balance, enter the number of units in the Value field and select Add from the Action drop-down list.
    • To set a new balance, enter the number of units in the Value field and select Set from the Action drop-down list.

    The BALANCE_ADMIN_BY_EMP_POLICY registry entry restricts access to only view those balances that are associated to active balance accrual policies to which the employee is currently assigned. If this registry item is set to False, then all balance types are displayed. This feature only applies to the Employee Override page and does not apply to the Employee page.

  6. Click Submit.
    Balance overrides are always permanent.