Creating balances

  1. Select Maintenance > Balances and Accruals > Balances.
  2. Click Create New Entry.
  3. Specify this information:
    Balance
    Specify the name of the balance.
    Description
    Specify a short description.
    Balance Type
    Select the unit of measurement of the balance.
    Maximum
    Specify the maximum amount of units an employee can accrue.
    Minimum
    Specify the minimum amount of units an employee requires to use the balance.
    Hide Balance
    Indicate whether to hide this balance from being displayed to assigned employees. This option is intended for hiding internal or helper balances. For example, consider a vacation-pending balance that awards an employee a pending accrual that the employee does not get until 90 days employment, at which point the pending balance transfers to a vacation balance. In this scenario, you would want to hide the vacation-pending balance and only display the vacation balance.

    When this option is selected, the balance will not be displayed to assigned employees in the Time Off Calendar page in desktop and mobility, or in the My Profile and My Team pages in mobility. In addition, the balance will not be displayed in the Daily timesheet, Supervisor Approval Worksheet, or when booking off shifts in the ASV or Central Staffing. The balance will still be displayed on other pages where balances are shown such as new time off requests, Balance reports, and Employee Override screens.

    Note: This option only applies when the BALANCE_ADMIN_BY_EMP_POLICY registry parameter is set to true. When the BALANCE_ADMIN_BY_EMP_POLICY registry parameter is set to false, this option is ignored. With this registry setting, all balances are shown.

    When this option is cleared, the balance will be displayed to assigned employees. This is the default.

    The date effectiveness of accruals, policies, and employee accrual policies are taken into account when balances are displayed in the application.

  4. Click Save.