Displaying balance information when approving requests

When approving a time off request, managers can see an employee's current balance for the given time off type in the Current Balance column. Additional balance information (accrued, used, and future approved) is shown in a pop-up.

The Current Balance column is hidden by default for existing customers. You can enable the new column using localization.

  1. Select Time Off Approval.
  2. Click the Turn ON config mode icon.
  3. Click the request bar to review the details of any request.
  4. Click the localization (orange diamond) icon to the immediate left of the Current Balance column (TOP_CURRENT_BALANCE).
    The Field Localization window is displayed.
  5. In the Field UI drop-down, change HiddenUI to TextAreaUI.
  6. Click Save and close the window.
    Using the TOP_CURRENT_BALANCE security key, you can hide the Current Balance column for users in specific security groups.

    Using the other localization options, you can localize the balance labels in the pop-up.

  7. Click the Turn OFF config mode icon.
The Current Balance column is displayed when you open a request.