Creating employee balance overrides

  1. Select Maintenance > Employees > Employee Basic Information - Override.
  2. Specify the employee ID in the Employee field.
  3. Specify the effective date for the overrides in the Date field.
  4. Click Go.
  5. Navigate to the Employee Balances section.
  6. For any of the balance fields, select one of these options:
    • To add to the existing balance, specify the number of units in the Value field and select Add from the Action list.
    • To set a new balance, specify the number of units in the Value field and select Set from the Action list.
    Note: 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.
  7. Click Submit.
    Note: Balance overrides are always permanent.