Setting up balance exports

To designate which balances to export, assign the balance exports to the entitlement policy of each respective employee. The start and end dates of the employee entitlement policy and balance export are used together to determine the balances to export on a specific date.

Use this sub-form to specify that the balance can be exported for a list of entitlement policies between a particular start date and an end date.

If you are using Infor HR Talent (HRT), the balances in WFM must be equivalent to the Plan type names in the HRT Absence. If this is not the case, create a cross reference mapping in HRT Absence to map the balances to Plan types.

Additionally, employees must exist in HRT and WFM with same employee names. If this is not the case, create a cross reference mapping in HRT Absence to map the employees from WFM to employees in HRT Absence.

Note: The balance type for any balance exported to HRT Absence must be set to Hours.
  1. Select Maintenance > Balances and Accruals > Balances.
  2. Click Edit next to the balance you want to export.
  3. In the Balance Export section, click the new row icon, and specify this information:
    Policy
    Select the policy for the export.
    Start Date
    Specify the start date for the balance export.
    End Date
    Specify the end date for the balance export.
  4. Click Save.

Balance Export example

If an entitlement policy (P1) is assigned/enabled for an employee (EMP01) between 01/01/2022 and 12/31/2022, and the VACATION balance is to be exported for this policy between 07/01/2022 and 08/01/2022, then these conditions apply:

  1. Payroll related balance exports:
    • On cycle: If the Pay period Start Date is between 07/01/2022 and 08/01/2022, the VACATION balance is exported for EMP01. The current/available balance value as of the pay period end date is reported as Available Hours, and the used balance value is reported as Annual Used Hours for the current year (based on the YEAR_START_DATE registry parameter).
    • Off cycle adjustment: If the date on which the off cycle is run is between 07/01/2022 and 08/01/2022, the VACATION balance is exported for EMP01. The current/available balance value as of the current date is reported as Available Hours, and the used balance value is reported as Annual Used Hours for the current year (based on the YEAR_START_DATE registry parameter).
    • Off cycle termination: If the date on which the off cycle is run is between 07/01/2022 and 08/01/2022, the current/available balance value as of the termination date is reported as Available Hours, and the used balance value is reported as Annual Used Hours for the current year (based on the YEAR_START_DATE registry parameter).
  2. For a stand-alone balance export task: If the Start Date parameter is between 07/01/2022 and 08/01/2022, the VACATION balance is exported for EMP01.
    • The Available Hours represents the balance available as of the chosen End Date.
    • The Annual Used Hours represents the balance used in the current year. This is based on the YEAR_START_DATE registry parameter.
Note: Even if there are multiple entries per balance for an employee, only one entry per balance is created.