Dayforce, a cloud-based all-in-one HCM platform, allows managers to view their team’s Employee Entitlement Balances such as vacation, sick days, and more. This OneByte article will outline steps on how to view Employee Entitlement Balances to ensure you can stay on top of your team’s balances to effectively manage scheduling and workforce operational needs.
Different ways to access balances
You can access Employee Entitlement balances from different screens such as the Time Away From Work (TAFW) request, Timesheets and directly through Employee Profile. The Employee Profile Balances view is the most detailed and comprehensive.
How to access balances through the Employee Profile
Follow these steps to view Employee Balances from the Employee Profile menu.
1. Go to People and pick up an employee from the list.
2. Load Employee Profile and go to Work → Balances.
3. By default, you will see only current Active Balances. To see all available balances, click “All”.
4. Click on the arrow next to the balance you would like to check in detail.
5. It will open System Transactions related to the balance you are viewing, and you will see pending transactions and entitlements added each period. Once TAFW is approved, it will change pending status to approved.
Other ways to view Employee Entitlement Balances
You can also access Employee balances directly on the Timesheets and when submitting TAFW request on an employee’s behalf.
On Timesheets go to the panel on the top menu bar, click on the arrow next to Pay and go to Balances.
You can also view Employee Entitlement Balances when making a TAFW request.
By default, you will see only current Active Balances, when accessing from Employee Profile menu (Work → Balances). To see all available balances please click “All”.
For more details on employee entitlements, timesheets and more, check out the Dayforce Employee Guide.
About the expert
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Tatiana Vygurska, HCM Implementation Specialist, OnActuate
Tatiana is a Certified Payroll Manager with over 15 years of experience in multi-faceted HR, payroll, and benefits systems. She holds a Bachelor of Science in Math, along with many other certifications supporting her vast knowledge of payroll, finance, and business. Working in both public and private sector payroll and HRIS has given Tatiana knowledge and experience in a variety of industries managing diverse workforces. |
The “OneByte” blog series are technical how-to articles by OnActuate’s expert consultants covering Microsoft Business Applications (Microsoft Dynamics, Power Platform) and other technologies like Dayforce. Have a topic you’d like to learn more about? Email us at info@onactuate.com!
