Balance Amount Qualifier

The Balance Amount Qualifier is used to qualify or disqualify employees for entitlements, or to restrict specific entitlement rules, based on the amount employees have in the entitlement’s balance. For example, you can limit a rule to employees who have less than 10 vacation days.

Before You Begin:

Don’t add the Balance Amount Qualifier to rollover recurrence rules, because the qualifier might not work as configured.
You can’t use this qualifier to create a new balance period for a balance that doesn’t have an existing, previous balance period.

Balance Amount Qualifier settings
Setting	Description
Amount greater or equal to	The amount of the entitlement’s balance that employees must have more or equal to in order to qualify or be disqualified (if the Disqualify checkbox is selected).
Amount less than	The amount of the entitlement’s balance that employees must have less than to qualify or be disqualified (if the Disqualify checkbox is selected).
Disqualify	When selected, the employees that match the amounts specified in the Amount greater or equal to and Amount less than settings are disqualified.
Conversion formula	This setting converts the values specified in the rule based on employee records. Instead of qualifying employees based on the same amount, the qualifier can be configured to check for a balance amount that is based on values in the employee's records. See Entitlements Conversion Formula Library. Specify a formula to convert the values in the Amount greater or equal to and Amount less than settings, typing the token `{g}` in place of the settings and using one of the following variables: `{EMP_DAILY_HR}` uses the value from the Average Daily Hours field in each employee’s record in People. `{EMP_WEEKLY_HR}` uses the value from the Normal Weekly Hours field in each employee’s record in People.
Ignore deductions	The qualifier doesn’t consider deductions to an employee’s balance when qualifying the employee for an entitlement. For example, employees are eligible to earn only one vacation day per month if their current balance is fewer than 10 days. An employee has accrued 10 days, and uses 4 of them. At that point, without this checkbox selected, the employee would once again be eligible to accrue more vacation days. Conversely, with this checkbox selected, Dayforce disregards the deductions to the employee’s balance, meaning that they aren’t eligible for the entitlement because Dayforce considers their current balance to be 10. Note: This functionality isn’t compatible with the advance pay feature. If your organization uses advance pay, don’t select this checkbox.
Check balance amount one day before	Select this checkbox and Dayforce evaluates the balance amount on the day before the recurrence date. Use this setting in scenarios where you want to qualify the associated rule and create a new balance period. By default, this qualifier checks balance amounts on their recurrence dates to determine qualification. When you create a new balance period in Dayforce, the recurrence date is the first day of the new balance period and shows no accrued balance, while the previous balance period contains the balance amount that was accrued. Because of this, the associated rule won’t qualify unless Dayforce can detect the balance amount from the previous balance period. When this checkbox is selected, the qualifier checks the balance amount on the day before the recurrence. If the day before the recurrence contains a balance period with a balance amount that meets your Amount greater or equal to and Amount less than values, the associated rule qualifies.