Balance Settings

Select this checkbox to equally deduct from a balance’s accrued amount when the grant amount is deducted.

For example, if an employee is granted 10 days of a balance at the start of the year and has since accrued six days, and Dayforce deducts two days from the granted amount, it also deducts two days from the employee's accrued amount.

Select this checkbox to configure the balance to be displayed using only whole numbers. When selected, Dayforce rounds the balance down to show whole numbers, and the entitlement engine enforces balance minimums in whole number increments.

Note: Users can’t deduct partial units below the balance minimums. For example, if a user has a balance of 7.5 hours that is rounded and shown as 7 hours, the user can only deduct 7 hours.

Select this checkbox to configure the balance to be used with work contracts.

This is useful in cases where an organization has both contract and non-contract employees who both need to use the same pay code for recording time, even though only contract employees are assigned the contract balance. When this checkbox is selected, Dayforce only requires that contract employees (that is, employees assigned a work contract) be assigned this balance to use the associated pay codes; non-contract employees can record time against these pay codes without errors. Without this checkbox selected, only employees assigned this balance can record time against the associated pay codes.

Select this checkbox to prevent an entitlement rule from updating a balance when a termination date falls in the current recurrence period. The rule doesn't update the balance in the following scenarios:

• The termination date falls after the last recurrence date, but before the next recurrence date. That is, it falls mid-cycle.
• The termination falls after the last recurrence date and is the same date as the next recurrence date. That is, the termination date and the recurrence date are the same.

However, if the termination date falls after the next recurrence date, meaning it occurs in the future, the balance updates as normal.

Additionally, it’s important to note the following when configuring this setting:

• When determining the termination date, this setting looks at the date of termination only and ignores the time stamp. Due to this, selecting Start of Day in the Effective Starting Point of Day drop-down list in HR Admin > Status has no impact on the behavior of this setting. It always assumes that the termination date is based on the end of day.
• This setting prevents the balance from being updated, but it doesn’t prevent the entitlement rule from running. This is because of how entitlement rules are called and are provided dates to run for, but don’t have any context of what the date represents.

Select this checkbox to configure the new balance as a restricted balance. Dayforce treats restricted balances differently. Employees can use a restricted balance only if their supervisor, an HR professional, or another user with access has given them access to the balance in People.

Role feature access: Application Container > Employee Profile > People > Work > Balances > Access Restricted Balances

Select this option to show the entitlement balance taken by an employee on their earning statement and on the Earning Statement Report and Payroll Register Report. You can select this option concurrently with the Print Current Balance on Payroll and Print Current Accrued on Payroll checkboxes.

Note: The entitlement balance taken isn’t shown for additional check types in off-cycle pay runs.

Select one or more of the Print Current ... checkboxes to configure the Payroll functionality of Dayforce to show the balance on employee earning statements and enter a label in the Print Label field. An example of a balance’s label on an earning statement is shown in the screenshot below.

The application might truncate the Print Label on payment forms printed by the back office (checks and earning statements) but shows the full value on earning statements viewed in Dayforce.

When selected for a particular balance, Dayforce includes any amounts the employee accrued and used within a pay period, as well as their balance at the end of the pay period, on their earning statement in both Statements > Earning Statements of the People feature and the Earnings feature. These amounts are also printed on US and Canadian printed earning statements. The balance’s label is defined by the Print Label field. This functionality can only be used with the Payroll functionality of Dayforce; if Dayforce hasn’t been configured to use the Payroll features, ignore these fields.