Balance Total Qualifier

The Balance Total Qualifier is used to trigger balance transfers in Dayforce when the total of a specified balance is over or under a certain value. This qualifier can be added to any pay rule that updates balances, such as overtime balances or flextime balances.

You can use this qualifier to set a balance limit and its direction and when it has been reached, the balance automatically qualifies for a transfer.

Balance Total Qualifier Settings
Setting	Description
Qualifying Balance	The balance that automatically triggers a transfer in Dayforce after it reaches the value entered in the Balance total limit field. Note: The options listed in this drop-down list are configured in the Balances tab in Pay Setup > Balances.
Direction of balance unit	The direction in which the balance total is assessed to determine if it qualifies for a balance transfer. The options include the following: Less than Equal or less than Equal or more than More than For example, if the balance total limit is set to `10` and you select More than in this setting, the balance would only qualify for a transfer if it exceeds 10.
Balance total limit	The total amount that a balance must reach for Dayforce to trigger an automatic balance transfer. The unit that this amount is in is the one set in the balance. Any conversions for each unit type can be set in the Units tab in Pay Setup > Balances.
Run rule even if balance not set up for employee	When selected, the rule uses the value entered in the Assumed balance total for missing balance field as the balance total the rule triggers a balance transfer at.
Assumed balance total for missing balance	The balance total the rule checks for when the Run rule even if balance not set up for employee checkbox is selected.