Balances are used to track employee benefits, such as vacation time, sick, and personal days in Dayforce so that as employees record their time or make time away requests, the appropriate benefit is deducted automatically. When an employee takes five days off on vacation, Dayforce deducts their vacation balance by five.
You can set up as many balances as you need so that Dayforce mirrors what your organization tracks. Setting up balances involves the following general tasks:
Configure Units to Measure Employee Balances
First, you must configure the units your organization uses to measure employee balances and how these units relate to minutes. If vacation time is measured in days, and your organization considers eight hours a day, you can configure a unit to represent a day as equal to 480 minutes. Using this configuration, Dayforce can accurately track the balances and deduct them properly, accurate to within a minute. So, in the example above, if the employee takes vacation time from 1:00 PM to 5:00 PM off on Friday, Dayforce deducts half a unit from the employee’s vacation balance, because four hours = one half day.
Configure Balances and Link Them to Units
You must configure your organization’s balances and link them to the proper units. By linking each balance that organization tracks to the unit it's measured in, and by linking balances and units to pay codes, Dayforce calculates balances appropriately when those pay codes are entered in an employee’s time and attendance records. For example, when an employee requests time away from work, and the request is approved.
Configure Balance Conversions and Cascades
You must configure balance conversions and cascades, if any balances can cascade to, or flow into, other balances. This can be used for a situation where an employee takes a day off work sick, but has used up all their sick days. A balance cascade controls what balance is used in lieu of a sick day, if the employee has a sick time balance of zero. For example, Dayforce could be configured to deduct from the employee’s vacation balance if there aren't enough sick days. Balance conversions describe this relationship. How many units of one balance convert to units of another balance. Continuing the example, you could set up a conversion in which one vacation day is worth two sick days.
Enter Reasons for Restricted Balances
You can configure reasons why employees are assigned a restricted balances for record -keeping purposes.
Configure Entitlements
You must configure entitlements, which are used to control how employees earn their balances. Although balances don’t need an entitlement to work, managers, HR professionals, or other users with access can assign balance amounts manually. Typically, balances and entitlements are configured to work together. See Entitlements.