Employee Entitlement Details

In the Work > Balances screen in the Actual Balances section, you can click Entitlement Tracer to view a detailed analysis of the employee’s balances.

You can select a balance and specify a period, and Dayforce shows every transaction that included the specified balance within that period for the employee. For transactions that were initiated by Dayforce’s entitlement rule engine, you can click the transaction to view how the rules and qualifiers in the employee’s entitlement policy calculated the balance update.

Role authorization access: Employee Balance Information

The following topics outline how to load and review a detailed analysis of an employee’s balance transactions:

• Filter the Employee’s Balances
• The Table View Tab
  • View Employee Information and Balance Events
  • Export Balance Events
• The Detailed View Tab
  • The Entitlement Policy Ruleset
  • Balance Adjustments in the Output Section
  • Entitlement Configuration Details
• Review Balance Transaction Details