Prior-Year Balance

Prior-year balances allow remaining balances at the end of the balance period to be carried into the following year, with the requirement that the remaining balances are tracked and used prior to balances earned in the current year. Configuring a prior-year balance involves the following three steps:

• Configure Current-Year Balances
• Configure Prior-Year Balances
• Configure Cascades

Configure Current-Year Balances

The current-year balance shouldn’t have any pay codes directly assigned to it. Toward the end of this procedure, you’ll configure a cascade that controls the balance that the pay codes originate from.

To configure a current-year sick balance:

1. Go to Pay Setup > Balances and click the Balances tab.
2. Click Add.
3. Enter a name and a description for the balance.
4. In the Options section in the Units drop-down list, select the unit your organization uses to measure the balance.
5. Ensure that there are no pay adjustment codes assigned in the Pay Adjustments section.
6. Click Save.

Configure Prior-Year Balances

The prior-year balance should be configured with the pay codes that your organization uses to record used time. With this configuration, the cascade (which you’ll create in the next section) ensures that any available amount is decremented from the prior year’s balance before deducting from the current year’s balance.

To configure a prior-year sick balance:

1. Go to Pay Setup > Balances and click the Balances tab.
2. Click Add.
3. Enter a name and a description for the balance.
4. In the Options section in the Units drop-down list, select the unit your organization uses to measure the balance.
5. In the Pay Adjustments section, select the pay codes that you want to link to the sick balance in the drop-down list.
6. Note: You can assign more than one pay code to any balance. Dayforce will deduct the balance equally for each occurrence of the different pay codes.
6. Click Save.

Configure Cascades

A cascade determines which balance Dayforce checks first for available time before moving onto a secondary balance. This cascade is required to deplete the prior year’s balance before checking for available amounts in the current year’s balance.

To configure a cascade:

1. Go to Pay Setup > Balances and click the Balances tab.
2. In the left side panel, select the balance that represents the prior year’s amount.
3. In the Cascades section, click Add.
4. In the Cascade To drop-down list, select the balance that represents the current year’s amount.
5. Click Save.