Employee Balance

Experience Hub Administrator Guide

Version
R2024.2.1
Employee Balance

The Employee Balance widget displays all visible, remaining balances that employees have accrued, such as vacation days or sick time. The following screenshot is an example of the widget with a one column section:

Note: The two and three column sections have a different layout, but you can click the arrow on the right to view more information.

Employee balance widget.

Widget access is based on employees having balances assigned to them. If employees have no balances, Dayforce doesn’t display the widget. No role feature access is required for employees to view their own balances so, if the balances widget is added to a hub, Dayforce displays the widget for any role that employees have.

Dayforce displays restricted balances for users who have been granted Balance Access in the Work > Balances screen in People. In addition, the application displays the Request New Time Off button for roles that have access to Work > Time Away List in the Features tab of System Admin > Roles.

End users can click the arrow on the right to see more balances, click Balances Summaries to view summary and expiring transaction information, or click Request New Time Off to open the Create Time Off Request form in Dayforce.

The following details are included in the Employee Balances configuration dialog box in Hub Designer:

  • Title: The default title is Balances, but you can change it.
  • Visibility: Specify if visibility is All, Web only, or Mobile app only.
  • Show Link to Request New Time Off: This link is only displayed in the web application. Optionally, you can change the label. Character limit is 30.
  • Show Link to Balance Summaries: This link is only displayed in the web application.
  • Show Footnote: If you change the default message, the character limit is 200.
  • Note: Employee data that Dayforce displays in Hub Designer is sample data, to give you an idea of what the finished widget will look like.