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. Users with appropriate access can view how Dayforce processes employee balances through the Dayforce entitlement rule engine.

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 the Dayforce 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.

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

This functionality is also available in Timesheets. In the toolstrip of the Timesheets feature, click Tracer > Balances to view a detailed analysis of an employee’s balances. The entitlement tracer functionality is identical in People in the Work > Balances screen and in Timesheets. See Pay Summary and Entitlement Tracers in the Manager Guide.