Filter Employee Balances

HR Administration Guide

Version
R2026.1.1
ft:lastEdition
2026-05-13
Filter Employee Balances

To filter employee balances:

  1. Go to People, open the employee profile, and click Work > Balances.
  2. Click Filter. The filter panel opens.
  3. Select the type of balance to filter by in the Balances drop-down list.
  4. Enter the effective from date to filter balances by in the Effective From field.
  5. To view all filter options, click Add Filter and click Update.
  6. The filter options with Balance and Effective From highlighted.
  7. Click Apply Filter to filter balances by the selected filter options.