In Work > Balances, you can specify the initial balance amount that’s granted to an employee. Depending on your configuration, Dayforce might automatically grant balances to employees. For more information, contact your system administrator.
If you configure two instances of the same balance in the Actual Balances section, Dayforce triggers errors if the effective periods of the balances overlap, or if there’s a gap between effective periods.
To manually assign initial balance values:
- Go to People, open the employee profile, and click Work > Balances.
- In the Actual Balances section, click Add.
- Select the balance that you want to add. Dayforce lists only the balances that you assigned to the employee.
- Enter the entitlement balance’s effective dates.
- In the Initial Value field, enter the amount that the employee is initially assigned. The units that the balance is measured in is controlled by the balance’s configuration. Common units are hours or days.
- Note: Dayforce populates the Current Value field with the Initial Value amount. An employee’s current value for a balance changes automatically as the employee uses the balance or when you or another user manually record transactions against the balance.
- Click Save.