In the Work > Balances screen, Dayforce shows employee balances in the Actual Balances section. In this section, Dayforce only shows balances based on transactions that occur up to and including the current date. The application doesn’t show balance values or available grant values in the Actual Balances section based on future transactions that might increment or decrement a balance.
To view employee balances:
- Go to People, open the employee profile, and click Work > Balances.
- In the Actual Balances section, do one of the following:
- To view the employee’s current balances, click Active:
- To view the employee’s balance history (including inactive balances), click All.
- To view any transactions for the balance, expand the record by clicking the right arrow (
).
For information about adding balance transactions to increment or decrement a balance, see Manually Increment or Decrement Balances. For information about viewing system-generated balance transactions, see View System Transactions.