Employee Balance Report

Use the org picker to select a location.

To run the report as of a specific date, enter the date in this field. Dayforce defaults to today's date, so that you can report on the current records.

To run the report for a date range, specify the to and from dates in the corresponding fields.

Select this checkbox to include the individual balance transactions that contribute to the balance values.

Note: When you select this checkbox, Dayforce enables the next two checkboxes.

Select this checkbox to include any comments added for manual balance transactions that contribute to the balance values.

Note: Dayforce only enables this checkbox when the Show Transactions checkbox is selected.

Select this checkbox to include transaction status (for example, approved) in the report.

Note: Dayforce only enables this checkbox when the Show Transactions checkbox is selected.

Select this checkbox to report only on balances that have a negative value. With this checkbox cleared, Dayforce includes all balances that have a value.

Use the employee picker to select a manager. Only employees who report to the selected manager are included in the report.

Select this option to include all employees you have access to.

Select this option to run the report for a specific employee. When you select this option, Dayforce shows additional controls that you can use to filter for the employee you want to report on.

(Optional) Use this drop-down list to limit the report to balances assigned a specific type. For example, you could use this setting to report only on vacation hours.

If you want to limit the report to employees assigned specific statuses, use this control to specify the statuses you want to include. By default, Dayforce includes all statuses except terminated.

If you want to limit the report to employees assigned specific pay types, use this control to specify the pay types you want to include.

Select how the report is sorted. You can sort records by last name, employee number, or department.

(Optional) Enter a description for the report. Dayforce shows the description next to the filename in Message Center.