Filter the Employee’s Balances

After you click Tracer > Balances, Dayforce opens the Entitlement Tracer slide-out panel. The panel contains the Tracer Filter section which you must configure to view entitlement details.

To filter balances in the Entitlement Tracer panel:

1. Go to Timesheets and load one or more locations.
2. Click Tracer > Balances. Before you click Tracer > Balances, you can also select an employee in the timesheets grid to view the balance details for that specific employee.
3. Dayforce opens the Entitlement Tracer slide-out panel.
3. In the Tracer Filter section, select an employee if you didn’t in the previous step, and then select a balance in the Balance Name drop-down list.
4. In the Time Period section, specify the time period for which you want to view balance transactions.
5. (Optional) In the Additional Employee Information drop-down list, select any additional information that you want to view with the entitlement details. You can select up to four items:
   • Seniority Date
   • Original Hire Date
   • Most Recent Hire Date
   • Entitlement Override Date
   • Entitlement Seniority Date
6. Apply or reset your filter:
   • Click Apply Filter to view the employee’s entitlement details based on your filter configuration.
   • Click Reset Filter to clear the filter configuration.

After you click Apply Filter, Dayforce shows the Table View tab.

If you click Refresh, Dayforce clears any loaded data and the filters.