Purpose
The purpose of this quick reference guide is to step through the process of viewing Leave Balances. The
intended audience for this document are Standard Users.
Steps
A Payee’s Leave balance and summary of Leave movements can be seen after Pay Batch Finalisation via;
- the View Balances tool
- the Balance Movement tool
- the Payee Leave Rule
Navigate to the Payee Record
- Go to the Payee record.
- To identify a Payee record from an Employee record, enter the Employee name into the Global Search. (See Figure 1)
- Select the Employee record from the suggestions provided. (See Figure 2)
- Open the Related tab.
- Identify the Payee record(s).
- Select the Payee record.
View Balances page - Date Range
To view Leave Balances via the View Balances tool under the Payee Object:
- Within the Payee record, navigate to the Leave tab. (See Figure 3)
- Click on the View Balances sub-tab.
- Define the Display balances from Date. (See Figure 4)
- Define the Display balances to Date. (this will be auto populated but can be amended if required)
- Choose whether the balance units should be displayed as Hours, Days or Both.
- Click on the Refresh button to display the balance.
View Balances page - As at Date
To view Leave Balances via the View Balances tool under the Payee Object:
- Within the Payee record, navigate to the Leave tab. (See Figure 5)
- Click on the View Balances sub-tab.
- On the View Balances page, click on the dropdown arrow and select As at date. (See Figure 6)
- Define the Display balances as at Date. (See Figure 7)
Balance Movement page
To view Leave Balances via the Balance Movement tool:
- Go to the Payee object using the steps outlined on the first page.
- Navigate to the Leave tab. (See Figure 8)
- Click on the Balance Movement sub-tab.
- Click the refresh icon if you wish to update the displayed table. (See Figure 9)
- Click View Report if you wish to open the related Salesforce Report.
Payee Leave Rule
To view a Payee’s current Leave Balance specific to a Payee Leave Rule:
- Go to the Payee object using the steps outlined on the first page.
- Select the Leave Tab, and then the Rules sub-tab. (See Figure 10)
- Open the respective processed Payee Leave Rule record and view the Balance. The balance
displayed here is the last Finalised Pay Batch amount. (See Figure 11)
The Current Balance field is updated after a Pay Batch is Payment File Released with
the current balance. This field is also editable, and any changes made here are not
reflected in the actual Payee Leave Balance as reported elsewhere. Its purpose is for
quick reference and to be able to report on it.
Field Descriptions
No field descriptions are required for this QRG document.
