Overview: Balances are an important element that facilitates the proper financial and payroll management of the workforce. Balances must be properly set up and linked to the employee's contract in order for them to post properly to the employee's payroll.
Start from: The Workforce module.
See if balances have been posted to the employee
Workforce provides users with a detailed report of balances by worker and balances by unit, so they can get an overview that allows them to verify if balances are set up and accounted for correctly.
To learn how to generate balance reports, see Analyze balances.
Assign balances to an employee
- Navigate to Configuration > Labour Quotas.
- On the Labour Quotas screen, find the balance you want to assign in the Balances dropdown.
- Select the Contracts button to see a list of all the contracts created and to which of them the balance is associated.
- Select the specific contract of the employee to whom you want to assign the balance.
- Select Accept to save the selection OR Cancel to discard it.