Viewing Current Absence Entitlement Balances and Running the Absence Entitlement Balance Inquiry Process

Use the Balance Inquiry feature to view a payee’s current entitlement balance for a take. You can also run the Balance Inquiry process to return the values of the elements that are specified on the Absence Take - Balance Inquiry page. Typically, one of these elements returns the absence balance for the take. Values are displayed as of the date that you specify.

Video: Image Highlights, PeopleSoft HCM Update Image 43: Absence Balance and Forecast Enhancements

Page Name

Definition Name

Usage

Current Balance Page

GP_ABS_CUR_BAL

View a payee’s current entitlement balances.

Forecast Balance Page

GP_ABS_FCST_BAL

Starts the Balance Inquiry process and view the results.

Use the Current Balance page (GP_ABS_CUR_BAL) to view a payee’s current entitlement balances.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Maintain Absences > Review Absence Balances > Current Balance

This example illustrates the fields and controls on the Current Balance page - Accumulator Balance tab.

 Current Balance page - Accumulator Balance tab

Accumulator Balance Tab

For the period of time defined by the From and Through dates this tab displays the payee’s entitlement balances as of the most recent run of the Entitlement process for the payee.

User Keys Tab

This tab displays the value that was entered for each user key defined on the Entitlement Accumulators page.

Use the Forecast Balance page (GP_ABS_FCST_BAL) to starts the Balance Inquiry process and view the results.

Navigation:

Global Payroll & Absence Mgmt > Payee Data > Maintain Absences > Review Absence Balances > Forecast Balance

This example illustrates the fields and controls on the Forecast Balance page: Forecast Results tab.

 Forecast Balances page

Following are the steps for running the Balance Inquiry process:

  1. Select the take element and the As of Date for which you want to display forecasted results.

  2. Select the Enable Element Trace checkbox to generate the element resolution chain for forecasting. The resolution chain helps you to debug forecasting inaccuracies by looking at how they are calculated and resolved.

  3. Click the Forecast button.

  4. View the results in the Forecast Balance Results Detail group box.

    The tabs in this group box are identical to the tabs on the Absence Forecast Results page.

See Absence Forecast Results Page.