View hour balance status for all employees

Arne Kroka Updated by Arne Kroka

Open the Hour balance status form to view hour balance status for all employees or employees in your team.

Navigate to Axdata® > Timesheet extension > Inquiry > Hour balance status

The Hour balance will always be open with the filter My team information (C).

The Hour balance status is a snapshot of the Hour balances. Click on Recalculate (A) to refresh the Hour balances.

View Hour balance status in Employee self service

It is also possible to view the Hour balance status in the workspace Employee self service.

Navigate to Workspaces > Employee self service > My team (1) > Hour balance status (2)

Security

  • Role Axdata Hour balance worker
    • Can view the hour balances in the workspace Employee self service
    • Cannot open the form Hour balance status
  • Role Axdata Hour balance Clerk
    • Can open the form Hour balance status
    • Cannot view the button Setup (B)
    • Cannot view the filter All workers (D)
  • Role Axdata Hour balance manager
    • Can open the form Hour balance status
    • Can view Setup (B) and setup calculation of Hour balance status
    • View and use the filter All workers (D)

How to setup calculation of Hour balance status

  1. Click on Setup (B) to open the Setup dialog.
  2. Click +New (2) to create a new setup line
  3. Select column in the field Column (3)
  4. Select the hour balance to be calculated in the field Hour balance ID (4)
  5. Select if it is the posted or the open total to be calculated in the field Calculation type (5)
  6. It is possible to create custom column label in the field Label (6). A combination of Name of Hour balance and Calculation type will be used if no label is set
  7. When all calculations are setup, click on Close (7) to close the setup dialog

How did we do?

Hour balance worker budgets

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