Benefits - View Employee Balances

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Distribution

Chief Human Resource Officer

UVA HRMS Benefits Specialist

Related Procedures

Ownership

The Chief Human Resource Officer is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

View Balances

IS HRMS
N ® View ® Employee Balances
Assignments Folder

1. Date Track to the appropriate date for which you wish to view an employee’s benefit balances. Click on the Alter Effective Date icon on the toolbar. Enter the Effective Date you wish to use and click the [OK] button.

2. Select the appropriate Assignment radio button for your search criteria. They are mutually exclusive.

Current: Click this radio button if you wish to view balances for the employee’s current assignment(s) (as of the effective date.
Past: Click this radio button if you wish to view balances for the employee’s past assignment(s).
Both: Click this radio button if you wish to view balances for the both the employee’s current and past assignment(s).

3. Click in the Full Name field in the blank table below.

4. From the menu, select View ® Query by Example ® Enter.

5. Enter all or part of the person’s last name in the Full Name field followed by a percent sign. To further restrict your search, all or part of the first name can also be entered (for example, Simpkins, W%)

6. From the menu, select View ® Query by Example ® Run.

7. The query will return the assignment(s) meeting your selection criteria.

8. Click on the assignment for which you wish to view benefit balance information.

9. Click the [Balances] button.

10. Complete the following fields:

GRE: Use the list of values to populate.
Classification: Use the list of values to select a deduction classification based on the type of benefit balance you wish to view.
Assignment: Select this radio button if you wish to view balances at the assignment level.
Person: Select this radio button if you wish to view balances at the employee level.

11. Click the [Get Balances] button.

12. If balances exist, they are displayed. Use the scroll bar at the bottom of the screen to view all balance data on the screen.

13. When finished viewing the balance information, close all windows and return to the Navigator.

Effective: 05/03/04

Revision: 1 03/26/04

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