{"id":1605,"date":"2025-03-11T18:25:52","date_gmt":"2025-03-11T18:25:52","guid":{"rendered":"\/enterprise\/?post_type=ht_kb&p=1605"},"modified":"2025-03-20T13:17:05","modified_gmt":"2025-03-20T13:17:05","slug":"forecast-balance-report-combined","status":"publish","type":"ht_kb","link":"\/enterprise\/knowledge-base\/forecast-balance-report-combined\/","title":{"rendered":"Forecast Balance Report \u2013 Combined"},"content":{"rendered":"\n

Current State<\/strong><\/h2>\n\n\n\n

The existing Forecasted Balance Report (aka Vacation Liability report) is designed to execute one absence at the time, specifically Vacation.
In addition, since the report includes monetary value, it is available only for administrators, i.e. it is not available for other users.<\/p>\n\n\n\n

Improvement<\/strong><\/h2>\n\n\n\n

Added a new report that will display multiple absences and can be launched from the Reports section.<\/p>\n\n\n\n

The new \u201cForecasted Balance Report \u2013 Combined\u201d is almost identical to the existing Forecasted Balance report.<\/p>\n\n\n\n

The differences are:<\/p>\n\n\n\n

    \n
  • Combined display of multiple absences per employee.<\/li>\n\n\n\n
  • Color-coded using assigned colors in absence code definitions .<\/li>\n\n\n\n
  • Planned and Actual are in separate columns.<\/li>\n\n\n\n
  • The report can be executed from the standard Report tab.

    <\/li>\n<\/ul>\n\n\n\n

    Note <\/strong><\/p>\n\n\n\n

    Absence codes can be managed either in days or hours.
    The report currently does not provide any indication if the value is in hours or days.

    <\/p>\n\n\n\n

    Activation Settings<\/strong><\/h2>\n\n\n\n

    Reports\u200e Menu<\/strong><\/h3>\n\n\n\n

    Reports & Graphs > Benefit Accrual & APM Reports > \u200e<\/p>\n\n\n\n

    Report Description : Forecasted Balance Report \u2013 Combined<\/p>\n\n\n\n

    Report Name: XFRCSTBL<\/p>\n\n\n\n

    \"A<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Report Parameters<\/strong><\/h2>\n\n\n\n

    Same as the existing Forecasted Balance report\u200e.<\/p>\n\n\n\n

    Setup > System > Parameter\u2019s File Table<\/p>\n\n\n\n

    Parameter File Name: FRCSTBL<\/p>\n\n\n\n

    Report Name: XFRCSTBL<\/p>\n\n\n\n

    Group 1 \u2013 Table and Field numbers for Annual Rate value.<\/p>\n\n\n\n

    Group 2 \u2013 Table and Field numbers for Workdays value.<\/p>\n\n\n\n

    Group 3 \u2013 Default Absence code to display in the report filter.<\/p>\n\n\n\n

    Group 4 \u2013 Set the annual rate header description for two languages.<\/p>\n\n\n\n

    Group 5 \u2013 Set the workdays header description for two languages.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    User Operation<\/strong><\/h1>\n\n\n\n

    Reports & Graphs > Benefit Accrual & APM Reports ><\/p>\n\n\n\n

    Forecasted Balance Report \u2013 Combined<\/p>\n\n\n\n

    Specify forecast Date (end of the accrual year), Absence Codes and filters such as Employees, Plant, Site, Department and Status to see the forecasted balance.<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Output<\/strong><\/h2>\n\n\n\n

    The report currently does not provide any indication if the value is in hours or days.<\/p>\n\n\n\n

    Code (2) \u201cVacation\u201d in hours<\/p>\n\n\n\n

    Code (22) \u201cTry\u201d in days<\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    \"A<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    \"A<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    \"A<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Columns\u200e<\/strong><\/h2>\n\n\n\n

    For each selected Absence Code, the following fields will be displayed: \u200e<\/p>\n\n\n\n

    Carryover = Absences carried over from the previous accrual year to the current one.<\/p>\n\n\n\n

    Allotment = The amount entitled calculated out to the end of the accrual year for the current year.<\/p>\n\n\n\n

    Total = Carryover + Allotment.<\/p>\n\n\n\n

    Planned = Future planned and approved absence requests.<\/p>\n\n\n\n

    Actual = Used absences in the current accrual year.<\/p>\n\n\n\n

    Forecasted carryover = Total \u2013 (Planned + Actual).<\/p>\n\n\n\n

    Example<\/strong><\/h2>\n\n\n\n

    Employee\u2019s accrual period is from January 1 to December 31.<\/p>\n\n\n\n

    \"A<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    \"A<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Used absences in January and February:<\/p>\n\n\n\n

      \n
    • 32 hours in code (2) \u201cVacation\u201d<\/li>\n\n\n\n
    • 5 days in code (22) \u201cTry\u201d<\/li>\n<\/ul>\n\n\n\n
      \"A<\/figure>\n\n\n\n

      <\/p>\n\n\n\n

      \"A<\/figure>\n\n\n\n

      <\/p>\n\n\n\n

      Approved future absences in April:<\/p>\n\n\n\n

        \n
      • 8 hours in code (2) \u201cVacation\u201d<\/li>\n\n\n\n
      • 1 day in code (22) \u201cTry\u201d<\/li>\n<\/ul>\n\n\n\n
        \"A<\/figure>\n\n\n\n

        <\/p>\n\n\n\n

        Forecast balance for December 31, 2025:<\/p>\n\n\n\n

        \n

        Code<\/p>\n<\/td>

        		\n

        (2) \u201cVacation\u201d<\/p>\n<\/td>

        		\n

        (22) \u201cTry\u201d<\/p>\n<\/td><\/tr>

        \n

        Carryover<\/p>\n<\/td>

        		\n

        14 hours<\/p>\n<\/td>

        		\n

        5 days<\/p>\n<\/td><\/tr>

        \n

        Allotment<\/p>\n<\/td>

        		\n

        286 hours<\/p>\n<\/td>

        		\n

        10 days<\/p>\n<\/td><\/tr>

        \n

        Total<\/strong><\/p>\n<\/td>

        		\n

        300 hours<\/strong><\/p>\n<\/td>

        		\n

        15 days<\/strong><\/p>\n<\/td><\/tr>

        \n

        Planned<\/p>\n<\/td>

        		\n

        8 hours<\/p>\n<\/td>

        		\n

        1 day<\/p>\n<\/td><\/tr>

        \n

        Actual<\/p>\n<\/td>

        		\n

        32 hours<\/p>\n<\/td>

        		\n

        5 days<\/p>\n<\/td><\/tr>

        \n

        Forecasted carryover<\/strong><\/p>\n<\/td>

        		\n

        260 hours<\/strong><\/p>\n<\/td>

        		\n

        9 days<\/strong><\/p>\n<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        \"A<\/figure>\n\n\n\n

        <\/p>\n\n\n\n

        \"A<\/figure>\n\n\n\n

        <\/p>\n","protected":false},"excerpt":{"rendered":"

        Current State The existing Forecasted Balance Report (aka Vacation Liability report) is designed to execute one absence at the time, specifically Vacation. In addition, since the report includes monetary value, it is available only for administrators, i.e. it is not available for other users. Improvement Added a new report that…<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[66],"ht-kb-tag":[56],"class_list":["post-1605","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports","ht_kb_tag-enterprise"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/1605","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/comments?post=1605"}],"version-history":[{"count":1,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/1605\/revisions"}],"predecessor-version":[{"id":1634,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb\/1605\/revisions\/1634"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/media?parent=1605"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-category?post=1605"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/enterprise\/wp-json\/wp\/v2\/ht-kb-tag?post=1605"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}