There are two ways to view historical balance information for an employee:
Option 1: Use Insight – Balance History Report
Go to Insight Admin.
Search for Balance History in the report search bar.
Use the Person Balance History (Time) folder.
Apply filters to refine your results, such as:
Employee name or number
Balance type
Specific period(s)
This report will show employee balance details for closed periods.
Option 2: Use the Balance Details Report in WFM Admin
📌Note: The Balance Details report offers differentiated access based on user roles, such as managers using WFM_REPORTS_MGR and admins using WFM_REPORTS_ADMN. Ensure appropriate permissions are assigned according to the user's role.
Go to the WFM Admin Dashboard.
Select Reports.
In Report Type, choose Balance Details.
Enter your report parameters:
Balance Type
Start Period
End Period
Person (employee name or number)
Person Status
Click Run Report.
Access requirements
Best Practices for Permission Adjustments
When modifying user access levels in WFM Admin, follow these guidelines to ensure efficiency and security:
Admins and Managers Separation: Maintain distinct menu profiles for administrative and managerial users to avoid overlap.
Test in UAT Environment: Carefully test all changes in a User Acceptance Testing (UAT) environment prior to deployment to verify expected outcomes and prevent disruptions.
If you cannot see the Reports option in the WFM Admin Dashboard, follow these steps to enable it:
Go to Security.
Select User Management.
Search for your employee number.
Click Manage Account.
Go to Menu Profiles.
Search for and enable one of the following options:
WFM_REPORTS_ADMN: Grants administrative-level reporting permissions.
WFM_REPORTS_MGR: Grants managerial-level reporting permissions.
📌Note: After enabling access, you must log out and log back in to see the Reports option
Once you’ve completed these steps, you’ll be able to view and report on balance information for previous periods.
Additionally, ensure all permission changes are tested in a secure sandbox environment (e.g., UAT) to detect potential issues before applying them to the live system.