AristoTelos Academy

Balance Transparency on the Roster

Balance Transparency on the Roster

Use Case

Organizations often require immediate visibility of balances directly on the roster.

This is achieved through dedicated balance-related properties linked to report metrics.

Business Purpose

  • Improves transparency for planners and employees
  • Supports informed scheduling and overtime decisions
  • Reduces reliance on separate reports

System Behavior

  • Key balance indicators are displayed on the roster, such as:
    • Transferred balance from previous periods
    • Balance created in the current period
    • Balance carried forward to the next period
    • Paid and refundable balances