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Employee Point Balance in Range (Negative Points)

Tracks employees with negative point balances within a specified date range, identifying those with point deductions or credits that result in below-zero point totals.

Overview

This report identifies employees who have negative point balances within a specified date range. Negative points typically occur when employees receive point deductions, credits for good behavior, or adjustments that result in a below-zero point total. This is useful for recognizing positive performance or tracking point adjustments.

Key Features

  • Negative Balance Detection - Identifies employees with below-zero point totals
  • Date Range Analysis - Configurable period for balance calculation
  • Point Credit Tracking - Shows point deductions and credits applied
  • Employee Recognition - Identifies employees with exceptional performance
  • Balance History - Tracks point balance changes over time
  • Adjustment Documentation - Records point adjustments and reasons

Common Use Cases

  • Performance Recognition - Identify employees eligible for recognition programs
  • Point Credit Analysis - Review effectiveness of positive reinforcement systems
  • Adjustment Tracking - Monitor point deductions and administrative adjustments
  • Incentive Programs - Support employee incentive and reward programs
  • Balance Reconciliation - Verify point calculations and adjustments

Parameters

  • Start Date - Beginning of the analysis period
  • End Date - End of the analysis period
  • Minimum Negative Balance - Threshold for negative point inclusion
  • Employee Filter - Optional employee-specific filtering
  • Workgroup Filter - Optional department/workgroup filtering

Report Contents

  • Employee identification and details
  • Current negative point balance
  • Point deductions and credits within range
  • Balance calculation breakdown
  • Adjustment dates and reasons
  • Supervisor notes and approvals
  • Recognition eligibility status

Download Alternative Formats

📥 AOD Browser Report Format:

Technical Notes

  • Negative balances indicate point credits or deductions
  • Point calculations include all adjustments within the specified date range
  • Results are sorted by negative balance amount (most negative first)
  • Report excludes employees with zero or positive balances

Getting Started

  1. Define the date range for analysis
  2. Set minimum negative balance threshold if needed
  3. Apply employee or workgroup filters as required
  4. Execute report to identify employees with negative balances
  5. Review results for recognition or adjustment opportunities