Adjust time off balance

TABLE OF CONTENTS

• Manage balance (of an ongoing cycle)
• Manage carryover balance (from the previous cycle)

Manage balance (of an ongoing cycle)

• Go to Time off > Company > Employee's name

• Click on the three dots in the employee's row corresponding to the policy balance you want to adjust. If you don't see the dots, scroll the bar to the right-hand side of the screen.

• Choose the option Adjust balance
  
  
  
  
  

• Make the required adjustment and add a reason if needed

• Click on ADJUST to save your changes
  
  

The adjustment history can be seen in two locations, 

• Employee profile > Time off > Time off cards > Details
  
  

  Note: "Show policy details in employee time off cards" needs to be enabled for the employees to see the "DETAILS"

• Employee profile > Time off > Time off history > Show policy updates

Manage carryover balance (from the previous cycle)

• Go to Time off > Company > Employee's name

• Click on the three dots in the employee's row corresponding to the policy balance you want to adjust. If you don't see the dots, scroll the bar to the right-hand side of the screen. 

• Choose the option Adjust carryover
  
  
  
  

• Make the required adjustment and add a reason if needed

• Click on ADJUST to save your changes

The adjustment history can be seen in two locations, 

• Employee profile > Time off > Time off cards > Details
  
  

  Note: "Show policy details in employee time off cards" needs to be enabled for the employees to see the "DETAILS"

• Employee profile > Time off > Time off history > Show policy updates