Adjust time off balance

Modified on Thu, 17 Jul at 3:13 PM

TABLE OF CONTENTS


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



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