Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plan: Standard, Premium, Platinum
Available for the following user access levels: Admin
The adjust balances feature lets you update employee time off balances when required. Follow the steps below to update an employee's balance.
You must have the correct permission to adjust time off balances for an employee. If you want to give a manager permission to change employees' time off balances, follow the instructions in this article.
Getting started
- Click the Time menu.
- Under Time off, click the Time Off Management submenu.
- Select the Time Off Balances tab.
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In the Action column, click the pencil icon on the time off balance you want to adjust.
Helpful Hint
The Employment Hero platform uses calendar days per year (365 days for standard years and 366 days for leap years) to calculate time off entitlements.
- Amend the balance in the New Balance field and add a reason for the change.
- Click Adjust to save your changes.
- If you are connected to the Employment Hero Payroll platform, the updated entitlement will now sync across to Payroll.
Important
If you make changes to an employee’s start date, working hours, or FTE percentage (Full-Time Equivalence), this may impact the employee's time off entitlement. In this case, an Impact to Time Off Entitlement window will appear showing:
- The affected time off policies
- The current and new time off balances
- Options to Accept and continue, Skip and continue, or Cancel the changes.