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Give managers permission to adjust their employee's leave balance

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin  

This article explains how an organisation's admin can give a manager permission to change or adjust their reporting employees' leave balances. This will require setting up a New Security Group and then adding the relevant managers and employees, then giving them the correct permissions.

Learn more about Custom security settings in this article.

Give a manager permission to adjust employee leave balance

You will create a new security group with permission to adjust leave balances and add the managers to this group.

Add a security group with permission to adjust leave balances

  1. Click the Settings menu.
  2. Under General Settings, click the Custom Security Settings submenu.
  3. Click the New Security Group button.
    screenshot of the custom security settings page, highlighting the new security group button
  4. Complete the following fields:
    • Group name (for example 'Leave Balances Update'.
    • Description.
  5. Select who to set permissions for. This is where you choose the people you want to give this permission to.
  6. Click the Reporting employees tab.
    Add details to custom security settings.jpg 
  7. Scroll down to Leave balances and click the Modify button.
    Modify leave balance.jpg
  8. Click the Create button.

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