Available for the following EmploymentOS 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
If you have admin permissions, you are able to customise your manager's custom security settings to edit an employee's leave balance.
Getting started
Step 1: Allow managers to edit leave balances by creating a custom security group
Important
A user with admin permission settings will need to complete this step.
- Log into Employment Hero.
- Click on the Settings option.
- Click on Custom Security Settings.
- Click on the New Security Group button.
- Fill out the following details for you new security group:
- Group name
- Description (optional)
- Set permission for (optional).
- Click on the Reporting Employees tab.
- Scroll down to Leave Balances.
- Tick Modify.
- Click on Create.
Step 2: Manager edits a leave balance
Important
The manager you have just given leave access to will need to complete this section.
- Log into Employment Hero.
- Click on the People option.
- Select the employee whose leave balance you wish to edit.
- Click on Leave Details.
- Click on Adjust Balance.
- Enter your new balance.
- Enter the adjustment reason.
- Click Adjust
Explore related content
- How do I adjust leave balances?The adjust balances feature lets you update employee leave balances when required.
- How do I adjust balances in bulk?This feature allows you to create a list of cost centres you can allocate against the employees in your organisation.