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
Adjust an employee's Time Off balance
- Click the Time menu.
- Under Time Off, click the Time Off Management submenu.
- Click the Time Off Balances tab to view Time Off balances.
- Click the pencil icon in the Action column.
- Click on the pen icon to edit the Time Off balance.
- Amend the balance in the New Balance field and add a reason for the change.
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Click Adjust to save your changes.
Explore related content:
- 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.