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Set up manager permission settings to adjust time off balances

Updated

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 Permissions to edit an employee's Time Off balance.

Getting started

Step 1: Allow managers to edit Time Off balances by creating a custom security group

Important

A user with admin permission settings will need to complete this step.

  1. Log into Employment Hero. 
  2. Click the   Settings menu.
  3. In the Security & Access Control section, click Permissions.
  4. Click the Add Permission button to create a new permission.
  5. Fill out the following details for you new permission:
    • Group name
    • Description (optional)
    • Set permission for (optional).
      Enter the group name, description and set permission for
  6. Click on the Reporting Employees tab.
    click on the reporting employees tab
  7. Scroll down to Time Off Balances. 
  8. Tick Modify.
  9. Click on Create.
    click on modify Time Off balances and then click create
Step 2: Manager edits a Time Off balance 

Important

The manager you have just given Time Off access to will need to complete this section.

  1. Log into Employment Hero.
  2. Click on the People option.
  3. Select the employee whose Time Off balance you wish to edit.
  4. Click on Time Off Details.
    Click on Time Off details.png
  5. Click on Adjust Balance.
    Click on adjust balance
  6. Enter your new balance.
  7. Enter the adjustment reason.
  8. Click Adjust
    enter the new balance adjustment reason and click on adjust button

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