Available for the following plans: Standard, Premium, Platinum
Available for the following user access levels: Manager, Admin
Warning
This feature is only available to Employment Hero accounts not connected to a payroll account. You must use Employment Hero only to be able to access this feature.
Any time off adjustments for accounts connected to a payroll platform must be completed in the payroll platform, not in Employment Hero.
An ad hoc time off balance is a custom time off allocation that you can add to an employee's account outside of their regular time off entitlements. This feature is particularly useful for managing special time off situations, such as additional personal time off or time off in lieu, ensuring that your time off records accurately reflect all employee absences.
This article explains how to:
Getting started
- Select the People menu item.
- Select People list.
- Select the employee you would like to add the ad hoc time off balance to.
- In the Employment Details tile, select the Time off Details tab.
- Next to the time off category you wish to amend, select Adjust Balance under the Action column.
- In the window that appears, enter the following:
- New Balance
- Reason for amendment
- Select Adjust.
- You will now see a record of any time off balance changes under Time off Balance History.
Helpful Hint
You can also view and adjust time off balances using the Time off Management feature. Click here for more information.
In some cases, you might want to give employees time off that they have to take before a certain date, otherwise it will expire. For example, you might want to give an employee a day off for 'Birthday time off', which will expire 1 month after their birthday. To do this, you can increase their time off by 1 day and set an expiration date for this time off.
- Select the People menu item.
- Select People list.
- Select the employee you would like to add the ad hoc time off balance to.
- In the Employment Details tile, select the Time off Details tab.
- Next to the time off category you wish to amend, select Adjust Balance under the Action column.
- Select the Increase checkbox.
- Fill in the following details:
- How much would you like to increase?
- When will this increase take effect?
- Will this time off balance expire (select yes)
- When will this expire (select the date it will expire)
- Click Adjust.
Further information
If you are looking for further ideas, try our community.