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 leave balances when required. Follow the steps below to update an employee's balance.
You must have the correct permission to adjust leave balances for an employee. If you want to give a manager permission to change employees' leave balances, follow the instructions in this article.
Getting started
Adjust an employee's leave balance
- Click the Time menu.
- Under Leave, click the Leave Management submenu.
- Click the Leave Balances tab to view leave balances.
- Click the pencil icon in the Action column.
- Click on the pen icon to edit the leave balance.
- Amend the balance in the New Balance field and add a reason for the change.
- 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.