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How do I adjust leave balances?

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
  1. Click the   Time menu.
  2. Under Leave, click the Leave Management submenu.
  3. Click the Leave Balances tab to view leave balances.
  4. Click the pencil icon in the Action column.
    screenshot of the leave management page, highlighting the leave balances tab and bulk import balance button=
  5. Click on the pen icon to edit the leave balance. click on pen icon adjust leave balance.png
  6. Amend the balance in the New Balance field and add a reason for the change.
  7. Click Adjust to save your changes.

    adjust leave balance then click adjust.png

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