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 leave adjustments for accounts connected to a payroll platform must be completed in the payroll platform, not in Employment Hero.
An ad hoc leave balance is a custom leave allocation that you can add to an employee's account outside of their regular leave entitlements. This feature is particularly useful for managing special leave situations, such as additional personal leave or leave in lieu, ensuring that your leave 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 leave balance to.
- In the Employment Details tile, select the Leave Details tab.
- Next to the leave 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 leave balance changes under Leave Balance History.
Helpful Hint
You can also view and adjust leave balances using the Leave Management feature.
In some cases, you might want to give employees leave 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 leave', which will expire 1 month after their birthday. To do this, you can increase their annual leave by 1 day and set an expiration date for this leave.
- Select the People menu item.
- Select People list.
- Select the employee you would like to add the ad hoc leave balance to.
- In the Employment Details tile, select the Leave Details tab.
- Next to the leave 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.
Explore similar topics
- Download a leave balances report: Generate and view a leave balance report for your employees.
- Adjust leave balances: This feature allows you to adjust leave balances via the leave management feature.