This article will guide the clients on how they can manually adjust time off balances for their workers on-platform.
Time off balance is the balance available to the worker, including all-time off taken to date and future approved requests. Adjusting time off balances helps you effectively manage your team's time off balances by increasing or decreasing balances as needed, setting effective dates for the adjustments, and maintaining an audit trail by providing reasons for each change.
In this Article
How to add an adjustment to the Time off balance
How to edit Time off balance adjustment
How to add an adjustment to the Time off balance
✅ Step 1 - Select the Employee
In the left sidebar, select People to expand its submenu.
- Select People to expand its submenu.
Select Directory.
- Select Directory.
Confirm that the page heading is Directory and that the search control appears above the worker list.
- Confirm that the page heading is Directory and that the search control appears above the worker list.
Select the Directory search control, enter the worker's full name, and press Enter.
Wait for matching results to load, then select the intended worker. Verify the worker's full name and any available profile details before proceeding.
You can adjust Directory filters if needed to narrow the results.
✅ Step 2 - Select the Time Off section and Time Off Policy
In the worker profile navigation, select Time off.
Under Time off balances or Your policies, find the applicable assigned policy and select View details.
If the worker has multiple policies, select the policy that corresponds to the balance you need to adjust.
Click on the View balance timeline button.
If the Time off page displays Not assigned to any time off policies, you cannot continue for that worker. Select a worker with an assigned policy or ask a time-off administrator to assign one. Public holiday cards are not time-off policies; their View button does not open policy balance details.
✅ Step 3 - Click on Add Adjustments
On the balance timeline, select Add Adjustments.
Select the adjustment type and enter the number of days to add or subtract.
Please note that only balance adjustments can be added in a worker's first tracking period.
Enter a description for the adjustment and set the effective date, if prompted.
Review the available time off balance with adjustment and the balance on the effective date.
Click on Add.
How to edit Time Off balance adjustment
✅ Step 1 - Select the Employee
Navigate to People in the left sidebar and select Directory.
Use the Directory search control to enter the worker's full name, then press Enter.
Wait for matching results to load, select the intended worker, and verify the worker's full name and any available profile details before proceeding.
You can adjust Directory filters if needed to narrow the results.
✅ Step 2 - Select the Time Off section and Time Off Policy
In the worker profile navigation, select Time off.
Under Time off balances or Your policies, find the applicable assigned policy and select View details.
If the worker has multiple policies, select the policy that corresponds to the balance you need to adjust.
Click on the View balance timeline button.
✅ Step 3 - Review, manage, or make edits to this time off balance
On the balance timeline, select Balance adjustment.
Confirm that the Balance adjustment form opens for the correct worker and time off policy.
Edit the required adjustment details.
Review your changes carefully, then click on Update to save them.