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
Navigate to the People Tab and select the worker whose time off balance you wish to change.
You can also use the search bar to find the worker by name or filter the list by worker type.
✅ Step 2 - Select the Time Off section and Time Off Policy
In the worker's profile, click on the time off section.
In the worker's time off page, navigate to Your policies section, select the applicable time off policy and click on View details.
Click on the View balance timeline button.
✅ Step 3 - Click on Add Adjustments
On the time off policy page, you can now review, manage, or make edits to this time off balance.
Click on Add Adjustments to add or subtract the time off for your worker. You can also select between the type of time off adjustment.
Please note that only balance adjustments can be added in a worker's first tracking period.
Enter the adjustment days and add a description for this new adjustment.
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 the People Tab and select the worker whose time off balance you wish to change.
You can also use the search bar to find the worker by name or filter the list by worker type.
✅ Step 2 - Select the Time Off section and Time Off Policy
In the worker's profile, click on the time off section.
In the worker's time off page, navigate to Your policies section, select the applicable time off policy and click on View details.
Click on the View balance timeline button.
✅ Step 3 - Review, manage, or make edits to this time off balance
On the time off policy page, you can now review, manage, or make edits to this time off balance.
Click on Balance adjustment to make an edit to this balance.
Edit the adjustment details and click on Update.