How to Adjust Employee Time Off Balance

Permissions Needed: View Employees Time Off Policies, View Organization Time Off Policies and Edit Employees Time Off Policies

1. Select Employees from the left-side menu.
   
   
2. Select an employee from the list.
   
   
3. Open Time Off.
   
   
4. Click the name of a policy from the list. If the list is empty, you will need to first link a time off policy to the employee.
   
   
5. Scroll down the Balance history.
   
   
6. Click the +ADD button.
   
   
   
   
   
7. Define the adjustment date.
   
   
8. Input the number of hours that you need to add (use a negative number if you need to reduce the balance).
   
   
9. Enter the comment (optional).
   
   
   
   
10. Click the Save button at the top right corner.
    
    

You can edit or delete adjustments that have been added manually.