1. Manage balance (of an ongoing cycle)
Go to Time off > Company > Employee's name
Click on the three dots in the employee's row corresponding to the policy balance you want to adjust. If you don't see the dots, scroll the bar to the right-hand side of the screen.
Choose the option Adjust balance
Make the required adjustment and add a reason if needed
Click on ADJUST to save your changes
The adjustment history can be seen in two locations,
Employee profile > Time off > Time off cards > Details
Note: "Show policy details in employee time off cards" needs to be enabled for the employees to see the "DETAILS"
Employee profile > Time off > Time off history > Show policy updates
2. Manage carryover balance (from the previous cycle)
Go to Time off > Company > Employee's name
Click on the three dots in the employee's row corresponding to the policy balance you want to adjust. If you don't see the dots, scroll the bar to the right-hand side of the screen.
Choose the option Adjust carryover
Make the required adjustment and add a reason if needed
Click on ADJUST to save your changes
The adjustment history can be seen in two locations,
Employee profile > Time off > Time off cards > Details
Note: "Show policy details in employee time off cards" needs to be enabled for the employees to see the "DETAILS"
Employee profile > Time off > Time off history > Show policy updates
