Adding a manual adjustment to Annual Leave

How to add a manual adjustment to an account

• Log in as an administrator or manager with the necessary permissions.
• Navigate to the Time Off section.
• Select the employee whose leave balance needs adjustment.
  • This will display a log of all manual adjustments made during the current leave year.On the employee’s Time Off page, select Manual Adjustments log.
• Click on the Add Adjustment button to create a new record.

• Enter the Adjustment Value:
  • If the employee’s leave is days, enter the number of days to be adjusted.
  • If the employee’s leave is hours, enter the number of hours to be adjusted.
  • For deductions, prefix the number with a minus sign (-) to indicate that the amount should be subtracted from the total leave balance.
• Provide a Reason or Note

• • Add a note or explanation for the adjustment. This is important for maintaining transparency and for record-keeping purposes. For example, the note might explain that the adjustment is for "unrecorded previous leave" or "correction of leave tracking errors."
• Submit the Adjustment

• • After entering the details, submit the adjustment. It will be logged in the Manual Adjustment Log for the current leave year.
• Review Impact on Leave Balance
  • The adjustment will immediately reflect in the system. It will show on the employee's leave balance graph and the updated balance will be calculated accordingly.
  • Check the graph and balance to ensure the adjustment has been applied correctly. The leave balance will increase or decrease based on whether the adjustment was positive or negative.

By following these steps, you can efficiently manage manual adjustments to employee leave balances, ensuring your organization’s leave policies are applied fairly and accurately. This process helps in maintaining operational efficiency and supporting the well-being of employees by managing their time off effectively.