Manual balance adjustment

There may be occasions when you need to adjust the Absence balance for an employee. Some examples are:

  • The employee is newly hired and haven't earned the full policy quota yet
  • Compensation
  • Correcting an inaccurate balance

To make adjustments you need the system permission 'Absence management', which is included in the default 'System admin role'

How to make a manual adjustment

  1. Navigate to the absence tab on the employees profile
  2. Click the three dots on the absence type that you want to adjust and choose "Manual adjustment"
  3. Choose which period you want to adjust and how many days you want to add or remove. Add a note if you like, this will be visible to the employee. Click Save.