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Manual balance adjustment

How to manually adjust an employee's absence balance in Huma

 

Table of Contents

 

 

 

Roles and access

Access Role
Make and delete manual balance adjustments System role: Absence → Absence management or User role: See and edit → Absence

 

 

What is a manual balance adjustment?

A manual balance adjustment lets you add or subtract days from an employee's absence balance for a specific period, without changing any actual absence registrations. This is useful when you need to:

  • Correct a balance that was set up incorrectly
  • Add extra days for special circumstances
  • Subtract days if leave was recorded incorrectly
  • Ensure records are accurate before annual closing or payroll reporting

 

💡 A note added to a manual adjustment is visible to the employee. Use notes to explain why the adjustment was made.

🔗 Read more about absence policies.

🔗 Read more about how days are counted in Huma.

 

Make a manual adjustment

  1. Go to the People module and open the employee's profile
  2. Navigate to the "Absence" tab
  3. Click the three dots next to the absence type you want to adjust
  4. Click "Manual adjustment"
  5. Select the period you want to adjust
  6. Enter the number of days to add (positive number) or subtract (negative number)
  7. Optionally add a note, this will be visible to the employee
  8. Click "Save"

 

💡The employee will automatically receive a notification when the adjustment is saved.

⚠️ Manual adjustments can only be made for periods where the employee has an active policy assigned. If no policy exists for the selected period, the adjustment cannot be saved.

 

Remove a manual adjustment

You can delete a manual adjustment at any time. The employee will automatically receive a notification when the adjustment is deleted.

  1. Go to the People module and open the employee's profile
  2. Navigate to the "Absence" tab
  3. Click on the absence type balance you want to manage to open the balance details
  4. Find the adjustment in the list
  5. Click "Remove" next to the adjustment
  6. Confirm the removal

 

⚠️ Deleting a manual adjustment is permanent and cannot be undone.

Screenshot 2026-05-08 at 15.25.46

 

 

When manual adjustment is not available

There are two situations where manual adjustment is not possible:

  • The policy does not allow manual adjustments Some absence policies are configured to not allow manual adjustments. If this is the case, the "Manual adjustment" option will not be available. To enable manual adjustments, edit the policy settings under Absence → Settings.

  • The employee has no active policy for the selected period Manual adjustments can only be made for periods where the employee has an active policy. If the employee has no policy assigned for the relevant period, assign them to a policy first.

 

 

FAQ

Can I make a manual adjustment for a past period?

Yes. You can adjust any period where the employee has an active policy assigned; past, current or future.

Can I make multiple adjustments for the same period?

Yes. You can add as many manual adjustments as needed for the same period. Each adjustment will be listed separately in the balance overview.

Will the employee see the note I write?

Yes. Any note added to a manual adjustment is visible to the employee in their absence balance overview. Use notes to explain why the adjustment was made.

The "Manual adjustment" option is greyed out — why? T

his means the policy the employee is assigned to does not allow manual adjustments. Go to Absence → Settings, find the relevant policy and enable manual adjustments.