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Manual balance adjustment

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



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Manual adjustments

Manual adjustments in Huma refer to changes that administrators or managers can make directly to employee data, such as absence balances or vacation days. 

In practical terms, you use manual adjustments when you need to:

    1. Correct an employee’s absence or vacation balance (for example, if there was an error in accrual or recording).
    2. Add extra days to an employee’s account for special circumstances.
    3. Subtract days if leave was recorded incorrectly or used from a previous period.
    4. Ensure records are accurate before annual closing or audits.

 

  • To perform manual adjustments, you must hold a System or Admin role with full absence access rights.

 

 

 

Making a Manual Adjustment

To initiate a manual adjustment for an employee

  1. Go to the "People module"
  2. Select the relevant employee from the list 
  3. Navigate to the "Absence tab"
  4. Click the "three dots" on the absence type that you want to adjust
  5. Click "Manual adjustment"
  6. 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. 
  7. Click "Save"