Check and adjust leave balances
Time, then Leave Balances, shows entitled, accrued, used, pending and available days for every employee and leave type, and lets you issue credits or adjust a balance with a reason.
Steps
- Open Time in the sidebar and select Leave Balances. The page is titled Leave Balances Management.
- Filter by Department, Leave Type or Balance Status (All, With Balance, No Balance or Low Balance), then select Apply Filters.
- Read the columns: Entitled, Accrued, Used, Pending, Available and Usage %.
- Select Export to download the table.
Issue credits
Select Issue Credits to grant leave credits.
Adjust one employee's balance
- Select the action on the employee's row.
- Choose the Adjustment Type: Add Credits (+), Record Days Used (-) or Set Balance (Override).
- Enter the number of Days and a Reason.
- Select Apply Adjustment.
Use Set Balance (Override) only to correct a wrong figure. To record time off, use Record Days Used (-) or file the leave request so the history stays complete.
Questions people ask
How do I find employees with a low leave balance?
Set Balance Status to Low Balance (under 5 days), then select Apply Filters.
What kinds of adjustment can I make?
Add Credits (+), Record Days Used (-) or Set Balance (Override). Each needs a number of days and a reason.