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How to manually edit an employee's entitlement?
How to manually edit an employee's entitlement?
Kamil Wojewoda avatar
Written by Kamil Wojewoda
Updated over 2 months ago

Select an employee

  • Go to Configuration β†’ People.

  • Choose an employee and click Adjust entitlement.

  • Select the type of absence.

  • Click + Adjust entitlement button.

Adjust entitlement

  • Change the availability for: select the absence type which limits you want to adjust.

  • By: add or subtract balance by entering the number of days you want to add.

πŸ’‘ Tip:

You can enter the value by using the plus and minus signs or by typing the number.

  • As of: select the day the change is effective since β†’ remember, As of section is set to today by default

  • With commentary: you can add an optional comment that is invisible to the employee.

  • Click Save button.

Negative adjustments

Remember that you can adjust the entitlement either with positive or negative values. In order to deduct some days, please choose a minus (-).


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Remove adjustment

In order to remove the adjusted number of days, you can use the Delete button.

Adjust balances in bulk

If you want to import data in bulk for many employees, use balance import from the file. Check out the details here:

Manually adjust automatic accrual once

Sometimes, the automatic accrual needs to be adjusted manually for various reasons, e.g., you need to use your internal calculations for the first prorate.

The accrual is based on the accrual rules of this absence type in Configuration β†’ Absence types β†’ select absence type β†’ Accrual tab.

If you need to edit the automatic calculation once (without changing your absence configuration), we suggest adjusting it as follows:

1. Check the automatic accrual in an employee's profile (Configuration β†’ People β†’ select an employee β†’ Adjust entitlement tab):

2. Add the exact same value in negative as of the date of accrual:

πŸ’‘ Tip:

Adding a comment while adjusting entitlement helps you organize the accrual history.

3. Add the correct entitlement for current absence year as of a specific day:

4. Done!

The entitlement for the next absence year will be accrued automatically in accordance with the absence type's rules:

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