How to Manually Adjust Employee's Accrual Balances

How to Manually Adjust Employee's Accrual Balances

Navigate to Team > Accruals >  Balances




      2.  Find the employee that you want to adjust and click on the Edit Pencil.




  3.  You will want to enter what the new balance should be in the Hours Remaining column.  **Do not enter the adjustment amount**
     
      **Make sure to chose the correct Accrual type if they have more than one**

  4.  Enter a comment as to why you're adjusting the balance and you WILL NOT modify the As of Date.  Leave it the same. 

  5.  Save the record. 



    • Related Articles

    • How to Adjust an Employee Accrual Balance

      To view employee accrual balances, navigate to Team > Accruals > Balances. Once on this screen, you will see a report that lists all employees who have an active accrual profile as well as the type(s) of time off, updated to date, earned YTD, taken, ...
    • Time Prep Process

      Navigate to Team > Payroll > Process Timesheets Navigate to the time prep checklist for the applicable pay date. Select the icon to process. **If the period you are looking for is not shown, you may need to adjust your date filters. Time Prep ...
    • How to Hire an Employee

      You can add Employees manually or import them. In order to manually hire them, navigate to Team > My Team > Employee Information. Click on Hire in the top right action menu. The hire pages are designed with jump links in the left pane and the widgets ...
    • UKG Ready - Release 96 Highlights

    • UKG Release Notes – December 2024 – R96

      UKG Release Notes – December 2024 – R96 Learn more about the most impactful enhancements available in this release by checking out the short Release Spotlight video. KEY FEATURES THIS UPDATE HR: Within Benefit Plan configuration, the Employee Self ...