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, scheduled, and remaining balance.  These can be displayed in both hours and days or you can edit the columns to only include one or the other.

 

In order to edit an employee’s balance, find the appropriate employee, as well as the correct bucket of time (sick, PTO, vacation, etc).  Click on the edit pencil to manipulate the balance and the Edit Accrual Balances screen will open.

 

**Even though you chose one type of accrual, it will display all types of time off the employee has available.

In the hours remaining field, make the required balance adjustment.  If adding time, add the additional hours to balance for the new total.  If subtracting time, deduct the hours from the balance to get the final balance.  In the comment field, write the reason for the adjustment. 

 

 All edits and comments will show up in the History with the date the edit was made as well as the name of the system user who made the edit.  You can view the history by clicking on the View History icon.

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