As an HR Admin, you can adjust the balance for a time-off type of an employee at any time. This action is not available to Employees & Line managers. To do that:
- Navigate to the Time off tab within the employee profile
- Click on the Edit balance option that exists in all 'non-unlimited policies’ contextual menu
- Edit the current balance by using the ➕ or ➖ signs, or by typing in the exact amount that the employee should be allocated with
- [Optional] Include a note with the reason for the change or any other useful information. Notes will only be visible in reports (coming soon).
- Once ready, click Save to complete the process
💡 You can assign policies to employees and update their balances in bulk via a CSV file.