Leave Adjustments

This functionality allows you to adjust the leave balances recorded on the system. You may want to do this if, for example, you never captured take-on balances when you created the first payslip for an employee.

The following process should be followed to make leave adjustments for individual employees:

• Go to Employees and select an employee.
• On the employee’s profile, go to Leave > Adjustments.
• Then next to the appropriate leave type select Add.
• You will then enter the effective Date of the adjustment, Number of Days (positive values increase the balance, while negative values decrease the balance) and Description.
• Scroll down and click on Save changes.

To make leave adjustments in bulk for multiple employees:

• Go to Employees > Bulk Actions > Adjustments (under Leave).
• Use the filters to select the pay frequency, pay point and status for employees.
• Select the type of leave from the dropdown list that you’d like to make adjustments for.
• The system will default to today’s date for the leave adjustment. However, you can change this by clicking on the date and selecting a new date from the calendar.
• Click on the Add checkbox next to the employees that you wish to add adjustments.
• Enter the Amount and Description for each adjustment.
• Then click Save.