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.