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.

To make leave adjustments for individual employees:

  1. Go to Employees, and select an employee.
  2. On the employee’s profile, go to Leave > Adjustments.
  3. Next to the appropriate leave type, click Add Adjustment.

  4. Enter the effective Date of the adjustment, Number of Days (positive values increase the balance, while negative values decrease the balance), and Description. You also have the option of adding an Expiry Date for the adjustment.

    On-screen note

    Take note of the following information that is displayed when you hover over the question mark icon () next to the Expiry Date field:

    "Leave adjustments with expiry dates will not be affected by leave cycles and will not count towards carried forward limits."

  5. Scroll down, and click on Save Changes.

Leave display

By default, the adjustment will be entered and displayed in days only. However, you have the option to change the display so that you can also see the corresponding number of hours – as soon as you click Save Changes. You can read more here:

To make leave adjustments in bulk for multiple employees:

  1. Go to Employees > Bulk Actions > Adjustments (under Leave).
  2. Use the filters to select the pay frequency, pay point, and status for employees.
  3. Select the type of leave for which you’d like to make adjustments from the dropdown list.
  4. 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.
  5. Check the Add box next to the employees that you wish to add adjustments for.
  6. Enter the Amount and Description for each adjustment.
  7. Click Save.