Manage Time Off Balance Adjustments

The Manage Adjustments feature lets you oversee and modify employee time off balances with ease. Add, edit, or delete adjustments, filter and search records, and export transactions as Excel or PDF files for reporting or backup.

How to Access the Manage Adjustment Page

To access the Manage Adjustments page,  go to Main Menu → Time Management →  Leaves & Vacations → Manage Adjustments

How to Add Adjustments

Add a new adjustment to modify an employee's time off balance.
Steps:

1. Click on the “+ Add Adjustment” button.

2. Fill in the necessary details:

   • Employee name: Select the employee.

   • Time off type: Choose the type of leave/vacation.

   • Amount to add/deduct: Enter the number of days to add or deduct.

   • Effective date: Set the date when the adjustment takes effect.

   • Notes: Optionally, add any relevant notes.

3. Click “Add” Adjustment to save.
   
   

View & Filter Adjustments

You can view and filter adjustment records for all employees. This is useful for tracking and reviewing changes to time off balances.

Steps:

1. Use the filters to narrow down the records (e.g., by employee name, adjustment type, and date).

2. View the list of adjustments that match your criteria.

How to Edit Adjustments

Modify an existing adjustment if any details need updating.

Steps:

1. Find the adjustment you want to edit from the table.

2. Click the “Edit” button next to the adjustment.

3. Make the necessary changes.

4. Click “Save” to update the adjustment.

How to Delete Adjustments

Remove an adjustment if it was added by mistake or is no longer needed.

Steps:

1. Locate the adjustment you wish to delete.

2. Click the Delete icon next to the adjustment.

How to Export Adjustments

Export the list of adjustments for reporting or backup purposes.

Steps:

1. Apply any necessary filters to the adjustment records.

2. Click “Export as”.

3. Choose the format you prefer (Excel or PDF).