Edit Paid Time Off Balances

Follow the steps below to edit an employees' balance of paid time off hours and add a note explaining the adjustment. 

  1. Click the Employees tab in the left navigation menu
  2. Click on the employee whose time off balance you need to edit
  3. Click the Time Off tab
  4. Click Edit on the appropriate time off policy
  5. Click Make a Manual Adjustment
  6. Enter accrued and used hours as needed
  7. Add a note in the memo line explaining the adjustment
  8. Click Save