This article reviews the steps to adjust an employee's PTO accrual balance.
Security
Only users with the following permission will be able to adjust accrual balances:
- Labor
- Employees
- Time
- Accrual Balances
- Edit Accrual Balances
- Accrual Balances
- Time
- Employees
Adjusting Accrual Balances
Follow these steps to adjust an employee's accrual balance for a PTO accrual rule:
Navigate to the desired employee's Employee Record, then select the 'Time Off' tab. | ||
In the 'Accrual Balances' section, click on the summary card for the desired accrual balance. The Accrual Balance Detail sidesheet will open. | ||
Click 'Adjust Hours'. | ||
Select Add or Subtract. Add will increase the total accrued amount and result in an increase to the current balance. Subtract will increase the used amount and result in a decrease to the current balance. | ||
Enter the amount of the adjustment as hours. | ||
Enter a reason for the adjustment. | ||
Click 'Save'. |