The Adjust Leave Balance page is accessed via the “Adjust Leave Balance” button in the Employee Table under the Employees route. This feature is available to subscriber admins or users with the required permission. It allows authorized users to update an employee’s leave history for past periods.
Overview #
The Adjust Leave Balance feature is designed primarily for companies with existing employees who have used leave prior to being added to the system. It allows you to edit the used leave values for each leave type according to the company’s leave policy, ensuring that the employee’s leave balances are accurate and up to date.
This adjustment acts as the opening leave balance for the employee. The feature is one-time editable, meaning once the adjustment is saved, it cannot be changed again, ensuring proper control and record integrity.
Example:
If an employee is entitled to 12 days of casual leave per year but has already used 4 days, you can enter 4 days as used leave in this adjustment. The system will then calculate the remaining balance accurately, which ensures proper leave tracking and helps maintain accurate payroll calculations.
Key Features #
- Edit the used leave value for past periods based on leave type settings
- Set the opening leave balance for new or migrated employees
- Ensure accurate leave tracking and reporting for existing employees
- Accessible only to authorized users with appropriate permissions
Summary #
The Adjust Leave Balance feature allows admins to accurately record past leave usage for existing employees, ensuring historical leave data is correctly reflected in the system. It provides a controlled way to set opening balances for employees migrating into the system or for retroactive adjustments.