How to edit leave balance for an employee

Step 1

Under the Time module >, click on Leave Requests.

Step 2

In the text box, type the name of the employee you are searching for. Click on the name of the employee.

Step 3

Click on Edit under the name of the leave that is to be edited.

Step 4

For eg. While updating the leave balance for Sick days, you will be able to see the fields mentioned below:

1. Sick days allowed per leave cycle - Number of sick days the employee is given annually. You can manually adjust this allowance by enabling the toggle.
2. Pro-rated days allowed (current leave cycle) - Number of sick days the employee has available for the current year at work - including days already used.

For eg. While updating the leave balance for Vacation days, you will be able to see the fields mentioned below -

1. Vacation days allowed per leave cycle - Number of vacation days the employee is given annually. You can manually adjust this allowance by enabling the toggle.
2. Pro-rated days allowed (current leave cycle) - Number of vacation days the employee has available for the current year at work - including days already used.
3. Carryover allowance - Number of vacation days the employee can carry over from this year to the next year.
4. Days carried over from the previous cycle - Number of vacation days the employee has carried over from the previous year to this year.

Once you have entered the leave balance details correctly, click on Update and you will be able to see the updated leave balance for the employee/s.