Payroll Help

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Editing an Employee’s Time-Off Balance

In this article:
How to Add or Subtract Employee Time-off Balances

Background

You can manually add and remove hours from an employee’s time-off “bank” of hours. You can make the same edit for multiple employees at one time, or just one employee.

Also see these related help articles:

How to Add or Subtract Employee Time-off Balances

To edit employee time-off balances:

  1. Go to Payroll > Payroll Tasks > Manage Time Off.
  2. Select the relevant Hours Type and Date Range
  3. Click Run Report.

Editing a Single Employee:

  1. Click the employee’s name.
  2. Click the Manage button.
  3. Edit time off hours

Editing Multiple Employees with a bulk edit:

  1. Check the box next to each employee’s name.
  2. Click the Edit button.
  3. Edit time off hours

Editing Time-Off Hours

  1. Choose either Add Hours (increases available hours) or Deduct Hours (decreases available hours).
  2. Enter the number of hours.
  3. Enter the Effective Date of the activity. This should correspond to the pay period the hours are used, not the pay date.
  4. Enter optional comments (visible only to the employer).
  5. Review the Current Available Hours (balance before the edit) and New Available Hours (balance after the edit). The new balance is not updated until you save.
  6. Click Save. The edit will appear in the Manage Time Off list and the employee’s Time-Off Detail page.

💡 Note: If using Time & Attendance, employees (and employers) will receive a warning and be unable to save a time card if they attempt to enter time off without sufficient available hours or before the hours are made available by the employer. For example, if an employer adds 80 hours with an effective date of August 20th, employees cannot use those hours on their time card before August 20th.

Also read these articles to learn set up company accrual rules to automatically calculate and give time off:

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