For customers of our PTO Module.
To modify a person's account balance:
Note: Only Company Admins, HR Admins, and HR Managers can modify all employee account balances. Limited Admins can modify the balances for their subordinates and/or the subordinates of other specified positions. To learn more, refer to: Understanding User Roles & Permissions.
Navigate to a person's profile by entering their name or title in the Jump to a Profile field and clicking their name in the list that populates.
Click the Paid Time Off tab.
Click the three-dot menu next to the appropriate policy.
Click Modify Balance.
Note: When adjusting the balance for an unlimited policy, click Modify Usage.
Click the Modification dropdown to choose Add or Subtract before entering the appropriate number of hours.
Optionally, you can provide a note/reason in the space provided.
Click Save. The person's balance will immediately be updated, and an entry will be added to their transaction history.
Note: You can also update account balances via file import.
Please contact our Customer Success Team for additional assistance.
Additional Resources