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Modifying a Person's Account Balance
Modifying a Person's Account Balance

Adjust an individual's account balance.

Brett avatar
Written by Brett
Updated over a week ago

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.

  1. Locate a person's profile using the search bar at the top of the main navigation.

  2. On the person's profile page, click the Paid Time Off tab.

  3. Locate the desired policy and click the policy dropdown.

  4. Click Modify Balance.

    Note: When adjusting the balance for an unlimited policy, click Modify Usage.

  5. Click the Modification dropdown to choose Add or Subtract before entering the appropriate number of Hours.

  6. Provide an optional Note/Reason.

  7. Click Save. The person's balance will immediately update to show the modification, and an entry will be added to their transaction history.

Please contact our customer success team for additional assistance.

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