As an employer, there may be instances when you need to make adjustments to an employee's time-off balance. This could be for a variety of reasons, such as providing an employee with an extra day off as an incentive, making changes to your time off policy, or correcting an error. With Connecteam you can handle these adjustments with transparency and communicate clearly with your employees to avoid any confusion or disputes.
Adjusting an employee's time off balance can be done from the dashboard and requires managers to have specific admin permissions. You can refer to the Admin Permissions article for more information (link). Any changes made to the time off balance will be visible to employees through their mobile app or web browser, ensuring transparency and accountability.
Below are two ways to change the time-off balance:
Changing time off balance from the User Profile
Increase or decrease the balance of a specific time off policy for an individual employee from his profile page. Follow these steps:
Simply navigate to the Users tab in the left sidebar.
Search for the user and click on their profile.
Click on the time off section tab.
Select the policy whose balance you want to change and click the Edit Balance button. After you entered the updated balance press confirm changes.
Pro tip: You can access an employee's profile from the Approved Time Off tab with just a few clicks. Simply hover over the employee's name, and click on the three dots to bring up a menu of options. From there, you can easily transfer to the user's profile.
Changing the Time Off Balance Within the Policy Itself
Once a time-off policy has been created, it will be displayed on the top page of the time-off feature. To edit the policy, simply click on the three dots button located next to it and select "Edit Policy." This will take you to the next step where you can view a list of all users who are currently assigned to the policy along with their current balance. From this page, you can make any necessary changes to the balance for each user assigned to that policy.
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