Time off
Check and adjust time off balances
See what everyone has left, how it built up, and correct a balance with a reason.
Steps
- Open Time off requests and choose Balances.
- Find the person with Search by name, job or location.
- Choose Show to see how their balance was built up, line by line.
- To correct it, choose Adjust. Choose the Type, enter Days (use a minus to take away), a Counts from date and a Reason, then Save adjustment.
Balances build up overnight from each person's time off policy. An adjustment is the right tool for a balance brought from an old system or a one-off gift of days.
Book time off for someone
Choose Book time off for someone, pick the person under Who, the type and dates, and choose Book time off. It is approved straight away and they get a notification. Use it when someone calls in sick.
Where to find it
Time off requestsBalances
Who has it: People who manage time off. If it is not in your menu, your role does not include it.
Open Balances Opens the app. You may be asked to sign in first.
If something goes wrong
- A balance says Not tracked.
- That time off type does not keep a balance, for example unpaid leave.
- It says Nothing yet.
- Balances build up overnight. A person added today has a balance tomorrow. Check that they have a hire date on their page in Team.
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