Setting and adjusting leave balances

There are two ways to change one employee's leave balance: set the initial entitlement for a leave type that doesn't have one yet, or make an adjustment (add or deduct days) on a leave type that already has a balance. Both are done from the employee's balance page.

Leave Management — Open the Leave Management group in the menu.
Balance Management — Then choose Balance Management.
View — Click the eye icon next to the employee to open their balance.
Set Initial — Find a leave type that has no balance yet and click Set Initial.
Entitled Leaves — Days the employee should start the year with. Steps of 0.5 are allowed.
Set Balance — Save the starting balance.
Adjust — On a leave type that already has a balance, click Adjust.
Adjustment Type — Add or Deduct.
Days — Number of days. Steps of 0.5 are allowed.
Reason — Required. Why the adjustment is being made.
Apply Adjustment — Save — the new balance shows in the leave-type card.

Steps

Set the initial balance for a leave type

Open Leave Management → Balance Management and click the eye icon next to the employee.
Find the leave type card (or table row) that shows no balance yet and click Set Initial. A Set Initial Balance panel slides in.
The Leave Type is shown (read-only).
Enter the Entitled Leaves — the number of days the employee should start the year with (steps of 0.5 are allowed).
Click Set Balance.

Adjust an existing balance

On the same employee's balance page, find a leave type that already has a balance and click Adjust. An Adjust Balance panel slides in.
The Leave Type is shown (read-only).
Choose the Adjustment Type — Add or Deduct.
Enter the number of Days (steps of 0.5 are allowed).
Enter a Reason — this is required.
Click Apply Adjustment.

The change is recorded in the Recent Adjustments log on the page, showing the before/after balance, the reason, and who made it.

Tips

Set Initial appears only before a leave type has any balance for that year; after that, use Adjust.
To set a starting balance for many employees at once, use Bulk Set Initial Balance or an import instead — see Bulk importing leave balances.
The Set Initial and Adjust buttons appear only if your role has the matching permission.