- 25 Jun 2024
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Adjusting Accrual Balances
- Updated on 25 Jun 2024
- 1 Minute to read
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This article reviews the steps to adjust an employee's PTO accrual balance.
Security
Only users with the following permission will be able to adjust accrual balances:
Labor
Employees
Time
Accrual Balances
Edit Accrual Balances
Adjusting Accrual Balances
Follow these steps to adjust an employee's accrual balance for a PTO accrual rule:
Navigate to the desired employee's Employee Record, then select the 'Time Off' tab. | ||
In the 'Accrual Balances' section, click on the summary card for the desired accrual balance. | ||
Click 'Adjust Hours'. | ||
Select Add or Subtract. | ||
Enter the amount of the adjustment as hours. | ||
Enter a reason for the adjustment. | ||
Click 'Save'. |