Adjusting Accrual Balances

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This article reviews the steps to adjust an employee's PTO accrual balance.

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Only users with the following permission will be able to adjust accrual balances:

Follow these steps to adjust an employee's accrual balance for a PTO accrual rule:

Click steps to expand for additional information and images.

1) Navigate to the desired employee's Employee Record, then select the Time Off tab.

2) In the 'Accrual Balances' section, click on the summary card for the desired accrual balance.

3) Click Adjust Hours.

4) Select Add or Subtract.

Add will increase the total accrued amount and result in an increase to the current balance.

Added hours can increase the employee’s current balance to an amount more than the associated rule’s maximum balance.

Subtract will increase the used amount and result in a decrease to the current balance.

5) Enter the amount of the adjustment as hours.

6) Enter a reason for the adjustment.

7) Click Save.

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