How do I create a leave adjustment?

Employee leave balances can be modified by creating an adjustment on their Leave Adjustment screen. 

      Navigate > Employee > Leave > Leave Adjustments

      

Alternatively, this can be done via the Bulk Actions screen.

       Navigate > Bulk Actions 

      

• Related Articles

• How do I create a leave adjustment via the Bulk Actions screen?

  If leave adjustments have to be created for multiple employees, download, complete and upload the Leave Adjustments action type template on the Bulk Actions screen. Navigate > Bulk Actions

• How do I create employee records via the Bulk Actions screen?

  To create multiple employee records for an intake of employees, download, complete and upload the Add New Employee action type template on the Bulk Actions screen. Navigate > Bulk Actions

• Why are there no project codes reflected on the Bulk Actions spreadsheet?

  If there are no project codes reflected on the Bulk Actions spreadsheet, it means that no projects have been set up on the Project Costing screen. Click on + icon to create projects. Navigate > Configuration > Payroll > Costing > Project Costing

• Can positions be created on company level via the Bulk Actions screen?

  Yes. Positions created on company level via the Bulk Actions screen will be stored on the Position Management screen. Navigate > Bulk Actions Navigate > Configuration > Human Resources > Organisation Structure > Position Management

• Does the system allow for leave data to be taken on from a previous payroll system?

  The system does not allow leave data to be taken on (transferred) from a previous payroll system during the company's implementation. Once employee records have been created, leave adjustments can be created to "transfer" leave data from the previous ...