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Adjust individual balances

by | Apr 4, 2025

Make corrections to individual vacation balances. You can adjust both earned and spent balances for vacation types. While the earned balance is calculated based on the hire date, you may need to transfer already spent vacation using this tool. Additionally, you can use this tool to manually add individual balances when the vacation type does not support any rules for earning days.

To create a new “Adjust individual balances”, click on “Create New”.

Choose the user you would like to create an adjusted balance for. Select the vacation type that needs to be adjusted. The adjusted amount earned and spent. Here you can also put a comment if needed. Remember to click “Create” when done. 

If you want to edit a current adjustment, click “Edit” on the users adjustment. 

Here you can then edit in the adjustment. Remember to press “Save” when done.

 

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