(CA) Adjust a leave balance for an employee

All balance adjustments must be done prior to running the accruals. If not, they will not be reflected until the next accrual is run.

1. Navigate to Configure > View Employees.

2. Navigate to the employee you want to edit and click “Edit.” This will show you their current plans and balances. 

3. Click the pencil ( ✎ ) next to the balance to edit the amount.

4. Enter the amount that needs to be added or subtracted (8 or -8) to the balance. 

5. Click “Save.”