Create a Manual Record

Managers can manually adjust employees' time off balances directly within their profile pages. For example, banked time can be added to an employee’s time off balance.

1. On the Balance Transactions tab, select Create.

   

2. Select the time off type (for example, sick or vacation).
3. Enter the date of the balance adjustment. This date must be within the start and end dates for the current policy group assignment or the future policy group assignment.
4. Select the record type (Addition or Subtraction).
5. Enter the value in hours and minutes.
6. Enter any optional notes to explain the reason for the adjustment.
7. Select Save. The new balance for the time off policy is applied immediately to the employee's record.

   Note:

   The MANAGER_MANUAL_TRANSACTION permission must be assigned in order for the Create button to appear. The MANAGER_IMPORTED_TRANSACTION permission must be assigned for administrators and managers to edit or delete the transaction hyperlinks on the History page.